Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

Yesterday, my portfolio decreased while the broader market picked up.

The portfolio value went down by 0.31% to RM106,543.02 while the FBM KLCI increased by  0.08%.

Total returns for the portfolio decreased from 6.9% to 6.5%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 9.0%, and has registered an annualised return of 32.7%.

Total profits currently stand at RM 6,543.02

The gainers for the portfolio were Heveaboard(+4.2%) and KSSC(+1.6%). The stocks that lost considerable ground were Camres (-4.3%) and Chuan (-3.4%).

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

Ge-shen Corp Bhd(Stock code: 7197) : 9,700 shares at RM0.515 per share. The company is involved in manufacturing high precision plastic components used in the manufacturing of computer peripherals information and technology products electronics and electrical related products and automotive product etc

Goodway Integrated Industries Bhd (Stock code: 7192): 8,400 shares at RM0.595 per share. The company is involved in manufacturing and distribution of rubber compounds and related products rethreading services for tires (motor vehicles earthmovers) and trading of tires natural rubber and other related goods.

The following shares were sold yesterday,

BHS: 1,700 shares at RM2.83 per share.

Redtone: 6,000 shares at RM0.81 per share

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.