投资组合 - 30/06/2011

Counter	ABP	Ratio	30/06/2011
PPB集團（PPB, 4065)	8.97	0.00%	17.22
SunReit, 5176	0.83	18.45%	1.11
PCHEM, 5183	5.23	10.25%	7.09
MHB, 5186	5.87	6.02%	8.33
Maybank, 1155	8.23	6.61%	8.94
Vitrox,0097	2.08	22.63%	2.02
CASH	-	36.05%	-

1/1/11 ~ 30/6/11 回酬  =  8.90% （比较大市 3.96%）

投资记录：

• Share vs Cash: 63.95% vs 36.05%
• Sell PPB @17.12, reason-personal funding restructure
• DIV Vitrox Ex:28/06/2011; PD:28/07/2011
• Buy Vitrox @ 2.074
• Buy Vitrox @ 2.04