Portfolio Review Feb 2022
Hope everyone is staying well amid all the rampaging Covid cases!
Here's our Portfolio Review for month of Feb 2022...
Some key highlights:
- Our open positions portfolio is up slightly from 27.7% to 30.8% due to the sharp increase in Rex International (more than doubled from our initial price of $0.189!)
- We deliver 81.7% total returns since our portfolio inception in Feb 2019 vs STI's 0.44%.
- Riverstone went up to $0.80+ after a good set of results.
- CapitalA (previously AirAsia) CEO Tony Fernandes have reitereated about the bright outlook in 2022 since air travel demand remains strong. However, its faced against high oil prices - so still a mixed bag currently.
- Rex International and Marco Polo Marine are 2 stocks we continue to be bullish on.
- Singmedical is also another stock highlighted to us by one of our members too. I like how the profits jump 78.8% yoy despite the complete lack of medical tourism.
It is really neglected by the community esp. when its trading at 9.4x P/E ratio for a medical stock!
I have also done up a 11min video sharing my thoughts on the watchlist stocks too. Click on the button below to watch my video~
P.S. We want to hear from you!
After 3 years starting this membership thing, we are ready to embark on our next growth phase [I am looking to go about this full-time :)]
So I would really appreciate if you can help me fill up a quick survey below for us to serve you better... thanks!