To me, local
property investment is no longer a good choice at this moment. However, local stock
market seems like a better choice for me this year. I don’t know much about
Bitcoin or crypto currency, so I have not invested in it at all. So let’s talk
about my local stock market investment 2017 outcome and review.
The 1st
half of 2017 seems like a bull market where I noticed most of the daring investors
are making good money. Of course, December is also a good month to get some
extra income for New Year.
Below are the summary of my 2017 portfolio:
Gain Portfolio
No.
|
Company
|
Gain
|
Status
|
1
|
PENTA
|
333%
|
Hold
|
2
|
MLGLOBAL
|
56%
|
Hold
|
3
|
HUAAN
|
53%
|
Hold
|
4
|
COMFORT
|
30%
|
Sold
|
5
|
ECOFIRST
|
9%
|
Sold
|
6
|
IQGROUP
|
3%
|
Sold
|
7
|
CANONE
|
2%
|
Sold
|
Loss Portfolio
No.
|
Company
|
Loss
|
Status
|
1
|
NOTION
|
45%
|
Sold
|
2
|
SYSTECH
|
10%
|
Hold
|
3
|
EG
|
7%
|
Sold
|
4
|
SALCON
|
3%
|
Hold
|
The best
company I invested this year is PENTA, which has shot up more than 330%, the
best return I ever had so far. The previous case was only about 200%+ from
AMEDIA few years ago. In fact, I would say its purely lucky for me to bet on
PENTA, as I only know its future is brighter early this year. But I really did
not know it will shot up over 300%, else I will just all in this company and
have fun every day afterwards.
For NOTION,
I would said its luck factor as the share price slumped due to huge fire
incident. Anyway, no point to argue about it, as it has rebounded. I’ve no
choice but to clear it due to the need of funds to inject into other more
potential counters.
MLGLOBAL
and HUUAN returns are not bad in overall, which gives me more than 50% return within
6 and 2 months respectively. The rests is history, as I’ve sold them. But if I
still keep COMFORT, the return should be at least double. L
I’m still
holding SYSTECH and SALCON even though they are in losing position after
invested for almost 2 months, as I think they should be able to come back once
they have improvement in the upcoming QRs.
In overall,
my total 2017 annual return is around 29%, which is much better than last year return
of 16%. In fact, you can see I’ve made 45% loss in NOTION alone. That’s a pain
one, but it gave me a very good lesson.
The Stock
Pick Year 2017 Final Result has been released from i3investor. There is total
of 21 contestants have more than 40% return in overall! There’s a fantastic
stock picks from these brilliant people. It also proven 2017 is exactly a BULL
MARKET.
Below are my lessons learned for 2017:
1. Even if you do your homework and invest properly, you still have a chance to make loss. So invest all eggs into 1 basket also has its kind of risk, i.e. NOTION in my case.
2. Don't try to act smart to sell the golden goose. As long as the fundamental has yet to change and it's not expensive, do not sell too early. i.e. COMFORT in my case.
3. Focus on industry outlook rather than purely individual company prospect. i.e. Semi-Conductor, Steel. i.e. any Semi-conductor company
4. Don't only listen to others and analysts. You have to listen to your own, do your own homework because making profit or loss is all yours, not them.
5. Look into the importance of porfolio fund management. If one of the companies invested proportion is over the other companies, if anything happen to that company it will cause imbalance of profit & loss. i.e. NOTION in my case.
6. Try to reduce the frequency of BUY and SELL. But invest for mid to long term.
7. Try not to look at the share price more than 1 time a day. It can leads you to emotion, regardless of making paper profit or loss.
I hope my lessons sharing will help you in your investment too.
Looking
forward 2018, I hope it is a good year ahead for stock market as we foresee BN
will be continued to lead the country to obtain 6.x% GDP growth, MYR strengthening
against USD, and the increment of all kind of taxes. :)
Happy new year 2018 and all the best to you, folks!
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