Investment Progress 07.2013

perfPerforma bulan Juli ditutup dengan penurunan drastis (lihat gambar di atas) sehingga YTD tersisa tinggal 8.66%.

Komposisi portofolio adalah:

  • CPIN PER 25.00x
  • MAIN PER 16.98x
  • BBRI PER 9.92x
  • MAPI PER 39.19x *blunder position
  • BTON PER 7.38x
  • SSIA PER 5.47x
  • EKAD PER 5.94x
  • ICBP PER 25.45x

data di atas berdasarkan EPS Q1 2013.

Disclaimer ON!

 

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