Tuesday, December 25, 2018

My 15% Portfolio - End Of 2018 Record

I released my 2017 record on last year Christmas day. So I decide to release my 2018 record today.

It has been a year. But what a year it has been! It was fantastic last year, but it is very bad this year. Basically since December last year till now, it has been a roller-coaster ride.

This is how I feel
As I was reading Simple Investor's review for 2018, it made me feel like "what have I done all these years"! He should have been the front for Fundamental Scorecard!

In my view, he is someone whom is super discipline and thoroughly follows his own method - the Moat Scorecard.

Nevertheless, I have to say I still prefer my current method of diversification through methods.

Without further a do, lets take a look at my current stocks holdings...

Prior to taking a look at the changes in my portfolio, let me emphasize on the following:

1. This portfolio review is calculated from 26 Dec 2017 and the aim is to review the total portfolio gain after 1 year.

2. The counter's initial share prices are their respective share prices on 26 Dec 2017.

3. The gain and loss stated is just a simple calculation of the difference in share prices, ignoring the transaction fees.

4. At times, if stated, the gain could include dividends.

5. This review will include my overseas counters in USA and Hong Kong.

End of 3rd Quarter 2018
Current/End of 2018
Singapore Telecommunications Limited
Singapore Telecommunications Limited
Chuan Hup Holding Limited
Chuan Hup Holding Limited
Japan Food Holding Ltd
Japan Food Holding Ltd
The Trendlines Group Ltd
The Trendlines Group Ltd
Starhill REIT
Starhill REIT
HongKong Land USD
HongKong Land USD
Singhaiyi Group Ltd
Singhaiyi Group Ltd
The Hour Glass Limited
The Hour Glass Limited
Powermatic Data Systems Limited
Powermatic Data Systems Limited
APAC Realty Limited
APAC Realty Limited
Tiong Seng Holdings Ltd
Tiong Seng Holdings Ltd
New Big Idea (Yet to Reveal)!
New Big Idea (Yet to Reveal)!
The Walt Disney Company (USA Counter)
The Walt Disney Company (USA Counter)
Quarterhill Inc. (USA Counter)
Quarterhill Inc. (USA Counter)
Facebook, Inc. (USA Counter)
Facebook, Inc. (USA Counter)
Alibaba Group Holding Limited (USA Counter)
Alibaba Group Holding Limited (USA Counter)

Additional: A.Plus Group Holdings Limited (HK Counter)

Additional: Norbord Inc. (USA Counter)


Before I continue, I will just reveal my overall portfolio performance is negative 11.16%! (Now you know how I feel after reading Simple Investors Review).

The main difference during this quarter and last few quarters are that there are lesser changes now in my portfolio. With 2 addition overseas companies, I have about 18 companies in my portfolio. My Big Ideas Investing Theory, which consist of only Singapore companies, have resulted in minimum changes within my portfolio as it contributes about 65% of my overall portfolio.

My Plan for 2019

1. Continue my Big Ideas Investing Theory for the Singapore Companies and do not allow it to fall below 60% of my portfolio. There should be less than 10 companies within the Big Ideas Investing Theory.

2. I intend to expand the total companies in my overall portfolio to a maximum of 20 companies. But the new companies should consist of only overseas companies. The reason is due to the following post. After backtesting my theories for the overseas market, I decided that I want to get MORE involved in the overseas market especially 2019 when all indexes have came down. But despite investing in the US and HK market for about 1 year, I still consist myself a newbie. Thus, I want to diversify more in terms of the number of companies for about 20% to 25% of my overall portfolio.

3. Think thrice before investing, think thrice before selling. This is a reminder to myself and do not make a rash decision.

4. Must have an intrinsic value. This is another reminder to myself. Recently, I made a purchase on A.Plus Group Holdings Limited and the price flew after a week of holding! But at that time, I do not have any fair value of the company so I was very confused of whether what I should do. Luckily, I held on to it and the price is at HK$0.810 as of today.

In Short

Although I really envy Simple Investors' returns, but I also understand my own way of investing. As per my returns post, I do understand that my track records will only appear after a longer holding period of more than 2 years.

After being an investor for so long and already having my own investment method, I do still believe in my own way of investing. At the end of the day, invest in companies that (1) produce free cash flow consistently, (2) owns little debt or even few liabilities and (3) have significant margin of safety.

If you are interested to know more about The Ultimate Scorecard or Full Analysis, do visit the Fundamental Scorecard website for more information! 

We have also released the Moat Scorecard with InvestingNote. Do take a look!


Oh... and do remember, please like our Facebook page (T.U.B Investing) and follow me on InvestingNote

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