Stock Pick 2015 - Intelligent Investor
Owner: Tan KW
Access Type: SHARED | Tag: SP2015
Stock Pick Year 2015 from Intelligent Investor
TOC - http://klse.i3investor.com/blogs/stock_pick_2015/67467.jsp
Posted by Intelligent Investor > Dec 31, 2014 02:22 PM | Report Abuse
Mr Tan,
I would like to participate in the stock pick.
My target CAGR is 15% and my stock pick is
# Stock % of allocation
1 PRKCORP 10%
2 BIMB-WA 5%
3 MRCB-WA 5%
4 HOMERIZ 10%
5 LATITUDE 10%
6 VITROX 10%
7 CHINWELL 10%
8 UCHITECH 10%
9 CSCENIC 10%
10 TGUAN-LA 10%
11 PTARAS 10%
TOC - http://klse.i3investor.com/blogs/stock_pick_2015/67467.jsp
Posted by Intelligent Investor > Dec 31, 2014 02:22 PM | Report Abuse
Mr Tan,
I would like to participate in the stock pick.
My target CAGR is 15% and my stock pick is
# Stock % of allocation
1 PRKCORP 10%
2 BIMB-WA 5%
3 MRCB-WA 5%
4 HOMERIZ 10%
5 LATITUDE 10%
6 VITROX 10%
7 CHINWELL 10%
8 UCHITECH 10%
9 CSCENIC 10%
10 TGUAN-LA 10%
11 PTARAS 10%
Total Value
95,453.99
Today's Change
-138.00 (-0.14%)
Allocation
Stock's Value 91,281.38
Current Holding 12 Stocks
All Time Holding 12 Stocks
% of Total Value 95.63%
Available Cash Balance 4,172.62
Current Cash Balance 4,172.62
Unpaid Dividend 0.00
% of Total Value 4.37%
Performance
Average Cost 104,123.86
Unrealized Gain -8,669.87
% over Average Cost -8.33%
Total Capital 100,000.00
Total Return -4,546.01
% over Total Capital -4.55%
Last Updated:
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Holding
Hints:
[1] Click the icon on table to view the stock's What If Analysis Page.
[2] Click the Shares hyperlink on table to view the portfolio's stock page.
Stock:
Cost:
| Stock | Last Price | Change | Shares | Market Value | % | Average Cost | Per Share | Unrealized Gain | % | Day Gain | % |
|---|
Discussions
4 people like this. Showing 47 of 47 comments
Intelligent Investor always have a good spread of stocks in his portfolio. Even with his diversification in 2014 stock pick, he really did well. I forsee he will do well again this year. Learnt a lot from you as well Intelligent Investor.
Stock Pick Year 2014 - Result on http://klse.i3investor.com/blogs/stock_pick_2014/67447.jsp
2015-01-02 09:41
Diversification make me perform Average. But Intelligent Investor & OTB can outperform. Don't say this is lucky! the more counter we pick, the more harder to outperform market.
2015-01-12 23:22
Hi NOBY, I have missed your question. The comment here is not send to my email. I only visit it when some reader send me this link and ask me question.
Both company is similar. I pick CHINWELL because the pass data show me CHINWELL is more stable than Tong Herr.
- CHINWELL Pass 10 Yr Result - http://www.klse.my/stock/result/financial/last10fy/5007.jsp#stockDetailDiv
- TONG HERR Pass 10 Yr Result - http://www.klse.my/stock/result/financial/last10fy/5010.jsp#stockDetailDiv
Apart from that, CHINWELL did spend some CAPEX to acquire more share on it's subsidiary in Vietnam. This will serve as a catalsyt for its business growth.
And, you might interest to take a look on current week (Vol. 309) busy weekly report on CHIN WELL.
2015-01-14 14:22
Some readers ask me why I aim for 15% return? The answer is here - http://klse.i3investor.com/blogs/intelligent_investor_notes/53832.jsp
2015-01-14 14:23
Hi SpeedyBoy, I learn a lot from Mr. Chong (kcchongnz).
He provide me a lot of good tools to hunt in this klse jungle.
2015-01-14 14:25
the sifu has taught you well, but you have learnt well too
without your own efforts, you can't be doing so well
congrats
2015-01-14 14:36
Hi Icon8888, Thanks for your compliment. All credits shall belongs to Mr. Chong.
Are you our classmate?
2015-01-14 14:37
I agree fully. Great picks by Intelligent Investor. Diversified yet plenty of room for growth. I will keep on learning in order to be as good as Intelligent Investor and OTB. Both OTB and Intelligent Investor have my respect. Great that you aim for 15% return. I just aim not to lose money right now. haha
2015-01-14 14:39
Hi Icon8888, I was asking are you the classmate from Mr. Chong online course.
2015-01-14 14:45
Hi Jester,
Mr. Ooi is a well respected TA guru. I think he is far better than me.
And, I think your return is good - http://klse.i3investor.com/servlets/pfs/41632.jsp
2015-01-14 14:47
Posted by Intelligent Investor > Jan 14, 2015 02:47 PM | Report Abuse
Hi Jester,
Mr. Ooi is a well respected TA guru. I think he is far better than me.
And, I think your return is good - http://klse.i3investor.com/servlets/pfs/41632.jsp
This is the kind of "student" I aim to produce, if II is willing to treat me as a teacher.
2015-01-14 15:40
Hi Mr. Chong,
Happy to have you as my teacher.
Thanks for your guidance and the good tools provided by you.
2015-01-14 15:55
Hi Intelligent Investor. I respect all of you (OTB, KC, and II) due to an enormous sharing that you guys have contributed to my learning and to i3. Your humility is also a trait of great performers.
I agree with you that we both learn a lot from Mr. Chong (kcchongnz). I really like and appreciate his writings.
With my newbie knowledge right now, I can't fully understand some of his writings yet. But I am learning and it is really great to have experts in FA & TA here in i3.
Thank you so much kcchongnz, OTB, and Intelligent Investor!
2015-01-14 17:43
Hi jester,
You may want to consider to join Mr. Chong online course.
2015-01-14 23:24
Hi Haan, Mr. Chong is kcchongnz. You can contact him on ckc14invest@gmail.com
Happy Value Investing.
2015-01-15 09:44
I want to give credit to Kcchongnz, he is the best FA Sifu, I learned the most from him. I had paid a lot of money to attend many FA courses, at the end I learned the most is still from him. I am a proud person, I will not appreciate you unless you are very good.
To be honest, I am not that good until I learn up FA from him. I had been making a lot of money in last 3 years especially 2014 despite market crash. To me, a combination of TA and FA is the winning formula. I still prefer to have TA comes first, FA comes second. It is my personal opinion. There is no right or wrong in stock market.
Thank you.
2015-01-15 11:36
Mr. Chong,
Thanks for the compliment. I never expect this portfolio provide me such a return in short time frame. I believe lucks play the cards.
Most of the stocks I picked was recommended by Mr. Chong instead. Thanks for your guidance and providing me a lot of tools to fish.
I am happy to learn that my current portfolio performance +15.79% less than a month. I hope I am able to achieve my goal - http://klse.i3investor.com/blogs/intelligent_investor_notes/53832.jsp this year. And, I can repeat it year by year. I wish my portfolio able to sponsor my retirement life.
Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas. - Paul Samuelson
Let's aim for a CAGR of 15% in my life and let's my portfolio grow steadily.
2015-01-23 09:40
Hi Mr. Tan,
Please help me to add in following dividend:-
HOMERIZ - http://www.klse.my/entitlement/115759.jsp
2015-01-30 21:50
Done
Intelligent Investor Hi Mr. Tan,
Please help me to add in following dividend:-
HOMERIZ - http://www.klse.my/entitlement/115759.jsp
30/01/2015 21:50
2015-01-30 21:51
Hi Mr. Tan,
Please help me to add in following dividends:-
CHINWELL - http://www.klse.my/entitlement/115944.jsp
TGUAN-LA - http://www.klse.my/entitlement/115986.jsp
2015-03-26 12:11
Done
Intelligent Investor Hi Mr. Tan,
Please help me to add in following dividends:-
CHINWELL - http://www.klse.my/entitlement/115944.jsp
TGUAN-LA - http://www.klse.my/entitlement/115986.jsp
26/03/2015 12:11
2015-03-27 16:47
Hi Mr. Tan,
Please help me to add in following dividends:-
CSCENIC - http://www.klse.my/entitlement/115873.jsp
PRKCORP - http://www.klse.my/entitlement/116222.jsp
PTARAS - http://www.klse.my/entitlement/116181.jsp
UCHITEC - http://www.klse.my/entitlement/116088.jsp
VITROX - http://www.klse.my/entitlement/116243.jsp and http://www.klse.my/entitlement/116244.jsp
2015-06-05 11:15
Done
Intelligent Investor Hi Mr. Tan,
Please help me to add in following dividends:-
CSCENIC - http://www.klse.my/entitlement/115873.jsp
PRKCORP - http://www.klse.my/entitlement/116222.jsp
Will do after Ex, please remind me
PTARAS - http://www.klse.my/entitlement/116181.jsp (10-Jun)
UCHITEC - http://www.klse.my/entitlement/116088.jsp (26-Jun)
VITROX - http://www.klse.my/entitlement/116243.jsp and http://www.klse.my/entitlement/116244.jsp (26-Jun)
2015-06-05 17:03
Hi, Mr. Tan, please update the homeriz
- http://www.klse.my/entitlement/116359.jsp
- http://www.klse.my/entitlement/116360.jsp
2015-07-07 11:16
i have add in the bonus share. but the warrant not list yet
Hi, Mr. Tan, please update the homeriz
- http://www.klse.my/entitlement/116359.jsp
- http://www.klse.my/entitlement/116360.jsp
07/07/2015 11:16
2015-07-07 11:23
Done
UCHITEC - http://www.klse.my/entitlement/116088.jsp (26-Jun)
VITROX - http://www.klse.my/entitlement/116243.jsp and http://www.klse.my/entitlement/116244.jsp (26-Jun)
2015-07-07 11:26
Hi Mr. Tan,
Please help me to add in following dividends:-
CHINWEL - http://www.klse.my/entitlement/116592.jsp
CSCENIC - http://www.klse.my/entitlement/116510.jsp
HOMERIZ - http://www.klse.my/entitlement/116444.jsp
PTARAS - http://www.klse.my/entitlement/116648.jsp
TGUAN-LA - http://www.klse.my/entitlement/116625.jsp
2015-10-01 13:47
Done
HOMERIZ - http://www.klse.my/entitlement/116444.jsp
TGUAN-LA - http://www.klse.my/entitlement/116625.jsp
Will do after Ex, please remind me
CHINWEL - http://www.klse.my/entitlement/116592.jsp (Ex 28-Oct-2015)
CSCENIC - http://www.klse.my/entitlement/116510.jsp Ex Date 29-Oct-2015
PTARAS - http://www.klse.my/entitlement/116648.jsp Ex Date 22-Dec-2015
2015-10-01 14:10
Done
CHINWEL - http://www.klse.my/entitlement/116592.jsp (Ex 28-Oct-2015)
CSCENIC - http://www.klse.my/entitlement/116510.jsp Ex Date 29-Oct-2015
Will do after Ex, please remind me
PTARAS - http://www.klse.my/entitlement/116648.jsp Ex Date 22-Dec-2015
2015-12-01 14:15
NOBY
Hi II nice portfolio. I m curious if you ve done a comparison between Chinwel vs Tong Her before since their business is quite similar
2015-01-01 19:43