Small investor's portfolio

I am late for this review which suppose to be posted on 01/03/08. The last quarter was bad, but the current quarter is less merciful to my portfoilio. Profit slipped further to -13.32%, biggest loser comes from Fidelity China Focus-SGD follow by Schroder BRIC Fund and Asia Growth. The loses from these 3 pulled down the performance of my whole portfolio.

All the funds have yet to recover from the subprime's ill effects.

My funds holding & returns
Fidelity China Focus-SGD -25.02
Fidelity EUR Agg A-SGD -7.84
First State Glb Resources -1.28
PRU Global Balanced Fund -3.22
Schroder Asian Growth Fund -14.18
Schroder BRIC Fund -15.41
Total returns: -13.32%

China Focus slides further from -16.70% to -25.02%, 1/4 of the capital was gone, but i do get some consolation from the same fund manager for EUR Aggressive fund, loses have reduced to -7.84%. First State Global Resources has also recovered and i believed that this fund is moving towards a positive note within the next 2 weeks.

Prudential fund is doing well too, my consolation for this quarter. The most disappointing funds are the Schroder's funds.

My overall portfolio returns still failed to brighten my day. China and India funds are the worst hit. I am looking to further diversify my Schroder funds and Fidelity fund into fixed income funds. I have yet to decide which fund to go into as of today.

My stock holding & return

Ecowise Holdings Limited -42.37%
KTL Global -9.09%
Lian Beng Group -7.32%
Total returns: -22.74%

Ecowise dropped, nearly half of my capital is gone. I received the Annual Report several weeks ago, i can't remember which day. Overall perfomance of the company is improving turning into positive profits from negative.

I managed to get KTL Global and Lian Beng on the same day after several missed attempts for the past few months. Got them at the price i wanted, current negative signs due to the cost of buying the shares.

Lian Beng is a good company while KTL yet to be proven for its share price, taking a little bit of risk here anyway the investment amount isn't big.

Next review in June 2008.
Current watchlist: GRP, Tat Hong, Sincere.