My Portfolio May16

Summary For May16

May-16
Numbers of stocks	13
Cash:Share ratio	29.0%
Share Sold	Inari @ 2.80 (part)
Share Bought	None
Overall 2016
Portfolio Return May16	2.59%
KLCI Return May16	-2.79%
Portfolio Return YTD16	-14.7%
KLCI Return YTD16	-3.39%

Stock Portfolio @ End of May16

Stocks	Avg	Apr16	May16	Div 16	May16(%)	Overall(%)
AWC	0.375	0.59	0.69		16.9	84.0
BJAUTO	1.92	2.20	2.39	4.65	8.6	24.5
COMPLETE	0.79	0.785	0.760		-3.2	-3.8
GTRONIC	2.43	3.42	3.59	9.0	5.0	47.7
HEVEA	0.775	1.21	1.28	0.750	5.8	65.2
INARI	0.66	2.73	3.10	2.4	13.6	369.7
INARI-WB	n/a	1.12	1.39		24.1	n/a
KESM	4.42	4.23	4.05		-4.3	-8.4
LATITUD	2.09	5.62	5.26		-6.4	151.7
MATRIX	1.77	2.51	2.44	3.75	-2.8	37.9
MATRIX-WA	n/a	0.410	0.410		0.0	n/a
NOTION	0.40	0.385	0.385		0.0	-3.8
SCIENTEX	5.47	12.50	13.08	26.0	4.6	139.1
TAMBUN	0.77	1.39	1.35	3.0	-2.9	75.3
TEKSENG	1.18	1.24	1.21	1.0	-2.4	2.5

Comment:

• First positive return month in 2016
• Dividend ex-ed for Tek Seng (1.0sen) in May16
• Sold some Inari shares in anticipation of poor quarterly result. Looks like it's a bad decision. Still planning to hold Inari for longer term.
• AWC continue to climb in May16
• Failed to add more KESM shares as planned earlier