The Value Portfolio - Recent Actions and Views - Post 5
I am lucky enough to be in time to post my last blog post in 2015 - A review of my portfolio.
My overall portfolio has not done well - it was down an average of about 5%. However, looking on the bright side, it is still better than how the STI performed over the year.
The following are stocks in my portfolio:
3) PNE Industries Limited
5) LHT Holdings Limited
10) Suntec Real Estate Inv Trust
11) Oversea-Chinese Banking Corporation
12) CH Offshore Ltd
13) Maxi-Cash Financial Services Corp Ltd
14) ST Engineering Ltd
16) PSL Holding Ltd
17) M1 Limited
18) Hock Lian Seng Holding Ltd
19) United Industrial Corporation Ltd
Bought United Industrial Corporation Ltd - This is a surprise addition to my portfolio. It was an asset play and the NAV, based on the 3rd Quarter Results in 2015, was $4.19 vs the price of $2.81 at that point in time, This is a huge discount and I was tempted.
At that time, I am looking for an asset play stock with deep value discount, after missing out on IPC Corp Ltd and its capital reduction payout as the price shot up.
Then I found United Industrial Corporation Ltd and Second Chance Properties Ltd on 2 separate facebook posts. I decided on United Industrial Corporation Ltd due to the deep discount it has and the debt to equity is much more acceptable for me.
On my previous write ups:
Previous Post: The Value Portfolio - Recent Actions and Views - Post 4
Previous Post: The Value Portfolio - Recent Actions and Views - Post 3
Previous Post: The Value Portfolio - Recent Actions and Views - Post 2
Previous Post: The Value Portfolio - Recent Actions and Views
For 2016, as a promotion for the Triple S Scorecard and my online course (should be up in the mid January period), I will be doing more of the company stocks review write up, especially those in my portfolio.
I hope this will be able to better spread my learning to others via these write ups and people can understand much more about the Triple S Scorecard. Of course, hopefully more people will sign up for the online course too.