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
2	Avi-Tech	100,000	$0.380	$38,000.00
3	Best World	50,000	$1.310	$65,500.00
4	Chasen	300,000	$0.076	$22,800.00
5	Innotek	190,000	$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.

Warren Buffett's Gems

Some of Buffett's gems which i wish to keep reminding myself:


"If you buy things you do not need, soon you will have to sell things you need."

"Do not save what is left after spending, but spend what is left after saving."

"If you don't find a way to make money while you sleep, you will work until you die."

"You only have to do a very few things right in your life, so long as you don't do too many things wrong."

"I don't look to jump over 7-foot bars; I look around for 1-foot bars that I can step over."

"The most important investment you can make is in yourself."

"Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble."

"Predicting rain doesn't count. Building arks does."

"Time is the friend of the wonderful business, the enemy of the mediocre."

Portfolio Value as per June 2018

No.	Counters	No of Shares	Market Price per Share (SGD)	Total Value (SGD)
1	AEM	48,000	$1.150	$55,200.00
2	Avi-Tech	100,000	$0.390	$39,000.00
3	Best World	50,000	$1.320	$66,000.00
4	Innotek	190,000	$0.355	$67,450.00
5	Sunningdale	60,000	$1.330	$79,800.00
6	Tat Seng Packaging	50,000	$0.725	$36,250.00
7	Cash			$46,656.80
			TOTAL:	$390,356.80

(1) I have divested Chasen.

(2) Total dividend collected for HY2018: $8,580.

(3) Accumulating my war chest.

(4) Do not intend to add any counters yet as i have not find any good buy.....shall be patient and very careful in my next purchase (if any).