Our Dim Sum Portfolio made rapid gains last month, resulting in the portfolio gain reaching 11%, up from 1.72% a month ago.

Works1Infrastructure rapidy coming up at Bald Hill Project to produce lithium concentrate. Photo: AMAThe majority of the stock picks are in positive territory, with Aussie-listed lithium miner Tawana Resources leading the charge (50% gain in one month!).

Tawana is the 50-50 JV partner of Singapore-listed Alliance Mineral Assets as they race the Bald Hill project in Western Australia to production of lithium concentrate.

Here's a breakdown of the performance of the portfolio which started life four months ago:




Buy price ($)

Dividend
($)

31 Oct ‘17
 share price ($)

% gain

Alliance Mineral Assets

0.32

0.38

18.8

Cityneon

0.97

1.18

21.6

CNMC

0.26

0.28

7.7

Del Monte

0.32

0.0061

0.31

-1.2

DISA

0.013

0.013

0

GSS Energy

0.164

0.171

4.3

HL Global

0.41

0.49

19.5

InnoTek

0.38

0.31

-18.4

Mandarin Oriental

2.06

0.015

2.20

7.5

Nordic

0.38

0.00653

0.55

46.5

SunMoon

0.108

0.095

-12.0

Tawana Resources

0.24

0.36

50.0

United Global

0.35

0.39

11.4

Singapura Finance (realised loss end-Sept)

1.03

1.01

-1.9

Sum

143.6

Average

10.97

 

The 14 stock ideas came from 11 investors, hence it's a dim sum meal made up of various risk profiles, various return potential, etc. 

But all are supposed to be "tasty" for some reason or other, and a few hold the promise of sizzling returns. 

The original stock ideas and subsequent changes to the portfolio were reported in 
.


For simplicity, the portfolio's gain was based on each stock's end-Oct price and original entry price, and dividends received, if any. And each stock had equal weightage in the portfolio. 

An addition: One of the stock pickers is adding IPS Securex at 8.3 cents to the portfolio. 

Note: The Dim Sum Portfolio reflects the diverse investment interests and perspectives of 11 investors and are not a recommendation for any reader's investment. Your risk profile and investment objectives could differ, and are likely to differ from theirs.


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Share Prices

Counter NameLastChange
AEM Holdings0.8500.005
Alliance Mineral0.2700.005
Anchor Resources0.023-
AusGroup0.033-
Avi-Tech Electronics0.2950.010
Best World Int.2.3800.010
China Sunsine1.4200.020
DISA Limited0.004-
Federal Int. (2000)0.240-0.030
Food Empire0.530-
Geo Energy0.1700.001
Golden Energy0.230-0.005
GSS Energy0.097-
ISDN Holdings0.193-0.007
ISOTeam0.205-
KSH Holdings0.520-
Lian Beng Group0.470-0.005
Miyoshi0.042-
Nordic Group0.3900.005
Oxley Holdings0.280-0.005
REX International0.0610.001
Riverstone1.150-0.020
Roxy-Pacific0.400-
Sing Holdings0.385-0.005
Sino Grandness0.126-
Straco Corp.0.705-0.010
Sunningdale Tech1.490-0.010
Sunpower Group0.3100.010
The Trendlines0.101-
Tiong Seng0.280-
Uni-Asia Group1.200-
XMH Holdings0.180-
Yangzijiang Shipbldg1.2200.010

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