My Investment Record (36) - 1st Feb 2018 - 30th April 2018

Current Return and performance

For Feb 2018, 

The estimated holding period return for KLCI in the July (1st Feb 2018 - 28th Feb 2018) is -0.40% (with dividend included). Holding Period return for my portfolio, is -0.26%. Total holding period return for my portfolio since the inception is 30.66%, annualized to be 4.98%, this underperform KLCI total return of 35.85% (annualized, 5.73%) 

For March 2018,

The estimated holding period return for KLCI in the past period (1st March 2018 - 31st March 2018) is 0.65% (with dividend included). Holding Period return for my portfolio, is -0.50%. Total holding period return for my portfolio since the inception is 30.01%, annualized to be 4.81%, this  under perform KLCI total return of 36.74% (annualized, 5.76%) 

For April 2018,

The estimated holding period return for KLCI in the past period (1st April 2018 - 30th April 2018) is 0.63% (with dividend included). Holding Period return for my portfolio, is -3.2%. Total holding period return for my portfolio since the inception is 25.84%, annualized to be 4.14%, this underperform KLCI total return of 37.61% (annualized, 5.80%) 

Trading Activities

1. Disposed of CIMB (1023)

At the price of selling (> RM 7.2), i dont think CIMB had the buffer to absorp any cyclical downturn, like how its profit & shareprice performed in past 4 years. Thus selling at the peak become the option.

2. Addition of  Berjaya Toto (1562)
At the time of writing, BJToto has estimated EPS of 20 sen and Dividend per share of 16 sen. This make current price level (ard RM2.1) attractive. You are buying into a stock with low PE (< 12) and high dividend yield (> 7%), eventhough the growth potential is weak, its still a good deal. 

3. Addition of BAT (4162).
This in part is speculating. The stocks had been declining to historical low (close to RM 25) in a sense that it is being oversold. I am entering at the time hoping it will bounce back later.

4. Addition of  FIAMMA  (6939)
Low PE (ard 10), property project completing which should boost the profit. Safe bet when its price is low.