Portfolio Update

During this October i have doing lots of transaction, such as selling maybulk, buying keladi and sell keladi again, sell ornasteel, sell plenitude.

Here is the portfolio update:

Current on hand share is Masteel and Pjdev, the most worry for me is Pjdev as it has prove that it is not a good defensive counters despite a 5% dividend going to be paid on December. But anyway, there is no good price offer for it, so i just keep it. Cash balance on hand is 14k and stock on share market is around 12k.


With the more cash on hand, i feel comfortable to welcome the Super Bear come.


The return of my portfolio is 11.73% compare to KLSE index 19.71% during these period. Seems like it is very badly underperform. But since i still have 3 months to catch up with the klse index, so i need to work very hard for it.


If November Asia market crash has proven my theory, then i am confident i can win KLSE index steadily. Let's wait and see.