Wednesday, 2 October 2019

My investment result for 3rd Quarter 2019


In the blink of eyes,
another 3 months already passed by.

 The haze attacked my country at middle of September,
so I decided to stay away from it by being at another country,
until end of September only came back.

 Thus,
my investment result article for this time is later than usual.

 This year my 9 months return is ROA = -2.14%, ROE = -3.13%,
again I am back to negative return.

 Let's have a comparison between my investment portfolio at the start of year 2019 and now:
When year 2019 first started,
this was my investment portfolio:
1) AEONCR (31%)
2) HARTA (21%)
3) LPI (17%)
4) PANAMY (12%)
5) PBBANK (8%)
6) AEON (7%)
7) NESTLE (4%)

 After 9 months,
it became like this:
1) HARTA (35%)
2) AEONCR (34%)
3) LPI (16%)
4) AEON (9%)
5) NESTLE (5%)
6) PANAMY (1%)

 This time,
my negative return was mainly contributed by AEONCR which dropped from RM16.80 to RM14.90.
(According to the shares price at 1st October.)

 Frankly speaking,
I failed to estimate that the new MFRS 9 accounting standard will affect the profitability so much.

 Also,
hereby listing down my investment return for the past few years:
2011 : ROE = +28.0%
2012 : ROE = +32.8%
2013 : ROE = +15.0%, ROA = +13.3% (started using SMF)
2014 : ROE =  -12.0%, ROA =  - 8.0%
2015 : ROE = +21.6%, ROA = +13.3%
2016 : ROE = +38.0%, ROA = +22.2%
2017 : ROE = +40.5%, ROA = +24.9%
2018 : ROE = +16.0%, ROA = +13.3%

 Only less than 3 months left for this year,
will I be able to turn my negative return back to positive return?

 Thanks for reading.
I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.

List of articles of year 2018




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