Sep 2019 Portfolio Review

STI (ES3) returns: 3.087-> 3.126 + 0.12 (dividends) =5.15%
HSI (2800) returns: 25.25->  26.7 + 0.15 (dividends) = 6.34%
S&P (SPY) returns: 254.38 ->  291.12 + 1.43164 (dividends) = 15%
Current Portfolio return: 17.35% (bond, stock and funds invested for mum), 24.12% (my stocks only)

Transactions (September)
Purchase of LHT as prices fell as much as 10% intra-day.
Purchase of TTJ as prices fell to 0.21 a share
Purchase of Cosco Shipping Int, twice (2.25, 2.00), due to it being cheaper
Sale of Chuan Hup, due to LHT and Cosco being cheaper by book value.
Sale of Hotel Grand, due to cheaper stocks

The purchase of LHT took place just hours ago, as the price without news.
This is the problem with obscure little stocks that trade thinly. There could be no news, no earnings report, no hints, and stocks that trade thinly like this will have dramatic price movements. Hanwell moved tremendously since Monday. PC Partners, moved from 1.6x to 2 as I write. Hop Fung, which saw strong insider buying since 0.36, corrected from 0.4 to 0.36 in a single day.

This is what I mean when a certain style of investing becomes a kind of religion, a mental pillar or support which protect you from getting influenced too much by the market.