My 15% Portfolio - Changes After 3 Quarters
I must have been too busy lately - juggling too stuff and having too many things on my mind.
This is because I realise I have forgotten to put up a post on the update for my portfolio. Thus, here is a short post on my update.
Please do note that this update is as of today, which is already 23 days off from 3rd Quarter 2018.
Prior to taking a look at the changes in my portfolio, let me emphasize on the following:
1. This portfolio review is calculated from 26 Dec 2017 and the aim is to review the total portfolio gain after 1 year.
2. The counter's initial share prices are their respective share prices on 26 Dec 2017.
3. The gain and loss stated is just a simple calculation of the difference in share prices, ignoring the transaction fees.
4. At times, if stated, the gain could include dividends.
5. This review will include my overseas counters in USA and Hong Kong.
Do note that I do realize that it is almost impossible to make a 15% gain in the current market conditions. In addition, I have continue to sell the companies that no longer fit my strategy even at deep losses.
I had managed to keep my portfolio at 16 companies - just 1 additional company from my last portfolio update. There are also 2 new big ideas which I will state in the future. One of the existing companies have also been upgraded to a big idea. For the Big Ideas Investing Theory, the current 11 companies contribute to over 70% of my portfolio.
In Short.
Despite my big losses reported for my last 2 updates, my overall portfolio is down at about 6.96%. As per my historical return, I believe that once I continue this strategy for at least 2 years, I will eventually make a gain for the portfolio.
Thank you for reading.
Oh... and do remember, please like our Facebook page (T.U.B Investing) and follow me on InvestingNote.
This is because I realise I have forgotten to put up a post on the update for my portfolio. Thus, here is a short post on my update.
Please do note that this update is as of today, which is already 23 days off from 3rd Quarter 2018.
Prior to taking a look at the changes in my portfolio, let me emphasize on the following:
1. This portfolio review is calculated from 26 Dec 2017 and the aim is to review the total portfolio gain after 1 year.
2. The counter's initial share prices are their respective share prices on 26 Dec 2017.
3. The gain and loss stated is just a simple calculation of the difference in share prices, ignoring the transaction fees.
4. At times, if stated, the gain could include dividends.
5. This review will include my overseas counters in USA and Hong Kong.
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End of 2nd Quarter
2018
|
End of 3rd Quarter
2018
|
|
Singapore Telecommunications Limited
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Singapore Telecommunications Limited
|
|
Chuan Hup Holding Limited
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Chuan Hup Holding Limited
|
|
Captii Limited
|
Sold All At 24% Loss
|
|
Japan Food Holding Ltd
|
Japan Food Holding Ltd
|
|
The Trendlines Group Ltd
|
The Trendlines Group Ltd
|
|
Starhill REIT
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Starhill REIT
|
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HongKong Land USD
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HongKong Land USD
|
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Ellipsiz Ltd
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Sold All At 25% Loss
|
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Sysma Holdings Ltd
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Sold All At 5% Gain
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|
Singhaiyi Group Ltd
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Singhaiyi Group Ltd
|
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The Hour Glass Limited
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The Hour Glass Limited
|
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Powermatic Data Systems Limited
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Powermatic Data Systems Limited
|
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The Walt Disney Company (USA Counter)
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The Walt Disney Company (USA Counter)
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Quarterhill Inc. (USA Counter)
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Quarterhill Inc. (USA Counter)
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Win Hanverby Holdings Ltd (HK Counter)
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Sold All At 27% Loss
|
|
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Additional: APAC Realty
Limited
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|
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Additional: New Big Idea!
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|
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Additional: New Big Idea!
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Additional: Facebook, Inc.
(USA Counter)
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|
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Additional: Alibaba Group
Holding Limited (USA Counter)
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Do note that I do realize that it is almost impossible to make a 15% gain in the current market conditions. In addition, I have continue to sell the companies that no longer fit my strategy even at deep losses.
I had managed to keep my portfolio at 16 companies - just 1 additional company from my last portfolio update. There are also 2 new big ideas which I will state in the future. One of the existing companies have also been upgraded to a big idea. For the Big Ideas Investing Theory, the current 11 companies contribute to over 70% of my portfolio.
In Short.
Despite my big losses reported for my last 2 updates, my overall portfolio is down at about 6.96%. As per my historical return, I believe that once I continue this strategy for at least 2 years, I will eventually make a gain for the portfolio.
Thank you for reading.
Oh... and do remember, please like our Facebook page (T.U.B Investing) and follow me on InvestingNote.
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