Posted on March 25, 2010 - by kevinscully

My stock picks / Singapore portfolio was started in October 2008…

Photo by jared

..changes after the 2009 reporting season

Kevin’s stock pick/portfolio performance(sorted by pick date)

Current Price as at 22 March 2010

The table and graph above are from our premium section available to paying subcribers. It shows the stocks in the portfolio and their performance since they were recommended. I expanded the portfolio ahead of the 2009 reporting season to 15 stocks and am now right sizing it either because of changes in the fundamentals or in most instances due to good price performance. A number of the shares (especially the blue chips) are now fully valued). But you still need some blue chips in the portfolio, if not the portfolio will become too volatile given that many of the undervalued stocks which I identified over the last 12 months such as Sinomem, Broadway and Midas were about half to one third their current price and were then “penny stocks”. Read more…

Related posts:

1. 2010 Top 34 Stock Picks in Singapore by Analysts
2. October 2009 Portfolio Summary and Review
3. Am tentatively adding China Animal Healthcare to my stock pick portfolio today