This is my update to my Malaysia Stock Portfolio for End September 2011. If you have not seen the previous month’s portfolio, you can refer to My Malaysia Stock Portfolio End August 2011

Just some minor updates, my existing stock holdings remain unchanged. I added Kian Joo Can and Hektar REIT to my portfolio for Malaysia. The prices have come down a bit and I decided to get these 2 based on the dividend yield and defensiveness of the business. Having added 2 high dividend yield stocks to my portfolio, my estimated Malaysian portfolio yield has increased to over 6.4%.


The stocks in the portfolio are Maxis, Telekom Malaysia (TM), British American Tobacco (BAT), United Motor Works (UMW), Fraser & Neave (F&N), Nestle, Amway, Carlsberg, Guinness Anchor Berhad (GAB), Petronas Dagangan, Hektar REIT and Sunway REIT. For descriptions other than the 2 new additions Hektar and Kian Joo, please …