Tuesday, September 19, 2017

Why i seldom write more about the company i have purchased?


So far I seldom write more about the company i have purchased. The reason being is i am doing my best to focus on building my Investment Strategy into a system. A good system that suits my temperament to sustain me from my journey as an investor. A company valuation can be differ from different point of view and none of them will be the better answer. There will always be argument to thing which is yet to happen.

Instead of focusing on the market reaction, e.g. the shares price has dropped, etc etc, i think it is much better to focus our concentration and energy into studying the system better and implementing it into our investment.

Personally i think making money in shares market is not easy at all. In fact, it is very difficult as it involves many aspects in the whole market: different type of people from all over the world, the economic, the political issues, etc etc. Can we master all of these things? Abolutely the answer is No. In fact, no one is able to predict the market. But in our part, what we can do is to master ourselves, master our strategy, building a sustainable system that is able to survive us either in bull or bear market.

I will continue to deepen my investment knowledge my reading more investment books. I hope i can reach my seven figures portfolio soon which will enable me to generate more passive income from there. Wish me all the best!!!

Friday, September 15, 2017

September 2017 Portfolio Update


I added Ellipsiz @74.5cts per share (my purchased valuation is at $124mil) last month. The reason of my purchase are Ellipsiz proposing dividend of 6.5cts/share for FY2017, sold her probe card business for $88.3mil with cash on hand of $53.7mil and about $1mil of debts. This company is a very interesting company to me, i am excited to grow along with the business development.


My current Portfolio:

(1) Sunningdale

(2) Best World

(3) Frencken

(4) Avi-Tech

(5) Cogent

(6) Ellipsiz

(7) 800 Super


I almost finish my 22nd investment book "Warren Buffet Accounting by Stig Brodersen & Preston Pysh". My next book which i already bought will be: "The Most Important Thing Illuminated by Howard Marks & Paul Johnson". Wish me luck!!!