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Portfolio

(last update: 17-June-2010)

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Pasture does not practice modern portfolio theory

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Performance

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Portfolio of listed and unlisted companies

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Some potential investments

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CME, GS and HOG (The Gang of Three)

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Disclosures of Interests (HK Stock Ex)

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<Performance>

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Year

 

Pasture's return on total asset*

 

% return in Hang Seng Index with dividends included

Relative Results

 

October 00 - March 02

4.3  %

-23 %

27.3  %

April 02 - March 03  

4.0  

 -17%

21

April 03 - March 04

13.0 %

45 %

-32 %

April 04 - March 05

10.0 %

 10 %

 0 %

April 05 - March 06

14.0 %

16 %

-2 %

April 06 - March 07

10.0 %

28%

-18 %

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April 07 - March 08

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 0.07 %

18%

-17.93 %

April 08 -- March 09

14.8% -38% 52.8%

* Asset is computed at costs, not market prices. Return is the net profit after tax.

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<Portfolio of listed & unlisted companies>

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Please also read our investment policies

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Finance

Company

Cost per share US$, HK$

Current price

per share

Crescent Capital Limited *

NA *

 

NA *

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HSBC

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48.00

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current price

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* Crescent is not a listed company. Returns are obtained via day trade approach, regardless of markets ups and downs.

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Index

Company

Cost per share US$, HK$

Current price

per share

Tracker Fund of Hong Kong (TraHK)

20.5

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current price

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Gold

Company

Cost per unit  HK$

Current price

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Company NA

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World Gold Council

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GFMS

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Goldmoney

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4,063

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Current Price*

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* Gold is purchased regularly, by dollar average method, for preparing world disasters, instead of capital gain. It is just like life insurance. It is insured against the "life" of the world.

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Industry

Company

Cost per share HK$

Current price

Fu Tat Dyeing Factory Limited *

NA *

 

NA*

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* Fu Tat is not a listed company. Returns are obtained via loan interest.

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It is interesting to look at the performance of hedge funds in Hong Kong in the following table (by Securities and Futures Commissions):

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Annualized return
% of hedge funds
> 50%
3%
21% to 50%
17%
0% to 20%
64%
Negative returns
16%

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HKAB Interest Settlement Rates Highlights

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Hedge Fund Indices

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Credit Suisse/Tremont Index

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HedgeFund Intelligence

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Composite Rate in Hong Kong (the cost of bank's business)

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Big Mac Index

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<Some potential investments>

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The following list of investments are "tentative" in the sense that we have not yet done any research on them. They are NOT stock recommendations from us! Some of them may be over-valued for a long while or even have lousy balance sheets. However, we just "feel" that they deserve some attention. Our feeling may be wrong! 

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Please note the precautions we have set up. Also, it might be "fun" to visit the Center for Financial Research and Analyst  and Shareleuth.com before any investment decisions.

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Exchange Traded Funds

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Investment

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Companies/Indices, etc

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Arctic Investment (Northwest Passage, Arctic Bridge, Northern Sea Route)

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Arctic riches coming out of the cold

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Barter Card About Bartercard

Education

eCollege      Blackboard     Nelnet

Finance

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Cash America International Ltd      

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Funeral and Cemetery Services

Service Corp. International    Alderwoods Group Inc  

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Carriage Services Inc.    Stewart Enterprises, Inc

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Dignity

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Shenyang Public Utilities (in Chinese)

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Accessories

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Daka Development Ltd  -- Just shake to charge this Hummer™ emergency light. 30 seconds of shaking for minutes of light. Can be recharged a million times and bulb lasts for 100,000 hours. Water proof and shock proof rugged housing. Ideal for emergency kits and outdoor activities.

Property/Rental

Bubbles

Index-Based Futures and Options Markets in Real Estate

Instant Access Properties

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hk-compass (precautions when purchasing)

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Regus

Uranium

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and

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palladium

Cameco Corp    Fronteer Development Group Inc

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Pinetree Capital    Mega Uranium    Laramide Resources

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Uranium Mining and Exploration Companies

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Report     Statistics     Analysis of Uranium Supply to 2050

Unlisted companies in China

China Merchants China Direct Investments Limited

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Rental in Hong Kong

(parking)

Parking Statistics

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AIG Finance for car park loan

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Bank of American for car park loan

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HSBC for car loan

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Hong Kong Owners CLub and ReferenceCheck.com  background screening for employers and landlords

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Return rate of a washroom (´Z©Ò¥X¯²) in Tsim Sha Tsui could be as high as 27% annually!

Rental (storage) in Hong Kong

HK is a city of very limited spaces! This business idea looks dumb but making money! Some offer franchise!

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MiniCo Self-Storage

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SC Storage

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Store friendly and its franchise

     

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Due to personal data privacy and security, Pasture can only report its net return on capital rate of return of investment capital to public. Serious persons should contact us to enquire about Pasture's audited reports.  

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Pasture Investment Corporation Limited