Back at the tail end of 2012, I started a portfolio of 20 Singapore small caps that I find interesting and track them throughout the year. These posts are updates of the results.
You can actively view this portfolio at a live Google spreadsheet here.
The STI ETF have returned 3.7% during this period. This portfolio has an unrealized gain of 34k on a capital of 200k, a total of 17% return.
Its really a shame this is not my real portfolio.
There are really a lot of unexplained market movements. While Silverlake, Sheng Siong, Kingsmen and Straco have shown good results, a lot of the stocks seem to move ahead of itself.
Boustead, which I owned, have not provide a profit outlook any different from 2012 yet it became the best performing stock.
To those that are invested, congratulations, you have shown great foresight as well as the courage to make profits.
I run a free Singapore Dividend Stock Tracker available for everyone’s perusal. Do follow my Dividend Stock Tracker which is updated nightly here.
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
Readers also follow Kyith to learn how to plan well for Financial Security and Financial Independence.
Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Fee-only Wealth Advisory firm Providend. All opinions on Investment Moats are his own and does not represent the views of Providend.
You can view Kyith's current portfolio here, which uses his Free Google Stock Portfolio Tracker.
His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.
You can read more about Kyith here.
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BC
Friday 4th of October 2013
Came across Silverlake lately. Looks good fundamental with very low debt, okay dividend yield, high ROE and ROA. Believe is defensive business, as some major banks using their software.
Nevertheless, would like to seek your most recent view on this stock. Thanks :)
Kyith
Saturday 5th of October 2013
it does look like they acquired some recurring and high switching cost business, but i have not taken a look at after the recent placement if we have even any margin of safety.
lopumpkinz
Sunday 14th of April 2013
Have to thank you for introducing me to these smallcaps .. I found Kingsmen, Nera and Silverlake to be the most promising ones and had invested in these three .. too bad I missed on Boustead and Parkson ..
Kyith
Sunday 14th of April 2013
Well congrats. I really missed out on a lot