2 Sept 2011 Portfolio 1 (self) Status: Given volality of market, might add more if price of watchlist hit.  Movement: No selling/buying of stocks, divy for sabana, LMIR, CMA. Stock 84.55%

• Sabana
• LippoMaple(might sell to take profit off table if hit target)
• Healthway (selling half mode to recycle capital)
• Capitalmall Asia

Investable Cash (exclude emergency fund + daily fund) 16.45% Equity XIRR(13th May 2011 to date): -32.25% Portfolio 2 (Joint) Status: Waiting for good opportunity Movement: Sold cache and bought kingsmen. divy from cache and kingsmen   Stock 9.98%

• Kingsmen

Investable Cash(exclude emergency fund) 90.02% Equity XIRR(13th May 2011 to date): 43.82% ...