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Wednesday, January 11, 2012

My Fund Performance 2011

For the year of 2011:

KLCI up 0.75%

My Fund up 24.80% + 1.5% + 1% = 27.3%

Most counters performed quite okay, except NTPM (sold) and Zhulian.
But both have been giving some good dividend, the damage was not so great.

More info on my fund performance, here.
http://politemarket.blogspot.com/search/label/My%20Fund%20Performance


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6 comments:

  1. 27%..hehe

    My fund performance up 20% year to year since 2009. And my major porfolio are GENTING, MAXIS, TELEKOM MALAYSIA and GENTING MALAYSIA

    ReplyDelete

  2. Hi Polite market
    Just an individual investor.
    Care to share what are those counters that you are currently investing to beat the KLCI by 27%?

    ReplyDelete
    Replies

    1. Hi Chan,
      The counters that i invested was for 2011 and may not be applicable to 2012 anymore.

      I hold 7 to 10 counters. But just to list a few...


      TSH.
      I hold and added TSH in 2011 because i am quite certain of the growth.

      Freight
      I hold on to the stock in 2011 because the PE is still quite low with reasonable growth and dividend

      Bonia
      I hold on to Bonia because after the purchase of Jeco, the profit will jump and PE ratio will then drop. Paying reasonable dividend too.

      Mamee
      Mamee price jump up due to privatisation. If not, Mamee was not doing well in my portfolio.


      NTPM (sold) and Zhulian were not doing good. But they paid good dividend and the damage was not that great.


      For 2012, I will still be holding or adding on to TSH.
      Currently monitoring on Fitters, still very uncertain.


      Another thing is, I have another account. But only this account able to compute my % return for the year because i cannot take the money out. The stocks in my other account may be different.

      Delete

  3. Dear Chan, if you noticed, I don't have bluechip in my portfolio. Due to buying by fund manager, Bluechips most of the times are expensive and the growth is not that high.

    I prefer buy stocks when it is cheap before the fund manager buy and make them expensive

    ReplyDelete
    Replies

    1. Dear Polite market
      what u think of 2012? shaky very turbulent year?
      KCLI PE now high due for correction? Also property will be hard hit due to BNM restriction and political uncertainty?
      Just thinking of liquidating all stocks and wait for a big correction KLCI 1300 - 1400 range only join in.
      What do u think of 2012?

      Delete

    2. Dear Chan, I am quite poor is predicting or do forecast. You can see I made many wrong decisions in stock market... refer here...

      http://politemarket.blogspot.com/2011/12/i-made-7-consecutive-wrong-decisions-in.html

      What i normally do is I find good counters to buy and keep. Bad market I will have paper loss, but in medium term, I will make gain.

      Delete

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