My Portfolio Mac17

Summary for March 2017

Mac-17
Numbers of stocks	13
Share Sold	None
Share Bought	None
Overall 2017
Portfolio Return Mac17	11.51%
KLCI Return Mac17	2.73%
Portfolio Return YTD17	29.74%
KLCI Return YTD17	5.99%

Portfolio @ End of March 2017

Stocks	Avg	Feb17	Mac17	Div 17	Mac17%	Overall%
STOCK X
BAUTO	1.92	2.06	2.00	2.75	-2.9	4.2
COMPLETE	0.765	1.11	1.06		-4.5	38.6
GESHEN	1.65	1.98	1.99		0.5	20.6
HEVEA	0.775	1.48	1.41	2.00	-3.4	81.9
INARI	0.33	1.91	2.04	1.8	7.7	518.2
INARI-WB	n/a	1.09	1.24		13.8	n/a
JAKS	1.20	1.08	1.48		37.0	23.3
KESM	4.42	9.76	11.80	3.0	20.9	167.0
LATITUD	2.09	5.67	5.46		-3.7	161.2
LEONFB	0.505	0.550	0.660		20.0	30.7
MATRIX	1.77	2.49	2.54	3.50	3.4	43.5
MATRIX-WA	n/a	0.390	0.415		6.4	n/a
NOTION	0.40	0.835	1.20	1.00	44.9	200.0
SCIENTEX	2.735	7.33	7.38		0.7	169.8

Comment:

• Dividend ex-ed for Hevea (2.0sen), Inari (1.8sen), Matrix (3.5sen) & Notion (1.0sen) in March 2017
• Notion, Jaks, KESM & Leon Fuat registered good gain in Mac17
• Portfolio gains 30% in the first 3 months, as a result of bullish sentiment especially in small cap and penny stocks
• A big regret in selling Gtronic as I expected its share price to drop for me to buy back later
• Failed to trim portfolio as unwilling to sell some stocks cheaply

Plan:

• Buy on weakness