23 Apr '12, 12pm

Investment Moats Portfolio Update April 2012

Investment Moats Portfolio Update April 2012

Investment Moats Portfolio Update April 2012 Posted by Drizzt April 23, 2012 Some readers asked since January what did I add to my portfolio. Not much really. ( Click to see larger table) I basically added some of CH Offshore, Adampak, Kian Ann and Global Investments Limited. Adampak, was a short 55% gain, and I didn’t even start accumulating. CH Offshore did really well recently. Global Investments Limited was a rights issue. I subscribe to 5500 rights and 11500 excess rights. ( Click to see larger image) Here is what I am currently on. Those grey out rows with cost zero are holdings that I sold, but you can take a look at the gains/losses and dividends derived. Markets have ran up a fair bit but as we are speaking, Europe is down big time. They say sell in May and go away. I really believe there is a seasonal effect. You can take a look at this article . How you can make...

Full article: http://www.investmentmoats.com/portfolio/investment-moats...

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