Wednesday, December 21, 2016

How Is My Minion Portfolio Doing In 2016?

Time flies, we are one-and-a-half week away to bid farewell to 2016, most people are starting to recap/review their hits and misses in 2016 and making resolution for 2017 and beyond.

So, I would like to take this opportunity to recap my portfolio's performance in 2016. Even though there are still a couple more days to go but since my transaction volume is usually low and bearing in mind of my minion portfolio size, I don't expect it will change much during these few days.

Here goes the summary of my portfolio (status as at 21/12/2016):

Current Portfolio:
Total Invested Capital                                 : SGD 47,060 (from 9 counters)
Total Current Market Price                         : SGD 39.,460
Dividend Collected                                     : SGD 4,160
Unrealized Gain/Loss (Exclude Dividend) : -SGD 7,600 [-16%] 
Unrealized Gain/Loss (Include Dividend)  : -SGD 3,440 [-7%]


Realized Gain so far (include Dividend) : SGD 570

As you can see, I am still paying my "school fee" (i.e. making a loss :-)). Two of the main contributors are EV Energy, my only US stock which is related to O&G industry and King Wan. Also, through this short investing journey of mine, I've further confirmed (stamped and double chopped) that I am not good (or should I said not enjoying) interpreting/digesting the numbers. Not sure how many retail investors are like me but you know you are not enjoying it (the number crunching) when you tends to procrastinate it and don't have the sense of satisfaction. 

Having said that, it doesn't mean that I will stop investing or totally ignore the Fundamental Analysis, just that going forward I might not spend too much time in crunching the numbers, or I might start to learn some basic Technical Analysis to supplement my investment decision. Something for me to ponder in 2017 and beyond...

Cheers!

17 comments:

  1. Hi Richard

    Don't despair about the EV and kingwan. Apart from these 2 i think you are doing very well. I think you just need to find the right stocks and perhaps tried not to get into cyclical stocks which might swing either way.

    In any case, merry xmas and a new brand year awaiting for us again ;)

    ReplyDelete
    Replies
    1. B : Thanks for dropping by! Nah, nothing to despair but thanks for the tips of cyclical stocks..

      Merry X'mas and happy new year to you and your loved ones too!

      Delete
  2. Hi Richard,

    Thanks for sharing. Investing is a slow and steady process. It took me a while to find what kind of investor I am and I am sure you will be able to find yours.

    Merry Xmas and many more good years to come.

    ReplyDelete
    Replies
    1. Derek : Yup! All roads lead to Rome, there are definitely more ways to look at the same thing.

      Merry Xmas and happy new year to you too..

      Delete
  3. Your acquired FA knowledge not transforming into your investing skills? So you like to add TA for FATA? :-)

    ReplyDelete
    Replies
    1. CW8888 : The knowledge definitely came in handy, just that I don't think I am enjoying it as much as I hope it to be... FATA or FANTA, I also don't care lar, just keep learning and keep investing lor!

      Merry Xmas to you and your loved ones!

      Delete
  4. Hi Richard,

    Your portfolio is not that bad especially for about 2 years. I am not that good for my journey as well.

    Anyway we learn and we grow.

    Rather than change strategy (I did that, or rather I went into numerous strategy and it creates lousier results for me), I suggest to understand your goal of investing and then think of a plan that suits it.

    Have fun and good luck! Huat ar!

    Regards,
    TUB

    ReplyDelete
    Replies
    1. TUB : Thanks for dropping by! Yup, I think it is not as bad, just sharing my self-discovery (or confirmation of my inclination).

      Let's keep learning and keep investing.

      Merry Xmas to you and your loved ones!

      Delete
  5. Thanks for sharing your updated portfolio. One advice: don't fall into dividend trap. Especially when market is unstable, play short-term and sell when you made a good gain. You can buy back again when the price is low again.

    ReplyDelete
    Replies
    1. Hi Karen, I think you are the Karen that I know right ? :-)

      Thanks for the input and agree with you, just that I am not spending much time in analysing and tracking the stocks :-)

      Merry Xmas to you and your loved ones (aka Ah Lau and Ah Boy :-))

      Delete
  6. Hi Richard,

    Stay strong! We are all learning in our investment journey. Jia you!

    ReplyDelete
    Replies
    1. UN : Yup! Let's keep learning and keep investing.

      Merry Xmas to you and your loved ones!

      Delete
    2. Merry Xmas to you and your loved ones too :)

      Delete
  7. Hi Richard ,
    加油!two years can't really tell anything about investment return's performance..we will need to have a much longer time frame to see the result ...and gone through multiple business and market cycle ,,,,路遥知马力!!Gambateh '!
    Cheers ,,,

    ReplyDelete
    Replies
    1. Hi STE, yup! will definitely keep going! :-)

      Delete
  8. Hi Rechard ,

    I read your blog very frequently and I really enjoyed them! Good job! look forward to your next post! i would like to which stock and stock price you have purchased previously?

    AlSO Now following MMFS blog for Share Investment - http://www.mmfsolutions.sg/blog/

    ReplyDelete
    Replies
    1. Hi Andy,

      You can check out my minion stock portfolio here : http://www.investopenly.com/p/my-portfolio.html

      Delete

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