Wednesday, 30 September 2020

我的2020年第3季度投资成绩


2020年6月到9月之间，
股市起起落落，
我的回酬一时高，一时低，
就像坐过山车一样，
而且还是看不到终点的那种。

我的2020年第3季度投资成绩为ROA = 29.1%, ROE = 50.1%。

接下来对比看看2020年头和现在的投资组合，
2020年一开始时，
我的投资组合如下：
1) HARTA (26%)
2) AEONCR (20%)
3) LPI (14%)
4) ALLIANZ (13%)
5) STMKB (11%)
6) AEON (8%)
7) NESTLE (6%)
8) PANAMY (2%)

现在：
1) AEONCR (22%)
2) HARTA (20%)
3) STMKB (12%)
4) ALLIANZ (11%)
5) ELKDESA (9%)
6) KAWAN (8%)
7) LPI (7%)
8) TOPGLOV (6%)
9) KOSSAN (5%)

目前为止的回酬，
主要是靠在3月到4月之间所买入的各家公司股票，
当然手套公司提供了最多的盈利。

我在3月的大跌时一度失去3分之1的身家，
现在可说是好不容易赚了回来。

假设说，
我今年年头有100K，
那么大跌后我就只剩下66K左右，
靠着各家公司的大涨，
我才达到150K的水平。

从66K回到150K，
也就是要靠66K赚回84K，
所以只算我在股市最低点到如今的回酬其实是127.3%。

对比起6月尾结算时的投资组合，
我的AEONCR和HARTA持股量变多了，
然后KOSSAN变少了。

这是因为之前手套公司涨太多，
我有卖出一些股票，
KOSSAN股票更是卖掉一半，
然后加码AEONCR，
刚好之后股市大跌，
我有捞了一些HARTA，
才会形成现在的投资组合比重。

当然，
做这些买进卖出的繁杂动作，
充其量也只是多赚了几千块，
值得思考是不是真的值得..............

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%
2018 : ROE = +16.0%, ROA = +13.3%
2019 : ROE =  - 3.2% , ROA =  - 2.2%

关于接下来的投资方向.................

目前来说还是一样，
疫情没有什么改变，
那我也没有什么重大的改变。

在这里只能奉劝各位，
出去旅游之前请三思而行，
大家一起CUTI-CUTI MALAYSIA，
结果就是COVID-COVID MALAYSIA了~

旅游就跟投资一样，
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My investment return for 3rd quarter 2020



From June 2020 to September 2020,
the shares market was very drastic,
my investment return was sometimes high, sometimes low,
just like a never ending roller-coaster.

ANYWAY,
my investment return until 3rd quarter 2020 is ROA = 29.1%, ROE = 50.1%.

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) AEONCR (22%)
2) HARTA (20%)
3) STMKB (12%)
4) ALLIANZ (11%)
5) ELKDESA (9%)
6) KAWAN (8%)
7) LPI (7%)
8) TOPGLOV (6%)
9) KOSSAN (5%)

My positive return were mostly contributed by the appreciation of shares price which I bought during the bear market at March and April,
of course glove companies contributed the majority of the profit.

I lost around 1/3 of my net worth during the bear market at March,
so now I can say that I finally earn back what I lost.

For example,
if I have 100K at the start of year 2020,
then I only left with 66K after the bear market.

From 66K back to 150K,
I had to earn 84K by investing 66K only,
which means that my return from the lowest point of shares market until now is around 127.3%.

Comparing my portfolio at the end of June and now,
my holding of AEONCR and HARTA shares increased,
while holding of KOSSAN shares decreased.

Well,
when shares price of glove companies rose too much last time,
I sold some of it,
especially I sold half of my KOSSAN shares and I used that money to buy more AEONCR shares.

Then share prices of glove companies dropped a lot,
so I also bought some HARTA shares.

After all these selling and buying,
I did earn a few extra thousand bucks,
but considering all the troublesome,
is it really worthy??

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%

As for my investment strategy for the future......................

For now,
the pandemic seems like nothing is changing,
so my investment is still no change as well.

Just that.......
everyone please think twice before going out to travel.

Everyone CUTI-CUTI MALAYSIA,
thus now COVID-COVID MALAYSIA~

Traveling is same like investing,
all are about doing own thinking,
making own decision,
and you take full responsibility of your decision.

Thanks for reading.


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


List of articles year 2018



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