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Monday, January 9, 2012

My Stock Portfolio review for 2011

My stock portfolio holding as of 30.12.2011:

10 lots China Gaoxian @ 0.190 - trading suspended (try to exit)
7.439 lots China Taisan @ 0.093 (try to exit)
5 lots First Reit @ 0.765 - dividends yield 5.8% (for long-term holding)
1 lot Yangzijiang @ 0.94  (positive outlook)

Total market value: $7,356.83
Totoal divestment: - $62.00
Total dividends: - $306.75 (HLS $81.25, First REIT - $225.50)

Market value for calculation: $7,725.58 - estimated annual return -9.8%.
If I don't take into account China Gaoxian my annual return will be -32%.
STI performance was -17%.

My stock portfolio holding as at 30.01.2011:

5 lots Best World @ 0.291 - wrong pick / sold all

5 lots China Gaoxian @ 0.341 - my biggest mistake / try to exit ASAP
5 lots First Reit @ 0.766 - good pick for passive incomes

lots HockLianSeng @ 0.316 - wrong pick / sold all

Total market value: $8,570.

1 comment:

  1. Hi,
    This is an excellent written article, Thanks for yet another insightful post, as always!

    ReplyDelete