This is an update to my Malaysia Stock Portfolio for September 2012. For previous months, please see

My Malaysia Stock Portfolio End July 2012

My Malaysia Stock Portfolio End April 2012

My Malaysia Stock Portfolio End January 2012

If you follow my Singapore portfolio, you will know that I am now changing the updates.

1. Instead of fixing it at month end, I may update the portfolio posts anytime, especially if there are many changes.

2. Instead of using cost basis to calculate the portfolio allocation, I am using the current value to calculate the portfolio allocation as I consider this to be a better basis for portfolio balancing. This also means that the portfolio values may shift without me even performing any transactions.

The portfolio constituents haven’t changed at all. The differences in the portfolio allocation is mainly due to the changes in stock prices as now they ...