Sunday, 30 September 2018

2018年1月~9月文章目录

每个月的最后一天都会做个目录，方便自己也方便大家~


2018年9月：
我的2018年第3季度投资成绩
投资界里的独角兽


2018年8月：
PANAMY 2018年年度报告+第1季财政报告
我的2013年投资成绩


2018年7月：
LPI 2018年第2季度财政报告
扮演受害者倾向
AEONCR 2018年度报告+2019第1季度财政报告
掌控情绪VS被情绪掌控
PANAMY 2018年第4季度财政报告


2018年6月：
我的2018年上半年投资成绩
AEONCR 2018年股东大会
为了获胜 VS 避免失败 Part.2
COCOLAND 2017年度财政报告
为了获胜 VS 避免失败
向作家之路又迈进了一步


2018年5月：
AEON 2017年度财政报告+2018第1季度财政报告
最近的心情..........
大选之后的第一个股票交易日
HUPSENG 2017 年度财政报告
一个大家都忽略了的买股成本


2018年4月：
OFI 2018年第3季度财政报告
COCOLAND 2017年第4季度财政报告
小刀锯大树
NESTLE 2017年度财政报告
PBBANK的海外业务
我面对大选的投资策略
我的2018年第1季度投资回酬


2018年3月：
造神论
AEON 2017年第4季度财政报告
我的2012年投资成绩
PANAMY 2018年第3季度财政报告
一股致富！


2018年2月：
NESTLE 2017年第4季度财政报告
HUPSENG 2017年第4季度财政报告
F&N 2018年第1季度财政报告
HARTALEGA 2018年第3季度财政报告
我如何解释我的投资
在股票投资上ALL IN


2018年1月：
股价上涨的要素
OFI 2018年第2季度财政报告
其实我讨厌红股与拆细
F&N 2017年度财政报告
我的投资回酬计算方式(ROE & ROA)
我的2017年投资成绩




我的脸书专页
我的推特：@TheCellist86
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List of articles of January~September 2018

I will make a list of articles every last day of the month,
so that is easier for me and for everyone to refer~
September 2018:
My investment return for 3rd quarter of year 2018
UNICORN in investment world


August 2018:
PANAMY annual report 2018 + 1st quarter financial report
My investment return for year 2013



July 2018:
LPI 2ndquarter 2018 financial report
Enjoy being the victim
AEONCR 2018 annual report + 1st quarter report
Investing and emotional control
PANAMY 4th quarter 2018 financial report


June 2018:
My investment return for 1st half of 2018
AEONCR AGM 2018
To win or not to lose part2
COCOLAND annual report 2017
To win or not to lose
A step closer for becoming a writer


May 2018:
AEON 2017 annual report + 1st quarter 2018 financial report
Some thoughts lately........
The 1st shares trading day after G.E.
HUPSENG annual report 2017
The cost of investment is much higher than we thought


April 2018:
OFI 3rd quarter 2018 financial report
COCOLAND 4th quarter 2017 financial report
Cutting down trees by using a small knife
NESTLE annual report 2017
Oversea business of PBBANK
My investment strategy for upcoming General Election
My investment return for 1st quarter 2018


March 2018:
Human tendency and idolization
AEON 4th quarter 2017 financial report
My investment return for year 2012
PANAMY 3rd quarter 2018 financial report
Diversification VS Focused Investing


February 2018:
NESTLE 4th quarter 2017 financial report
HUPSENG 4th quarter 2018 financial report
F&N 1st quarter 2018 financial report
HARTALEGA 3rd Quarter 2018 Financial Report
How did I explain my investment
ALL IN!!! At shares investment


January 2018:
Important factors of share price rising
OFI 2nd Quarter 2018 Financial Report
Actually I don't like Bonus Issue & Share Split
F&N Annual Report 2017
How I calculated my investment return(ROA & ROE)
My investment return for year 2017
My Twitter : @TheCellist86
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Friday, 28 September 2018

我的2018年第3季度投资成绩


2018年，
就这样过去了4分之3。

 今年从年头累积到第3季度的投资回酬为：
ROA=16.9% ， ROE=20.3%。

 接下来对比看看2018年头和9个月后的投资组合：

 2018年一开始时，
我的投资组合如下：
1) AEONCR (30%)
2) LPI (22%)
3) NESTLE (15%)
4) PANAMY (12%)
5) PBBANK (6%)
6) F&N (5%)
7) 其他如COCOLAND, DLADY, HARTA, HUPSENG (共10%)

 9个月后，
变成了这个样子：
1) AEONCR (28%)
2) HARTA (18%)
3) LPI (16%)
4) PANAMY (14%)
5) NESTLE (7%)
6) PBBANK (7%)
7) 其他如DLADY, F&N, AEON (共10%)
目前的投资成绩主要是来自于：
AEONCR从RM13.46涨到RM16.10，
F&N从RM27涨到RM37.72,
LPI从RM15.03(红股调整后)涨到RM17，
NESTLE从RM103.20涨到RM146.40，
以及在RM6以下所买进的一部分HARTA。

 过去3个月，
我主要加码的公司应该都很明显了吧，
还不清楚的话，
麻烦拿上面的年头和现在的投资组合做对比~
在这里顺便写下历年的投资成绩：
2011 : ROE = +28.0%
2012 : ROE = +32.8%
2013 : ROE = +15.0%, ROA = +13.3% (开始使用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%

 3个月前的文章里《我的2018年上半年投资成绩》里有提到说，
决定把投资口号从“稳中求进”换成“险中求进”，
也因此成功地把投资回酬拉高了不少，
希望2018年剩下的3个月可以继续保持下去~

 投资就是自己思考，自己做决定。

 感谢阅读。
注：
身体方面，找到可靠的中医师后，
原本睡4-5小时就会背痛到醒过来的我，
目前已经可以无痛一觉到天亮~

 膝盖发炎也完全痊愈，
就连偏头痛也鲜少发作，
发作了也只是轻微的疼痛。

 医师见我状况良好，
中止了原本一个星期两次的积极疗程，
我就趁机休息，出国散了散心，
等到10月多才回去复诊看状况。

 身体方面已经没什么大问题，
感谢大家的关心。







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My investment return for 3rd quarter of 2018


9 months of year 2018 already passed by,
is time to review my investment return again.

 After 9 months, my investment return is:
ROA=16.9%, ROE = 20.3%.

 Let's have a comparison between my investment portfolio at the start of year 2018 and now:
When year 2018 first started,
this was my investment portfolio:
1) AEONCR (30%)
2) LPI (22%)
3) NESTLE (15%)
4) PANAMY (12%)
5) PBBANK (6%)
6) F&N (5%)
7) Others: COCOLAND, DLADY, HARTA, HUPSENG (totally 10%)

 After 9 months,
it became like this:
1) AEONCR (28%)
2) HARTA (18%)
3) LPI (16%)
4) PANAMY (14%)
5) NESTLE (7%)
6) PBBANK (7%)
7) others : DLADY, F&N, AEON (totally 10%)

 Currently my investment return was mostly contributed by:
AEONCR from RM13.46 to RM16.10，
F&N from RM27 to RM37.72,
LPI from RM15.03(After bonus issue) to RM17，
NESTLE from RM103.20 to RM146.40,
and some of the HARTA shares which I bought at below RM6.

 For the past 3 months,
there was a company which I kept on buying.
Which company?
Just compare my before and after portfolio written above.

 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%

 Like what I written in my old article <<My investment return for 1st half of 2018>>,
I changed my slogan from "To Progress while Ensuring Stability" to
 "To Progress in slightly dangerous environment".
Yeah it did work out and my investment return is higher than before,
hopefully I will be able to maintain this result until the end of year 2018.

 Investment is about doing own thinking, making own decision.

Thanks for reading.
PS:
For my body,
after finding a trusted TCM doctor,
originally only slept for 4-5hours then I will wake up due to backache,
now I am able to sleep until the sky turn bright without feeling any pain.

 The inflammation of my knees were gone,
and my previously frequent migraine became a very rare symptom,
even it happened also not very serious.

 So now the TCM already stopped treatment with me,
I took the chance to rest,
and traveled to other country~
I will go back for check-up at around October.

 Thanks everyone for caring about me.


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




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Monday, 17 September 2018

投资界里的独角兽


今天又是回顾以前写过的文章。

 这篇文是我在2014/2015年于Investalks论坛发表过的旧文，
短短的几段话，转贴过来这里，
并加上一些现在的想法。
旧文开始：
话说之前鼎鼎有名的TONY ROBBINS出了一本书<<Money Master the Game>>，
讲钱的。

 我看完之后，
心里觉得怪怪的，
因为感觉上作者花了很大篇幅来鼓励读者投资Index Fund或投资那些Unicorn所管理的基金。

 对于喜欢由自己来掌控自己的投资的我而言，
有点难以接受。

 一直到某天，
我与某人的对话。

 对方一直抱怨说另一半玩股票玩了30年，
却没什么赚到钱，很差。

 我开口，
原本想开解一下，
但却突然领悟过来.......

 10个买股票的，
7个亏，2个持平，1个赚。

 这句话原来是对的。
那唯一一个能够赚钱的，
就是Tony Robbins所说的Financial Genius -- UNICORN。

 所以，
要是看到身边有人买股票一直没赚到钱，
请不要埋怨他们，也不要对他们生气。

 因为他们很正常，都是普通人，
并非UNICORN。

 当然，
我写在这里的目的，
是给自己一个警惕，
不要只是这几年赚了点小钱，
就以为自己是UNICORN，骄傲自大，目中无人。

 随时都要重新检视自己，
看看自己是不是只是个凡夫俗子。

 因为如果自认是UNICORN，
但其实只是凡夫俗子，
那么与其花长年时间沉浸股海，
却亏损连连，浪费光阴。

 倒不如趁年轻时就用Tony Robbins书中所说的方法，
买进Index Fund或交给UNICORN帮你，
让复利有时间发挥威力。

 这是一点点读书心得。
旧文结束。
现在已经过了3年多，
我的想法还是跟上面所写的一样。

 至于我本身是独角兽还是凡夫俗子呢？

 我目前只投资了7年多，
也没经历过金融风暴，
所以一切还言之过早。

 再等个几年看看吧~

 感谢阅读。




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UNICORN in the investment world


Today I would like review an old article that I written before.

 I wrote this article at year 2014/2015 and published it at Investalks forum,
and now I decided to paste it here and translate into English language,
also adding some current thoughs.
The starting of old article:

 The famous TONY ROBBINS released a book titled <<Money Master the Game>> which talked about money.

 After reading it,
I felt like a bit weird,
because it seems like the author was trying very hard to encourage the readers to invest in Index Fund or the funds managed by the UNICORN.

 For someone as me who always like to manage my own investment,
it was hard to accept it.

 Until one day.....
When I talked to someone.............

 That person kept complaining to me that her spouse invests at shares for 30 years,
but didn't really earn any money,
the result was very bad.

 It was the time I suddenly realized..................

 Out of the 10 persons who investing at shares,
7 will lose money, 2 will no win no lose, only 1 will earn money.

 This sentence is correct.

 The only one who able to earn money through investment,
is the Financial Genius -- UNICORN as said by Tony Robbins.

 So........
If someone around you didn't earn money from investment,
please don't be angry and forgive them.

 This is because they are normal people,
they are not UNICORN.

 Well.....
I am writing it down here,
is to give me an alert.

 Even though I earned some money for the past 7 years of investment,
but I shouldn't be too proud and thought that I am UNICORN.

 I still need to always review myself and my investment performance,
to see whether am I just a normal people.

 The problem is when a normal people thought that he/she is UNICORN,
after spending a lot of years in shares investment but only kept losing money,
that person also lost his time.

 Is better for those kind of people to use the method suggested by Tony Robbins,
buy into Index Fund or let UNICORN to manage the investment while still young,
so that the time can realize the POWER OF COMPOUNDING.

 This is a small review from that book I read.
End of old article.
My thinking still the same as I wrote this article around 3 years ago.

 Am I just normal people or UNICORN?

 Is still too early to tell since I only invested for slightly more than 7 years,
and I didn't experience any financial crisis.

 Well...
Just wait for few more years and see how~

 Thanks for reading.

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

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