WAT THE FAK !

WTF PORTFOLIO PERFORMANCE !

leno
Publish date: Fri, 02 Jan 2015, 01:29 PM
leno
0 59
I DO WAT I LIKE, I POST WAT I LIKE
IF U DUN LIKE, CAN GO FLY KITE OUTSIDE

Below is Leno WTF portfolio performance from 2003 till 2014

No tipu-tipu one, as accurate as possible. 

2003    25.8 %

2004    12.3 %

2005    12.4 %

2006    21.4 %

2007    28.1 %

2008   -19.9 % 

2009    55.2 %

2010    39.2 %

2011   -11.5 %

2012    14.3 %

2013    93.8 %

2014    33.3 %

WAT CAN U LEARN FROM THIS ? 

Tis is just a reference point for those true value investor hor .. those who follow Benjamin Graham, Buffett, Klarman, Peter Lynch, Schloss school of investment, If u can beat my performance ... congratulations ! If u cannot .. meaning u still got lot to learn. Dun waste time trying to be cocky with me hor. Go read REAL book on value investing like ... SECURITY ANALYSIS by Benjamin Graham hor. On top of other important textbooks on economies, management, business, accounting, psychologies, maths and SCIENCE.

Traders should not refer this one because traders are trading for profit. Trading and investing is different activities although we share same platforms. And no ... trading is not a sin nor it is wrong or bad.

For speculators ... keep on speculating and leno wish u all the FUN and the BEST.

For those blue chips pundan investors ... also no need to refer this one hor. It may cause u red eyes ... but hey ! The good things about being pundan blue chippers is u all no need to analyse long long to invest in blue chips stock mar. And those who analyse long long blue chip companies to invest in blue chip counter ... i got one word for you ... BONGOK. Wat fak u need to analyse long long to invest in blue chip counters ? Onli BONGOK will do tat lar ! If u wan to invest in blue chips ... just investlah.

and finally ... Cheers to the new year 2015 ! And ... dun forget ...

BOOOOOO CA$$$$$H CCCCCCCCCCC AAAAAAAAAAAAA !!!

 

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Discussions
7 people like this. Showing 29 of 29 comments

Icon8888

Ha ha interesting writing style

2015-01-02 13:32

paperplane

what I see? Not stable performances loh. What else. Bad fund manager

2015-01-02 13:37

calvintaneng

Post removed.Why?

2015-01-02 13:54

Up_down

Leno's performance beats most fund managers. He was able to achieve CAGR of 22.3%. He can turned RM 1 into Rm 11 over 12 years. Unbelievable.

2015-01-02 14:13

paperplane

StockRaider,CalvinTan,JohnMaster. All I salute.

2015-01-02 14:20

deepmarine

Calvin, you mentioned a lot, not pmhldg alone la.
Why don't you talk about your failure?
ha ha ha.

2015-01-02 14:40

deepmarine

better list the shares from A to Z, so when got shares rise, sure you got mentioned before.

2015-01-02 14:42

deepmarine

laugh me die
Calvin said pmhldg will cross RM1. Let us see from now.

2015-01-02 14:43

chloe_ts

Leno, you just make my day with your writing :P
haha

2015-01-02 15:16

leno

u r welcome.

2015-01-02 15:17

Icon8888

Leno, when I first read your article this afternoon, I was entertained. It was fun to read.

But after a few hours, I came back to read it again. I found that I actually like your article very much, in particular the table which sets out your returns over past ten years.

As set out in your table, only in 2013 you achieved super return of 93%. The remaining years, you achieved approximately 19% return per annum on average. And I can sense it from your article that you are quite contented.

It suddenly dawn on me - "why not ?"

I also want to lower my annual targeted return. I should be happy with 15% to 20% per annum. The key is to be consistent. If I can do that for next ten years with average of 19% return per annum, I shall be equally contented, just like you. Because it will already have sufficient positive impact on my financial well being.

Happy new year.

2015-01-02 20:33

leno

happi new year to u too.

2015-01-02 21:27

rchi

Leno,kudos to you..great job!

2015-01-02 21:39

fong7

how do we verify that is your real return? I can't see your portfolio. :)

2015-01-02 22:49

Probability

thats why we need him to submit to our unanimously voted i3 head! :)...Tan KW

2015-01-02 22:52

tjhldg

hahaahha .. interesting , Big Like to you Leno :)

2015-01-02 23:11

jalanlabohan1999

If Leno invest 100k in 2003.the compound return in 2014 well above 1 million.
Congrats Leno.haw2

2015-01-03 00:51

paperplane

Post removed.Why?

2015-01-03 01:32

Icon8888

Too early to declare victory

Wait till next few months when effects of low oil price and RM depreciation starts trickling down the system

2015 will be a tough year

2015-01-03 07:36

Kevin Wong

lol...brillantly funny!

2015-01-03 09:28

calvintaneng

Good Morning to Leno, Paperplane & all here,

Some have commented well on Leno's performance while others think otherwise. Calvin thinks Leno not bad. But what about Leno's theory of withdrawing from Bursa last October and after one year then reenters the market this October. Why?

Because the Market will crash this year?

This is what TTB of ICapbiz has been doing for the last 3 years. He is looking for another Lehman Brothers' type of doomsday scenario to pick up fire sale stocks.

Let Calvin Tan Research presents the reasons for not totally withdrawing from the market.

1) The Book says, "He who observes the wind will not sow. He who regards the clouds will not reap."

The farmer does not bother with the direction of the wind as he sows his seeds. What if the wind blows his seeds into the drain? Or on footpaths where the birds could easily pick up. He sows with hope that the majority of his seeds will grow into another good crops. And the clouds? He doesn't bother if it rains. He will still go out to reap his crops.

So is investment. There is always a fear of loss due to the ill economic wind and the dark clouds of another market crash. But life goes on. Imagine if all farmers think the same way and all stopped sowing and reaping. Then the entire world will die of starvation. How absurd!

2) The Wise Book Says again, "Till the very end of time, there shall be eating and drinking, they planted, they built, they marry and they are given in marriage."

As long as 7 billion people exists they will still be businesses providing goods and services. So investments are viable at all times.

Since the cycle of life goes on he who withdraws from it will suffer consequences.

3) The Lost of Sight Due to the absence of light.

The bats which lived in caves have lost their sight. Why? They did not exercise their vision, so after a long time they are incapable of using it. So is in investment.

For 20 years from 1988 to 2008 I was a professional car broker. I know all kinds of cars, vans, jeeps & lorries by finger tips. I could quote the buying and selling price of all types of vehicles (except train & air planes) on the spot easily.
I stopped doing this 7 years ago. And today I don't even know how to value a 2nd Kancil or Proton car. Why? Because I have lost touch completely today.

So is TTB of Icapbiz & followed by Leno if you keep out of the stock market for far too long.

There is a saying, "If we rest we rust." The cat must sharpen his claws. Musicians never stop practicing. Beethoven wrote "moonlight sonata" even when he was totally deaf. How? He knew music by heart as he always kept in touch. Music is in his very blood.

Investing is an acquired skill. And we need to constantly sharpen our skill. If we are out of touch with the market for far too long a period we will lose the skill.

2015 will be a tough year?

Tough times never last but tough people do.

And tough people will grow even tougher and stronger through tough times.

2015-01-03 09:56

paperplane

Leno think he Bluddy clever.

2015-01-03 10:07

vinext

Leno the legend

2015-01-05 08:16

dragonking

Leno the great pussycat!!!

2015-01-05 09:58

leno

u r all welcome ... wish u all the best. And the best is to not buy anything yet. Go rileks rileks ... jogging, listen to music, read more excellent books, take photos ... so that when the time is ripe, we are all fully re-energisers to attack. The month to attack is still october. Unless something changed ... then it might be moved to february next year instead.

2015-01-05 11:10

vinext

kiongsai can even name what month to buy, if can time market,return wont be 22-23%, ganne

2015-01-05 12:42

dragonking

leno,,,please jaga me okay!!!

2015-01-05 13:04

dragonking

leno,,,i believe u,,,thank you.

2015-01-05 13:06

vinext

who has the list of 100 stocks, for many yrs, insider asia has been outperforming
https://www.facebook.com/theedgemalaysia/posts/10153015937963086?ref=notif&notif_t=notify_me

2015-01-05 13:31

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