Tong Kooi Ong's Portfolio

Last Friday, my portfolio increased together with the broader market.

The portfolio value went up by 0.19% to RM106,741.82 while the FBM KLCI increased by  0.23%.

Total returns for the portfolio increased from 6.5% to 6.7%.

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 33.3%.

Total profits currently stand at RM 6,741.82.

The gainers for the portfolio were KSL(+3.3%) and Brite-Tech(+3.3%). The stocks that lost ground were Ge-shen (-2.0%) and KSSC (-1.6%).

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

Homeritz Corp Bhd (Stock code: 5160) : 5,600 shares at RM0.88 per share. The company is an integrated designer manufacturer and exporter of a complete range of upholstered home furniture comprising leather and fabric-based sofas dining chairs and bed frames . It has a high dividend yield of 5.39% and is in a net cash position.

ES Ceramics Bhd (Stock code: 0100): 27,000 shares at RM0.185 per share. The company specialises in ceramic dipping formers. These formers are used as the mould for glove makers and balloons. Technology partner is COQUET from France. The company has stable Ebitda and net margins. 

SLP Resources Bhd(Stock code: 7248) 7,600 shares at RM0.65 per share The company manufactures plastic packaging products including polybags and polyfilms primarily for export markets. It has stable EBITDA and net margins and is in a net cash position. 

The following shares were sold last Friday,

YTLE: 5,700 shares at RM0.68 per share.

Camres: 11,000 shares at RM0.32 per share.

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.