Tuesday, December 27, 2016

Review on 2016

Review on 2016

Setup target for 2016
1. Increase dividend pay out in 2016. Target 6000. 
Action point. 
- Quarterly need to have 1500

Review on Item 1 Results
Overall exceed 6000 in 2016, but due to fund add in during the said period, so can't really determine if the target have been meet up. need to be further specific with dynamic target ties with fund invest.
such way can better view on the results.

2. Improve on Technical analysis skill. 
Action point
- Price, volume , time, space
- Chart overall direction 
- Master class skill

Review on Item 2 Results
Not much improvement learned. still getting hesitate on the TA. think need much more practical or class to look at chart and analysis chart skill. did not seen any improve on skill. shall make a more practical study, and experiment with TA technique then could better review on the skill and technique usefulness.


3. Healthy 
Action point
- weekly review on sport done. 
- target at least 2 day sport per week

Review on Item 3 Results
Overall did not spend much time on sport, still not continuous due to personal issue, but body check up have shown cholesterol high as well as blood pressure bit high, think need to control diet much more. good things is cholesterol lower than last year 2015.

4. Reading
Action point
- read 1 book per month.
- review monthly for accomplishment.

Review on Item 4 Results
Overall about 6-7 book have been read thru out the years, seem so less in compare. but better than year 2015 at least it is start to accumulate. book review need much more to write more on summary and personal learning from it.

5. Fundamental Analysis
Action point
- financial report. understanding financial report meaning and reason.
- monthly go thru 2 financial report and weekly learn.

Review on Item 5 Results
Getting much more idea on FA. value shall jive with company performance. commodity price important impact to company. benefit or loss from it depends on the business. sector or industry perform well due to the industry well. economy good or bad also got industry good or bad.

6. Trending
Action point
- 2016 forecast trend to be export, consumer ,  
USD strengthening will depreciate RM, export oriental stock shall be beneficial.

Review on Item 6 Results
A relatively failed on this portion, since the expectation on USD will be going up but lack of confidence due to ? did not take any action to earn from this trend. although plan but did not executed accordingly. shall do more forecast and review to improve analysis and mentally.

7. Portfolio review.
Action point
- Monthly review on portfolio.

Review on Item 7 Results
update monthly consider success since it is easy work to just review again,


Summary on 2016 
1. Investment
Investment did not achieve well results, due to overall economy not good as well as stock pick still not good enough. Timing and stock pick apparently become much and much important. Still much to improve, but at least now have learned on financial report and much more able to read and retrieve information from it. shall review much more financial report and Annual report to further improve.

2. Health
Health wise still got problem with high cholesterol, but is much better compare to last year. shall keep on reduce intake of meat and having more vegetarian instead. 2017 hopefully no more this problem. sport and mental to be maintain.

3. Book
Overall have read about 7 Books, but not all book done review or summary, so unable to find back the summary of the book or review and learning from it. future shall have each book read review better for understanding and practice. easy to search back in future.

4. Forecast On USD
Even the forecast was correct but unable to gain from it due to lack of confidence as well slow on execution, USD depreciate around june 16 and start to pick up around nov. 16. have enough time for it but just not manage to do it. Action is much important.

5. Others
Overall Dec 16 many obstacle happen, but it also bring alot of experience to me, start to think of others things. and prepare much while you still got time.

Conclusion
Peaceful year but not in the year end, but overall should be grateful since no physically injured. safety first. Investment not do well, but have the right start. think just a matter of time to success. whatever pass is pass, future is there.
Bye to 2016 , welcome 2017.


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