*****
my portfolio as at 1 Oct 2019
shares listed by order of weightage
Serba Dynamic
Magni
MI
MPI
Pchem
Foreign
TSMC
Cash level remains about 30% but have took profits on Armada ( at 34) and put into Magni, MPI, PChem. From penny stock into more stable shares.
More articles on *****
Government of the people, for the people by the people............Malaysia, China.
Created by qqq3 | Sep 25, 2019
Companies benefiting from tarifs on China...........................................
Created by qqq3 | Sep 23, 2019
if HK don't reform and love mother land...poverty and extinction awaits them.
Created by qqq3 | Sep 18, 2019
Discussions
Be the first to like this. Showing 29 of 29 comments
Fabien "The Efficient Capital Allocater"
surprised to see Magni and PChem.
thought you are more of thematic play?
2019-10-01 13:44
Fabien "The Efficient Capital Allocater"
at least your portfolio is lean and concentrated. something which i wish to achieve in the long run
i own 30 stocks at this moment. a self-made index. hahaha
2019-10-01 13:45
magni....I wrote an article about who/ what benefits from US tarifs on China..........surely clothing companies is one the major items affected.
pchem....very small position only....But P Chem is a good one for higher product prices, higher volumes and lower costs...also I think some facilities in saudi affected............
2019-10-01 14:08
Fabien "The Efficient Capital Allocater"
didn't know Magni benefits from trade war. though i know Nike is doing well.
what i know of trade war beneficiaries are furniture companies and EMS or contract manufacturers
2019-10-01 14:33
no need to thank me. Last few times, I shared my portfolio, my shares go up immediately. No exception this time.....Like that I will share more often......lol....
2019-10-01 16:40
Hahahaha
qqq3 why took profit on Armada? And not dumb dumb hold?
Posted by qqq3 > Sep 3, 2019 9:19 AM | Report Abuse
agreed, just dumb dumb hold...today is a bad , still green......
Stock: [ARMADA]: BUMI ARMADA BHD
Sep 1, 2019 11:09 AM | Report Abuse
2 nd quarter...
PBT $ 100 m
add depreciation $ $ 200 m
PBT plus depreciation is $ 300 million operating cashflows for 2 nd quarter....X 4 is $ 1.2 billion a years with possibility of better performance from recovery in OMS and Kraken...............
Wonder whether Icon8888 already took profit but for sure stockraider will cut win when Armada drop from 355 to 255
2019-10-01 17:31
Vitrox $ 8............long term investors see new high........the most innovative company in Bursa.
2019-10-02 09:31
top gainers today........Vitrox, Magni, Penta, Unisem, MI...........all theme play.....all technology and apparel.................good and happy day............
2019-10-02 15:01
abien "The Efficient Capital Allocater" > Oct 1, 2019 1:45 PM | Report Abuse
something which i wish to achieve in the long run
============
can change but must do 2 things....
be prepared to take profits/ cut loss in non core counters in other words trade to keep total counters small.
trade within small number of counters like PNB trade PNB counters. too high reduce, too low increase.....or ....price keep going up, keep increasing....like kyy.
or if u are genuine investor, like Philips, then money averaging of a few selected counters, irrespective of market.
2019-10-02 19:08
Fabien "The Efficient Capital Allocater"
hmmm, i'm more of Peter Lynch style. many small positions in what he himself termed it as "tune in later" stocks, so that i keep it in view and follow their story. skin in the game, yo!
2019-10-02 19:49
Fabien "The Efficient Capital Allocater"
basically, i keep 2 portfolios la. A and B
B is concentrated. just 5 stocks. comprising of big blue chips. defensive portfolio, passive investing
it's like following Benjamin Graham advice la.
A is portfolio for enterprising investor...comprised of many small mid cap stocks, rebalance every half yearly
2019-10-02 19:53
Dow was priced for perfection.....
surely Dow has more risk than bursa............
2019-10-03 09:43
themes.............the themes now are apparel and technology ...watch out for weakness in ringgit.............
2019-10-04 09:24
Stock: [MAGNI]: MAGNI-TECH INDUSTRIES BHD
Oct 3, 2019 8:38 PM | Report Abuse
I will not consider selling magni without $ 7.50, in fact smarter still is keeping for a few quarters...............
2019-10-04 09:25
how to make money? u make money when u have the right shares at the right time.................
recently, when u have the following shares, u make money.........
OG Dayang, Carimin
Apparel Magni
Eggs Leong Hup
Technology MI, Elsoft, Penta, Vitrox
if u didn't margin and sailang, u make less. If u margin and sailang, u make more....................
https://klse.i3investor.com/blogs/qqq3/227684.jsp
https://klse.i3investor.com/blogs/qqq3/226123.jsp
how to make money? Focus on shares benefiting on US tarifs on China..............
2019-10-07 09:18
Oh I am still holding armada
Looking for reasons to sell
But so far can't find one yet
2019-10-07 23:48
Should not sell Armada, i think it still has long way to go.
I also have MI and MPI.
MI is also a stock to hold, its potential is huge.
2019-10-08 00:00
ed by Icon8888 > Oct 7, 2019 11:48 PM | Report Abuse
Oh I am still holding armada
=======
not just armada...many shares u have I no longer have.
2019-10-08 00:33
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qqq3 glad to know you cut loss on LB and buy into the love of kcchong's magni and philip's Pchem.
2019-10-01 12:24