|S/N||Name of Counter||No of Shares||% Portfolio Value|
I bought 6300 shares of Koufu on 1st July 2019. You could head over to this article on why I bought it.
I sold 1100 shares of Singtel on 23th July 2019 at $3.53. At that price level, it gave me an opportunity to sell at a profit after been in a red for most of the months I held Singtel. I did not expect the associates to continue to perform badly and will not consider buying Singtel at a lower price until there is improvement in earnings from its associates and once there is clearer divided policy in the future.
I bought 300 shares of OCBC Bank on 26th August 2019 at $10.52. Price to Book ratio at that price is very attractive and I believe that the management has detailed plans as shown on their recent presentation to expand its business in the Greater China region.
Overall Portfolio Performance (as of 3/10/19):
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Total Capital : $ 10,662.50
Total Value: $ 10,884
Realized P/L (+Div) = 2.8% or $ 796.33 (based on Closed Cost)
Unrealized P/L (+Div) = 2.7% or $ 284.5 (based on Current Cost)
Overall P/L + Div = 9.41% or $ 1,080.83 (based on Max Deployed Cost)
Total dividends received in 2019: $103.61