Showing posts from June, 2008

2008 Q2 Portfolio Update

Q2 has almost passed. Presently, my portfolio contains:

SinotechFujian PlasticsSihuanC&GKarinValutronicsChangtian
Cacalo (missed out in the last post)

Transactions made since last update:
Bought: Changtian and C&G

Have added more of Changtian and C&G as both have become cheaper.

Year-to-date, my portfolio returns are negative at around -17.9%, slightly worse than STI (-14.2%).

So far, this year is proving to be quite volatile, with the downside being more pronounced. My portfolio probably will end up on the negative side for year 2008.

Nonetheless, given the present prices, it may be time for me to consider bargain hunting.