Portfoilio July07

My portfolio is now up 45% YTD. It is underperforming the Sesdaq as I am still mostly vested at 60% with 40% left as cash. Counting just investments only, I will be up 75%. Well, that is the price to pay for being conservative.

My portfolio is getting more and more like a zoo. Usually when I purchase, I do it part by part because of my investment size. Usually the price zooms off before I finish the accumulation, and I have to start to source for another gem. I have been busy with my property agent job and that cause me valuable research time, missing out a few gems during this time.

From my last update, I have sold off Full Apex (due to oil), Pan United Marine (Being Bought over) Superbowl ( went up >50% in a few weeks) and added in Genting, Kian Ann, China Milk, QAF, Hoe Leong and Gen Mag.

This is my portfolio at half time.

CSC
Metro
Genting
SMRT
China Milk
TechComp
Darco Environment
Kian Ann
Ecowise
Gen Mag
QAF
QAF Warrant
Hoe Leong
Food Junction

I will be Hong Kong next week on a business trip.