Once again, thanks for the company and I really enjoyed those exchanges this year. Many companies are registered with these exchanges Daily Nifty and Sensex value display these exchanges during the day. Thank you, fellow investors that I met for your exchanges of ideas and discussions. I have continued meeting like-minded investors in two investment groups this year and we have shared many ideas and thoughts. I have accepted the following voluntary delisting/cash offers this month – Lizhong Wheel and Chosen Holdings. I have also participated in the following scrip dividend schemes – Global Investments, Jardine Strategic and Vibrant Group. The researchers interpreted that as indicating the person was confident about their choice from the start and didn’t have much internal conflict. Next month will a slow month as not much companies will be holding meetings. Again, with no contribution every month and a limit imposed, I do not expect to grow this portfolio in a big way. Happy holidays and hope to share with you all my portfolio activities in 2016! Again, I have lost some companies through M&A activities this year, the most high profile being Keppel Land.
I have attended a lesser number of AGMs, EGMs, briefings etc this year and my health improved as a result. I have stay invested in the market throughout this period with dividends being mostly re-invested back into my widely diversified portfolio but the sell-off was across the board and therefore, I expect to end this year in the red. This had been a difficult market to navigate, and I will continue to adopt a defensive stance in my portfolio positioning. I will continue to be selective in terms of my CPF-OA unit trust allocation with overweight positions in Asia and Global Emerging markets. I did not do much for my CPF-OA unit trust portfolio except for adding onto my Japan, Indonesia, Asian Smaller Companies and Global Emerging Markets funds from the dividend payouts for my CPF-OA boutiques holdings. As I am unemployed, I do not have CPF contributions every month and therefore there is a limit onto how much I can grow my CPF-OA unit trust portfolio. Though I did not compute the returns of my portfolio, I guess I have suffered some setback in terms of portfolio value this year. I have written about returns for stocks on a general basis in the Long Term View series of posts and the Long VS Short series but in this series, Share Investor’s Total Returns, I will be giving my actual returns for stocks in the Share Investor Portfolio for as long as I have held them.
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