Friday 3 November 2017

My Portfolio



1st Investment

I start invest in 2014 and choose a value stock to keep. In that time, the share price is $0.59.
Before I invest my money into this stock, I study their financial statement, their year-to-year income, future planning, etc. I found that they have constant earnings even in that time the economy is in slow pace, have certain specialty in their business, better management. Based on these, this stock can be said have certain “value”, and I decide to invest in this company (UMS).

During holding this stock, the price is up & down each day. But at that time when I bought, the price is higher, which means the capital I invest loss. But since I know this share is valuable, I decide to hold. In the mean time, this company also issue dividend to us, including special dividend. Means I have certain passive income. The passive income value is depending on how many shares that you purchase. The more you purchase the more passive income you get.

As the timepass, the share price increasing. So my capital also increasing as well. My returns have finally come. In 2017, the price is $1.00, which mean I have unrealized gain of 41%. The share price can be refer to graph below.



But should I sell this share at this price? Maybe still need access their financial report again to value their performance.