Thursday, March 15, 2018

2018 Portfolio Update (Mar)

 
  • Note: P/L computation only takes into account the current holdings in the portfolio, and excludes capital gains/losses and dividends from divested shares, and commission charges/fee


Even though there is no changes to my portfolio since the last update, the portfolio value has since grown more than 4%. UMS remains my top winner, helped by the ongoing tech rally.

I watched in amazement how Creative rose from the ashes. Just 3 weeks ago, it was a counter which hardly anyone was interested in. But in the span of 1 week, it has rocketed 600% from $1.25 to $8.75 just because of a new product that have yet to be launched. I'm not sure whether the Super X-Fi will really help Creative dominate the market, but the current stock valuation seems too Bitcoin-like to me now.

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