投资组合 - 30/12/2011

Counter	ABP	Ratio	30/12/2011
SunReit, 5176	0.83	16.27%	1.25
PBBank,1295F	13.23	7.47%	13.20
GAB, 3255	10.42	23.61%	13.46
BKAWAN, 1899	14.22	3.95%	17.46
Maybank, 1155	7.95	15.09%	8.30
KLK, 2445	22.28	12.84%	22.70
CASH	-	20.74%	-

1/1/11 ~ 30/12/11 回酬 = 7.21% （比较大市 -0.78%）

投资记录：

• Share vs Cash: 70.26% vs 29.74%
• Buy KLK @ 22.28
• Buy GAB @ 22.28

投资组合 - 30/11/2011

Counter	ABP	Ratio	30/11/2011
SunReit, 5176	0.83	17.32%	1.17
PBBank,1295F	13.23	8.04%	12.50
GAB, 3255	9.66	18.63%	11.58
BKAWAN, 1899	14.22	4.31%	16.74
Maybank, 1155	7.95	8.30%	8.30
Vitrox,0097	1.38	5.81%	0.880
CASH	-	29.74%	-

1/1/11 ~ 30/11/11 回酬 = 4.23% （比较大市 -3.08%）

投资记录：

• Share vs Cash: 70.26% vs 29.74%
• Attended GAB AGM, 3 November 2011. Free beer!
• Sold Vitrox at 0.935. Changed strategy to passive income play.
• DIV SunReit Ex:15/11/2011; PD:01/12/2011
• DIV GAB Ex:11/11/2011; PD:12/12/2011
• Buy Maybank @ 8.18