Shares & Derivatives
My stock picks / Singapore portfolio was started in October 2008…
By Kevin Scully-Financial Blog  •  March 25, 2010
[caption id="attachment_2936" align="alignright" width="150" caption="Photo by jared"]Photo by jared[/caption]
..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...
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By Kevin Scully-Financial Blog
Kevin began his working life in the regional and economics division of the Ministry of Foreign Affairs. He then moved to the private sector analyzing equities before venturing out to start NRA Capital. After 25 years of watching stocks and living through financial disarray during the Pan Electric Crisis, the 1987 Crash, the Barings debacle, the Gulf War, Asian financial crisis - what can sub-prime do but add another scar to already bruised wounds. Ever since starting his blog, Kevin has been enthusiastically giving his personal views on the market. He discusses about equities, the market turmoil, and the broad economy.
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