Tuesday 31 December 2019

My investment return for year 2019


2019,
a year full with happiness and sadness almost come to an end,
this year,
my investment return: ROA is -2.2%, ROE is -3.2%.

 Here I am again for getting a negative return after year 2014,
but somehow I don't feel too sad,
I will talk the reason later.

 Below is the comparison of my investment portfolio at the start and end of year 2019:

 Start of year 2019:
1) AEONCR (31%)
2) HARTA (21%)
3) LPI (17%)
4) PANAMY (12%)
5) PBBANK (8%)
6) AEON (7%)
7) NESTLE (4%)

 End of year 2019:
1) HARTA (26%)
2) AEONCR (20%)
3) LPI (14%)
4) ALLIANZ (13%)
5) STMKB (11%)
6) AEON (8%)
7) NESTLE (6%)
8) PANAMY (2%)

 This year my NEGATIVE investment return were mainly contributed by the below 3 companies:
LPI which dropped from RM15.74 until RM15.10, the return is -4.1%.
AEONCR which dropped from RM15.30 until RM14.14, the return is -8.2%.
HARTA which dropped from RM6.14 until RM5.48, the return is -10.8%.

 The above mentioned companies already took up around 70% of my portfolio,
some more I am using SMF leverage and magnified my negative return,
I almost become like year 2014 to have a return of worse than -10%,
but luckily I did some buy and sell,
thus successfully reduced my negative return to -3.2%.

 For the selling,
I sold some AEONCR at highest price RM16.70,
some LPI at highest price RM16.58,
some AEON at highest price RM1.76,
and I sold all PBBANK at RM24.66.

 For the buying,
I bought some HARTA when it dropped until RM4.55.

 At almost the end of year 2019,
I started to accumulate ALLIANZ between RM13.80 to RM14.84,
which brought me some good return as well~

 Anyway,
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%
2019 : ROE =    -2.2% , ROA =   -3.2%

 If I have 1 million at the start of year 2011,
after 9 years of investment,
it would have grown into around 4.55million,
annual compound interest is 18.3%.

 That's all for the conclusion of my investment return for year.

 Last time after having negative return at year 2014,
I had positive return for the next 4 years,
that's why at first I mentioned that I am not feeling very sad,
especially now shares price of some companies already dropped until quite attractive price.

 THUS!
my slogan for year 2020 will be "TO CAREFULLY INVEST WITH CONFIDENT AND BRAVERY"!

 Investment is about doing own thinking, making own decision.

 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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