Category Archives: Investment

My Total Investment In 2013

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My total stock investment in year 2013 was RM29,813; about average of RM2,484 per month.

This Year, I sold out all of my unit trust funds and reinvest some of the capital back to stock market. Since the current market is under major correction, it is time to entertain the Mr Market to keep him happy. And also oil price is keep on dropping (& hopefully it would stabilise at $65/bbl) may be a good sign to cool down the current inflation rate (>3%) in Malaysia. Buy and Hold strategy may work better during this bargain periods. Just my 2 cents. Besides that most of the world markets on the historical high.

Some shares under my watch-list is close to bargain zone this week and some dropped to 52 weeks low. So I bought 300 and 500 units of AEON and PWROOT at RM3.15 and RM1.45 respectively. Total units accumulated for AEON and PWROOT are 2300 and 3000 units respectively.

My Shares With >100% Gain

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There are 10 stocks, which have gained more than 100% in my shares portfolio that consists of 30 stocks;

Shares Gain
Jobst 422.52%
QL 279.87%
Carlsbg 165.31%
RHBCAP 159.08%
AEON 159.07%
Gamuda 135.29%
Dialog 120.13%
AMMB 119.67%
PWROOT 115.60%
Dlady 111.37%

My Shares Performance

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My shares portfolio able to growth at average rates of 12% a year to date of 28th Nov 2014 since 2010.

See example chart, let’s say if you start to invest at age 35, with initial capital of $100K and invest regularly, says $2000 a month in stock market, you will become a millionaire by 48; assuming the annual compound rate of 12%. Only take 13 years to become a millionaire! So invest early have the advantage with less commitments 🙂

My stocks investment will double in every 6 years with 12% annual compound rate, with rule of 72.

Return Rates

Topup My Shares

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This week I topup 2 shares, CIMB and PWROOT at RM5.84 and RM1.52 respectively. Total units accumulated in CIMB and PWROOT actually not very much, only 800 units and 2500 units respectively. Although it is just a small amounts, the returns could be out of your imagination in 10 years as both shares have the ROE of 15% as per year 2013 financial result. Hence, my target is put one or two thousands in stocks as a long term investment.

To recap, CIMB shares has dropped more than 20% since announcement of mega bank mergers with RHBCAP and MBSB. Sadly, EPF not allowed to vote for the merger. However, it seems that the merger still very likely to happen in 1Q2015

**ROE = Return on equity measures the rate of return on the ownership interest of the common stock owners. It measures a firm’s efficiency at generating profits from every unit of shareholders’ equity.

Dialog Group Bhd

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Below screen capture is from http://www.dialogasia.com/investor_investor_profile.asp
Dialog Group Bhd
Is one of the best Oil & Gas Company to invest in its shares? This company able to compound annual growth rate of 35% from IPO till 2014. Amazing!