February turned out to be a very good month as many stocks went on a rampant run upwards.

I've been very fortunate to have many of my companies "breaking out" either due to good news or good results and as a result this has propelled the portfolio upwards this month.

There's not a whole lot of transactions which I did for this month as I was pretty busy with home domestic tasks especially with the newborn of my son.

I added an additional 15,000 shares of Kingsmen at 60 cents as I continued to build my position up. In my view, this is still a company which I thought was cheap due to its depressed gloomy outlook and I will continue to build my position slowly in this one as time goes by. The near term catalyst to the PnL in my view will be when their newly built HQ will be ready in 2018. Putting numbers into perspective, I think they would capitalize the $35m less $7m land (assuming no other improvements to the building) for a period of 30 years. This works out to be $1m each year as compared to the current $4m operating lease they are paying. This will immediately be profitable to the bottomline. In terms of cashflow, this will also improve.

I also doubled my position in Fraser Logistic Trust (FLT) at 93.5 and 92.5 cents respectively and this immediately become my biggest position in the portfolio. Their recent results was decent and somewhat expected and there are no big surprises. I still believe that this is a good young portfolio of assets which will yield a decent 7% for quite a while.

The portfolio for the month is currently up to $492,646 (+0.9% month on month; +44% year on year; this includes capital injection, dividend reinvested and capital gain unrealized).

The cash portion has been reduced to around 21% as I continued to allocate capital to a few companies abovementioned.

This is a massive month in terms of dividends for me.

I'd be receiving quite a bit of dividends this month which I have not taken into consideration so this would go into the next month warchest unless I choose to deploy.

Cashflow has been brutal this month as I had registered negative cashflow of near to $15k due to the hospital bills. Thankfully, this is something which I have budgeted before hand so everything is going well and expected. No surprises on this one though it's rather heavy on the shoulder.

I mentioned about this in my Jan post so I will not repeat to it again here.

Just to update on the status, it appears now that likely it will be a winning ticket so I will be expecting for quite a lump sum in the next few months. This is currently valued conservatively at $0 value on my balance sheet.

That's about it for this month.

I am currently still on paternity leave as I am handling a few administration task related to the immigration but will be back to work next week. Busy times ahead. Let's work our ass off on this one.