Portfolio Update – August 2019

A busy August for me. Been reading up on some books that’s been piling up on my desk. The ghost month has affected my portfolio and is now behind the index.

PH Stock Portfolio

SymbolCompany NameAve PriceMkt PriceP / L %
SCCSemirara Mining29.509223.20-21.38%
CLICebu Landmasters4.85884.72-2.86%
FBSan Miguel Food & Bev62.18999044.72%
PHENPhinma Energy 1.47432.8391.96%

Year to Date Performance

My Portfolio is 4.56% vs PSEI 6.88%. I pretty much expected this. A value investor can not always beat the index every year (only Buffett). This is probably the year that I would underperform. All we got to do is to keep our eye on the goal, which is the long term.

A few under performance will happen. The long term is what counts.

US Stock Portfolio

SymbolCompany NameAve PriceMkt PriceP / L %
FOXA21 Century Fox37.0133.17-10.38%

How to invest in the US Stock Market (I use this service)

Trade war is definitely affecting some of the my US stocks. But I’m not bothered by it.

Real Estate Portfolio

Type of PropertyBoughtPrice PaidMortgageCashflow
1. 2Br/1TB HouseNov 2018P250,000P2,000 /mo
2. 3Br/1TB HouseJan 2019P290,000P3,500 / mo
Total   P5,500 / mo

No change.


With all bad news of the trade war, ghost month, what have you, its important to remember why we are investing. Because it keeps us grounded and calm when things doesn’t go according to our plan. Market downturns are a part of the stock market. Bad news can affect more easily than good news. But this does not mean, you should act immediately. Think carefully why you have bought the companies in your portfolio, and whether or not, into the long term future, those company would be more valuable or not compared to all other alternatives, this is what investing is all about.

So how are your portfolio coming along?


  1. Thank you for sharing.
    Am a new investor and just learning the ropes on the stock market. Been on rela estate investments for awhile now though. Am wondering what is meant by the price paid you have listed in this blog.

    Thanks again.

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