My Portfolio Nov16

Summary of November 2016

Nov-16
Numbers of stocks	14
Cash:Share ratio	12.0%
Share Sold	None
Share Bought	Geshen @ 1.65
	LeonFB @ 0.505
Overall 2016
Portfolio Return Nov16	-0.86%
KLCI Return Nov16	-3.19%
Portfolio Return YTD16	-4.13%
KLCI Return YTD16	-4.34%

My Portfolio @ End of Nov16

Stocks	Avg	Oct16	Nov16	Div 16	Nov16 (%)	Overall%
STOCK X
AWC	0.375	0.79	0.825	1.5	4.4	120.0
BJAUTO	1.92	2.28	2.15	17.65	-5.7	12.0
COMPLETE	0.765	0.740	0.660		-10.8	-13.7
GESHEN	1.65	n/a	1.700		n/a	3.0
GTRONIC	2.43	3.65	3.49	13.0	-4.4	43.6
HEVEA	0.775	1.35	1.50	3.05	11.1	93.5
INARI	0.66	3.35	3.41	5.6	1.8	416.7
INARI-WB	n/a	1.71	1.78		4.1	n/a
KESM	4.42	9.38	9.85	4.5	5.0	122.9
LATITUD	2.09	5.09	4.94		-2.9	136.4
LEONFB	0.505	n/a	0.450		n/a	-10.9
MATRIX	1.77	2.59	2.46	11.40	-5.0	39.0
MATRIX-WA	n/a	0.440	0.415		-5.7	n/a
NOTION	0.40	0.390	0.400		2.6	0.0
SCIENTEX	2.735	6.52	6.74	26.0	3.4	146.4

Comment:

• No dividend ex-ed in Nov16
• Bought back Geshen after its rather good quarterly result and prospect in near term
• Bought Leon Fuat after reading an article by a great investor who has experience in steel industry
• Total stocks increase to 14...