Here is my model portfolio for investments mainly in the
U.S. and Hong Kong:
(Please click on the company name to see my research.)
| Date of
Action |
Stocks | Position | Exposure
% |
Cost | Market
Price |
Total Gain/
Loss |
Change
since 2003-01-01 |
| 1999-10/22-29 | First Pacific | Buy | 1% | $4.68 | $0.70 | -85% | |
| 2000-11-23 | Vitasoy | Buy | 3% | $1.12 | $1.68 | +50% | |
| 2000-04-28 | Cafe de Coral | Buy | 3% | $2.8 | $5.25 | +87% | |
| 2001-03-27 | Kingboard Chemical | Buy | 3% | $3.6 | $5.70 | +58% | |
| 2000-04-28 | Siam Cement (Thai) | Buy | 6% | b540 | b1172 | +117% | |
| Hong Kong & Asia : | ( = 16% ) | ||||||
| 00' Apr-01' Jul | Amgen (US Biotech) | Buy | 14% | HK$463 | HK$367 | -21% | |
| 00' May-Jun | Applied Biosystems (Biotech) | Buy | 1% | $52.375 | $17.54 | -67% | |
| 2000-06-09 | Biogen (US Biotech) | Buy | 2% | $58 | $40.06 | -31% | |
| 2000-10-23 | Large Scale Biology (Biotech) | Buy | 0.2% | $18.75 | $0.70 | -96% | |
| 2000-10-11 | Ciphergen Biosystems (Biotech) | Buy | 0.5% | $28 | $3.45 | -88% | |
| 00Nov/01Feb | Celera (US Biotech) | Buy | 0.7% | $53.4 | $9.55 | -83% | |
| 2001-02-22 | Genentech (US Biotech) | Buy | 1% | $54.5 | $33.16 | -39% | |
| 2000-12-5 | Maxygen (US Biotech) | Buy | 0.5% | $26.5 | $7.62 | -72% | |
| 2001-02-15 | Rosetta (US Biotech) | Buy | 2% | $11.94 | $15 | +25% | |
| Biotech : | ( = 22% ) | ||||||
| Jun00-Jul01 | Pfizer (US Pharma) | Buy | 9% | $41.19 | $30.57 | -26% | |
| Drug : | ( = 9% ) | ||||||
| 00Oct/01Apr | Microsoft | Buy | 12% | HK$487 | HK$392 | -20% | |
| Nov00-Jun01 | Intel | Buy | 6% | HK$256 | HK$118 | -54% | |
| 2001-Jan/Feb | Yahoo | Buy | 2% | $26.38 | $16.35 | -39% | |
| Tech : | ( = 20% ) | ||||||
| Net Total: | 67% |
Actions taken in the current month:
| Date of Action | Stock/Futures | Action | % of Portfolio | Price | Gain / Loss
% of Portofio |
| 2002-12-19
2002-12-24 2002-01-03 |
HSI Futures Jan 03 | Buy | 9%
9% 9% |
9502
9571 9539 |
Performance:
Growth Rate: 95/96
+ 17.4%
96/97
+ 41.0%
97/98
+ 69.1%
98/99
+ 19.9%
99/00
+ 18.7%
00/01
- 3.4%
01/02
- 12%
From Jan 1, 2003 to last month : %
Questions and Answers:
Technical or fundamental, which would be better?
( Oct, 1999)
What should we learn from Warren Buffett?
(Dec, 1999)
How to pick a good stock? (May, 2001)
My Research and Watch List:
My Biotech Watch List
US Top 20 in Market Values
| 1. Biogen
A rapidly growing top US biotech drug maker 2. Amgen The world's largest biotech drug company 3. Vitasoy A Coca Cola type of business model in soy milk market 4. Cafe de Coral A McDonald's type of business model in Chinese fast food 5. Microsoft The largest software maker. 6. Applied Biosystems The largest maker of DNA research instruments and systems 7. Genentech The 2nd largest US biotech drug maker with widest product pipeline 8. Pfizer The world's largest and most rapidly growing drug company 9. Ciphergen Biosystems Poineer in making instruments for protein study |