Some readers asked since January what did I add to my portfolio. Not much really.
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I basically added some of CH Offshore, Adampak, Kian Ann and Global Investments Limited.
Adampak, was a short 55% gain, and I didn’t even start accumulating. CH Offshore did really well recently.
Global Investments Limited was a rights issue. I subscribe to 5500 rights and 11500 excess rights.
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Here is what I am currently on. Those grey out rows with cost zero are holdings that I sold, but you can take a look at the gains/losses and dividends derived.
Markets have ran up a fair bit but as we are speaking, Europe is down big time. They say sell in May and go away. I really believe there is a seasonal effect. You can take a look at this article.
How you can make use of it is to delay your purchases to that period of May to Sep. Of course, you see a true bargain, determine your margin of safety, price sentiments (if you get the hang of it) and go for it.
You can always follow my portfolio over here at my Stock Portfolio Tracker. Its pretty neat to track stocks based on transactions that you intend to hold for long time. And its free.