wow what a turnaround year for OTB. Congrats and may you continue to perform well for the coming years. Happy New Year!

Portfolio performance YTD for year 2016: 16.13% inclusive of dividends (excluding unpaid dividends). Dividend payout YTD excluding unpaid dividends: 4.25%. Overall matched my expectation of 16% return.

Bonus warrant issued for Gadang (1 for every 4 held):
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5257401

Bonus issue for Gadang (1 for every 4 held):
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5257433

Share split for Gadang (1 split into 2 shares):
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5257397

Dividends added:

1) OKA - 2nd Nov - Final Dividend 3.5 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5161333
2) Gadang - 8th Nov - First & Final Dividend 7 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5216665
3) Mikro MSC - 22nd Nov - Final & Special Dividend 1 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5245109
4) Poh Huat - 22nd Nov - Third Interim Dividend 2 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5213713
5) Elsoft - 8th Dec - Interim Dividend 3 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5269261
6) Padini - 13th Dec - Second Interim Dividend 2.5 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5270749

Bonus share issued:

Hua Yang - 10th Sept - 1 for each 3 ordinary shares held - http://www.bursamalaysia.com/market/listed-companies/company-announcements/119393?m=ca

Dividends added:

1) Homeriz - 29th Sept - First Interim Dividend 2 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/117553?m=ca
2) Padini - 9th Sept - First Interim Dividend 2.5 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/118365?m=ca
3) Elsoft - 13th Sept - Interim Dividend 3 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/118073?m=ca
4) Magni-Tech - 11th Oct - Interim Dividend 5 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5206957
5) Magni-Tech - 11th Oct - Final Dividend 3 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5192521
6) Magni-Tech - 11th Oct - Special Dividend 2 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5192513

Share split for Scientex (1 for 1 share):
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5134725

Hi vews08, I do not manage each individual's portfolio. I only assist to compile the results. But I will put up a reminder for the next results. Thanks.

Dividends added:

1) Padini - 1st June - Interim Dividend 2.5 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5095765
2) Padini - 1st June - Special Dividend 1.5 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5095761
3) Poh Huat - 15th July - Second Interim Dividend 2 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5137813
4) Scientex - 14th July - Interim Dividend 12 sen - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5112349

Fixed.

Mr. Tan, you have posted results for end of June instead of end of July. Please make necessary changes. Thank you.

I just noticed. Tan KW pasted the wrong result here. He pasted for end of June instead of end of July. I will get him to post the correct one.

RicheHo, you are right. Thank you for pointing that out. I shall ask Tan KW to make the necessary amendments.

Hi RicheHo, please let me know which part is not accurate?

Bruce88, Icon8 current gain/loss is negative which is correct but overall he leads due to the fact that he trades and not buy and hold.

Top 30 performing stocks (YTD) from all participants in Stock Pick Year 2016:

1 JHM 163.89%
2 AIRASIA 125.82%
3 AAX 122.22%
4 ANNJOO 109.95%
5 EFORCE 86.61%
6 PANAMY 63.44%
7 SLP 57.52%
8 HLIND 49.72%
9 MASTEEL 44.87%
10 YONGTAI 43.62%
11 KERJAYA 42.94%
12 PADINI 41.36%
13 OKA 40.21%
14 MBWORLD 36.03%
15 DLADY 33.54%
16 ECONBHD 33.52%
17 TGUAN 31.75%
18 SCIENTX 29.94%
19 WANGZNG 29.92%
20 GBGAQRS 29.81%
21 KIMLUN 28.68%
22 DUFU 28.33%
23 KESM 28.02%
24 TEKSENG 27.32%
25 YOCB 27.04%
26 TUNEPRO 26.83%
27 ARANK 26.62%
28 PENTA 26.09%
29 CSCSTEL 25.39%
30 ESCERAM 24.70%

Average: 49.52%

In comparison, top 5 performing Unit Trust Funds in Malaysia YTD:

1 Eastspring Investments Equity Income Fund 7.92%
2 KAF Core Income Fund 7.65%
3 Hong Leong Dividend Fund 7.38%
4 Public Islamic Select Enterprises Fund 6.14%
5 AMB Dividend Trust Fund 4.46%

Some portfolios still have not consolidate Genetec shares.

These portfolios still 0 return due to 0 starting seed money:

ckliew88 http://klse.i3investor.com/servlets/pfs/54225.jsp 0.00%
devils95 http://klse.i3investor.com/servlets/pfs/54564.jsp 0.00%
i4investor http://klse.i3investor.com/servlets/pfs/54016.jsp 0.00%
Ivan Lim http://klse.i3investor.com/servlets/pfs/53313.jsp 0.00%
LHA0725 http://klse.i3investor.com/servlets/pfs/54517.jsp 0.00%
sherlock http://klse.i3investor.com/servlets/pfs/54186.jsp 0.00%
tehsk http://klse.i3investor.com/servlets/pfs/54092.jsp 0.00%
tyz1994 http://klse.i3investor.com/servlets/pfs/54534.jsp 0.00%
Yeow Gary http://klse.i3investor.com/servlets/pfs/53801.jsp 0.00%

61 leelc70 http://klse.i3investor.com/servlets/pfs/54063.jsp -4.06%
62 Willie Ong http://klse.i3investor.com/servlets/pfs/53953.jsp -4.20%
63 S8Investors http://klse.i3investor.com/servlets/pfs/53915.jsp -6.28%
64 skygrass http://klse.i3investor.com/servlets/pfs/53933.jsp -6.39%
65 wahlaueh http://klse.i3investor.com/servlets/pfs/54267.jsp -6.96%
66 papado http://klse.i3investor.com/servlets/pfs/54171.jsp -7.67%
67 Lim Kan Yen http://klse.i3investor.com/servlets/pfs/54191.jsp -7.75%
68 GreenTrade http://klse.i3investor.com/servlets/pfs/54470.jsp -8.36%
69 xdar http://klse.i3investor.com/servlets/pfs/54460.jsp -8.50%
70 1giro1 http://klse.i3investor.com/servlets/pfs/53855.jsp -8.74%
71 stevie http://klse.i3investor.com/servlets/pfs/54073.jsp -8.86%
72 Donald Bee http://klse.i3investor.com/servlets/pfs/54020.jsp -9.28%
73 Ariff Shah http://klse.i3investor.com/servlets/pfs/53962.jsp -9.37%
74 yongfeng http://klse.i3investor.com/servlets/pfs/54208.jsp -9.60%
75 theinvestologist http://klse.i3investor.com/servlets/pfs/53954.jsp -10.51%
76 ss2020 http://klse.i3investor.com/servlets/pfs/54166.jsp -10.59%
77 aikwais http://klse.i3investor.com/servlets/pfs/53500.jsp -10.98%
78 Ng Lian Giap http://klse.i3investor.com/servlets/pfs/54091.jsp -11.37%
79 Jeffbkt http://klse.i3investor.com/servlets/pfs/54081.jsp -11.49%
80 windcloud http://klse.i3investor.com/servlets/pfs/53952.jsp -11.85%
81 Awakens1 http://klse.i3investor.com/servlets/pfs/54320.jsp -12.06%
82 twobits http://klse.i3investor.com/servlets/pfs/54512.jsp -12.27%
83 ilike http://klse.i3investor.com/servlets/pfs/53829.jsp -12.39%
84 HH2004227 http://klse.i3investor.com/servlets/pfs/53914.jsp -12.44%
85 sglbg888 http://klse.i3investor.com/servlets/pfs/54100.jsp -12.92%
86 wiseeye http://klse.i3investor.com/servlets/pfs/54411.jsp -12.99%
87 wylee120 http://klse.i3investor.com/servlets/pfs/54021.jsp -13.35%
88 alphajack http://klse.i3investor.com/servlets/pfs/54031.jsp -14.49%
89 newbie18 http://klse.i3investor.com/servlets/pfs/54473.jsp -15.06%
90 tonytonychopper http://klse.i3investor.com/servlets/pfs/54251.jsp -15.19%
91 eggtart http://klse.i3investor.com/servlets/pfs/54477.jsp -16.03%
92 Probability http://klse.i3investor.com/servlets/pfs/54051.jsp -16.19%
93 TaurusGroup http://klse.i3investor.com/servlets/pfs/54599.jsp -16.49%
94 Pakcik Saham http://klse.i3investor.com/servlets/pfs/53305.jsp -17.27%
95 kwluffy http://klse.i3investor.com/servlets/pfs/54066.jsp -17.96%
96 ZJ ANG http://klse.i3investor.com/servlets/pfs/54341.jsp -18.35%
97 Hierarch Artanis http://klse.i3investor.com/servlets/pfs/54124.jsp -18.68%
98 Alex Lim Jun Xiong http://klse.i3investor.com/servlets/pfs/53337.jsp -19.21%
99 ahchan http://klse.i3investor.com/servlets/pfs/54210.jsp -19.24%
100 Oil_n_Gas http://klse.i3investor.com/servlets/pfs/54530.jsp -19.72%
101 thomas8988 http://klse.i3investor.com/servlets/pfs/54381.jsp -19.89%
102 benson911 http://klse.i3investor.com/servlets/pfs/54293.jsp -20.52%
103 excelling http://klse.i3investor.com/servlets/pfs/54197.jsp -20.88%
104 ssjjssjj http://klse.i3investor.com/servlets/pfs/53973.jsp -21.70%
105 Jal 贾彬得 http://klse.i3investor.com/servlets/pfs/54316.jsp -22.01%
106 Warren8788 http://klse.i3investor.com/servlets/pfs/54369.jsp -22.59%
107 khai97 http://klse.i3investor.com/servlets/pfs/53879.jsp -24.45%
108 simpleinvestor http://klse.i3investor.com/servlets/pfs/54556.jsp -25.81%
109 360Capitalist http://klse.i3investor.com/servlets/pfs/54338.jsp -30.30%

Update for self-managed end of July:

1 Icon8 http://klse.i3investor.com/servlets/pfs/54604.jsp 43.86%
2 Ven Felix http://klse.i3investor.com/servlets/pfs/54699.jsp 42.81%
3 Iphne4 http://klse.i3investor.com/servlets/pfs/54605.jsp 41.80%
4 Lam2738 http://klse.i3investor.com/servlets/pfs/54609.jsp 40.95%
5 ykkian http://klse.i3investor.com/servlets/pfs/54582.jsp 40.88%
6 BN_menang http://klse.i3investor.com/servlets/pfs/54563.jsp 36.40%
7 weltsont http://klse.i3investor.com/servlets/pfs/54117.jsp 35.54%
8 Yan_Chung http://klse.i3investor.com/servlets/pfs/54529.jsp 34.27%
9 ShareToCare http://klse.i3investor.com/servlets/pfs/54136.jsp 26.29%
10 pohef http://klse.i3investor.com/servlets/pfs/54112.jsp 24.56%
11 RicheHo http://klse.i3investor.com/servlets/pfs/54086.jsp 21.17%
12 SuperMan 99 http://klse.i3investor.com/servlets/pfs/53854.jsp 17.39%
13 SeanWall http://klse.i3investor.com/servlets/pfs/54304.jsp 17.03%
14 vews08 http://klse.i3investor.com/servlets/pfs/54322.jsp 16.94%
15 coolpau_0204 http://klse.i3investor.com/servlets/pfs/54038.jsp 16.58%
16 Justin Lim http://klse.i3investor.com/servlets/pfs/54170.jsp 15.26%
17 Bl3u09 http://klse.i3investor.com/servlets/pfs/54489.jsp 15.23%
18 npznpznpz http://klse.i3investor.com/servlets/pfs/54154.jsp 15.17%
19 fyh30 http://klse.i3investor.com/servlets/pfs/53950.jsp 13.97%
20 cpo_ http://klse.i3investor.com/servlets/pfs/54606.jsp 13.65%
21 cscwelly http://klse.i3investor.com/servlets/pfs/54110.jsp 11.45%
22 phchin http://klse.i3investor.com/servlets/pfs/54028.jsp 10.18%
23 shinado http://klse.i3investor.com/servlets/pfs/54452.jsp 8.84%
24 kwaikun http://klse.i3investor.com/servlets/pfs/54236.jsp 8.07%
25 Heilong http://klse.i3investor.com/servlets/pfs/53965.jsp 7.64%
26 fast http://klse.i3investor.com/servlets/pfs/54035.jsp 7.35%
27 Limkhaiyee88 http://klse.i3investor.com/servlets/pfs/54332.jsp 6.63%
28 TAFFAS http://klse.i3investor.com/servlets/pfs/54285.jsp 6.11%
29 southwark http://klse.i3investor.com/servlets/pfs/53884.jsp 5.28%
30 dannyjie http://klse.i3investor.com/servlets/pfs/54029.jsp 5.28%
31 tengpk http://klse.i3investor.com/servlets/pfs/54098.jsp 5.09%
32 veln82k6 http://klse.i3investor.com/servlets/pfs/54041.jsp 4.74%
33 bluefun http://klse.i3investor.com/servlets/pfs/54121.jsp 3.85%
34 yong115 http://klse.i3investor.com/servlets/pfs/54526.jsp 3.67%
35 PlsGiveBonus http://klse.i3investor.com/servlets/pfs/54080.jsp 3.57%
36 secret1q http://klse.i3investor.com/servlets/pfs/54179.jsp 3.50%
37 necro http://klse.i3investor.com/servlets/pfs/54557.jsp 3.44%
38 wisdow_wy http://klse.i3investor.com/servlets/pfs/53967.jsp 3.40%
39 Ricky Kiat http://klse.i3investor.com/servlets/pfs/54284.jsp 2.17%
40 coolio http://klse.i3investor.com/servlets/pfs/54128.jsp 1.71%
41 Cheng Li Ng http://klse.i3investor.com/servlets/pfs/53821.jsp 1.57%
42 happy1983 http://klse.i3investor.com/servlets/pfs/54023.jsp 1.19%
43 Evertraveler http://klse.i3investor.com/servlets/pfs/54025.jsp 1.11%
44 John Lim http://klse.i3investor.com/servlets/pfs/54327.jsp 1.05%
45 Citta http://klse.i3investor.com/servlets/pfs/53891.jsp 0.61%
46 winPLUSwin http://klse.i3investor.com/servlets/pfs/54508.jsp 0.05%
47 sexyturkey http://klse.i3investor.com/servlets/pfs/54082.jsp 0.03%
48 Goinvest88 http://klse.i3investor.com/servlets/pfs/54103.jsp -0.97%
49 joe2703 http://klse.i3investor.com/servlets/pfs/54475.jsp -1.39%
50 musketeer88 http://klse.i3investor.com/servlets/pfs/54059.jsp -1.50%
51 Logic Trading Analysis http://klse.i3investor.com/servlets/pfs/54245.jsp -1.72%
52 C Ng http://klse.i3investor.com/servlets/pfs/54591.jsp -2.34%
53 arimolab http://klse.i3investor.com/servlets/pfs/54399.jsp -2.56%
54 Kai Yee Tan http://klse.i3investor.com/servlets/pfs/53619.jsp -2.58%
55 buffett_jr http://klse.i3investor.com/servlets/pfs/53826.jsp -2.70%
56 rosetan http://klse.i3investor.com/servlets/pfs/54054.jsp -3.07%
57 fayeTan http://klse.i3investor.com/servlets/pfs/54476.jsp -3.20%
58 GreatSTOCK http://klse.i3investor.com/servlets/pfs/54287.jsp -3.28%
59 samyew1234 http://klse.i3investor.com/servlets/pfs/53907.jsp -3.68%
60 angiegoh http://klse.i3investor.com/servlets/pfs/54131.jsp -3.98%

cheahsk, retained earnings can be searched under the equity section in the balance sheet. And also, I have registered the telegram ID as Shinado. Not sure why you cannot find it.

pixiu, your article is a good read and you even take EP into consideration.

I used to own Teo Seng share's. Here's a few things for you to ponder:

1. Teo Seng's revenue will most likely continue to rise, but profit wise is not a guarantee.
2. Profit is determined by USD dollar vs Ringgit, price of corn & soybean, and as well as selling price of egg which is controlled by Malaysian Government.
3. Future prospect of an egg company? Probably a mixed bag of M&A and growth in egg production farms.

Hi Yong Jui Foo, I do not have a blog. I can't call myself a sifu or mentor because I am a learner just like you. I do share what I learned by myself or from others though. But I'm sure you can find other investment-related articles and here in I3investor is a good start.

Hopefully, I can find some time to write more articles in coming weeks or months. Thank you.

61 Willie Ong http://klse.i3investor.com/servlets/pfs/53953.jsp -7.87%
62 GreatSTOCK http://klse.i3investor.com/servlets/pfs/54287.jsp -8.23%
63 winPLUSwin http://klse.i3investor.com/servlets/pfs/54508.jsp -8.55%
64 Ariff Shah http://klse.i3investor.com/servlets/pfs/53962.jsp -9.16%
65 Citta http://klse.i3investor.com/servlets/pfs/53891.jsp -9.18%
66 coolio http://klse.i3investor.com/servlets/pfs/54128.jsp -9.51%
67 windcloud http://klse.i3investor.com/servlets/pfs/53952.jsp -9.93%
68 xdar http://klse.i3investor.com/servlets/pfs/54460.jsp -10.22%
69 twobits http://klse.i3investor.com/servlets/pfs/54512.jsp -10.25%
70 GreenTrade http://klse.i3investor.com/servlets/pfs/54470.jsp -10.29%
71 papado http://klse.i3investor.com/servlets/pfs/54171.jsp -10.74%
72 wahlaueh http://klse.i3investor.com/servlets/pfs/54267.jsp -11.12%
73 ilike http://klse.i3investor.com/servlets/pfs/53829.jsp -11.34%
74 Donald Bee http://klse.i3investor.com/servlets/pfs/54020.jsp -11.47%
75 HH2004227 http://klse.i3investor.com/servlets/pfs/53914.jsp -11.48%
76 newbie18 http://klse.i3investor.com/servlets/pfs/54473.jsp -12.46%
77 sglbg888 http://klse.i3investor.com/servlets/pfs/54100.jsp -12.92%
78 wiseeye http://klse.i3investor.com/servlets/pfs/54411.jsp -13.89%
79 Awakens1 http://klse.i3investor.com/servlets/pfs/54320.jsp -14.37%
80 aikwais http://klse.i3investor.com/servlets/pfs/53500.jsp -14.40%
81 theinvestologist http://klse.i3investor.com/servlets/pfs/53954.jsp -14.40%
82 1giro1 http://klse.i3investor.com/servlets/pfs/53855.jsp -14.58%
83 alphajack http://klse.i3investor.com/servlets/pfs/54031.jsp -14.66%
84 Lim Kan Yen http://klse.i3investor.com/servlets/pfs/54191.jsp -14.73%
85 ss2020 http://klse.i3investor.com/servlets/pfs/54166.jsp -14.73%
86 tonytonychopper http://klse.i3investor.com/servlets/pfs/54251.jsp -14.88%
87 Probability http://klse.i3investor.com/servlets/pfs/54051.jsp -16.28%
88 Pakcik Saham http://klse.i3investor.com/servlets/pfs/53305.jsp -16.31%
89 Jeffbkt http://klse.i3investor.com/servlets/pfs/54081.jsp -16.74%
90 Oil_n_Gas http://klse.i3investor.com/servlets/pfs/54530.jsp -17.18%
91 Ng Lian Giap http://klse.i3investor.com/servlets/pfs/54091.jsp -17.41%
92 TaurusGroup http://klse.i3investor.com/servlets/pfs/54599.jsp -17.49%
93 kwluffy http://klse.i3investor.com/servlets/pfs/54066.jsp -17.77%
94 stevie http://klse.i3investor.com/servlets/pfs/54073.jsp -17.78%
95 Alex Lim Jun Xiong http://klse.i3investor.com/servlets/pfs/53337.jsp -18.06%
96 wylee120 http://klse.i3investor.com/servlets/pfs/54021.jsp -18.96%
97 thomas8988 http://klse.i3investor.com/servlets/pfs/54381.jsp -19.23%
98 ahchan http://klse.i3investor.com/servlets/pfs/54210.jsp -19.56%
99 Jal 贾彬得 http://klse.i3investor.com/servlets/pfs/54316.jsp -19.74%
100 eggtart http://klse.i3investor.com/servlets/pfs/54477.jsp -20.00%
101 benson911 http://klse.i3investor.com/servlets/pfs/54293.jsp -20.13%
102 ssjjssjj http://klse.i3investor.com/servlets/pfs/53973.jsp -20.69%
103 Hierarch Artanis http://klse.i3investor.com/servlets/pfs/54124.jsp -22.69%
104 khai97 http://klse.i3investor.com/servlets/pfs/53879.jsp -23.70%
105 ZJ ANG http://klse.i3investor.com/servlets/pfs/54341.jsp -24.12%
106 Warren8788 http://klse.i3investor.com/servlets/pfs/54369.jsp -24.49%
107 excelling http://klse.i3investor.com/servlets/pfs/54197.jsp -26.17%
108 simpleinvestor http://klse.i3investor.com/servlets/pfs/54556.jsp -28.07%
109 360Capitalist http://klse.i3investor.com/servlets/pfs/54338.jsp -30.84%

Update for self-managed end of June:

1 Icon8 http://klse.i3investor.com/servlets/pfs/54604.jsp 47.16%
2 Ven Felix http://klse.i3investor.com/servlets/pfs/54699.jsp 46.47%
3 weltsont http://klse.i3investor.com/servlets/pfs/54117.jsp 42.23%
4 Lam2738 http://klse.i3investor.com/servlets/pfs/54609.jsp 40.62%
5 ykkian http://klse.i3investor.com/servlets/pfs/54582.jsp 35.44%
6 Iphne4 http://klse.i3investor.com/servlets/pfs/54605.jsp 34.65%
7 BN_menang http://klse.i3investor.com/servlets/pfs/54563.jsp 30.38%
8 Yan_Chung http://klse.i3investor.com/servlets/pfs/54529.jsp 27.52%
9 pohef http://klse.i3investor.com/servlets/pfs/54112.jsp 26.67%
10 ShareToCare http://klse.i3investor.com/servlets/pfs/54136.jsp 17.53%
11 SeanWall http://klse.i3investor.com/servlets/pfs/54304.jsp 17.38%
12 SuperMan 99 http://klse.i3investor.com/servlets/pfs/53854.jsp 16.04%
13 RicheHo http://klse.i3investor.com/servlets/pfs/54086.jsp 13.62%
14 vews08 http://klse.i3investor.com/servlets/pfs/54322.jsp 12.60%
15 Bl3u09 http://klse.i3investor.com/servlets/pfs/54489.jsp 12.14%
16 fyh30 http://klse.i3investor.com/servlets/pfs/53950.jsp 11.56%
17 cpo_ http://klse.i3investor.com/servlets/pfs/54606.jsp 9.95%
18 Justin Lim http://klse.i3investor.com/servlets/pfs/54170.jsp 7.80%
19 phchin http://klse.i3investor.com/servlets/pfs/54028.jsp 6.47%
20 npznpznpz http://klse.i3investor.com/servlets/pfs/54154.jsp 5.15%
21 Heilong http://klse.i3investor.com/servlets/pfs/53965.jsp 5.02%
22 cscwelly http://klse.i3investor.com/servlets/pfs/54110.jsp 4.89%
23 coolpau_0204 http://klse.i3investor.com/servlets/pfs/54038.jsp 4.49%
24 PlsGiveBonus http://klse.i3investor.com/servlets/pfs/54080.jsp 4.18%
25 tengpk http://klse.i3investor.com/servlets/pfs/54098.jsp 4.01%
26 fast http://klse.i3investor.com/servlets/pfs/54035.jsp 3.90%
27 veln82k6 http://klse.i3investor.com/servlets/pfs/54041.jsp 2.79%
28 wisdow_wy http://klse.i3investor.com/servlets/pfs/53967.jsp 2.59%
29 kwaikun http://klse.i3investor.com/servlets/pfs/54236.jsp 2.48%
30 sexyturkey http://klse.i3investor.com/servlets/pfs/54082.jsp 1.70%
31 southwark http://klse.i3investor.com/servlets/pfs/53884.jsp 1.68%
32 happy1983 http://klse.i3investor.com/servlets/pfs/54023.jsp 1.59%
33 shinado http://klse.i3investor.com/servlets/pfs/54452.jsp 1.52%
34 musketeer88 http://klse.i3investor.com/servlets/pfs/54059.jsp 0.98%
35 TAFFAS http://klse.i3investor.com/servlets/pfs/54285.jsp 0.30%
36 Kai Yee Tan http://klse.i3investor.com/servlets/pfs/53619.jsp 0.15%
37 Limkhaiyee88 http://klse.i3investor.com/servlets/pfs/54332.jsp 0.01%
38 secret1q http://klse.i3investor.com/servlets/pfs/54179.jsp -0.21%
39 dannyjie http://klse.i3investor.com/servlets/pfs/54029.jsp -0.29%
40 Cheng Li Ng http://klse.i3investor.com/servlets/pfs/53821.jsp -0.55%
41 necro http://klse.i3investor.com/servlets/pfs/54557.jsp -0.56%
42 Evertraveler http://klse.i3investor.com/servlets/pfs/54025.jsp -0.58%
43 yong115 http://klse.i3investor.com/servlets/pfs/54526.jsp -1.71%
44 bluefun http://klse.i3investor.com/servlets/pfs/54121.jsp -2.29%
45 samyew1234 http://klse.i3investor.com/servlets/pfs/53907.jsp -2.45%
46 John Lim http://klse.i3investor.com/servlets/pfs/54327.jsp -2.46%
47 Goinvest88 http://klse.i3investor.com/servlets/pfs/54103.jsp -2.71%
48 arimolab http://klse.i3investor.com/servlets/pfs/54399.jsp -2.88%
49 angiegoh http://klse.i3investor.com/servlets/pfs/54131.jsp -3.87%
50 Logic Trading Analysis http://klse.i3investor.com/servlets/pfs/54245.jsp -4.13%
51 joe2703 http://klse.i3investor.com/servlets/pfs/54475.jsp -4.53%
52 rosetan http://klse.i3investor.com/servlets/pfs/54054.jsp -4.83%
53 yongfeng http://klse.i3investor.com/servlets/pfs/54208.jsp -5.61%
54 fayeTan http://klse.i3investor.com/servlets/pfs/54476.jsp -6.00%
55 leelc70 http://klse.i3investor.com/servlets/pfs/54063.jsp -6.39%
56 S8Investors http://klse.i3investor.com/servlets/pfs/53915.jsp -6.87%
57 Ricky Kiat http://klse.i3investor.com/servlets/pfs/54284.jsp -7.05%
58 C Ng http://klse.i3investor.com/servlets/pfs/54591.jsp -7.23%
59 buffett_jr http://klse.i3investor.com/servlets/pfs/53826.jsp -7.46%
60 skygrass http://klse.i3investor.com/servlets/pfs/53933.jsp -7.83%

These portfolios still have 0% return:

ckliew88 http://klse.i3investor.com/servlets/pfs/54225.jsp 0.00%
devils95 http://klse.i3investor.com/servlets/pfs/54564.jsp 0.00%
i4investor http://klse.i3investor.com/servlets/pfs/54016.jsp 0.00%
Ivan Lim http://klse.i3investor.com/servlets/pfs/53313.jsp 0.00%
LHA0725 http://klse.i3investor.com/servlets/pfs/54517.jsp 0.00%
sherlock http://klse.i3investor.com/servlets/pfs/54186.jsp 0.00%
tehsk http://klse.i3investor.com/servlets/pfs/54092.jsp 0.00%
tyz1994 http://klse.i3investor.com/servlets/pfs/54534.jsp 0.00%
Yeow Gary http://klse.i3investor.com/servlets/pfs/53801.jsp 0.00%

I am going to write a fair comment here and I am not gonna side with anyone.

Let's take a look at the returns of OTB's portfolio for the past few years (all figures as claimed by OTB himself):

Assume you start with RM 100,000.00.

2013 - 104% ROI - Your total value is now RM 204,000.00.
2014 - 61% ROI - Your total value is now RM 328,440.00.
2015 - 129% ROI - Your total value is now RM 752,128.00.
2016 - -21% ROI (based on current result) - Your total value is now RM 594,181.00.

Yes, in year 2016 you have a bad year with around RM 150,000.00 being wiped off from your total value. But you still end up with almost 6 times your original investment value. CAGR or Compounded Annual Growth Rate is 81.12% over the period of 3 years which is very impressive.

So it shows one thing; one year of bad result is nothing. The most important thing in investing is consistency. If you have 1 bad year but 9 more good years, does it means your result is bad? No.

Then again, no one thus far can keep such high returns over a long period of time (20 - 50 years). Can OTB continue to perform well each year? We don't know, will have to see it for ourselves. Did OTB cheat his subscribers and prioritize VVIPs? I don't know, I'm not one of his subscribers. Is he being unethical? I don't know the guy and his dealings, I can't tell from my point of view. But I do know his record is still an impressive one.

Only time can tell how well or bad will his performance gets as it goes on. So I suggest we stick to facts and see for ourselves how his performance will be for the next few more years.

I compiled a list of 20 top performing stocks YTD from all portfolios including from the self-managed. I exclude warrants in this list:

1 AAX 111.11%
2 EFORCE 99.52%
3 AIRASIA 89.47%
4 JHM 83.43%
5 EKIB 47.72%
6 ANNJOO 42.20%
7 WANGZNG 39.86%
8 MASTEEL 33.33%
9 HLIND 32.42%
10 SLP 31.27%
11 SCIENTX 30.15%
12 KIMLUN 28.68%
13 MIKROMB 28.44%
14 YONGTAI 25.50%
15 CSCSTEL 25.39%
16 ECONBHD 24.77%
17 KERJAYA 23.57%
18 OCK 22.96%
19 PANAMY 22.44%
20 PADINI 22.16%

I compiled a list of 20 top performing stocks YTD from all portfolios including from the self-managed. I exclude warrants in this list:

1 AAX 111.11%
2 EFORCE 99.52%
3 AIRASIA 89.47%
4 JHM 83.43%
5 EKIB 47.72%
6 ANNJOO 42.20%
7 WANGZNG 39.86%
8 MASTEEL 33.33%
9 HLIND 32.42%
10 SLP 31.27%
11 SCIENTX 30.15%
12 KIMLUN 28.68%
13 MIKROMB 28.44%
14 YONGTAI 25.50%
15 CSCSTEL 25.39%
16 ECONBHD 24.77%
17 KERJAYA 23.57%
18 OCK 22.96%
19 PANAMY 22.44%
20 PADINI 22.16%

http://www.thestar.com.my/business/business-news/2016/06/01/scientex-chalks-up-higher-net-profit-of-rm61mil-for-q3/

Don't need to thank me. I am just helping to give back to the community here. For those underperforming, hopefully can catch up by year end. For those already performing exceeding expectation, keep up the good work!

I scanned through all the buy-and-hold portfolios in the self-managed and found 20 top performing stocks YTD (excluding warrants). Maybe we can learn something from this list:

1 AAX 108.33%
2 AIRASIA 78.29%
3 EKIB 47.37%
4 WANGZNG 40.03%
5 MASTEEL 35.90%
6 SCIENTX 33.83%
7 MIKROMB 28.44%
8 KIMLUN 27.95%
9 PADINI 26.43%
10 YONGTAI 25.50%
11 KERJAYA 23.93%
12 OCK 22.67%
13 ECONBHD 22.54%
14 OKA 21.87%
15 HAPSENG 19.78%
16 TMAKMUR 19.29%
17 BIOHLDG 17.18%
18 TUNEPRO 16.00%
19 TEKSENG 14.96%
20 DLADY 14.80%

tkhe1313's portfolio can no longer be found.

The following still have 0% return as they did not key in 100k for starting capital:

ckliew88 0.00%
devils95 0.00%
i4investor 0.00%
Ivan Lim 0.00%
LHA0725 0.00%
sherlock 0.00%
tehsk 0.00%
tyz1994 0.00%
Yeow Gary 0.00%

61 C Ng -10.23%
62 windcloud -10.30%
63 Ariff Shah -10.46%
64 stevie -11.06%
65 Donald Bee -11.23%
66 Evertraveler -11.79%
67 ilike -12.41%
68 aikwais -12.60%
69 Jeffbkt -12.68%
70 papado -12.94%
71 ahchan -13.01%
72 1giro1 -13.08%
73 wiseeye -13.34%
74 HH2004227 -13.34%
75 twobits -13.46%
76 yong115 -13.47%
77 Awakens1 -13.76%
78 coolio -13.78%
79 Oil_n_Gas -14.03%
80 alphajack -14.19%
81 TaurusGroup -14.29%
82 yongfeng -14.56%
83 joe2703 -14.57%
84 Alex Lim Jun Xiong -14.62%
85 Lim Kan Yen -14.65%
86 tonytonychopper -14.71%
87 winPLUSwin -14.90%
88 sexyturkey -15.20%
89 ss2020 -15.51%
90 Probability -16.03%
91 Hierarch Artanis -16.50%
92 Pakcik Saham -17.30%
93 sglbg888 -17.48%
94 kwluffy -17.88%
95 wylee120 -18.42%
96 GreatSTOCK -18.84%
97 eggtart -19.22%
98 Jal 贾彬得 -19.85%
99 thomas8988 -19.93%
100 benson911 -19.94%
101 Warren8788 -20.36%
102 ssjjssjj -20.60%
103 theinvestologist -21.92%
104 ZJ ANG -22.63%
105 excelling -23.13%
106 360Capitalist -23.23%
107 newbie18 -23.40%
108 khai97 -23.99%
109 simpleinvestor -30.21%

There is spike in some portfolio results due to GENETEC share consolidation.

Anyway for temporary workaround, I will post end of May results for self-managed portfolios without links:

1 Ven Felix 53.90%
2 weltsont 46.05%
3 Icon8 44.62%
4 Lam2738 38.77%
5 Iphne4 38.48%
6 secret1q 36.00%
7 ykkian 33.08%
8 Yan_Chung 28.11%
9 BN_menang 26.89%
10 SeanWall 21.59%
11 ShareToCare 18.28%
12 vews08 17.56%
13 pohef 16.93%
14 fyh30 15.84%
15 SuperMan 99 14.88%
16 Bl3u09 14.27%
17 tengpk 8.51%
18 cpo_ 7.32%
19 phchin 6.59%
20 rosetan 6.07%
21 npznpznpz 5.60%
22 Heilong 5.58%
23 shinado 5.38%
24 coolpau_0204 5.12%
25 RicheHo 3.83%
26 cscwelly 3.69%
27 fast 3.55%
28 PlsGiveBonus 3.18%
29 wisdow_wy 2.79%
30 Limkhaiyee88 2.71%
31 happy1983 2.27%
32 Cheng Li Ng 1.75%
33 veln82k6 0.78%
34 dannyjie 0.70%
35 Justin Lim 0.47%
36 TAFFAS -0.23%
37 Goinvest88 -0.47%
38 necro -1.11%
39 southwark -1.17%
40 angiegoh -1.38%
41 bluefun -1.92%
42 John Lim -3.52%
43 fayeTan -4.21%
44 Kai Yee Tan -4.63%
45 Ricky Kiat -5.99%
46 Citta -6.49%
47 Willie Ong -6.76%
48 arimolab -6.89%
49 Logic Trading Analysis -7.00%
50 leelc70 -7.51%
51 S8Investors -7.59%
52 buffett_jr -7.72%
53 musketeer88 -7.73%
54 samyew1234 -8.23%
55 wahlaueh -8.62%
56 kwaikun -8.83%
57 GreenTrade -9.02%
58 Ng Lian Giap -9.12%
59 xdar -9.33%
60 skygrass -9.40%

Are we not allowed to post links in comment section anymore? I encounter error when posting portfolio links....

I encountered some error posting results here. Trying to fix it now.

paoblocrk that's a good explanation. I actually hope management are willing to disclose book order amount in Ringgit like how Favelle Favco is currently doing.

You know something is not quite right when the same person promotes or talks about the same stock 7 times in just a span of 3 days (27 - 29 May: 7 post about Supermax).

I would like to make a correction for the valuation part:
EV/EBIT is 11.88 instead of 13.22. Wrong calculation earlier.

Read the report in its entirety: http://www.bursamalaysia.com/market/listed-companies/company-announcements/5107013

"It is pertinent to note that the exceptional revenue and profit before tax for the corresponding quarter last year was due to the expedited delivery of equipment and
services in view of the imminent implementation of the Goods and Services Tax before
the 1 April 2015 deadline."

"Our order book for Cash Recycling Machine (CRM) remains robust. In the first quarter
of this year alone, our order book for CRM has exceeded that for the whole of last year.
Barring any unforeseen circumstances, this backlog should translate into strong revenue
for the remainder of this year. However, it is worth noting that our margins will be
subjected to the foreign exchange rate on the ringgit."

Younglearner, I only analyze the quarter and full year result to get the necessary data. Some of the things I listed here are already mentioned in the quarter report.

Charlie Munger once said this about EBITDA:

“I think that, every time you see the word EBITDA, you should substitute the word ‘bullshit’ earnings.”

http://www.forbes.com/sites/brentbeshore/2014/11/13/ebitda-is-bs-earnings/#2c216cb1494c

Nonetheless, your article here is a good read. Thanks.

Q4 result out - http://www.bursamalaysia.com/market/listed-companies/company-announcements/5105149

In summary:
- Lower Q revenue & profits. Due to one-off goodwill written off RM 4.8m in current Q & RM 10.5m property sale previous year Q. Minus these out and actually performance in this Q is better.
- Slightly higher Profits & Margins for current FY compared to previous year. (11.8% vs 11.3%)
- Higher Dividends for current FY compared to previous year (2016: 11 sen vs 2015: 10 sen).
- 38.4% of revenue from outside of Malaysia, so might continue to benefit from weaker Ringgit.
- ROAE at 18.6%.
- ROIC at 26.7%.
- CROIC at 25.5%.
- Free Cash Flow (FCF) vs Revenue at 11.7%.
- DY at 5.56%

Valuation:
- P/E: 13.56
- EV/EBIT: 13.22
- Price to FCF: 13.79 or 7.3% cash yield.

Risk/weakness:
- Competitive local market in Fast Moving Consumer Goods industry.
- Stronger Ringgit might signal less contribution from overseas.

Very true, especially share buybacks. It only makes sense for companies to repurchase shares at undervalued prices. When purchased at fair value or higher price, it's a red flag.

pingdan, if company A and B running the same type of business, then obviously company A is better. But more important is how much of profit can be generated from invested capital (ROIC). In my opinion, that will be a better benchmark than ROE.

It's a good read. Thanks.

I actually have Magni if you refer to my actual portfolio mentioned in one of my post. Return is now almost 100% because I bought more than a year ago.

Not curse of buying low. More like curse of not holding long term. However, if short term works for you, by all means keep it up.