Portfolio return as at 31/8/2013 

The portfolio of this generally small capitalized stocks was started at the beginning of August 2013. As at the end of the month, the portfolio suffered a negative return of 0.23% (See computation below). For the same period, KLSE dropped 2.59% from 1773 to 1727. For simplicity, the portfolio return is compared with the return of KLSE in this period. 

In a down market, the performance of small capitalized stocks generally perform worse than the overall market, and vice versa. However, this portfolio still returns 2.4% better than the broad market in this downturn. 

Again, the actual performance of a portfolio should be viewed in a long term basis in terms of years, not months. 


Ref data Now
New 1/08/2013 31/08/2013
Pintaras 4.99 5.43 0.000 0.440 8.8% 
Kfima 2.060 1.950 0.000 -0.110 -5.3% 
MFCB 1.700 1.790 0.000 0.090 5.3% 
Haio 2.670 2.550 0.000 -0.120 -4.5% 
Fibon 0.330 0.355 0.000 0.025 7.6% 
CBIP 2.830 2.690 0.000 -0.140 -4.9% 
Tien Wah 2.510 2.420 0.000 -0.090 -3.6% 
Homeritz 0.430 0.410 0.020 0.000 0.0% 
Willow 0.530 0.475 0.000 -0.055 -10.4% 
Daiman 2.530 2.630 0.000 0.100 4.0% 
Datasonic 3.350 3.370 0.000 0.020 0.6% 

Average -0.23% 
KLSE 1773 1727 -46.000 -2.59% 
Alpha 2.4%

Posted by kcchongnz at Sep 3, 2013 06:19 AM