Friday, July 20, 2018

Portfolio Value as per July 2018


No.
Counters
No of Shares
Market Price
per Share
(SGD)
Total Value
(SGD)
1
AEM
48,000$1.100$52,800.00
2Avi-Tech100,000$0.380$38,000.00
3Best World50,000$1.310$65,500.00
4Chasen300,000$0.076$22,800.00
5Innotek190,000$0.400$76,000.00
6
Sunningdale
60,000$1.360$81,600.00
7
Tat Seng
Packaging
50,000$0.690$34,500.00
8
Cash


$24,556.80





TOTAL:$395,756.80


(1) Bought back Chasen after some considerations.

(2) I have been doing some self reflection for these past few weeks to restructure my strategy again. My buying - selling - buying Chasen acts have not been really pleasing to my Investment Strategy.

- Reading "Rich Dad's Prophecy - Why The Biggest Stock Market Crash In History Is Still Coming" by Robert Kiyosaki.

- Listening to Webinar of TheFifthPerson.

(3) Going forward i really need to improve the following areas:

1. Portfolio Management - portfolio allocation (including % in certain sector, cash portion).

2. How to value a company and to divest partially when the business is in discounted valuation (maybe 80% from my target valuation?)

3. To read more in detail of company Annual Report.

4. To explore more in my analysis, found out from TheFifthPerson's webinar to use www.marketft.com/data/equities to know more on the peers comparison, etc.






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