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发表于 2010-5-1 01:34
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本帖最后由 夜孩子 于 2011-6-16 13:25 编辑
来了 investalk 有数个月，现在才知道原来个人专区是酱子设的....拍写 
28/4/2010
小弟只是一位投资股市不到一年的新手, 而且还在念书。我投资的学习对象主要有 冷眼，W.Buffett, Peter Lynch, Robert Kiyosaki。
目前持有:
PBBANK X 300 shares
LPI X 200 shares
FIMACORP X 500 shares
PB Growth Fund X 1296.42 units
在五月考完试之后开始研究股市及学习投资。到了OCT 2009 才正式开始做投资记录。不过 OCT 之前的数额太小，所以不值一提。
目前 OCT 2009 至今 (七个月) 的平均投资回酬率： +21.66% (on 30/4/2010, new 300 shares of 3107 bought on 29/4/2010 not included yet)
Shares ~ 85%
Cash ~ 15%
主要的投资过程:
Oct 2009 时还不会投资，结果在 RM5.22 买了 200 shares IOICORP. 不过还好小的投资也有小的好，竟然让我拿到 83 excess right.
That time IOICORP offer 1 right issue for every 15 ordinary shares. So with only 200 shares in hand, I can only subscribe for 13 right issue... Odd 到没得再 odd 了....
Thus, I decided to apply for excess rights, so make it total of 100 shares, using RM290+RM10 of processing fees. And quite surprise that I got it. So total initial capital is
RM5.22X200 = RM1044 + 42 (broker fess, tat time still duno how to use on9 trading)
RM2.90X100+ RM10 = RM300
Total initial capital = RM1386
And at the end of year, once I learn more on investment, I find that LPI and PBBANK suits me better...thought of changing trains that time. But unfortunately both PBBANK and LPI edi shoot up to RM12 and RM14 respectively during Dec 2009.
Later on I decided to sell all IOICORP, together with some PB Growth Fund money and switch to LPI or PBBANK. I sell IOICORP at RM5.29 in January, RM5.29 X 300 = RM1587, net value RM1556.
Gain = RM1556/RM1386 = 12.2% (thanks to excess rights)
Bought 200 shares of LPI at RM13.55 on 11th Feb 2010, and 300 shares of PBBANK on 22th Feb 2010 at RM11.14.
I also bought FIMACORP, 500 shares X RM2.95 back in Nov 2009 after doing some studies on its financial report.
It's hard to calculate the exact gain % from company to company and with ever increasing capital. So I decided to sum all the money that I have put in since Oct 2009 as initial capital. Although I have bought PBGF since 2005 with an average of 15% p.a. growth until 2009, but watever gains has been reset and consider as my initial capital as well.
So in summary, my total initial capital since Oct 2009 is RM8335.50 (although most of it were invested on Feb for LPI and PBB).
Currently, the dividend that I receive + total share value = RM 10140.62, gain = 21.66%
Do give some comment if any senior find that the way I calculate is not correct. And also give some comments regarding my portfolio if possible. Hope to learn more from everyone. 多多指教。
资本小的新人还真吃力，别人的几%已经够吃够用，我的 20% 却看不到钱。而且希望下半年回酬率不会是负数  ...毕竟才第一年，缺乏信心 |
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发表于 2010-5-1 01:15
发表于 2010-5-1 09:31
如果下个月把这个也算进去，回酬率会跌至 18.5%
由于没有卖掉 OR，又买不到附加股，我妈妈在这里亏了 RM400 以上
妈妈在九十年代已经有买过 PBBANK 了，可是却经常进进出出，买RM1，卖RM2， RM3 又买回来，RM4卖掉，可是RM5 又买回来，RM6 又卖掉。直到最后用RM9 卖了之后没有再买进了。而且，十多年来的股息没有存起来再投资，也没有买附加股，有几次的 1:1 bonus issue & 3:10 bonus issue 一拿到了就卖掉 
还好是公务员，暂时还有薪金拿，不然夜孩子现在也无法继续深造了....