Possibly The Worst Time to Invest – 3 Years On

This is an annual blog series that I started 3 years ago to document the worries about investing at the wrong time, which would bring losses and headaches. The blog series track the performance of 2 passive portfolios invested in index funds using the portfolio rebalancing strategy. Both portfolios comprise of 70% allocation in stocks and 30% in bonds. The plain vanilla portfolio invests in global … [Read more...]

I Read therefore I Write : Next Financial Crisis May Cause by ETF

On 19th April , The Business Time published an article on issues related to ETF , “Vanguard is growing faster than everybody else , combined !! “. No doubt , ETF which is tracking indexes from all over the world is getting so popular because of lower cost as compare to active management. “In the last three calendar years, investors sank USD$823 billion into Vanguard Funds , by any measure , … [Read more...]

Consolidating my portfolio and diversifying

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Been busy recently, and trying to start an Amazon ecommerce business as a sideline to provide additional cashflow (as well as doing some additional due diligence in reading materials related to it). Haven't had much time to work on my watchlist as well. Finally got to combining my US and SG portfolio together, and thus will track something like the FTSE All-World Index funds for a better … [Read more...]

Short Portfolio Update

Just a quick update to my portfolio because there has been a flurry of activities. Sale of Hyflux Preference Shares Sold all Hyflux Preference Shares in my CDP to realize an approximate 10% gain. I managed to "pick some pennies" on this company debt instrument and have decided to allocate my capital to the below 2: Memtech International The thesis for Memtech was pretty simple. It is … [Read more...]

Sector Diversification

In my ebook The Bedokian Portfolio, I constantly harped on diversification of asset class and foreign financial markets, but I did not touch much on sector diversification. In this blog post, I would share a bit on the sector aspect. What is a Sector According to Investopedia, sector, or sometimes called the industry, is “… an area of the economy in which businesses share the same or a … [Read more...]

Is The Singapore Stock Market Healthy? A Billionaire Speaks Out

Billionaire investor, Paul Tudor Jones, has a stark message for fellow investors in Singapore. Years of low-interest rates, avers the legendary macro trader, have bloated stock valuations to a level not experienced in the country since 2000. He states that it happened before the tumble of the Nasdaq, which stood at 75% over a period of more than two years. He argues that such a value of the stock … [Read more...]

ONE THING I DISCOVER ABOUT AGMS

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Dear readers, this is AGMs season. With many of the AGMS being held on weekdays, I believe investors interested in attending an AGM of a particular company would need to apply for their leaves in order to attend. These few days, I have been receiving so many A4-sized envelopes containing the traditional hardcopy annual reports. I have also been receiving smaller-size plastic covers containing … [Read more...]

Stock Incubator — Nrodic Group, Strategic Objective Achieved

A following up to last month partial divestment of Nordic Group (refer here), with a total capital gain of 207.60%, this indicates that the initial capital I have vested in the stock is back to my pocket again.  As such, the remaining holding is therefore considered mathematically impossible to lose money.  That is risk-free (my definition of risk-free and not those government backed type of bond … [Read more...]

Never Attend Any AGM and Don’t Read Annual Report Anymore???

Probably; Uncle8888 is one of those retirees and investment bloggers who till now never attend any AGM and don't read annual reports anymore; BUT he follows every piece of news and quarterly announcement of companies in his watch-list closely. Like that also can survive? Retail investing is more than just analyzing. Stock Market - What is the nature of this beast? Stock Market is one … [Read more...]

"Women are like the rake in poker."

I was chatting with a reader on FB about saving money and I gave him a link to one of my old blogs:http://singaporeanstocksinvestor.blogspot.sg/2011/12/common-piece-of-advice-on-saving.html I was scrolling through the comments section and found this: Reader: Hah, while I definitely agree with what you say about the tips on drinking water from coolers, for the large part, it is a very male … [Read more...]

Child Portfolio – "Apr 17 – SG Transactions & Portfolio Update"

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We celebrated my elder son 3rd birthday during the weekend and thought I'd do my usual annual update on his portfolio on his birthday. As part of the annual exercise, I'd try to top up his equity position by giving him presents in the form of stock shares, which would help him compound over his years of growing up. Given that Singtel has been dropping recently, I added 300 shares of Singtel … [Read more...]

MAS: Don’t trade in binary options on unregulated platforms (2)

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Read? MAS: Don't trade in binary options on unregulated platforms I am Millionaire! I am Millionaire! I am Millionaire! then get a few others to provide testimonial and chant the same ... I am Millionaire! I am Millionaire! I am Millionaire! No need for any audited proof that I am Millionaire! A long line of Bei Kamping will be queuing up to be slaughtered for their … [Read more...]

Fortune 500 Rankings: The Top Are Not Necessary the Great

If you stroll through the Fortune Rankings of the world’s companies, you probably see the MNC you are working in at the top 500 list. Or in another instance, your employer may be one of the best or top performers in a particular market or industry which is operating similarly to how the smartphones’ market share is dominated by a few major competitors. The main point here is not that they can be … [Read more...]

Spend more money to make more money!

Reader: I am from a humble working class family, staying with my grandmother, parents, and younger brother in a 4 room flat. My younger brother is very intelligent but doesn't like school. He ventured into MLM last year and enjoyed some early success. Now, he wants to buy a car and it has to be a Mercedes Benz or BMW. I told him to save the money. He said he must look successful and rich to … [Read more...]

Asian Pay Television Trust (APTT) – The Reasons Behind Its 7% Jump Yesterday?

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If you are vested with the Asian Pay Television Trust (APTT), I am sure its performance yesterday (which is a whopping 7.14% jump to $0.525) put a smile on your face. Some of you might already took profit out of this "rare" jump. The question is what trigger the jump? Reading through numerous sites, my personal interpretation/guesstimate are : Appointment of new CEO, Brian Mckinley and … [Read more...]

WILL YOU BUY TWO OVERSOLD ONCE “SEXY” STOCKS?

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There are two penny stocks which are oversold in terms of RSI. These are penny stocks which were quite “sexy” before due to the possible growth story. The first of these stocks is QT Vascular, a bio-technology stock which aim for some good innovation in the medical industry. I bought QT Vascular stock before and sold it for some profits and did not look at the stock again until today where I saw … [Read more...]

How much can A Young Singaporean Adult Earned in the Next 10 Years?

One of the biggest uncertainty for a young adult is that you are unsure where your career will take you. Or whether you will stay in that career at all. Many people took a particular route and realize that they hate their job. This is why sometimes I feel doing 2 years of work in your industry before taking a degree might calibrate your university decision better. As we start working, … [Read more...]

Aoxin Q&M Dental Group Limited

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Aoxin Q&M Dental Group Limited ("Aoxin" or the "Company") is placing out 57m Placement Shares at $0.20 each for a listing on Catalist. There is no public tranche. The IPO closes on 24 April 2017 at 12pm and will start trading on 26 April. The market cap post the Honour Subscription shares 372m is $74.4m. Principal Business   The Company is one of the leading providers of private … [Read more...]

Engro Corporation – What really matters in a Stock (Construction)

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Investing its not for people with the mentality of wanting to get rich immediately Comparison done with NSL Ltd (N02) 1)  IDENTIFICATION OF COMPANIES THAT ARE UNDERVALUED. Price to book ratio : 0.495 (50.5% Below fair value) N02 – 0.809 Price to earning ratio : 18.827 ( Below industry standard – 20.9)   N02 – 39.28 2)  LEARN ABOUT THEIR NUMBERS Debt To Equity : 4.8% | 4.68% Growth … [Read more...]

Micro-Mechanics – DCF Analysis

I bought Micro-Mechanics for 15,000 shares at a share price of 86 cents back in Oct 2016 on the thesis of semi-conductor sector rebound and heading back into the upcycle momentum. The semi-conductor sector is cyclical in nature so it pays off big time if you can predict the bottoming and rebounding of the cycle. The same suffering goes if the prediction is wrong the other way round. The … [Read more...]