The estimated holding period return for KLCI in the June-2019 is 1.59% (with dividend included). Holding Period return for my portfolio, is 0.92%. Total holding period return for my portfolio since the inception is 23.28%, annualized to be 3.11%, this underperform KLCI total return of 28.03% (annualized, 3.68%)
Trading Activities
1. Addition of HLFG (1082)
To sum it up, with dividends closer to FD and P/E ratio around 10-12, HLFG is a better bet than FD in the long run.
2. Reduce Holding of BJToto (1562)
Stock with good dividends, however, the price at a recent peak with limited upside potential (as government reduces the number of special draws). Sell some to place the bet on alternative choices
3. Buying of Tune Protection (5230)
Trading Activities
1. Addition of HLFG (1082)
To sum it up, with dividends closer to FD and P/E ratio around 10-12, HLFG is a better bet than FD in the long run.
2. Reduce Holding of BJToto (1562)
Stock with good dividends, however, the price at a recent peak with limited upside potential (as government reduces the number of special draws). Sell some to place the bet on alternative choices
3. Buying of Tune Protection (5230)
I found this article a good read on why the company's profit fall in the past, which also highlighted rooms where the company can do better in the future.
from another perspective, the insurance industry will be on continue growing mode, and it will be a steal to acquire Tune Protect at a P/E ratio of less than 11.
