My Portfolio Oct14
Summary for October 2014
| Oct-14 | |
| Numbers of stocks | 9 |
| Cash/Share ratio | 0 |
| Share Bought | Huayang @ 2.26 (add) |
| HHGroup @ 0.47, 0.475 | |
| Share Sold | None |
| Overall 2014 | |
| Portfolio Return Oct14 | -4.4% |
| KLCI Return Oct14 | 0.48% |
| Portfolio Return YTD14 | 60.6% |
| KLCI Return YTD14 | -0.63% |
Stock Portfolio @ End of Oct14
Core Portfolio
| Stocks | Average | Latest | G/L (%) |
| None |
Satellite Portfolio
| Stocks | Average | Latest | G/L (%) |
| GTRONIC | 2.43 | 4.57 | 88.1 |
| HHGROUP | 0.475 | 0.48 | 1.1 |
| HUAYANG | 2.32 | 2.32 | 0.0 |
| INARI | 0.73 | 3.00 | 311.0 |
| LATITUD | 2.09 | 3.69 | 76.6 |
| MATRIX | 2.09 | 3.00 | 43.5 |
| SCIENTEX | 5.47 | 7.15 | 30.7 |
| TAMBUN | 0.77 | 2.46 | 219.5 |
| YOCB | 0.69 | 1.01 | 46.4 |
Comment:
- It is a surprise that KLCI index ends Oct14 in positive territory (+0.48%).
- It's also quite surprising that my portfolio declines only 4.4% in Oct14, thanks to V shape recovery in most stocks.
- However, overall 2014 year-to-date return drops 10.6% in Oct14.
- Did not sell any shares in Oct14.
- Added more Huayang and bought Heng Huat.
- Chose Heng Huat over Bumitama, a bit regret now...
- Excluding the new fund injected into buying shares in Oct14, monthly loss will be higher at -4.6%.
- Where does my money to buy shares come from? It's from selling unit trust - again!
Plan:
- May top up Heng Huat after reviewing next quarter's result.
- May consider Bumitama if it drops to below SGD1.00 again.
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