KL Trader Investment Research Articles

My Investment Portfolio - as of 1 March 2012

kltrader
Publish date: Fri, 02 Mar 2012, 12:02 AM
kltrader
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This is a personal investment blog where I keep important research articles relating to KLSE companies.

I started investing since 2009, initially didn't really know how to pick stocks. Later i've experimented with investing based on the top Price Targets in the i3investor.com site. Of course, sometimes I also followed trend or news from the people who discussed in this forum.

I've managed to tidy up my transactions and keep it well recorded in the online portfolio here:

So far the performance is about +23% in the past 3 years as I gradually increased the capital to trade. Initially I used to trade in very small lots, now willing to trade more as confidence improves.

I am hoping for much improvement in the return percentage this year. Hopefully with closer monitoring in the price targets and stock news (plus the interesting discussion in the forum here as well), I am able to achieve at least 20% more return this year!

Discussions
3 people like this. Showing 8 of 13 comments

Trader Hub

Not bad and it seems like a realistic target. At least much better than FD and EPF rates.

Good luck to you!

2012-03-02 00:11

lotsofmoney

that shows you can make money from the discussion here.

2012-03-02 09:34

kltrader

Actually I feel my portfolio performance in the past 2-3 years is mediocre only. I've see others posted gains of 70%-100% over the same period (from 2009 until now) in the discussion here.

I've also noticed many good tips recently in the discussion. Some I did not follow but they proven to be good tips.

I guess investment is a continuous learning process. As we read more, trade more and discuss more, we all become better traders/investors.

Well, at least I am still making gains and not loss.. so I am happy to be in the 10% group who make money from the stock market :)

2012-03-02 10:01

Su Jackie

Can someone tell me if I have done well in my portfolio. I started in August 2011 with a cash injection into equity market of RM250,000 and I have now generated a return of about RM23,500. This is equivalent to a percentage return on capital of 9.4 % over 7 months = annual return of 16 %. I have still 5 months to go before my financial year end I set an objective that by year close, I must achieve an annual return of close to 18 %. Can someone say something to motivate me to achieve my objective by end of July. Thank you.

2012-03-04 11:33

Su Jackie

Thank you KW Tan for the encouragement. I used to invest in Public Mutual funds and made quite a bit by way of ongoing frequent switching between equities and bond and paid the switching fee of RM25 per switch. But came July 2011, Public Mutual changed its goal post (to stop / discourage people like me) and start charging switching fees based on percentage on NRV value for those switches within 3 months. It hurts really and I immediately withdrew all my funds from Public Mutual and start to do my own direct investment. Imagine for Public Mutual, even before you make money they have taken the initial 5 % from you and this sucks. Then there is this so called yearly management fees deducted as well. Its really expensive. Now my objective is to benchmark my portfolio growth (return %)against Public Mutual growth to see if I can out-beat it!

Nice talking to you.

Cherrio.

2012-03-04 15:38

chieng8182

Halo Su Jackir, can give me ur email? i wan ask smgt regarding investment in unit trust, as a newbie. hope u willing to help.

2012-03-04 18:48

tptan45

If you really want to invest in unit trust, then go to fund Supermart Malaysia. Upfront charges much lower.

2012-03-04 20:45

chieng8182

can some1 comment on when to do switching between bond and equity fund?

2012-03-04 22:53

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