Current Investment
1 Talisum Lithium
2 Boustead
3 People Food
4 Super Group
5 Visa
6 Spindex
7 Lithium One
8 Hock Lian Seng
9 Cerebos Pacific
10 Metro
11 Sing Holdings
12 APB
13 Hour Glass
14 SMRT
15 MTQ
16 Soup Res
17 Techcomp
18 Lee KT
19 Western Uranium
20 TNR Gold
The only inclusion in december was Visa and Techcomp. The small caps in Singapore do not really suit me now.
In 2010, I divested most of Hiap Seng and Broadway in May. The reason why was I feel that flash will be more and more a dominant component for computers. The Ipad is an early indicator. Hiap Seng has already completed most of its projects (higher revenue recocnigition and cash position). I also had to take out some cash for my property.
In May, I also completely exited my commodity trades. I might increase my portfolio gains by another 30-40% if I have kept my position in gold/silver as after my dad incident, I do not have the emotional capacity to hold on to volaitle position, there are already too many things on my mind.
Things that got away. I had actually 2 baggers which doubled that I was holding, AAC and Eu Yan Sang, but I got shaken out by 2 occasion. AAC was a play on the booming smartphones, but I did not had enough time to do much study. too bad
2011 going forward
Going forward Boustead should perform alright in the correct industry (Energy/ Water / Real Estate ). With capable leaders like FF Wong running the helm, and boosted by close to 40 cents cash board, I expect shareholders to continue to be rewarded
Super should do well with its additionaly plant in China, commitment to payout a high dividend and its Taiwan dual listing visibility
It is heartening to see after 8 years that I have something to show for. Since 2003 I have made 10 times my capital. I will set a target to accomplish another 100x in 15 years.
FY03 1.3743
FY04 0.882
FY05 1.6745
FY06 2.5514
FY07 1.36
FY08 0.94
FY09 1.09
FY10 1.42
10.19476939
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