September 17 Portfolio Update

This month I didn't spend anytime on monitoring our market. I just opened my ChartNexus to get the price of my stocks on the last trading day of September and it stated that the last update was on 28 August.

I went to Phuket for vacation in September and currently I am in China.. Quite busy with my ACCA self study so I rarely check my investingnote and facebook.

Let me see how my stocks perform in September against STI.

STI at the end of August was 3277.26, and at the end of September was 3219.91, lower by 57.35 or 1.75%. How about my portfolio?

No.	Stock	No. of Shares	Ave.Price	CurrentPrice	MarketValue	%Portfolio
1	COMFORTDELGRO	3,800	2.53	2.08	7,904.00	6.77%
2	SIA	800	10.7	10.04	8,032.00	6.88%
3	LHT	8,000	0.755	0.63	5,040.00	4.32%
4	PEC	9,500	0.655	0.605	5,747.50	4.92%
5	PNE INDUSTRIES	5,900	1.06	1.02	6,018.00	5.15%
6	TAI SIN ELECTRIC	20,000	0.44	0.435	8,700.00	7.45%
7	STRAITS TRADING	20,000	2.52	2.4	48,000.00	41.10%
8	KEONG HONG	54,000	0.4716	0.485	26,190.00	22.43%
	CASH				1,151.97	0.99%
	Total	-	-	-	116,783.47	100.00%

Thanks to ComfortDelgro, which decreased from 2.29 at the end of August to 2.08 at the end of September, and I just found out that it dropped below 2 dollars a week ago! My portfolio value is 116,783.47 at the end of September, 2,358.53 SGD gone! But I think the result is still acceptable. It is around 1.98% drop, compared with STI 1.75% negative return in September. 

Even though Comfort drops so much, I am not that worried about its future performance. I think the business is still in good shape, and I am more worried about its management team. I shall took profit (at least 50%) during the time after AGM, when so many people complained about the attitude of the management team during AGM. 

In fact, I am more concerned about LHT, which gave a really bad result in August. However, the trading volume is extremely low, so I assumed that major shareholders are still confident in the business. I shall monitor its future report and decide what to do with it. 

Straits Trading accounts for more than 40% of my portfolio, and gave me a negative 1,000 SGD return in September, but I already prepared myself for the paper loss before I spent so much to purchase it. I prepared to see my paper loss crossed 15,000 in the future, as we all know it is hard to predict the market. 

I like to see how Keong Hong's Maldives hotel will enhance the financial performance. I want to experience the hotel service and environment by myself, but due to the price.... haha Maldives is so expensive. But I will add it to my wish list and must visit there in future with my gf!.

Waiting for next reporting period and focus to study my ACCA.. LOL and at the same time continue to run the business together with my gf. Please like our company facebook page COXIVIVIAMO as we are planning to start selling our apparels in Singapore soon! All products are handmade in Italy. (small advertising which save cost lol) 

Thanks for reading. Wish yall huat and happy 中秋節! Time to eat moon cake with family!