Summary For January 2015
| Jan-15 | |
| Numbers of stocks | 8 |
| Cash:Share ratio | 1:10 |
| Share Bought | None |
| Share Sold | Tambun @ 1.82 |
| Overall 2015 | |
| Portfolio Return Jan15 | 16.0% |
| KLCI Return Jan15 | 1.14% |
| Portfolio Return YTD15 | 16.0% |
| KLCI Return YTD15 | 1.14% |
Stock Portfolio @ End of Jan15
Core Portfolio
| Stocks | ||||||
| None |
Satellite Portfolio
| Stocks | Avg | Dec14 | Jan15 | Div 15 | Jan15(%) | Overall(%) |
| GTRONIC | 2.43 | 4.30 | 4.82 | 12.1 | 98.4 | |
| HHGROUP | 0.475 | 0.43 | 0.475 | 10.5 | 0.0 | |
| HUAYANG | 2.32 | 2.05 | 2.15 | 4.9 | -7.3 | |
| INARI | 0.73 | 2.54 | 2.87 | 0.23 | 22.0 | 293.2 |
| INARI-OR | n/a | n/a | 2.15 | n/a | n/a | |
| LATITUD | 2.09 | 3.65 | 4.51 | 23.6 | 115.8 | |
| MATRIX | 2.09 | 2.70 | 2.75 | 1.9 | 31.6 | |
| SCIENTEX | 5.47 | 7.09 | 6.63 | 0.13 | -4.7 | 21.2 |
| TAMBUN | 0.77 | 1.62 | 1.86 | 0.03 | 16.7 | 141.6 |
Comment:
- Unexpectedly, Jan15 turns out to be my best monthly portfolio performance since Mac14.
- Portfolio return calculation from 2015 onward will include dividends ex-ed within the year.
- Scientex is the only stock that suffers loss in a bullish Jan15.
- My next purchase will probably be Inari's right shares.
- Currently I am fairly comfortable with property stocks holding in my portfolio, which make up 32% of current total shares value and 41% of total capital invested.
Plan:
- Continue to accumulate cash
- To buy during next market correction, unless in "special circumstances"
Hi Bursa Dummy,
ReplyDeleteHow you calculate the Jan 15 return = 16.0%
Hi little spring, I'm using the approximation equation as explained in
Deletehttp://bursadummy.blogspot.com/2014/01/how-to-calculate-portfolio-return.html
HI BD, kindly explain how do you derive Cash:Share ratio? The latest is 1:10 as compared to 0 last month.
ReplyDeleteHi Chau, my cash:share ratio is = cash available for stock market investment : current value of all shares held
Delete