Something for people like ilurker, Charles and all the rest of the wannabe star investors to learn about. Stop trying to time the market and instead spend more time in the market


>>>>>>
https://youtu.be/SbUkmysgXFs

So easy for those who don't have a portfolio to say that other people's portfolio is fake.

As usual it is easiest for those who have never achieved anything in life to criticize others to make themselves feel better so they can continue to be lazy trolls.

I should know better than to reply to under achievers in life.

You still believe JP Morgan? Remember what they said when pchem was at 5? Remember what analysts were saying about tg in 2018 about their acquisition on nitrile supplier?

Let's get one thing straight. Harta is the best run glove company in bursa. Malaysia is the world's largest supplier of gloves. Harta is cash rich. And in the scheme of things, sooner or later harta business will recover over time. These are facts of life
>>>>>>>
Another 6 years to see a turnaround????? OMG....

JP Morgan cuts its latest TP of Harta fm RM2.50 to RM1.20.....

Wah luckily still very much higher than I3lurker's TP RM0.50.....At least Philip can still sleep well by now....

But, wait wai wait......

What if Harta started to post Q losses in near future (is it possible Philip?) ....

Then will JP Morgan revise their TP lower again, say to Rm1.20, Rm1.00, Rm0.80 n maybe RM0.50??????

You are obviously trying to insult and bring me down so you can convince people to buy your stock tips programs and automated octafx copytrading scams. As someone who tries to get other to join your channel so you can sell your stock tips you should be asking yourself a very simple question:

If your stock tips really work, why bother to sell subscriptions? Your results should be more than enough for you to make money without selling classes.

And if you are such a good "investor" , where is your 3 year, 5 year and teen year portfolio results? Even when buying funds you have something called a fund factsheet which shows the long term performance of the fund. That is to reduce luck and to show exactly what your investment philosophy is and what the results are.

The fact is I have showed a trackable portfolio which people have viewing since 2019 and has shown a 20% CAGR increase yearly over the 4 year period, even through pandemic. How is this fake results?

Meanwhile everything you are asking me to do, you yourself don't dare to do. What a troll! Can't even start a portfolio.

Fyi there are thousand people on my telegram group to chat as humans and sharing information freely and analyzing every stock without being forced to join any paid group or pay your high fees for your fake "stock tips" which do not even come with guaranteed results.

You are obviously unhappy that I have exposed your predatory activities of looking for new investors to cheat. Thousands of people like you around. You will not be the first, and will definitely not be the last of those scammers.

I am proud to maintain my portfolio and articles on how I am using long term investing to get my results and again let me ask you very simply:

How has your ACTUAL portfolio performed over the last 4 years?

Are you getting your CAGR COMPOUNDED AVERAGE GROWTH RATE of your portfolio every year above 20%? What are your holding period? How consistently are you making your money?

More importantly, how do you handle things when it is not going your way and things are dropping. Are you selling your shares when everyone is panic selling? Are you buying in fervour when everyone is buying and FOMO?

You talk and sound exactly like how a fomo person would act. And when you lose money you lash out.

Pathetic.

One look at my portfolio you will notice, I sell when everyone is buying( topglove), and buying when everyone is selling (pchem,harta). Big bets, long bets and concentrated bets.i have 6 stocks holding for a long period( exactly like how I talk about investing), and the results are still fantastic despite everything that is happening.

I am still getting 50 cents in pchem every year over my balance holding cost now around 4.4. It is almost 50% of my portfolio. You can do the math on my dividend yield.

You talk so much: do tell me what stock you are holding that has large conviction and does as well for you over the last 4 years? Your thong guan? Your nonsense gambling stocks?

Come on. Stop criticizing and start sharing your stock picks on what you are actually investing in. Otherwise you are just a big talker with no balls to have conviction over your stock picks.

Even today I am more than 40% up from 2019 calculation, while your portfolio is very obviously red. You dare to show?

AUG 2022 38,374,510.95 56,897,732.55 18,523,221.60 48.27%
qqq3, I will repeat this one last time. Even when now when market is bearish I still have made an unrealized/realized market profit of 18.5 million. Instead of simply criticizing you can at least read the financial figures of a portfolio, which is something YOU NEVER DO as a speculator ( which is why Tarzan rich and Jane poor). Over time this weakness of yours gets worse and worse which is why you losing money in your xinte and tencent. The key is reading the reports and not overpaying for company. Unlike you I buy harta at 6 and below, not at 18. I don't go around buying tencent at 700 and promoting left right center about China and China stocks.

And now your turn. You tell so many stories, your portfolio green or red since you started posting so much on i3? Your REAL portfolio. Not the one where you tell everyone how you can buy London biscuit at 3 cents and sell the same day for 7 cents and make tons of money while everyone else lose money. Someone already posted your picture on the group and how you bully and insult your cycling group friends. One of them knows a banker who is a common friend, who knows your analyst son who told me exactly how "good" of a trader you are. And now I know why I dare to show my results and portfolio online while you just cycle and talk nonsense every day with your China propoganda, but can't even speak Chinese or write in Chinese. I wonder who is the embarrassment to China here?

>>>>>>>>>

qqq3333

so tell me, u make money or lose money mark to market since the day u join i3 ... don't tell me about 5 years and 10 years bs. and please include your unrealised losses....

7 hours ago

Much better than kids that promote buying gdex without even knowing the industry specifics. Or has the senile kid forgotten or doesn't even know the basics of business analysis?

How about that crock full of jaks investing with speed of light analysis whatnot. If anything you have never said any good thing about any stock in your entire post. And your only stock analysis recommendation of gdex was an abject failure over the last few years. At least my topglove made money from 2019 to 2020. How about you? It would seem that when you are losing money you talk so much more... It has been a repetitive pattern
>>>>>>>
i3lurker

I find it very weird that people love to buy up losers

why do people love to buy Harta?

How is margin a shortcut? Margin is about having conviction in your ideas in buying stocks when it is selling at a huge discount to intrinsic value. For me that is the only way one beats inflation and volatility. Using that mindset it is the same thing with buying stocks using cash. You are "shortcutting" your waiting period by using your monthly wage and gambling it on a calculated bet that a stock will go up(or down) over a period of time. Anyone who tells you that you are not gambling when you buy a stock just hasn't been in the market long enough.

If you really want safe and not short cut, put your money in the money market funds or fixed deposit.

Or are you silly enough to believe that buying a fancy name "foreign etf" where you don't even know what stocks you are buying and in what volume at all is actually... Safe?

>>>>>>>

What is margin if not a shortcut? So old and senile he does not realize he's contradicting himself.

More importantly, the reason why I started publicly tracking my portfolio results was due to Lee soon sheng goading and insult to say that I am fake and writing articles just to sell a subscription.

And how after I have started publicly tracking my portfolio and grew from 37m in assets to 51m(high of 84 including margin) in assets over 3.5 years, then sslee is less condescending and more interested to see the process.

You kids just want to shortcut everything.

And thanks for the pointer, I have bought 100k shares in pchem as well.. on margin at 8.5+

And why not, when all of the rats are scared to invest in bursa, it is time to find the stocks with huge cash hoard, good growth potential, and selling at rock bottom prices for to fearful children.

How else am I going to get outsized returns? Buy when everyone is buying and sell when everyone is selling is totally not my style. You can look at more portfolio transactions and you will know exactly how I plan my purchases

>>>>>>>>

arv18

well said maxpowar and investmalaysia618.

reflects my sentiments regarding this "tracked portfolio".

a wise and rich investor would advise against making further bets in bursa, due to abysmal performance, but this clown is talking about margin.

better call your broker and margin up bigly in harta today!

So I guess you are all actually in my telegram but just don't have the guts to say things out loud. You do realize the 8889 claim was just to make fun of those kids who just come in asking for stock tips, yes?

And the point of a publicly tracked portfolio is not to show off, otherwise I would include my name and some fancy car at the back as well. The point is to show how real investors work: we have good results, we also have bad results. We are never like those fake speculators and guru who never seem to lose money in stock market, and who knows exactly when to sell and when to buy stocks to make a perfect killing.

If anything, I could close my portfolio tomorrow and not delete my telegram group and I would not lose sleep over it as I do not make a money from selling subscriptions or stock picks at all. Trust me, I have been around for 4 years publicly without a single need to sell stock tips and no interest to start now.

And why do you think you have the right to criticize anyone at all just because you can? Are you acting like a low class Malaysian just because no one knows who you are? Why not just analyze my portfolio results for what they really are, a look into real investing over a longer horizon, and the results of trading and gambling less, and thinking more.

So I guess you are all actually in my telegram but just don't have the guts to say things out loud. You do realize the 8889 claim was just to make fun of those kids who just come in asking for stock tips, yes?

And the point of a publicly tracked portfolio is not to show off, otherwise I would include my name and some fancy car at the back as well. The point is to show how real investors work: we have good results, we also have bad results. We are never like those fake speculators and guru who never seem to lose money in stock market, and who knows exactly when to sell and when to buy stocks to make a perfect killing.

If anything, I could close my portfolio tomorrow and not delete my telegram group and I would not lose sleep over it as I do not make a money from selling subscriptions or stock picks at all. Trust me, I have been around for 4 years publicly without a single need to sell stock tips and no interest to start now.

And why do you think you have the right to criticize anyone at all just because you can? Are you acting like a low class Malaysian just because no one knows who you are? Why not just analyze my portfolio results for what they really are, a look into real investing over a longer horizon, and the results of trading and gambling less, and thinking more.

repeat after me maxpower:

I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.
I dont have a portfolio, I dont have any results. But I can criticize whoever I want just because. I am a Troll.

Maybe if you start to show some results, then can talk about what others should be doing instead?


>>>>>>


Maxpowar DON'T MAKE UP STORIES HERE OLD MAN.

Your stories can't be further from the truth

As usual, no portfolio. No mention at all in any comments of buying or selling harta at any of those prices. But suddenly can pluck numbers from the sky to "prove" you are a good investor. Sure kid, whatever you say. When did you buy? What was the volume? How big was the percentage of your portfolio? Was is a high conviction investment or did you just get lucky? You can tell many things from a decently well kept portfolio. All I know is that you are lying, you maintain multiple accounts to try to prove your point, and you are a fake troll faking results until you make it.
Try starting a portfolio so we can actually see how much you started with, and how much you end up with.
>>>>>>
I’m not the one who aim to buy the lowest like what you claimed. I waited for almost two years before I finally buy back harta that I sold around 18,19. I didn’t sell the highest and I didn’t buy the lowest. I’ve bought at RM2 which is still losing money now. I will slowly build the position back.

Trolls are just such embarrassing trolls. No history of performance, no portfolio, no results. And yet they think they have the right to comment on the performance of others, especially those who have OPENLY maintained a PUBLIC portfolio for the last 3.5 years with tracked results, a 20% CAGR return history over the period,

Come back KAREN when you actually have some insight to show. As it is, you have neither the performance nor the investment acumen to comment, much less recommend how I should run my portfolio.

Now I know who you are. Just because I kick you out of the group for trying to sell your buy calls and stock recommendations to unsuspecting new investors doesn't mean you can simply "call out" and criticize however you like.

Just because YOU don't know how to invest and make money in the stock market, doesn't mean others don't know how to.

Embarrassing waste of time, especially now that I know who you are and what your issue is. Worse than a little kid.

Go play somewhere else. This is MY personal portfolio page for sharing, not for you to spam your KAREN like ideas.

FYI if you are in my group you would have known that I cashed out for my local rotary club charity drive. And if you looked at my purchase, I just bought back again pending the latest pchem excellent results.

But why are you hiding behind some identity on a website. If you really have some balls come to telegram and chat me up. Let's do a phone call and you can say what you want directly to my face instead of hiding behind a computer. Show some balls.

OF COURSE I FACTOR IN OPPORTUNITY COST OF TIME. THAT IS WHY I HAVE A TRACKABLE PORTFOLIO. THERE IS A START DATE AND END DATE, AND THE PERFORMANCE IN BETWEEN.

Have you learned how to read a portfolio transaction yet?

Please come back after you learn how to read a annual 3 year report.

Speculators and daytrader will never change.


>>>>>>

Investmalaysiaa Loss is a loss. No need to sugar coat with your dividend. Did you factor in the opportunity cost of time?

Even Charlie munger couldn't escape Alibaba. Even Warren buffett couldn't escape Solomon and decker shoes. You are a master? While not even having a portfolio to analyze? Show me your portfolio before trying to show off. Unlike you who suddenly can say you know when to time the market so funny. All I can tell you is this, I averaged down from 500k shares at 6 to 3 million shares at 1.6+. I may not know how to "time" the market like you can ( without a portfolio you can say whatever you want), but I know what I buy and why I buy. Please go and disturb those other sifus who never give you their portfolio and always know then to buy and sell you their buy signals for chump change. You who don't have a trackable portfolio or manage a fund have no right to criticize when you don't even have any achievements to speak of.

Start WITH TRACKING A PUBLIC PORTFOLIO.


>>>>>>>>

08/2022 2:51 PM

Investmalaysiaa Loss is a loss. No need to sugar coat with your dividend. Did you factor in the opportunity cost of time? You’ve wasted your time in the shares you hold for so long but with low return. A true master knows when to buy and when to SELL even he/she is an investor instead of a speculator.
25/08/2022 6:24 PM

Why do you think he is suddenly so critical of me? He thinks he has the right to insult anyone he wants, until a few young investors complained that he is doing verbal abuse.


>>>>
Sslee qqq3 kicked out from Philip's telegram group? That must hurt a lot.
qqq3 take it easy, I also kicked out from KYY's CC and whatsapp.
25/08/2022 8:23 AM

Please check my portfolio properly. Did I cut loss? No. Did I collect 1 million in dividends? Yes. my total capital spent is 15 million to buy 5 million shares of harta, so my yield is 6.7%. understand the difference between unrealised earnings and realized losses. If I don't sell, and I don't liquidate, I DON'T LOSE MONEY. The difference between you and me is that my timeline is 5 years. I buy a stock being comfortable to hold on to what I paid for over 5 years or more. I might sell early, like kpower and scib when profits were good. However for the way I buy stocks, time is my friend. You can try to take a look and see how I invest in stocks. You will never understand because at heart you are all speculators and gamblers. Investing and things like dividends and stock splits are so foreign to you that you think I am losing money... Nothing can be farther from the truth.


>>>>>>
qqq3333

Serbia is a fraud case...losing money in harta is just incompetence

1 day ago

This truly shows the idiocy between speculators and investors. Speculators only think of timing the market and dreaming of that moment when you can sell at 10.70 and collect 2.20 in "profits". Sell and buy what? Do you really think you can roll your profits up and up forever? Insanity.

As an investor my only thought now with pchem is, I have another 4 years to compound my earnings and collect more shares and buy more with my dividends to bring my holding cost to ZERO. Therefore, the question I keep asking myself is this: what stocks am I comfortable to buy where I can disappear for ten years on a holiday and come back and still be happy with what I own and see the business grow?

>>>>>>>
Investmalaysiaa

23 cents dividend hahahaha. If you’ve sold at above RM10 for pchem. You’ve gain RM2.3 instead of RM0.23. Now you can slowly build back your position in pchem.

Which is why I am different from you. Just like in pchem, you can see my volume of buying at 6, and my volume of buying at 1.6. very simple, if I liked it enough to buy at 6, then should I be buying a ton more at 1.6? Meanwhile speculators like you totally lose track of my dividends collected that are bringing down my holding cost and the additional shares bought over time. No body ask you to buy harta at 24. But when harta is cheap and no body wants it, only blind people who don't know how to value stocks say it will go down to 0.05, when cash per share is how much? 2 billion?

>>>>>>
qqq3333

yeah, but what happens to the earlier journey at 6? don't count? u know or not , journey from 6 to below many opportunities to die? bullish tr

1 day ago

Who ask you to buy at 40? Crazy... I sold at 40 I bought at 15. So how?
>>>>>
qqq3333

Look at palantir, 40 to 8...plenty of opportunities to die and not once know how to analyse ptlr or avoid ptlr....it's the same thing....it's too difficult for rich old men to admit mistakes or be flexible, realistic

1 day ago

What nonsense 20% gain is nothing. This is why you are still poor because of this speculator mindset. Totally embarrassing. You need to learn that to get your 200% return in a short time you will also need to contend with your 200% losses in volatility. Anyone who tells you that your can make risk free 200% is either lying or a clown. Looks like many clowns in this group.
>>>>>>>
Investmalaysiaa

Many more to learn old man. The only advantage you have is the amount of spare cash. Even you earn 20% after a deep loss is still a lot and you can proudly say you’ve earn one or two years of living expenses. For those people with smaller portfolio 20% gain is nothing. They cannot depend on this to survive.

3 hours ago

Salary is in. 23 cents dividend

If every year you are getting 46 cents dividend... And earnings per year is 92 cents. Do you really think you will want to sell pchem at 5.50-6 ringgit? Not only is the management have a guidance of 50% profit earnings payout, you also have growing earnings for the company. Think about it, if every year the company has earnings of 1 dollar and pay out 50 cents, you want to sell for 5.50 meh?
>>>>>>

Michael Kwok

sell call petchem 8.80 range.
Tp 5.50-6.00(the real thing)
4/8/2022 1.01pm

2 weeks ago

Good. Time for me to use my margin and start buying when everyone is selling.
>>>>>>>
i3lurker

everyone is now selling everything

sell stocks
sell bonds
buy Dollar

15 hours ago

I'm not even sure I know who you are at all. Who are you again?

>>>>>>
CharlesT

To me, our stock competition means nothing, just a game

But I think Philip views his winning over me as one of his greatest achievement in his I3 days.

Netx is a scam stock which in the end even stock raider admit.

You forgot my total return on pchem. Let me refresh:

Total Return
Total Return: +13,006,069.88 [33.53%]
Total Capital: 38,785,638.37
IRR: 17.34%

Finally learned how to use i3 function for portfolio eh? Good boy.
>>>>>>>
CharlesT

His total gain in Topglove is Rm6.783M+.

Let's c

54 minutes ago

And as for my actual loses on serba, yes I lost millions on it. But as usual I knew the risks I took when I bought the company even then, and it was limited to 5% of my portfolio. But such is the price of buying growth companies, you never know when you Tesla becomes a Nikola. For me I am very conservative, 50% of my portfolio is in stalwarts like pchem, where I have already received more than half of my losses in serba in dividends (received 2.7m so far). I am at heart a conservative investor, and while I do have itchy fingers and trade a fair bit, the amounts are always small and do not risk my overall portfolio.
So lose money yes? But lose small in things like serba.
Make money, also yes. But make big money in things like tg and pchem and kpower and scib ( based on this portfolio starting from 2019 no matter what qqq333 says.) Not to mention I made in trades in Mr diy, steel ( thanks Jack), palm oil ( thanks Calvintan), transport ( thanks sho), which gave me a lot of return thanks to good analysis and sharing by investors in telegram

20.
SERBADK
SERBA DINAMIK HOLDINGS BERHAD
20-Feb-2020 - 30-Sep-2021
Completed
Total Return: -4,293,213.13 [-56.62%]
Total Capital: 7,582,031.81

There is another tab there called transactions group. If you click on that and open up serba dinamik, you will find the entire horrid adventure ( and the moment I started selling when Lawrence informed me about the scam).

20-Feb-2020 Buy +500,000 2.34 +1,173,651.50 500,000 0.00 1,173,651.50 2.347 1,173,651.50 2.347
17-Mar-2020 Buy +250,000 1.40 +351,232.50 750,000 0.00 1,524,884.00 2.033 1,524,884.00 2.033
23-Mar-2020 Buy +1,900,000 1.12 +2,134,477.60 2,650,000 0.00 3,659,361.60 1.380 3,659,361.60 1.380
20-May-2020 Dividend (Ex) +2,650,000 0.012 +31,800.00 2,650,000 0.00 3,659,361.60 1.380 3,627,561.60 1.368
14-Sep-2020 Dividend (Ex) +2,650,000 0.013 +34,450.00 2,650,000 0.00 3,659,361.60 1.380 3,593,111.60 1.355
23-Nov-2020 Dividend (Ex) +2,650,000 0.0135 +35,775.00 2,650,000 0.00 3,659,361.60 1.380 3,557,336.60 1.342
05-Mar-2021 Buy +500,000 1.73 +867,751.75 3,150,000 0.00 4,527,113.35 1.437 4,425,088.35 1.404
16-Mar-2021 Dividend (Ex) +3,150,000 0.016 +50,400.00 3,150,000 0.00 4,527,113.35 1.437 4,374,688.35 1.388
31-May-2021 Buy +200,000 1.13 +226,866.70 3,350,000 0.00 4,753,980.05 1.419 4,601,555.05 1.373
01-Jun-2021 Buy +3,000,000 0.795 +2,392,235.75 6,350,000 0.00 7,146,215.80 1.125 6,993,790.80 1.101
01-Jun-2021 Sell -2,000,000 0.895 -1,784,519.50 4,350,000 -466,257.13 4,895,439.17 1.125 5,209,271.30 1.197
14-Jun-2021 Buy +1,000,000 0.58 +581,911.00 5,350,000 0.00 5,477,350.17 1.023 5,791,182.30 1.082
15-Jun-2021 Sell -1,000,000 0.695 -692,749.75 4,350,000 -331,054.02 4,453,546.40 1.023 5,098,432.55 1.172
22-Jun-2021 Buy +1,000,000 0.60 +601,970.00 5,350,000 0.00 5,055,516.40 0.944 5,700,402.55 1.065
28-Jun-2021 Buy +1,000,000 0.33 +331,173.50 6,350,000 0.00 5,386,689.90 0.848 6,031,576.05 0.949
30-Jun-2021 Buy +1,000,000 0.34 +341,203.00 7,350,000 0.00 5,727,892.90 0.779 6,372,779.05 0.867
05-Jul-2021 Buy +1,000,000 0.40 +401,380.00 8,350,000 0.00 6,129,272.90 0.734 6,774,159.05 0.811
06-Jul-2021 Buy +1,000,000 0.50 +501,675.00 9,350,000 0.00 6,630,947.90 0.709 7,275,834.05 0.778
12-Aug-2021 Buy +500,000 0.415 +208,312.13 9,850,000 0.00 6,839,260.03 0.694 7,484,146.18 0.759
21-Sep-2021 Buy +300,000 0.325 +97,885.63 10,150,000 0.00 6,937,145.66 0.683 7,582,031.81 0.746
30-Sep-2021 Sell -10,150,000 0.325 -3,288,818.68

The commission and stamp duty is automatically calculated by i3 investor system based on their assumption if I used their affiliated broker, which is M+. Now obviously I am not using m+, and I pay far lower rates with my bankers for my transactions, but the point is really not how much I pay for the nickel and dime costs, but why I actually bought the stock at 68 cents in the first place, and why I averaged down.

The simple fact for serba was that I had to take the financials at face value, and since I had friends who are managers in the Sarawak office I had some belief that the results were accurate (apologies Lawrence in advance, you did inform me about the pangerang lots which the contractor are not paid at all). And thus if the financials were believed and the revenue and earnings were true, I was averaging down into a very good company which was selling at a substantial discount to assets. At that point of I still had faith in the company.

But the more important lesson to learn is to understand that one should never fall in love with the company, you should always review your sources and if the fundamentals of the company has changed, you need to sell even at a substantial loss. Trying to hold on to your shares which had lost a ton of value just because of pride can be an expensive lesson. Better to sell, recoup at least a position of capital and reinvest it elsewhere. You really don't need to make back your money in the same stock you lost it in.

For those who know how to look at portfolio and p&l transactions, this is what my trackable portfolio of 4 years is showing here. Not that I am trying to show off or "flex", but simply to show how I did it, how I am doing it, and what the results would be if you invest conservatively and with a understanding of what you buy. Of course just like everyone else I definitely MAKE mistakes. HOWEVER, as you can see from my portfolio, the risk of making mistakes when buying growth companies using my criteria ( and the eventual duds here and there) is BALANCED and profitable with the huge returns of the growth companies that I have bought over time. Key word here is TIME. If you want to buy growth companies, you need to wait and be able to see the GROWTH coming in, which will then offset the losses from those growth companies that fail to go anywhere.

4. Always have a backup funds. You will notice ( I remark constantly), that I have 30% unutilized margin that I normally only put in when something very cheap comes along. And when my profits have increased substantially, immediately pay it off.

For me I only gamble with margin to average DOWN. Too many gamble by AVERAGING UP, which is dangerous and silly.

Margin is a double edged sword. Be very careful how you swing it.

3. Have a understanding of the big picture. In my case it is simple. Malaysia is a small country where finding growth companies is hard. But since the best profits are from growth companies I try to find it in bursa. And what are the rules of growth companies in bursa? The big picture is very simple.

Find the company that buys materials and pays salary in myr, then goes around and exports the products or sells it in USD. Bigger market, bigger TAM, bigger growth over time. That is why I avoid companies like banks and utilities and local consumers usually ( unless I am doing a trade). They have limited TAM and can only sell within Malaysia.

Obviously nothing wrong with that ( one can still make money buying and selling any stock in bursa), but like I said. If you are buying growth companies which manufacturer in Malaysia and sells their wares overseas, you WILL do well over time. This is my investment mental model, it has served me well, and I continue to look for companies which do that that are asking for a fair price.

Skpres
Yinson
Harta
QL
Pchem

They all share similar characteristics, produce locally but sell internationally.

2. I keep buying stocks in similar industry aka businesses that I know about. In my case my area of expertise is oil and gas and engineering production fabrication manufacturing. That is what I understand and that is what I buy. I only buy what I understand.

You will realize 1 thing:
1. I have very few transactions compared to say a day trader. And yet, somehow I have better results. Trade less, buy and sell less. Think 2nd level before buying. You will notice you start having better results just by slowing down your buying and making sure you know exactly what you are buying and why.

There is a simple button up there called transactions. Just click on it, and set it to display last 500 transactions and you will see my entire transaction list since 2019. After you finish looking, then you can comment or decide. If you start commenting without even looking at what I buy, when I sell and my explanations in the comments of WHY I sold, then please don't even bother commenting at all. Otherwise you lot are just embarrassing yourself asking questions without even being the least interested in any form of answer.

Believe whatever you want. If you don't even know how to read a profit & loss statement, no wonder you lose so much money on the stock market and feel the need to insult others to make yourself feel better.
>>>>>
qqq3333

U come to i3 with huge amounts of unrealised profits.....all gone already?

1 hour ago

Let me simplify for you. 50% of my portfolio is pchem which average cost after deducting all dividends is 4.2. thanks to your advice I bought kpower and scib which including warrants I made 4x before selling ( which you also told me about). More importantly I also made a ton of money on my topglove which I sold in 2020.
Why don't you look at the transactions list for once instead of just simply talking off your head like you did with your China propaganda.

And you are still here? All you ever do is talk bad things about stocks and other people investments. But for all your talk I don't see you buying excellent companies like pchem at 4.19 and tg at 4 on the onset of pandemic. I wonder what all the trolling is gaining you? Do you actually enjoy being a troll or do you actually make money from your investments? I have yet to see you have 1 good investment result yet.

>>>>>>

i3lurker

A lot of jokes are made on EPF dumping and pumping.
If you are not blind
and had eyes to see for the Serba case,
EPF will not hold any shares in Doom companies.

Still talking nonsense. And yet my portfolio is still averaging 24% compounded annual growth rate since 2019 when I first started tracking. Just like I did when I first started buying excellent companies for fair prices like QL, yinson,tg, pchem, pb when no one wanted it. And yes despite duds like serba and gkent I still outperform you. Why? One good company like pchem and tg during the "lucky" years is more than enough to cover all the other losses from others. Meanwhile I get to buy harta for 1.67 when no one wants it and simply have to wait for when the business recovers and collect dividends every quarter.

>>>>>>

i3lurker

Winter is coming.

Its still hot summer.
Winter had NOT come yet for Gloves.

This shows the quality of your education and how shallow you are as a person. For one thing, my portfolio is based on purchases of companies which I have been holding for years and with billions of dollars. Those are known entities and which no one needs you to flex or move anything. Only shallow children will think that. I am not like a kyy or kcchongz or otb etc who chose to buy micro cap companies where a purchase of 10-30 million make up 5% or more if the company market cap. For me I buy companies that are in the range of 6-60 billion. Tell me, how does having 50% of my portfolio in pchem do anyone any good by showing off or flexing? First you say I don't have money. Next you say I want to flex. Which is it? Please apply more critical thinking.

In fact the desired effect has already been gained with my portfolio. The point of my portfolio is simple: that buying wonderful companies at fair prices and holding them for a long period of time will result in good returns over time. And over my entire investment period since I started the portfolio, since 2019 until today 2022, I have a CAGR of more than 24%. Yes, compounded annual growth yearly of 24% over 3.5 years. You can call it fake numbers or whatever, but the fact is every transaction is recorded. Every sale is recorded. With date and time stamped on the comments box ( which I can't edit) and in the transactions area. So what does my "fake" numbers tell? Buy excellent companies, trade less. Wait more. Good results follows without trying to outbid or over trading.

>>>>>
arv18

??????

Very odd Phil. You're the one who put this portfolio here for the world to see, not me.

First time using portfolio function? Go scroll up to portfolio, under transactions you will see every transaction I have made since 2019. Check the latest 3 entries and see when the purchases were made. Then you can check the volume done.

If you think I am really silly enough to post in real time when I buy or sell, that is more about you than it is about me.

>>>>>>
STFU_FU

Posted by Philip ( buy what you understand) > 2 hours ago | Report Abuse

Bought 1 million shares @1.67

===== >>> wah philip , not only you are a dumbass who don’t understand what you buy, you have even resorted to lying and cheating …. Show us how did you buy 1,000,000 units @ RM1.67¢ when the lowest transacted sales for HARTA this morning was RM1.69¢ done. What grass you smoke this morning ?

Total past week I bought 3m shares of harta from 1.87 to 1.63 lowest. Ok la, cheap discount why not.

Still commenting on other people's public portfolio? Anything else new that you can do in life? Maybe something constructive for example? How is your foreign ETF going?

>>>>>>

arv18

didn't get d memo ah bro? every1 is a taikor on i3, averaging down in serba and harta till they own the whole company!

Bought 1 million shares @1.67