5th Stock Pick & first round of investment complete!

My 5th stock pick is Tropicana Corporation Bhd. Not really a fan of real estate counters at this point in time but believe that some of them are oversold... This stock potentially is one of them... With PE < 5x and PB < 0.7, the price is rather attractive...

portfolio 2 Oct 14

 

With this stock pick, I completed my first round of investment which take up 20% of the funds. As mentioned, portfolio management is also key in generating consistent return over long term. Will observe the market for a while before I put in the next tranche. for those who wants a recollection of how I determine how much to invest, pls click here to see my previous post.