This month I took profit off FCL and clocked a small profit as my invested sum isn't big. However the percentage gains is quite decent. about 16% gain for 6 month holding period. The original intention is to hold for a much longer period and adding on to the position for long term dividend yield. Three decisions: 1) lack of funds to invest in potential higher gain sector 2) protect profits as starhub sale made me clocked negative numbers for the first quarter already. 3) property uptrend does not seem fundamentally sound at most only a small uptick

I am trying to manage this small portfolio like I'm a fund manager. See if I could be on par or even beat them. The focus is of course income investing with growth supplementing the returns.

A few things I would like to state here as a reminder of my investing ethos:
1) Invest in things I like. What I have no interest, whether if it is management style or business sector I will not invest. reason: Interest generates proficiency. With no proficiency one cannot out do others. This includes trading, by and large I am not a good trader for many reasons: a) no time to commit, b) not much guts to make quick decisions c) do not like penny stocks and cash poor companies
While I do trade some, many of my best investment decisions and outcomes has nothing to do with short term profit taking.
2) Net cash or High FCF companies. This is something I learnt after a few years of investing. The majority of my shares should be cash rich or +FCF to allow me have a more passive stance. I have a full time job and investing is just a part time thing for now.
3) The Most Important Thing is... I have read that book. It is one of those old school investment gurus (Howard Marks) that inspires me. I realised I am an old schooler. Conservative, wins by overpowering, Risk adverse, and also I use a bit of old school "gut feel"
4) Avoid hot stocks, Avoid crowds, Avoid anything overhyped. Most importantly avoid distractions.
5) Keep Fit. Only when your body is perfect then you can make informed a quick decisions. As an old saying goes: A sound soul resides in a sound mind and healthy body! (Ok not old saying its from Soul Eater anime but makes perfect sense)

Investment has made me a better person. I learnt to appreciate the hardwork done by many corporate people and business foresights of investors and business owners. I also read more political and financial news.

Onward to my next AUM goal!