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

Symbol	Company Name	Ave Price	Mkt Price	P / L %
SCC	Semirara Mining	29.5092	23.20	-21.38%
MER	Meralco	282.1185	365	29.38%
CLI	Cebu Landmasters	4.8588	4.72	-2.86%
FB	San Miguel Food & Bev	62.1899	90	44.72%
PHEN	Phinma Energy	1.4743	2.83	91.96%

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

Symbol	Company Name	Ave Price	Mkt Price	P / L %
FOXA	21 Century Fox	37.01	33.17	-10.38%
DIS	Disney	101.08	137.26	35.79%
FTDR	Frontdoor	23.04	51.34	122.83%
REZI	Resideo	19.01	13.78	-27.51%

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 Property	Bought	Price Paid	Mortgage	Cashflow
1. 2Br/1TB House	Nov 2018	P250,000	–	P2,000 /mo
2. 3Br/1TB House	Jan 2019	P290,000	–	P3,500 / mo
Total				P5,500 / mo

No change.

Thoughts

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?