Friday, 5 December 2008

Transactions of My Portfolio

I have made the following changes to my portfolio over the past week:

Sold:

China XLX
China Energy
Babcock & Brown

Bought:
First Shipping Trust
Raffles Edu (averaging down)
Swiber (averaging down)

2 comments:

Anonymous said...

you sold china energy?
the price is already so cheap..

recently chew hong seng bought a lot of shares from open market on raffles edu. something could be brewing.

Kit said...

Hi Dion,

I sold China Energy to clean up some of the "junk" in my portfolio. I believe the Company's fundamental has deteriorated.

Raffles Edu has been one of my longest holdings. I like the scalable biz model and the biz maybe recession proof. This is a good opportunity to pick up some.