大提琴家的股市投资笔记 / The Cellist's Share Investment Note: My investment return for 1st quarter 2019

Friday 29 March 2019

My investment return for 1st quarter 2019

In the blink of an eye,
a quarter of year 2019 already passed by.

Well yeah....

Since the first 3 months of this year I was fighting with a disease,
no wonder I felt like the time passed so fast.

ANYWAY,
This year my 1st quarter return is ROA = -2.35%, ROE = -3.44%.

Let's have a comparison between my investment portfolio at the start of year 2019 and now:
When year 2019 first started,
this was my investment portfolio:
1) AEONCR (31%)
2) HARTA (21%)
3) LPI (17%)
4) PANAMY (12%)
5) PBBANK (8%)
6) AEON (7%)
7) NESTLE (4%)

After 3 months,
it became like this:
(Please be mentally prepared for the changes.)
1) AEONCR (38%)
2) HARTA (33%)
3) LPI (17%)
4) NESTLE (5%)
5) TOPGLOV (5%)
6) PANAMY (2%)

The negative return was mostly contributed by HARTA which dropped from RM6.14 to RM4.63.
Luckily AEONCR rose from RM15.30 to RM16.80,
if not my negative return will be greater.

You can find out my buying and selling for the past 3 months by comparing my investment portfolio at different timing.

Well,
I sold all AEON and PBBANK shares,
even PANAMY shares I also sold most of it.

This year I kept buying in glove companies only,
TOPGLOV between RM4.75-RM4.49,
and HARTA which I started to accumulate more at the price of RM5.31,
but it kept dropping and dropping,
and my last buying was at last week at the price of RM4.55.

This two glove companies will bring me to heaven or hell??
Only the time will tell.

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%
2018 : ROE = +16.0%, ROA = +13.3%

For this year 2019,
my investment slogan will be "invest with a healthy body".

Last year I had been torture by backache for 2 months,
this year another part of my body had serious inflammation and tortured me for 3 months,
even until I stayed hospital for few days,
(The good thing is my weight reduced by 6kg....)
so this year I only hope to "invest with a healthy body".

Coincidentally this year I kept buying in health care related glove companies~

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.