A very delayed update on the portfolio as I was away for vacation with my family. Having an enjoyable vacation was a privilege and I thank God for His grace. In a week time, I’d be having another portfolio update for December 2017. Geez, how fast time passed!
November 2017 – Low Cost Portfolio Scorecard
I was forced to sell one of my best performing stocks: Venture Manufacturing. I thought it was a great company, but the price surged too fast compared to the fundamental. I also felt there was too much optimism in the technology sector at the moment, which I didn’t like. I kept Venture Manufacturing for almost 2 years and it brought me a total profit of +157.25% including dividends, so no regret :-). It’s performance translated to a CAGR of 67.58%.
Total portfolio value remained flat compared to October 2017, despite a fresh fund injection of $4,000.00. Return YTD was …