Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

Yesterday, my portfolio increased while the broader market continued to fall.

The portfolio value increased by 0.34% to RM107,247.43 while the FBM KLCI fell by  0.19%.

Total returns for the portfolio increased from 6.9% to 7.2%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 9.8%, and has registered an annualised return of 36.7%.

Total profits currently stand at RM 7,247.43..

The gainers for the portfolio were Brite-Tech(+3.3%) and Camres (+12.9%). The stocks that lost considerable ground were UOADev (-2.8%) and Chuan (-2.6%).

There were no trade transactions yesterday.

Tong Kooi Ong's Portfolio

On Monday, my portfolio fell as the broader market declined.

The portfolio value went down by 1.49% to RM106,878.93 while the FBM KLCI fell by  0.45%.

Total returns for the portfolio declined from 8.5% to 6.9%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 9.3%, and has registered an annualised return of 35.9%.

Total profits currently stand at RM 6,878.93.

There were no major gainers for the portfolio on Monday. The stocks that lost considerable ground were Camres (-6.1%) and BHS (-1.7%).

The following shares were bought last Monday, following the pick-up in trading momentum:

Brite-Tech Bhd (Stock code: 0011): 16,300 shares at RM0.305 per share. The company is an integrated water purification and wastewater treatment solutions provider. It is in net cash position with a healthy revenue and profit track record. Stock trades at 1.5 times book and with a price to earnings multiple of 15 times.

Leon Fuat Bhd (Stock code: 5232):8,300 shares at RM0.605 per share.The company has consistently stable net margins. Stock has an attractive dividend yield of 5.2%, trades at 6 times price to earnings multiple with a low price to book of 0.8 times.

K.Seng Seng Corp Bhd (Stock code: 5192): 10,800 shares at 0.645 per share. The company is principally involved in manufacturing and processing of secondary stainless steel products such as welded stainless steel tubes and pipes stainless steel industrial fasteners.

The following shares were sold on Monday:

Facbind: 3,500 units at RM1.41 per share.

Dutaland-6,500 units at RM0.595 per share.

Hwang: 2,500units at RM1.96 per share.

Fututech: 4,200 units at RM1.20 per share.

Taliworks: 5,200 units at RM1.80 per share. 

 

Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolios

Last Friday, my portfolio performed  very well as compared to the broader market which fell.

The portfolio value went up by 1.10% to RM108,499.85 while the FBM KLCI fell by  0.56%.

Total returns for the portfolio increased from 7.3% to 8.5%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 10.5%, and has registered an annualised return of 46.3%.

Total profits currently stand at RM 8,499.85.

The portfolio’s major gainers for yesterday were KSL(+8.5%) and IW City(+1.8%).The stocks that lost ground were Camres (-2.9%) and Dutaland (-1.7%).

The following shares were bought last Friday, following the pick up in trading momentum:

UOA Development: 4,700 shares at RM2.12 per share. The company is principally engaged in property development.It is in a net cash position and the stock trades at book value.

Chuan:900 shares at RM0.775 per share. The company is a stockist of iron & steel importer and exporter of structural steel and other construction materials and operates a steel service centre. It also undertakes manufacturing activities involving production of computer diskettes and compatible and remanufactured ink cartridges.

The following shares were sold last Friday:

Paos: 100 units at RM0.73 per share.

Mah Sing-1,900 units at RM2.41 per share.