Our Dim Sum Portfolio gained 10% in 2H2017 -- not exactly a sizzling return though it's almost double the 5.5% achieved by the Straits Times Index in the same period.

The portfolio, which began life six months ago, had one really outstanding stock -- Tawana Resources, which gained 91.7%.

construct10.17Infrastructure being put up @ Bald Hill project of AMA and Tawana. Photo: CompanyAussie-listed Tawana is the JV partner of Alliance Mineral Assets (AMA), which has done respectably with a 18.8% gain in 2H2017.

For the full year, Singapore-listed AMA returned a whopping 322% (surging from 9 cents to 38 cents) while Tawana, 360%, (from 10 cents to 46 cents) as their project in Australia raced to become the next producer of lithium concentrate globally in early 2018.

Here's how each stock did:

 

Buy price ($)

Dividend

29 Dec ‘17
 share price ($)

% gain (loss)

Alliance Mineral Assets

0.32

 

0.38

18.8

Cityneon

0.97

 

0.935

-3.6

CNMC

0.26

 

0.26

0

Del Monte

0.32

0.0061

0.275

-12.2

DISA

0.013

 

0.015

15.4

GSS Energy

0.164

 

0.162

-1.2

HL Global

0.41

 

0.485

18.3

InnoTek

0.38

 

0.36

-5.3

IPS Securex

0.83

0.73

-12.0

Mandarin Oriental

2.06

0.015

2.02

-1.2

Nordic

0.38

0.00653

0.56

49.1

Singapura Finance*

1.03

 

1.01

-1.9

SunMoon

0.108

 

0.092

-14.8

Tawana Resources

0.24

0.46

91.7

United Global

0.35

0.385

10.0

Average

     

10.1

*Singapura Finance was sold in Sept 2017


The 15 stock ideas came from 11 investors, hence it's a dim sum meal made up of various risk profiles, various return potential, etc. 

But all are supposed to be "tasty" for some reason or other, and a few hold the promise of sizzling returns. 

One of the stock pickers is adding Sayona Mining, an Aussie-listed lithium miner, to the portfolio at the current price of 7 cents.

Together with Tawana and AMA, the addition of Sayona is to ride on a global phenomenon: New cars will increasingly be powered by lithium-ion batteries. (For an analyst report on Sayona, click here

The starting batch of stock ideas in the portfolio was reported in . 

For simplicity, the portfolio's gain was based on each stock's end-Dec price and original entry price, and dividends received, if any. And each stock had equal weightage in the portfolio. 

The Dim Sum portfolio succeeded the Nasi Lemak portfolio, which had an impressive trajectory over two years that led to a 143% gain.

That portfolio has ceased in order to make way for brand new stock ideas. (See: 
 )

 

Returns incl dividends (%)

AP Oil

12.0

CapitaLand

18.0

Chip Eng Seng

18.4

CNMC

-30.5

Cogent

49.3

DBS

21.0

Golden Energy & Resources

-25.2

Keong Hong Holdings

20.8

Memtech

13.0

Old Chang Kee

-1.2

Sarine Technologies

-44.9

Second Chance

-1.9

Singapore Exchange

1.7

Straits Trading

-5.6

The Hour Glass

0.8

UOL Group

28.9

Venture Corp

104.5

The Edge Singapore reported that its portfolio ended 2017 with a 14% gain for the full year, inclusive of dividends.

The Straits Times Index gained 20.4%, in comparison.

Here's The Edge Singapore portfolio (see table) as it ended 2017. Not shown are dividends collected and realised gains & losses, and cash holding.

For the full-page report, go buy a copy of the weekly at the newsstands for $5.


Note: The Dim Sum Portfolio reflects the diverse investment interests and perspectives of 11 investors and are not a recommendation for any reader's investment. 

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Counter NameLastChange
AEM Holdings2.480-0.020
Best World2.4700.020
Boustead Singapore0.955-0.005
Broadway Ind0.1390.012
China Aviation Oil (S)0.9500.010
China Sunsine0.410-
ComfortDelGro1.480-
Delfi Limited0.9250.005
Food Empire1.360-
Fortress Minerals0.320-
Geo Energy Res0.325-0.010
Hong Leong Finance2.490-
Hongkong Land (USD)2.990-0.050
InnoTek0.5350.025
ISDN Holdings0.3100.005
ISOTeam0.0410.001
IX Biopharma0.052-
KSH Holdings0.250-
Leader Env0.049-0.001
Ley Choon0.044-0.001
Marco Polo Marine0.0690.003
Mermaid Maritime0.1470.010
Nordic Group0.365-
Oxley Holdings0.090-
REX International0.1460.002
Riverstone0.760-0.010
Southern Alliance Mining0.485-
Straco Corp.0.4950.005
Sunpower Group0.220-
The Trendlines0.070-0.002
Totm Technologies0.025-
Uni-Asia Group0.820-
Wilmar Intl3.5400.010
Yangzijiang Shipbldg1.770-0.050
 

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