May 2015 Month-end Update

May 2015 Month-end Update

Period of evaluation:- 1/5/2015 to 30/5/2015

My Returns:-

Investment Capital	USD 411.25	MYR 1,468.16 (@MYR 3.57/USD)
Current Investment Value	USD398.49	MYR 1,457.72 (@MYR 3.66/USD)
% Rate of Return (ROR)  % Year-to-date (YTD)	-3.10% -1.06%	-0.71% (FOREX-adjusted) 0.54% (FOREX-adjusted)

 

S&P 500:-

Index value (30 Apr 2015)	2,085.51
Index value (30 May 2015)	2,107.39
% Rate of Return (ROR)  % Year-to-date (YTD)	1.05% 0.33%

Dow Jones Industrial Index:-

Index value (30 Apr 2015)	17,840.52
Index value (30 May 2015)	18,010.68
% Rate of Return (ROR)  % Year-to-date (YTD)	0.95%  -0.13%

May has been a rough month for me, with a number of unfavorable market conditions directly affecting the share prices of the financial counters I held. But for the most part, it was my own fault for not taking profit when I could; I was initially leading the market by 1.17% before the huge market sell-off started. This would be the second time something like has happened. I had a target price in ind for the counter I owned, and instead of reading the signs and realizing that a market sell-off was imminent, I stubbornly chose to keep holding onto those counters. Well, lesson learned. I will be making much wiser decisions about when to sell my stock counters from now on, i.e. if the market start showing warning signs, take action!