Sunday 1 November 2015

2015年10月月度报告+收股息咯!

最近这几个月好忙, 忙工作, 忙旅行, 总之就是忙忙忙, 所以连9月的报告也忘了写.

经过了恐怖的八月, 股市慢慢开始复苏了. 但是马币还是继续贬值, 外资还是一直要钱不要货, 2015剩余的两个月前景不乐观啊!

鉴于这两个月作出了蛮多的调整, 所以详细的回酬就不一一列出了, 只列出组合持股和操作而已:

20年的梦想组合:
PRESBHD
MATRIX
全年截止10月成绩:+56.75%

短期投机:
TUNEINS
KAREX
CANONE
GKENT
MRCB
 全年截止10月成绩:+26.07%

这两个月里分别出清了MATRIX-WA, 减持了KAREX, 然后加码了CANONE. 还有也分别买进GKENT和MRCB.  由于PRESBHD的强势回升, 目前主要组合盈利达到了+56.75%! 而短期投资里的KAREX和CANONE也有了50%的回酬, GKENT有+13%赢利. MRCB则是才买进没几天, 目前是-0.7%. 惟独组合里的TUNEINS蒙受-20%的亏损而拖累了整体回酬率.


老豆老妈退休金组合:

GKENT
GADANG
HOHUP
MITRA
CBIP
PRESBHD
TAMBUN
MATRIX
全年截止10月成绩:+25%

父母的组合也进行了蛮多的操作, 分别是减持了CBIP, TAMBUN, MATRIX, 然后买进了GKENT, GADANG, HOHUP, MITRA. 同样得益于PRESBHD的回升, 还有刚买进的那些股项纷纷贡献了不少盈利, 目前总体表现是+25%左右.刚买进的四个股当中只有HOHUP蒙受轻微亏损, 而GKENT, GADANG, MITRA都贡献了至少+14%的盈利. 而GADANG公布的业绩非常好, 较去年同期翻了一倍, 而且还取得了3亿多的RAPID合约!

老豆组合:

CANONE
 全年截止10月成绩:+8%

另外, 老爸刚好有一笔新资金投入, 而我又看到了CANONE天量爆发, 所以趁势全数买进了CANONE, 目前暂时+8%.

M组合:

CANONE
 全年截止10月成绩:+58.62%

守了快两年的CANONE终于迎来春天了, 今年为止涨了+58%左右, 目前还突破了52周新高, 周五收在RM3.38, 而且成交量不减, 看来还有一轮的涨势, 前提是大市没出什么大利空的话.


关于股息:
这两个月其实股息收获丰厚, 父母组合分别收到了:

18/9/15 TAMBUN RM3350
1/10/15 PRESBHD RM1320
9/10/15 MATRIX RM1260

总共RM5930的股息, 而TAMBUN的更是今年第一笔突破3K的收入! 这也让全年截止10月为止的股息收入 达到了RM17315, 成功超越了去年的RM16149.3! 而预计今年内还会收到的有PRESBHD的12月股息(但是去年推迟到今年1月才派发),还有已经确定派的是GKENT和GADANG的股息, 不过这两股都买不多, 杯水车薪啊!

接下来的11月是业绩旺季, 估计房地产股如TAMBUN和MATRIX会继续退步的业绩, PRESBHD理应会复苏,   CANONE如无意外会继续贡献好业绩! 期待这个11月!


1 comment:

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