1 person likes this.

10 comment(s). Last comment by sensonic 2022-06-07 23:37

zhangzuode

239 posts

Posted by zhangzuode > 2022-06-05 14:16 | Report Abuse

Sir / Madam, appreciate if you will advice how you derived the PBT of only RM 13.1M, thank you.

calvintaneng

52,819 posts

Posted by calvintaneng > 2022-06-06 11:28 | Report Abuse

My friend

Your portfolio return is a negative minus - 4.17%

Better switch to palm oil shares

Cpo at above Rm6000 means at least 200% real gross profits for palm oil planters

Very few businesses can even command a 20% gross profit today like palm oil

Pinky

3,155 posts

Posted by Pinky > 2022-06-07 11:23 | Report Abuse

Too many speculative shares

Even with my hangus investment/trade in Serba, I'm only -0.72% YTD.

AMBANK
ATRIUM
AXJ-REITSETF
AXREIT
CHINWEL
CJCEN
IGBREIT
KLCC
TAANN
TALIWRK
TGUAN
UTDPLT

speakup

24,474 posts

Posted by speakup > 2022-06-07 14:31 | Report Abuse

@Pinky, where your westport?

Pinky

3,155 posts

Posted by Pinky > 2022-06-07 15:44 | Report Abuse

Dumped on weakness. Shifted the money to AmBank and Chinwel

speakup

24,474 posts

Posted by speakup > 2022-06-07 16:04 | Report Abuse

interesting! 5 out of 12 are reits

speakup

24,474 posts

Posted by speakup > 2022-06-07 16:13 | Report Abuse

speakup only got 2 reits: SUNREIT & ALAQAR

Pinky

3,155 posts

Posted by Pinky > 2022-06-07 17:47 | Report Abuse

REITs provide a good anchor for my portfolio. And, be surprised, they all deliver very decent IRR to me over the years.

Atrium: 15.7%
Axis: 25.2%
IGB: 16.2%
KLCC: 14.2%

The IRR numbers above are not purely buy and hold, I exited and re-entered over the years. If I had held on, the IRR would be even more wonderful!
In case you dunno...

IRR:
https://www.investopedia.com/terms/i/irr.asp#:~:text=The%20internal%20rate%20of%20return,same%20formula%20as%20NPV%20does.

Pinky

3,155 posts

Posted by Pinky > 2022-06-07 17:50 | Report Abuse

And investment that deliver 17.875% IRR (simple average of my 4 REITs) will double your investment in just 5.59 years. And that, at a relatively low volatility. Why risk so much at those speculative stocks? To me, speculative counters should not exceed 10% of my overall portfolio at any time.

sensonic

690 posts

Posted by sensonic > 2022-06-07 23:37 |

Post removed.Why?

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