Here is the portfolio summary as of 30 Sep 2014.
There is only one portfolio company remaining and that is CM Pacific. I have also sold off Overseas Education when the 90c support level gave way. It was executed by my broker when I was travelling.
I am back to almost 100% in cash and it is sitting at $116,620.
If you have followed my blog for a while, you will know that I never hesitate to cut loss when the positions turned against me. I would rather preserve the capital than to sit through the unrealised losses. I will also set protective stops that let me get out at a profit then to see it turn into a loss as what you have seen my japfa position. My only "regret" is i should have sold it at 96c. :-P
This is just an extension of my ...
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