Things got pretty interesting this April. It is earnings season report this month that most of the companies announced their earnings.
PH Stock Portfolio
|P / L %
|San Miguel Food & Bev
My Portfolio year to date performance is 9.55% while the PSEI ytd is 6.52%. Currently ahead of the PSEI. But I have low expectations that it would continue.
New addition is PHEN. It may or may not be a long term holding. Depends on what happens on Ayala’s acquisition and terms. MER, CLI, FB have all increased their earnings. SCC actually declined in earnings because of a bad 2018, power plant shutdowns, typhoons interrupting mining operations. The decline in price is to be expected. I might have just been too early. Dividends are nice though.
US Stock Portfolio
|P / L %
|21 Century Fox
The US stock portfolio is doing well. It is currently around 28% year to date. DIS increased in share price is because of their plan to compete with Netflix. I might just be lucky on this, since I planned to buy DIS just because I wanted to have a cheap entry price. But buying great businesses tends to get luckier more frequently than buying crappy ones.
Real Estate Portfolio
|Type of Property
|1. 2Br/1TB House
|2. 3Br/1TB House
|P3,500 / mo
|P5,500 / mo
Remember the real estate agent who wanted to buy my Property #2? Well, she asked me if she could buy both Property #1 and Property #2 for P1,000,000. Which would make each property sold for P500,000. With further contemplation, I said “ok, let’s do it.”. So we are just waiting for her money and proceed with the deal. Not sure when that would happen though, maybe a month or two. But 85% return on my money is hard to pass. Even if it takes longer, since I’m not really inclined to sell assets, the rents just keep chugging along.
Showing my Portfolio
I have been thinking lately… There are some people here who reads this blog. Copy my portfolio without having to really understand the investment process. My goal in starting this blog has been to share my experiences and to document my journey and through that, educate people about investing. But it seems that I may be doing more harm than good in showing my portfolio to people who are just copying it, people who have no knowledge about investing and doesn’t know the risks involved. I have been thinking of removing the “updates” and the showing of portfolio to public. But I am still undecided.
Maybe make it a private page to people who really wants to see my portfolio, my analysis and trades of specific companies, and knows how to invest and the risks involved? The private page would be a paid subscription. Though, I still need some time to think. Hard work, analysis takes time. I don’t think its wise to give away something you’re good at for free. – Joker reference