My investment record (47) Feb - April 2020

The estimated holding period return for KLCI in the  Feb-2020 is -2.86%  (with dividend included). Holding Period return for my portfolio is -5.66%. 

The estimated holding period return for KLCI in the  March-2020 is -8.54%  (with dividend included). Holding Period return for my portfolio is -18.81%. 


The estimated holding period return for KLCI in the  April-2020 is 4.55%  (with dividend included). Holding Period return for my portfolio is 12.32%. 

For comparison of my portfolio vs KLCI annualized return in the last 1Y, 3Y, 5Y and since inception, see below

Trading Activities

For the past 3 months, Malaysia's economy and stock market were severely impacted by the outbreak of COVID-19. During February, I was still in buying mode which includes addition of Public Bank (1295) & Astro (6399). This quickly became a mistake as both stocks were considerably cheaper during subsequent market downtime. 

Hence, my trading decision after March was centered around the following questions

1. Whether the business model of the company can still sustain post-COVID19? 

I believe companies where their future survivability in doubt are Airasia & TWREIT. 

2. Whether there is still a growing potential for the company, or I have to sell now to preserve cash?

Stocks that I subsequently sold were Symphony Life (1538), BAT (4162), YOCB (5159) & FIAMMA (6939)

Summary list of stocks bought/sold as follow:

Addition of Public Bank (1295)

Disposal of Symphony Life (1538)

Disposal of BAT (4162)

Disposal of Airasia (5099)

Disposal of TWREIT (5111)

Disposal of YOCB (5159)

Addition of Astro (6399)

Disposal of FIAMMA (6939)