Portfolio 1/9/2013

01/09/2013
Name/名稱 Stock code/編碼 Average purchase price/平均買入價 (HKD) Share price/股價 (HKD) Change/變動 NAV/資產淨 (HKD) % of portfolio/組合比例
RMIH/峻凌國際 1997.HK $1.556 $1.460 -6.17% $0.0955 7.32%
Ju Teng Int’l/巨騰國際 3336.HK $1.591 $4.000 151.41% $0.1454 11.15%
Weiqiao Textile/魏橋紡織 2698.HK $4.971 $3.230 -35.02% $0.2290 17.55%
AUPU Group/奧普集團 477.HK $0.643 $0.710 10.42% $0.2168 16.62%
Kingboard Laminates/建滔積層板 1888.HK $2.800 $4.230 51.07% $0.1615 12.38%
Lung Kee/龍記集團 255.HK $2.450 $2.880 17.55% $0.1466 11.23%
Cash/現金 $0.3099 23.75%
Portfolio NAV/組合單位淨 $1.3048 100.00%

Sold a big portion of 1997, the tech industry changes too quickly, it probably won’t be as good as I thought.

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