1H18 Portfolio Update

It is that time of the year where I go through my portfolio and recent transactions.

I currently hold 6 stocks with their respective returns:

1) UMS (-5.80%)

2) AEM (-9.52%)

3) China Sunsine (+34.81%)

4) Breadtalk (+25.71%)

5) VICOM (+4.97%)

6) SBS Transit (-0.17%)

The returns are inclusive of the dividends paid out.  For more information, you can view it here!

I have relooked at the financials of both UMS and AEM and have decided to double down on UMS since my last post. Naturally, my portfolio is more sensitive to the semiconductor industry.

I am still extremely bullish for China Sunsine that I decided to average up. Before averaging up, returns for China Sunsine reached +77.95%. Funny enough, my first post that was uploaded on my blog. I'd say I got pretty lucky!

As for what I will be looking to acquire for the next quarter, that will depend on the next release of quarterly results. My plan is to acquire 2 shares per quarter (beginning of quarter). After which, I aim to hold it for approximately a year and make adjustments where I see fit.

Stay tuned for more updates where I will also share my screener list. If you want to be kept updated, remember to subscribe with your email address!

As always, happy investing.

Cheers.