My Portfolio Dec14
Summary for December 2014
| Dec-14 | |
| Numbers of stocks | 8 |
| Cash/Share ratio | 0 |
| Share Bought | None |
| Share Sold | YOCB @ 0.98 (All) |
| Inari @ 2.60 (part) | |
| Tambun @ 1.70 (part) | |
| Overall 2014 | |
| Portfolio Return Dec14 | -11.8% |
| KLCI Return Dec14 | -3.28% |
| Portfolio Return YTD14 | 38.6% |
| KLCI Return YTD14 | -5.66% |
Stock Portfolio @ End of Dec14
Core Portfolio
| Stocks | Average | Latest | G/L (%) |
| None |
Satellite Portfolio
| Stocks | Average | Latest | G/L (%) |
| GTRONIC | 2.43 | 4.30 | 77.0 |
| HHGROUP | 0.475 | 0.43 | -9.5 |
| HUAYANG | 2.32 | 2.05 | -11.6 |
| INARI | 0.73 | 2.54 | 247.9 |
| LATITUD | 2.09 | 3.65 | 74.6 |
| MATRIX | 2.09 | 2.70 | 29.2 |
| SCIENTEX | 5.47 | 7.09 | 29.6 |
| TAMBUN | 0.77 | 1.62 | 110.4 |
Comment:
- Worse monthly return (-11.8%) so far, with 3 consecutive months of negative return.
- Surprisingly overall year 2014's return still manage to stay above 30% (38.6%) without including dividends received.
- However, overall return falls from 71.2% in end of Sep14.
- It's a "net sell" year for 2014 due to heavy expenses.
- Decided to sell some Inari shares (20%) to protect the profit.
- Suffers paper loss in 2 latest new stocks bought.
Plan:
- To keep more cash
- To concentrate on export-orientated & low-debts stocks in 2015
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