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SRS Portfolio 31 Jan 2013



There is no activity for the month of January except for an interest income of $2.60.

The invested capital since inception is $82,875. Cash stands at $61,153 and valuation of the portfolio is $39,660. This translate into a ROI of 1.22x (including both realised and unrealised gains). 

Looking back 2012, I think the results could have been better if i had held on to the shares I sold (Starhub, Suntec, Cache Logistics).

I am waiting at the sidelines to deploy my cash pile of $61,153.... seems like a difficult task. There are 4 stocks which i want to add to my portfolio but the prices is not right yet.

DORK (one alphabet represents one counter). I will add on more alphabets as i think about it later.

Happy SRSing :)




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  1. B9 February 2013 at 15:09

    Looking Good :D

    ReplyDelete
  2. Mr. IPO9 February 2013 at 15:36

    Wow... you online 24/7 ah... :)

    ReplyDelete
  3. James9 February 2013 at 17:36

    Let me venture a guess for R and K

    Raffles Edu/Rotary and K-Green/Kingsmen?

    ReplyDelete
  4. Mr. IPO9 February 2013 at 18:52

    R is wrong.
    K is one of the two.
    Most stocks I have mentioned before except the R stock. Hahaha.

    ReplyDelete
  5. James9 February 2013 at 20:22

    Hmmm..

    Dutyfree, Overseas Edu, Raffles Med, Kingsmen?

    I like Raffles Med a lot, but the price shot so far up... :(

    ReplyDelete
  6. B9 February 2013 at 20:31

    Religare :)

    ReplyDelete
  7. Mr. IPO9 February 2013 at 21:05

    Although I think religare and raffles med are good counters, they are not on my list yet. This R stock pays a dividend of >5% and is somewhat related to the healthcare industry and is based in Malaysia. The volume is thin though. Haha should give u enough hints already. :)

    ReplyDelete
  8. Helium80311 February 2013 at 04:51

    Riverstone Holdings!!!

    ReplyDelete
  9. Mr. IPO11 February 2013 at 08:08

    ;)

    ReplyDelete
  10. James11 February 2013 at 15:15

    Riverstone, interesting, will read up more about it.

    What's your take on Overseas Edu? I like its potentially attractive dividend yield, several big-name investor for its IPO and it's Singapore-based. (Raffles Edu is let down by its China operations)

    What would be a good price to enter?

    ReplyDelete
  11. Mr. IPO11 February 2013 at 15:52

    Probably around 48-55 can consider. My gut feel.

    ReplyDelete

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