Another important lesson I have learnt recently is to average up. Previously I will wait and do nothing when my stocks rise and get more attention from funds. So I basically do nothing even though I know the stock is good and will keep rising. As the stock rises further, the regrets within grow. The wise way is to buy more of the stocks as it rises. However, this should only be applied to fundamentally strong company with good prospects.
Due to the potential and impending mainboard-transfer of Inari, I have decided to add more of Inari. So I bought another 5000 units @ RM2.65. So the portfolio looks like this today.
Financial assets at 26.03.2014
|
|||||||||
Name
|
Purchase Date
|
Purchase Price
|
Current Price
|
Unit
|
Current Value
|
P/L ex Dividend
|
Dividend
|
P/L inc Dividend
|
|
Cash
|
Hle-Broking
|
24224,58
|
|||||||
Stocks
|
OCK
|
27.12.13
|
0,78
|
1,06
|
5000
|
5300
|
35,2
|
35,2
|
|
Sunreit
|
04.10.13
|
1,40
|
1,36
|
5000
|
6800
|
-2,7
|
188,8
|
0
|
|
Cypark
|
22.10.13
|
2,17
|
2,75
|
3000
|
8250
|
26,7
|
26,7
|
||
Inari
|
24.02.14
|
2,30
|
2,83
|
10000
|
28300
|
23,2
|
23,2
|
||
Total Stock
|
48650,00
|
66,8
|
%
|
||||||
Total cash
|
24224,58
|
33,2
|
%
|
||||||
Total
|
72874,58
|
||||||||
Current profit
|
8452,05
|
||||||||
Total profit
|
22874,05
|
45,7
|
%
|
||||||
Total dividend
|
473,94
|
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