Portfolio Update – December 2018 YEAR END Report

The year 2018 has been good to me. There are a lot of things to be grateful about. First, I didn’t go into the red. Second, I’m going to get married to the love of my life. And third, I bought my first property investment as my first foray into real estate. Let’s talk about the portfolio right now.

The PH Stock Portfolio

Symbol	Company Name	Average Price	Mkt Price	Profit / Loss %
SCC	Semirara Mining	29.5092	23.05	-21.89%
MER	Meralco	282.1185	380.00	34.70%
CLI	Cebu Landmasters	4.8588	4.14	-14.79%
FB	San Miguel Foods & Beverages	62.1899	82.00	31.85%

My Portfolio finishes at +7.85% vs the PSEI -12.76%. The MRP investment has ended and I am sitting on a considerable cash right now, waiting for the next opportunity.

Overview of Performance to Date

I have started tracking my performance just last year. Here is the standing right now. I wish I could have tracked my performance when I started investing, but I was too young and naive back then, I didn’t even bother. It might have been a good learning tool to know if I’m improving or not. But its better late than never.

My Portfolio vs PSE Index

Year	My Portfolio	PSEI
2017	26.33%	25.1%
2018	7.85%	-12.76%
Total	34.18	12.34%

The US Stock Portfolio

I am only stating this one stock on the portfolio which is FOXA. Because that’s the only stock I bought after I created this blog. But I do have stocks that I own since 2008 that I don’t want to disclose.

Symbol	Company name	Ave Price	Mkt Price	P / L %
FOXA	Twenty-First Century Fox	$45	$48.01	6.69%

To invest in US stocks, I use this service.

Real Estate Portfolio

Its hard to get the market price of real estate every month. Nor should I bother to. So I guess, the best way to track real estate performance is to track its cashflow.

Type of Property	Bought	Mkt Value	Mortgage	Cashflow
2Br/1TB House	Nov 2018	P250,000	–	P2,000 /mo

My Thoughts for the PH 2019

There are a lot of rumors and news coming out that 2019 is when the market will crash. I don’t know if that will happen, nor do I care. What we can do as investors is to be prepared when the crash happen, and also when it doesn’t happen. Which means, having some spare cash, but also be invested in the market.

My Goal for 2019

My goal for 2019 performance wise was to get 26% or more per year. With my stock portfolio currently, I don’t think I could reach that goal any time soon. There are some big names in there that is not really a 20%+ per year performer. I know there are weaknesses in my portfolio, and I am always looking for opportunities that I can understand.

I always ask myself, what would Buffett do? What would Munger do? And almost always, I arrive at the conclusion that they would probably do nothing in this kind of environment. They would probably just wait until some big opportunity fall unto their laps. I am ok with 7.85% this year, its not something to be excited about. But I am hoping to do better next year.