Genting RM7.40 购入1000units；
31-Jan-2008 股价为RM7.30；
股息RM219.00
回酬0.12%
Resorts RM3.78 购入1000units；
31-Jan-2008 股价为 RM3.90；
回酬1.65%
Tenaga RM9.40 购入1000units；
31-Jan-2008 股价为 RM9.15；
股息RM120.62
回酬-2.83%
Dlady RM12.50 购入500units；
31-Jan-2008 股价为 RM12.50；
回酬-1.49%
Shell RM11.10 购入500units；
31-Jan-2008 股价为 RM11.10；
回酬-1.49%
总回酬-1.14%
问自己，这算投资失败吗？
也许。。。
但回头看看，一月份的大马股市
托美国的“福”，大起又大落
不亏超过10%，我也该偷笑了吧？
31-Jan-2008 股价为RM7.30；
股息RM219.00
回酬0.12%
Resorts RM3.78 购入1000units；
31-Jan-2008 股价为 RM3.90；
回酬1.65%
Tenaga RM9.40 购入1000units；
31-Jan-2008 股价为 RM9.15；
股息RM120.62
回酬-2.83%
Dlady RM12.50 购入500units；
31-Jan-2008 股价为 RM12.50；
回酬-1.49%
Shell RM11.10 购入500units；
31-Jan-2008 股价为 RM11.10；
回酬-1.49%
总回酬-1.14%
问自己，这算投资失败吗？
也许。。。
但回头看看，一月份的大马股市
托美国的“福”，大起又大落
不亏超过10%，我也该偷笑了吧？
虽然前阵子股市大平卖，但我仍决定静观其变
原因一：子弹不够
原因二：已开始不看好今年的市，迟些打算抽回部分资金，转投高股息的蓝筹
6 comments:
一步一脚印，加油吧！我的亏损程度好像是达到10%了。。。OO"
我觉得你应该减少投资的股数。。
太过分散，很难把回酬达到理想的阶段。
尤其资金还不多的时候。。。
回行，大家一起努力吧。。。
回祯，我明白。现时是trial test，以不同concept买进，再看看其回酬。买进，有看好其公司的，有看好其股息的，也要看好其年度低点的。正在决定着自己未来的投资路。
Freeman,你定了A公司的蛋一粒，现在请收蛋。^^
那我贪心点，我要AAA size 的金蛋
Hi, It is really hard now to find valuable stock in banking, gaming and plantation. Most of them either fully reflected (e.g. PBank, IOI Corp, KLK, BJToto, Tanjong) or face downward pressure from foreign investor (e.g. Maybank, Commerce, AMMB, Sime, Genting, Resort). With current high inflationary enviroment, central bank is likely to increase interest to counter inflation, which may subsequent affect banking bottomline. While windfall tax are neutral to most plantation stock, recent data shown CPO stockpile increase while export decrease, due to increase production and reduce demand from oversea, causing uncertainty to CPO performance. On the other hand, gaming stock also facing a lot of pressure due to inflation and reduce disposal income on top of potential goverment impose higher gaming tax in this coming budget 2009.
In fact. most of the investment decision making should just focus on short term to avoid any uncertainty. Inflationary enviroment and rising of crude oil are all out of control. For short term investment, i recommend Keladi. Keladi come up because of its relatively safe as downside risk is low and expect market response positively once it officially annonce dividend payout of 1.5sen (current price 12.5 sen, yield of 12%) in next 1-2 week. Movement of 1 or 2 sen should give rise to 8-16% profit. In additon, keladi is in net-cash position of 6sen/share and strong balance sheet of NTA 22 sen. Thus, keladi should no have problem of paying out most of its future profit if you decide to keep for longterm investment period.
Above is just my own opinion and is no professionally analyse. Thank you once again for your comment on keladi
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