Portfolio July 2018

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01 Oct 2018 18:17 #24516 by josephyeo
Replied by josephyeo on topic Portfolio July 2018
Chasen CGS CIMB.pdf

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02 Oct 2018 09:14 #24519 by josephyeo
Replied by josephyeo on topic Portfolio July 2018
Update on Portfolio July 2018 performance

The portfolio started with S$200.000.00 on 2nd July 2018.
As of today, the portfolio shows a profit of S$7,565.60 or 3.78%.
The profit is inclusive of dividends received.

The 3.78% compares quite favorably to the ST INDEX which is
up 0.4% (from 3238.94 to 3252.22) and Catalist Index which is down
8.98% (from 394.00 to 358.6) for the same period.

Portfolio started with 5 counters. Along the way Lippo Mall Trust
was disposed off at 29 cts due to weakening currency and imposition
of tax by the government. This affected the dpu. The money received
from the sales was used to buy 60,000 shares of Singapore O& G
Current portfolio is down to 4 counters of which a larger portion is
allocated to Excelpoint and Singapore O& G.

There is no change in the story line of the 4 counters. All have more
or less the same reasons. These are:
1. growth
2. under valued
3. pay good dividends. Average dividends for the portfolio is above 6%
4. safety ... refer to earlier posting in July

Conclusion:
Am expecting 2nd half to be better.

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15 Oct 2018 00:33 #24533 by josephyeo
Replied by josephyeo on topic Portfolio July 2018
An update on Portfolio July 2018 performance.

The past few months were difficult months for the stock market.
This cummulated with a market "crash" in the 2nd week of Oct.

At date of post the ST. Index was down 0.9% and Catalist Index
was down 8.78% from July '18 to 12 Oct. My portfolio is up
by 3.2%, slightly lower than the 3.78% registered on 2nd Oct. but
is better than both indices.

2 July to 12 Oct
ST down 0.9%
Catalist down 8.78%
Portfolio July 2018 up 3.2%

As mentioned in earlier post the stocks picked for the portfolio
have these common criteria - Growth, Value, Dividend n Safety.
To date the story line has not changed.

The reporting season is just round the corner n i am expecting these
4 stocks to continue to show improved profit as shown in the last few
quarters. So long as the profit growth is there, I believe ....
the profit for the Portfolio July 2018 will trend higher.

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15 Oct 2018 01:57 #24534 by josephyeo
Replied by josephyeo on topic Portfolio July 2018
Below are some details on profits:

Excelpoint (US$)

Profit comparison 2015 against 2017

Profit up 85.9% from US$4.4 mil to US$8.1 mil

Profit comparison 1st half 2017 against 1st half 2018

Profit up 32.8% from US$2.8 mil to US$3.7 mil


ISEC

Profit comparison 2015 against 2017

Profit up 186.5% from S$2.8 mil to S$7.9 mil

Profit comparison 1st half 2017 against 1st half 2018

Profit up 22.0% from $3.6 mil to $4.4 mil


Singapore O& G

Profit comparison 2015 against 2017

Profit up 59.2% from S$5.3 mil to S$8.5 mil

Profit comparison 1st half 2017 against 1st half 2018

Profit up 50.4% from $4.1 mil to $6.2 mil


Chasen Holding

Profit comparison 2017 against 2018

Profit up 111.3% from S$2.6 mil to S$5.5 mil

Profit comparison 1st quarter 2018 against 1st quarter 2019

Profit up 97% from $0.75 mil to $1.5 mil

For info only ... dyodd

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16 Oct 2018 07:26 #24535 by josephyeo
Replied by josephyeo on topic Portfolio July 2018
Despite the difficult market situation, the portfolio has produced a profit of 3.2%.
After some analysis, i have decided to increase my portfolio size from
S$200,000 to S$250,000 with purchase of 200,000 shares of Lippo Mall at 24.5 cts.

Below is my current portfolio :
1. Excelpoint 112,000
2. Singapore O& G 180,000
3. Lippo Mall 200,000
4. Chasen 480,000
5. ISEC 112,000

Above portfolio is estimated to give a dividend yield of around 5.5%.
This implies that even if the share price doesnt go up I will still be
able to get a return of 5.5%

Pls note ... above is not the actual size of my portfolio. It is only a
reflection of the ratio of the amount invested in each counter,

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23 Oct 2018 13:21 #24542 by josephyeo

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