terence_dmg_9.12port
The portfolio started off with $1 m in July 2010 and has grown 68%.


90x125_terencewong
Terence Wong, CFA

My (very calculated) bet on the offshore and marine sector paid off, with Ezion Holdings and Nam Cheong popping up 5% and 7.5% respectively over the past week.

OSIM also did well for the second consecutive week, rising 5.6%.

With the Fed unleashing the third round of QE, investors were looking for growth oriented stocks.

My model portfolio is peppered with such stocks following a decisive switch to a more aggressive stance at the start of the quarter ( I sold off all my REITs then).

My portfolio is up 3.9% for the week, and 44% since the start of the year, beating both the STI and FSTS.

For how the portfolio started out, read: TERENCE WONG: 'What I would buy with $1 m'



Branding Power

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Kate in a RAOUL dress by FJ Benjamin. Photo: Facebook

FJ Benjamin’s COO Douglas Benjamin must be one happy man.

Duchess Kate, who was in Singapore with hubby Prince William as part of the Queen’s Diamond Jubilee Tour, donned a RAOUL dress which quickly became the talk of the town.

The label is FJB’s in-house made-in-Singapore label, and was created by Douglas and his wife Odile (Raoul is the name of their second son).

This is probably one of the best endorsements that the brand has garnered, and I’m sure I’ll hear about it the next time I visit the management.

A dress with the same design was put up on ebay for a princely sum of S$1,000 shortly after.

If only Kate could wear some Giodarno Crew Neck Tees which I have quite a few of.


Excerpted from Terence Wong's report dated Monday, 17 Sept 2012.

Recent stories:

NAM CHEONG, BIOSENSORS: Analysts initiate coverage


LIAN BENG GROUP: $43 m free cash flow a year till 2015


Comments  

0 #9 Peter Choo 2012-10-19 18:35
Well, normal we hear people boasting when market rises. When it crashes, the one who used to appear, suddenly disappear. After minus here, plus there a above average investor would merely make less than 10%. (Based on 20 years history)
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0 #8 Su ku lah 2012-10-08 08:52
Lets see how well you preserve your wealth when the market plunges, that is when we can tell the man from the boys.
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0 #7 jc 2012-10-02 13:49
yes. unlikely to be repeated. but one can always hope.
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0 #6 Peter Choo 2012-09-27 11:06
If you are talking about 2009 March till today. Yes I believe. Coz I made slightly less at 189%. Hey jc, bear in mind as a long term investor. This is not possible. If you are telling me 10 - 15 years annualises gain of 200%, that's a lie. Ask the whole investment community. They will tell you, that's a scam.
Just in case you are not aware, annualised means over a period of many years divided by total gain. If you make 200%/20yrs = 10%/yr only. Not forgetting after minus off all other realized losses, should be less than 10%.
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0 #5 jc 2012-09-25 13:20
my portfolio is up 200 percent since 2009
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0 #4 Peter Choo 2012-09-21 20:33
This is a short term spike. A value investor take a long term view in annualise gain. If the gain and lost over a 20 years, I believe it should be much lesser. It's not possible to sustain at 68% gain for long.Warren Buffer only managed about 14 - 15% annualises gain over 40 years. This is another reason, why making over 12% annualised gain over a 20 years period is close to not possible for even the Pros.
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0 #3 Estel 2012-09-20 06:42
I agree with you, Lazy, that lian beng is too cheap to be ignored. p/e=4.3, p/brget price be?
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0 #2 Lazy 2012-09-18 17:56
Isn't it time to sell EZION? And buy more LIAN BENG?
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0 #1 Tan Bee Lian 2012-09-18 08:32
Congratulations , Mr Wong.

Your portfolio performance has beaten most big fund managers flat.

May I know your outlook for 2013? What sector do you think will be in play.
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Share Prices

Counter NameLastChange
AEM Holdings4.0300.010
Avarga0.330-0.005
Avi-Tech Electronics0.400-0.005
Best World Int.1.360-
China Sunsine0.5650.005
Food Empire0.940-
Golden Energy0.148-0.001
GSS Energy0.064-0.001
InnoTek0.900-0.005
ISDN Holdings0.6350.005
ISOTeam0.138-0.002
IX Biopharma0.245-
JB Foods0.640-0.010
KSH Holdings0.3800.005
Leader Env0.147-0.001
Medtecs Intl1.030-0.020
Moya Asia0.069-0.001
Nordic Group0.255-
Oxley Holdings0.2700.005
Procurri0.365-
REX International0.1830.001
Riverstone1.3800.010
Roxy-Pacific0.365-
SingMedical0.3450.020
Sri Trang Agro2.0000.010
Straco Corp.0.575-
Sunpower Group0.895-0.010
The Trendlines0.105-0.001
UG Healthcare0.625-
Uni-Asia Group0.610-
Wilmar Intl5.470-0.020
Yangzijiang Shipbldg1.300-
Yinda Infocomm0.145-

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