Happy New Year 2012

Today is first day of work at year 2012. My investment on share  total return  for last year is around 10%.
Hope my investment return got double digits  return for this 2012. But the Europe market still very risky and
will collapse if not take care properly.
The porforlio still no change this years. Mainly target on the plantation and banking sector.
Begining of this year  wish to purchase more stock.
Wish all of you  happy new year 2012.
on Boustead.
Thank
Kenlaw

Change my porforlio during market down.

I sold off all my shares on 10 August 2011. 

• Medainc  ---sold @ Rm0.33  earn 75% 
• Genting malaysia @Rm3.50  loss 5%
• Encorp @Rm0.75 loss 30%
• Terbau @Rm 0.77 loss 23%  
• Convert all the unit trust to Bond

Total loss 5%  @2011due to most of my share is @ Medainc
I change the porfolio and go in the market again on November 2011 when i feel the market more stable
and most of the blue chip is at a competetive price.
Current porfolio

• 50% Maybank
• 10% Boustead
• 5% Digi still waiting for good price
• 5% Maxis still waiting for good price
• Other cash

Analysis for Nanyang.com 2011-12-07

Analysis for Nanyang.com 2011-12-07 

在马股当中，分析员也挑出避险者最爱的高股息、附带“超越大市”评级的股票，包括：
Here is some high DY stock
●明讯（Maxis，6012，主板贸服股）7.3%周息率
●双威产托（Sunreit，5176，主板产业信托股）5.8%周息率
●英美烟草（BAT，4162，主板消费产品股）5.5%周息率
●嘉德商用（CMMT，5180，主板产业信托股）5.4%周息率
●大众银行（PPBANK，1295，主板金融股）5.2%周息率
●数码网络（Digi，6947，主板基建股）4.7%周息率

在报告中，瑞士信贷也列出3只股项为“卖出”首选股，包括马银行（Maybank，1155，主板金融股）、国家能源（Tenaga，5347，主板贸服股）和IOI集团（IOICorp，1961，主板种植股）。

But i still confident for Maybank
from
http://www.nanyang.com.my/node/404387?tid=462

After 15 years at Share Market

Here is some of my experience after 15 years at share market

• Please buy blue chip with good dividend especially Bank sector and Plantation sector.
• Hold for long time minimum 5 years if possible not to sell.
• Need to monitor the growth of the stock like DY, PE,ROE,Business Future and direction and so on.
• If market down or corrupt, this is the time to change your portfolio.
• The dividend pay out must higher than interest pay by Bank fixed deposit.
• Use the dividend and saving to invest again to buy the stock every months.
• Set a objective or target for your investment (like Retire fund, Housing fund, Married Fund and so on) . Because our investment not at only shares market. We need to have house, family protection, cash,
   insurance and so on.
• If any thing happen like market corrupt. Please take the decision to out from the market even you are lost. You must save your investment  first. After few months  or the down side reach bottom, then go in slowly and change you portfolio to choose better company. The opportunity always there in the share market.

Thank

Portfolio updated 06 Dec 2011

• Here is my future portfolio updated 06 Dec 2011 

1. Maybank (50%)---now hold 2057 share average Rm7.90 per share ---will top up 1000 share @ Rm7.90,
2. Boustead (10%)---now hold 1000 share average Rm5.36 per share
3. DIGI (5%)---still waiting Rm3.20 to buy 1000 shares
4. Maxis(5%)---still waiting RM5.00 to buy 1000 shares
5. Other

•  http://kenlawinvestment.blogspot.com/ 

• http://kenlawkoi.blogspot.com/

Investment on 26 Nov 2011

26 November invest 1000 Boustead share at Rm5.23 per share.

Investment on 25 Nov 2011

25 November 2011 invest Maybank 2000 shares at Rm8.20 per share.