Portfolio Update – July 2019

I forgot to post the portfolio update yesterday. So this post is a day late. There are a couple of things happening for me in real life.

Starting a Fund

My in-laws wanted me to manage some money for them. That’s when I said I would be starting a college fund for my future kids. We don’t have kids yet, but I thought it would be best to start early. And they gave me money to manage.

PH Stock Portfolio

SymbolCompany NameAve PriceMkt PriceP / L %
SCCSemirara Mining29.509223-21.53%
MERMeralco282.1185373.832.69%
CLICebu Landmasters4.85885.035.48%
FBSan Miguel Food & Bev62.1899100.0060.72%
PHENPhinma Energy1.47432.2955.33%

Year to date performance of My Portfolio is 8.10% vs the PSEI 8.47%. I am now currently behind the index. Which I already have said in the previous portfolio update that I am not sure that I will keep being ahead.

August is a Ghost month for the Philippine markets. It is when businessmen don’t want to transact business (there are a lot of Chinese businessmen in the Philippines that follow this tradition).

It could be a good time to buy stocks too if you pick your spots.

US Stock Portfolio

SymbolCompany NameAve PriceMkt PriceP / L %
FOXA21 Century Fox37.0137.320.84%
DISDisney101.08143.0141.48%
FTDRFrontdoor23.0445.6498.09%
REZIResideo19.0118.86-0.79%%

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

US portfolio is doing fine. I’m still around in the low +20% year to date.

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.

Probably the most noteworthy event that happened this month was the fall of Jollibee’s stock price. Price does follow value doesn’t it? How low do you think would JFC go? Or is this it? Is this the bottom?

How about you? How’s your portfolio coming along?

10 comments

  1. Its a good time to add MWC. :0 Hoping that it will hit its S2.
    Purchased SHNG two months ago when it hit near its 52 low as my entry point. Its standing strong as my latest addition in my portfolio.

    Aside from my unfortunate TEL, all are still Green 🙂
    Aside from MWC, been eyeing CROWN and PPC.

      1. Hello. Why SHNG.
        You see, I’m not that fan of Real Estate/Property stocks as we speak dahil for my personal assessment by bubble na nangyayari ngayon dahil sa Build Build Build then dahil sa pag increase ng mga taga Mainland China na nag tatrabaho sa Pilipinas. So now, I have to check out a property stock na medyo malaki ang magiging margin of safety ko that’s why I choose SHNG. Despite a larger margin of safety, pasok pa rin sya sa current price nya ng binili ko. In addition, 5 percent stock dividend is not bad. I’m just hoping that they’ll do something about their so so operation right now then cut unproductive segments. My option before is CLI and SHNG yun nga lang that time, mas mura ang SHNG. Sa madaling sabi, namumurahan lang talaga ako sa SHNG hehe.

  2. Hi,
    thank you po sa blog nyo. na inspire po ako mag value investing. I hope you don’t mind if copy ko port nyo. I now have SCC, FB and CLI :-).

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