Investment Track Records

Equities & Options [Long-Only, Bottom-Up Approach].

As of 19 May 2017, my annualised return on my United States Stock portfolio since 5 February 2015 is 27.66% vs S&P 500 annualised return of the same period of 7.03%— outperformed the S&P 500 by 20.63% annually.

This is a page showing the list of every single one of the stocks that I have ever invested in. These investment results are meant for me to reflect upon over the years via using my methodology of value investing and options selling.

The percentages of returns on this page are an approximation only and are not meant to be copied or used as a reference for anyone.

Thank you for your time for viewing the page of my investment results.

Investment Results – STOCKS

  1. Sarine Technologies (SGX: U77)

    Bought on 17/4/2015 at S$2.02
    Sold on 3/7/2015 at S$2.34
    Profit/Loss: +14.33%

    Reason Why I Sold This Off: I sold this because I felt it is overpriced when I use its PE of 40 over its growth of around 20% results in the number 2. I need at least a number of 1 or less than 1. Turned out to be right because it dropped massively during the technical correction in august – september 2015.

  2. iShares NASDAQ Biotechnology Index (NASDAQ: IBB)

    Bought on 5/2/2015 at $310.51
    Sold on 13/7/2015 at $380
    Profit/Loss: +21.22%

    Reason Why I Sold This Off: I sold this off because, at that time, I realised that I lacked the competence in dealing with biotech stocks. I bought it simply because I believe ageing population will prove advantageous. But what makes me have the competitive advantage over others? Decided to instead going for small capitalization stocks.

  3. Volkswagen (NYSE: VLKAY)

    Bought on 23/9/2015 at $25.325
    Sold on 15/10/2015 at $28.11
    Profit/Loss: +10.43%

    Reason Why I Sold This Off: I sold this off because the reason I bought it in the first place is to play on the rebound. So within 3 weeks when it rebounded I sold it off. People had oversold Volkswagen when the scandal first broke out.

  4. Pilgrim’s Pride Corporation (NASDAQ: PPC)

    Bought on 5/2/2015 at $19.955
    Sold on 11/4/2015 at $20.21
    Profit/Loss: +0.96%

    Reason Why I Sold This Off: Sold this off because it does not pay a dividend and the reason I got it in the first place was because I was exercised while selling a put option. Not very competent in it and as I am waiting there is also no dividend.  So I doubled down when it reached 18 from my average buying price of 22 became 20 when it missed earnings report on 29/10/2015. Sold it off a few days after.

    Reflection on 22/3/2017: Upon thinking back, this was a mistake because, at 20.21 USD back then, it is still undervalued and has not reached the intrinsic value that I calculated which was about 24 USD. Turned out it rebounded to as high as 25 USD a few months later. A mistake in not sticking to my thesis.

  5. Challenger Technologies (SGX: 573)

    Bought on 25/2/2015 at S$0.52
    Sold on 12/11/2015 at S$0.48
    Profit/Loss: -10.66%

    Reason Why I Sold This Off: I sold this off because my personal thesis and conviction are that in the first place that even thought E-Commerce sales will succeed in the long run, it won’t be until a few years. However, instinct tells me that it will be faster than expected. Moreover, people can get IT products easier online. Unlike food products where people might still need to go down to the shop for ambience, quality etc.

  6. DSW Inc (NYSE: DSW)

    Bought on 7/12/2015 at $23.44
    Sold on 15/3/2016 at $27.5
    Profit/Loss: +16.88%

    Reason Why I Sold This Off: I sold this off because it reached my target price of $27 and I am uncomfortable with their low and decreasing margins. At an adjusted growth rate of 12.5% and a stagnant growth rate for their net income per share for the next 10 years, inclusive of a 30% margin of safety, the target price is 27 USD.

  7. Apple Inc (NASDAQ: AAPL)

    Bought on 4/1/2016 at $103
    Sold on 16/3/2016 at $104.9
    Profit/Loss: -0.097%

    Reason Why I Sold This Off: Trading Play.

  8. iShares NASDAQ Biotechnology Index (NASDAQ: IBB)

    Bought on 5/4/2016 at $260
    Sold on 22/7/2016 at $281.3
    Profit/Loss: +8.09%

    Reason Why I Sold This Off: Trading Play.

  9. Mobile Telesystems (NYSE: MBT)

    Bought 5/2/2015 at 9.01 USD (at USD SGD exchange rate of 1.32)
    Sold 30/1/2017 at 10.40 USD (at USD SGD exchange rate of 1.41)
    Profit/Loss: +22.29%

    Reason Why I Sold This Off: Initially I set a target price of about 12-13 USD for MBT, my longest stock holdings. However, in early 2017 when I did my review of MBT valuation. it is only warranted of a stock price of about 11 USD (maximum). That is due to the maturing growth for MBT in the Russian market that translates to stagnant revenue growth (at times even declining). Thus, I decided to sell off a little bit at the price of 10.40 USD.

  10. Mobile Telesystems (NYSE: MBT)

    Bought on 5/2/2015 at 9.01 USD
    Sold on 18/3/2017 at 10.60 USD
    Profit/Loss: +17.54%

    Reason Why I Sold This Off: Initially I set a target price of about 12-13 USD for MBT, my longest stock holdings. However, in early 2017 when I did my review of MBT valuation. it is only warranted of a stock price of about 11 USD (maximum). That is due to the maturing growth for MBT in the Russian market that translates to stagnant revenue growth (at times even declining). Thus, I decided to sell off 25% of my holdings at the price of 10.60 USD.

  11. Mobile Telesystems (NYSE: MBT)

    Bought on 5/2/2015 at 9.01 USD
    Sold on 22/3/2017 at 11.17 USD
    Profit/Loss: +23.97%

    Reason Why I Sold This Off: Initially I set a target price of about 12-13 USD for MBT, my longest stock holdings. However, in early 2017 when I did my review of MBT valuation. it is only warranted of a stock price of about 11 USD (maximum). That is due to the maturing growth for MBT in the Russian market that translates to stagnant revenue growth (at times even declining). Thus, I decided to sell off all of my holdings at the price of 11.17 USD (this price was achieved to an irrational rally of MBT after it released its earnings report [which stated that their growth is going to slow down and even decline]). I took advantage of it and sold off all my holdings. The key here is not to get emotionally attached by any stock we have.

  12. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Bought on 16/1/2016 at 4.17 USD
    Sold on 21/7/2017 at 7 USD
    Profit/Loss: +67.87%

    Reason Why I Sold This Off: KERX is getting a expensive I feel considering even Kerx growth potential at a market capitalization of above 800 million with revenue of about 35 Million USD at most. Although the business story is fundamentally better than ever, I think I have sold my call option at the right price of 7 USD. Getting another 0.15 USD in premium per stock. At the expiry date of the call option on 21 July 2017, Keryx is at 7.24 USD. Herein lies the importance of the discipline in selling a stock when it is overvalued, although there is always the chance of its going way above its value for a really long time.

Profit/Loss is calculated after deducting brokerage commissions and excluding my current stock positions (either at paper loss or gain). The profit/loss percentages calculated are based on the initial investment cost.

Investment Results – DIVIDENDS

  1. Keppel Corporation (SGX: BN4)

    Received +4.15% on 6/5/2015

  2. Sarine Technologies (SGX: U77)

    Received +1.77% on 7/5/2015

  3. Challenger Technologies (SGX: 573)

    Received +2.4% on 19/5/2015

  4. Mobile Telesystems (NYSE: MBT)

    Received +4.2% on 4/8/2015

  5. Keppel Corporation (SGX: BN4)

    Received +1.2% on 13/8/2015

  6. Mobile Telesystems (NYSE: MBT)

    Received +2.1% on 10/11/2015

  7. DSW Inc (NYSE: DSW)

    Received +2% on 31/12/2015

  8. Keppel Corporation (SGX: BN4)

    Received +2.2% on 6/5/2016

  9. Mobile Telesystems (NYSE: MBT)

    Received +3.5% on 2/8/2016

  10. Mobile Telesystems (NYSE: MBT)

    Received +3.5% on 2/8/2016

  11. Keppel Corporation (SGX: BN4)

    Received +0.92% on 10/8/2016

  12. Keppel DC REIT (SGX: AJBU)

    Received +3.44% on 31/8/2016

  13. Mobile Telesystems (NYSE: MBT)

    Received +2.1% on 11/10/2016

  14. Keppel DC REIT (SGX: AJBU)

    Received +2.79% on 28/2/2017

  15. Qualcomm Inc (NASDAQ: QCOM)

    Received +0.68% on 28/2/2017

  16. Qualcomm Inc (NASDAQ: QCOM)

    Received +1.3% on 22/3/2017

  17. Keppel DC REIT (SGX: AJBU)

    Received +1.38% on 11/5/2017

  18. GameStop Corp (NYSE: GME)

    Received +1.24% on 20/6/2017

  19. Qualcomm Inc (NASDAQ: QCOM)

    Received +0.75% on 21/6/2017

  20. Mobile Telesystems (NYSE: MBT)

    Received +5.83% on 1/8/2017

  21. Keppel DC REIT (SGX: AJBU)

    Received +0.57% on 8/8/2017

  22. Keppel DC REIT (SGX: AJBU)

    Received +3.61% on 31/8/2017

Dividends are calculated by deducting 15-30% withholding tax for United States stocks and converted to total dividends received in SGD using exchange rate at dividend payable date. For Singapore stock, the dividend is inputted as it is. Dividends’ percentage are calculated as a percentage of my average buying price of the stock. The profit/loss percentages calculated are based on the initial investment cost.

Investment Results – OPTIONS

  1. Pilgrim’s Pride Corporation (NASDAQ: PPC)

    Sold 1 month put for 19/6/2015 at $24
    Sold 1 month put for 19/6/2015 at $23
    Expired
    Profit/Loss: +1.28%

  2. Mobile Telesystems (NYSE: MBT)

    Sold 1 month put for 19/6/2015 at $11
    Exercised
    Profit/Loss: +2.11%

  3. Mobile Telesystems (NYSE: MBT)

    Sold 1 month put for 17/7/2015 at $9
    Exercised
    Profit/Loss: +2.64%

  4. Pilgrim’s Pride Corporation (NASDAQ: PPC)

    Sold 1 month put for 17/7/2015 at $22.2
    Sold 2 months put for 17/8/2015 at $23.1
    Expired
    Profit/Loss: +1.11%

  5. GrubHub Inc (NYSE: GRUB)

    Sold 1 month put for 20/11/2015 at $20
    Expired
    Profit/Loss: +0.94%

  6. Pilgrim’s Pride Corporation (NASDAQ: PPC)

    Sold 1 month put for 20/11/2015 at $21
    Bought 1 month put for 20/11/2015 at $21
    Expired
    Profit/Loss: -1.28%

  7. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 2 month put for 15/1/2016 at $4
    Expired
    Profit/Loss: +2.91%

  8. DSW Inc (NYSE: DSW)

    Sold 1 month put for 19/1/2016 at $25
    Expired
    Profit/Loss: +1.75%

  9. Mobile Telesystems (NYSE: MBT)

    Sold 2-month call for 19/2/2016 at $7
    Expired
    Profit/Loss: +1.25%

  10. Mobile Telesystems (NYSE: MBT)

    Bought 2 month call for 19/2/2016 at $7
    Expired
    Profit/Loss: -0.89%

  11. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 1 month call for 15/4/2016 at $7
    Expired
    Profit/Loss: +1.25%

  12. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 2 months put for 20/5/2016 at $4
    Expired
    Profit/Loss: +8.44%

  13. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 2 months put for 17/5/2016 at $3.5
    Expired
    Profit/Loss: +3.93%

  14. Sarepta Therapeutics (NASDAQ: SRPT)

    Sold 2 days put for 22/7/2016 at $8
    Expired
    Profit/Loss: +1.09%

  15. Sarepta Therapeutics (NASDAQ: SRPT)

    Sold 4 days put for 29/7/2016 at $6
    Expired
    Profit/Loss: +1.63%

  16. Sarepta Therapeutics (NASDAQ: SRPT)

    Sold 1 day put for 29/7/2016 at $15
    Expired
    Profit/Loss: +1.18%

  17. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 1.5 months put for 16/9/2016 at $4
    Expired
    Profit/Loss: +4.69%

  18. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 1 month call for 21/10/2016 at $6
    Expired
    Profit/Loss: +2.29%

  19. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 16 days call for 16/12/2016 at $7
    Expired
    Profit/Loss: +1.25%

  20. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 30 days call for 17/1/2017 at $8
    Expired
    Profit/Loss: +1.09%

  21. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 27 days call for 17/1/2017 at $7
    Expired
    Profit/Loss: +1.25%

  22. Cal-Maine Foods Inc (NASDAQ: CALM)

    Sold 3 days put for 23/12/2016 at $37.5
    Expired
    Profit/Loss: +0.1%

  23. Gap (NYSE: GPS)

    Sold 3 days put for 6/1/2017 at 20.5 USD
    Expired
    Profit/Loss: +1.44%

  24. Netflix (NASDAQ: NFLX)

    Sold 3 days put for 20/1/2017 at 114.29 USD
    Expired
    Profit/Loss: +0.48%

  25. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 13 days call for 17/2/2017 at 6 USD
    Expired
    Profit/Loss: +1.46%

  26. Skechers USA Inc (NYSE: SKX)

    Sold 4 days put for 10/2/2017 at 20 USD
    Expired
    Profit/Loss: +0.94%

  27. Fossil Group Inc (NASDAQ: FOSL)

    Sold 3 days put for 17/2/2017 at 19 USD
    Expired
    Profit/Loss: +1.78%

  28. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 27 days call for 17/3/2017 at 6 USD
    Expired
    Profit/Loss: +2.29%

  29.  DSW Inc (NYSE: DSW)

    Sold 15 days put for 17/3/2017 at 20 USD
    Expired
    Profit/Loss: +3.19%

  30. GameStop Corp (NYSE: GME)

    Sold 2 days put for 24/3/2017 at 21.5USD
    Exercised
    Profit/Loss: +0.55%

  31. Qualcomm Inc (NASDAQ: QCOM)

    Sold 17 days put for 21/4/2017 at 50 USD
    Expired
    Profit/Loss: +0.24%

  32. GameStop Corp (NYSE: GME)

    Sold 30 days call for 19/5/2017 at 26 USD
    Expired
    Profit/Loss: +0.14%

  33. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 29 days call for 19/5/2017 at 7 USD
    Expired
    Profit/Loss: +1.97%

  34. GameStop Corp (NYSE: GME)

    Sold 17 days put for 19/5/2017 at 21 USD
    Expired
    Profit/Loss: +2.25%

  35. GameStop Corp (NYSE: GME)

    Sold 2 days put for 26/5/2017 at 20 USD
    Expired
    Profit/Loss: +0.44%

  36. GameStop Corp (NYSE: GME)

    Sold 1 day put for 26/5/2017 at 26.5 USD
    Expired
    Profit/Loss: +0.29%

  37. GameStop Corp (NYSE: GME)

    Sold 15 days put for 16/6/2017 at 21.5 USD
    Exercised
    Profit/Loss: +1.21%

  38. Keryx Biopharmaceuticals (NASDAQ: KERX)

    Sold 31 days call for 21/7/2017 at 7 USD
    Exercised
    Profit/Loss: +3.32%

  39. GameStop Corp (NYSE: GME)

    Sold 3 contracts for 31 days put for 15/9/2017 at 19 USD
    Not Expired
    Profit/Loss: +2.80%

  40. GameStop Corp (NYSE: GME)

    Sold 1 contract for 31 days call for 15/9/2017 at 18 USD
    Not Expired
    Profit/Loss: +1.91%

Profit/Loss is calculated after deducting brokerage commissions and excluding my current option positions (either at a paper loss or gain). The profit/loss percentages calculated are based on the initial investment cost.

Disclaimer: The figures here are an approximation based on my personal calculation at spot exchange rate at the time of the trade and may not be 100% accurate.

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“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”- Mark Twain