At 1st quarter of year 2020,
the corona virus spread through the whole world,
and caused a bear market.
As for me,
I am damaged by this bear market too.
My investment return for 1st quarter of year 2020: ROA = -16.1%, ROE = -27.6%,
which is the worst return of my investment life until now.
Below is the comparison of my investment portfolio at the start of year 2020 till now:
Start of year 2020:
1) HARTA (26%)
2) AEONCR (20%)
3) LPI (14%)
4) ALLIANZ (13%)
5) STMKB (11%)
6) AEON (8%)
7) NESTLE (6%)
8) PANAMY (2%)
Now:
1) HARTA(18%)
2) ALLIANZ (18%)
3) KOSSAN (17%)
4) AEONCR (14%)
5) AEON (10%)
6) STMKB (8%)
7) ELKDESA (6%)
8) Others (9%)
This time my negative return were contributed by most the companies in my portfolio，
including AEON which dropped from RM1.42 to RM1.13,
AEONCR from RM14.14 to RM8.40,
ALLIANZ from RM16.28 to RM12.48,
LPI from RM15.10 to RM11.60,
STMKB from RM5.70 to RM3.25.
Fortunately,
HARTA rose from RM5.48 to RM6.88,
if not my negative return will be more than 30%.
I was once very close to Margin Call during the sharp drop,
plus the rising cases in Malaysia due to Tabligh gathering,
my anxiety was at the maximum which caused me to sell a large portion of my shares,
and almost cleared my debt in SMF.
I started to buy back some of the shares since few days ago.
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%
Will I achieve the worst investment return for this year?
It all depends on the outcome of HUMAN VS COVID-19 war.
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.
Recent articles :
TOPGLOV latest quarter financial report
AEON latest quarter financial report
My investment return for year 2019
ALLIANZ latest annual report & quarter report
ELKDESA latest annual report & quarter report
Other links:
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