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iCap Portfolios of 2008 and 2009

Source by: Investing Notes by bullbear

http://spreadsheets.google.com/pub?key=tC9bD59Bg2AKPA3Bgfyo8qA&output=html



There are 17 stocks in iCap Portfolio for the financial year ended 31 May 2009. This is the same number of stocks as for the previous financial year ended 31 May 2008.

iCap sold:

AirAsia,
Axiata and
VADS.
2 new stocks were included in the present portfolio at the cost of $ 42.95 million, namely,

Astro (31% gain), and,

KLKepong (30.16% gain).

During the last financial year, iCap added more shares at the cost of $ 6.1 million, in 4 pre-existing stocks:

Boustead (average cost of newly bought shares 3.64, giving 8.17% gain)

Parkson (average cost of newly bought shares 4.84, giving 13.62% gain)

PohKong (average cost of newly bought shares 0.36, giving 6.73% gain)

HaiO (HaiO shares are probably from share dividends).