My current investment portfolio

Writing down my current investment portfolio while opening my new blog.

A senior in investment said :
"By looking at someone's investment portfolio, you will be able to find out his/her personality."

So,
let me show my personality here:

1)AEONCR (31.3%)
2)NESTLE (22%)
3)LPI (18.1%)
4)PANAMY (14.9%)
5)PBBANK (5.3%)
6)DLADY (3.9%)
7)COCOLAND (2.9%)
8)F&N (1.6%)

My three main investments are the Growth of AEONCR, 
the Stability of NESTLE ,
the Dividend of LPI.

My investment return from 2017 January 1st until now October 14th:
ROA = 19.7% (if taking margin amounts as cost)
ROE = 31.9% (if don't take margin amounts as cost)

Even though with this return, my investment capital only grew about 5% since the start of 2017.
But the good thing is,
I reduced 30% of my margin financing amount.

This is because my target of this year is to DE-LEVERAGE.
In another words,
I used the money earned to pay back my margin financing.

Currently 25% of my investment capital were the exact money that I put into share market,
another 25% were from margin financing,
and the rest 50% were the profits I accumulated all these years.

To make it simple,
for example if currently my investment capital is RM100,000.
RM25,000 are the money I earned and put into share market,
another RM25,000 are the money I borrowed from margin financing,
and the rest RM50,000 are the profit I accumulated all these years.

Is kind of wasted that I did take out some of my profits to reward myself,
if not the growth of my investment capital will be much higher.

Hereby I also write down my investment return for the past years：
2011 :   ROE = +28.0%   
2012 :   ROE = +31.8% 
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 = +31.9%  , ROA = +19.7%(until 14th October)

If I have RM1,000,000 at the start of year 2011,
after investing for 6 years plus 10 months plus 14 days,
it will grows into around RM3,779,000.
Annual compound interest is around 20.9%.
(a lot better than EPF~)

From now on,
I will update my investment portfolio every quarter,
at the same time I will review my past buying and selling records.
I will transfer some of the old articles I wrote before,
but I not sure I will translate those articles to english or not.......

Last sentence......
I believe my personality is shown right?



Related links:
My self-introduction article
My Facebook Page
My Twitter : @TheCellist86