Monday, 31 December 2018

My investment return for year 2018


Finally is the end of year 2018,
this year my investment return: ROA is 13.3%, ROE is 16.0%.

 Comparing with the last two years,
this year my return was significantly lower,
so I kinda feeling down right now......

 Below is the comparison of my investment portfolio at the start and end of year 2018:

 Start of year 2018:
1) AEONCR (30%)
2) LPI (22%)
3) NESTLE (15%)
4) PANAMY (12%)
5) PBBANK (6%)
6) F&N (5%)
7) Others like COCOLAND, DLADY, HARTA, HUPSENG (totally 10%)

 End of year 2018:
1) AEONCR (31%)
2) HARTA (21%)
3) LPI (17%)
4) PANAMY (12%)
5) PBBANK (8%)
6) AEON (7%)
7) NESTLE (4%)


 This year my investment return were mainly contributed by these three companies:
AEONCR which rose from RM13.46 to RM15.30.
NESTLE from RM103.20 to RM147.40。
PBBANK from RM20.78 to RM24.76。

 Sadly that NESTLE and PBBANK took up a small portion of my portfolio,
so didn't contribute a significant return.

 On the other hand,
I sold all my F&N between RM33-RM36,
also I did some cleaning on my portfolio and downsized to 7 companies only.
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%

 If I have 1 million at the start of year 2011,
after 8 years of investment,
it would have grown into around 4.7 million,
annual compound interest is 21.3%.

 Currently out of my total investment capital,
7% of it was the actual money I put into,
33% is SMF,
the rest 60% was all the profit.

 For example,
if the value of my investment portfolio is 100K,
then 7K is the actual money I put into it,
33K is from SMF,
60K is the profit I accumulated from share market.

 That's all for the conclusion of my investment return for year 2018,

 As for year 2019,
I just hope that my body still continue to stay healthy,
since for 4 months long in year 2018 I was in pain.............

 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.








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