Author: ccloh Strategic Investor Zone

Portfolio — Mar 2016

1. Change name of “Cashless/Strategic” to “Strategic” so that investment only has 2 categories – “Non-Strategic” and “Strategic” 2. Added “Unrealized” Gain/Loss for “Non-Strategic” section 3. Added “Unrealized” Gain for “Strategic” section 4. Strategically increased First REIT holding by 0.40% at $0 cost, reducing holding price from $0.6188 to $0.6163 5. Received MapletreeInd Trust scrip dividend, increasing holding by 5.17%, reducing holding price from $0.8978 to $0.8537 6. Received MapletreeCom Trust scrip dividend, increasing holding by 16.60% 7. Received CapitaR China Trust scrip dividend, increasing holding by 150% 8. Holding price of Strategic section reduced from $0.1125/share to $0.0979/share...

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FinTech & Investing — Been There, Done That, Move On !!!

FinTech, a hot topics for finance sector at the moment.  What’s exactly is FinTech ?  According to Wikipedia, FinTech stands for Financial Technology, is an economic industry composed of companies that use technology to make financial services more efficient.  When comes to investing in stock market, the term robo-advisers tells all about FinTech. Well, FinTech is not new to me as back in 2013 I already started to develop apps to assist me in investing without actually knowing that is called FinTech (or robo-advisers).  I just did that as I wanted something at that time but couldn’t find in the...

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Has STI Bottom ?

As a follow up to the previous post, How Low Can STI Go ? and with FTSE STI closed at 2,837 on 4th Mar 2016, some interesting event has triggered. Recap of the previous projection based on Elliott Wave, STI was in wave C sub-wave 3 with sub-wave 4 and 5 to go before eventually hitting the bottom.  However, referring to the chart below, there is a violation in the Elliott Wave count. As FTSE STI rose to 2,837 in presuming wave C sub-wave 4, it has overlapped wave C sub-wave 1 (shown in the yellow region).  This has...

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Portfolio — Feb 2015

1. Strategically increased holding of MapletreeCom Trust by 14.27% at $0 cost 2. Entitled MapletreeCom Trust dividend of 2.08 cents/share or scrip 3. Strategically increased holding of MapletreeInd Trust by 2.20%, reducing holding price from $0.9176 to $0.8979 4. Received SingPost dividend of 1.5 cents/share 5. Added CapitaR China Trust at $0 to the Cashless/Strategic section 6. Entitled CapitaR China Trust dividend of 5.23 cents/share or scrip 7. Received Kep REIT scrip dividend, increasing holding by 24.45% 8. Received FrasersCom Trust scrip dividend, increasing holding by 28.14% 9. Received Mapletreelog Trust scrip dividend, increasing holding by 67.48% 10. Holding...

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Nordic Group — A Potential Gem ?

Chanced to come across this stock, Nordic Group, was in 2012 when one of my ex-client, an auntie, asked me for advise about this stock after hearing that the fundamental was good.  A very quiet and thinly traded stock which I have little knowledge about, have no choice but to read through its fundamental as it was my obligation then to provide advice to my ex-clients.  Interestingly, the company was having net profit recovery from FY2011 when it hit the bottom due to the 2008 GFC.  Since then, this stock has been kept in my mind to lookout for...

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Journey To Retirement Part 17 — CapitaR China Trust

Added CapitaR China Trust to the Cashless/Strategic section in my investment portfolio.  This is to replace Cambridge Industrial Trust that was divested last month. CapitaR China Trust was chosen as it is a retail Reit in China.  Retail Reit to me is termed as defensive (just rank behind health care).  While the like of CapitaMall Trust and Frasers Centrepoint Trust can be considered as a “lifestyle” in Singapore due to their suburban malls exposure, those of CapitaR China Trust might not be (China and Singapore should have different lifestyle).  However, China with a population of over 1 billion (vs...

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Portfolio — Jan 2016

1. Strategically increased holding of MapletreeCom Trust by 39.92% at $0 cost 2. Fully recover the capital loss on SembMar divestment, resulting in a slight gain of 2.06% instead 3. Added new investment Frasers Cpt Trust at $1.80 4. Received CapMallA3.8%b220112 interest payment of 1.90% 5. Sold Cambridge Industrial Trust at $0.5256, proceed used to reduce capital cost for Cashless/Strategic section reducing from 1.21% to 0.54% 6. Strategically increased holding of Kep DC Reit by 6.67% at $0 cost, reducing holding price from $0.93 to $0.8719 7. Received Kep DC Reit dividend of 3.28 cents/share 8. Entitled Kep REIT...

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How Low Can STI Go ?

I’m not going to pinpoint exactly where STI will bottom for the current crisis but rather narrow down all the possibilities so that it will be easier to strategize. In order to do that will have to rely on Technical Analysis (TA).  Normally, as a long term fundamental investor using TA doesn’t make any sense but when it comes to the big trend, TA cannot be totally ignored.  This is so because I could adjust my portfolio to cushion for the big crash (detecting possible peak of the bull market) and conduct appropriate financial planning for bargain hunting in...

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Wake Up to Nightmare After SG50 ?

Never have I expected to write an analysis so fast after my annual analysis (Recap 2015 & Looking Ahead 2016) some less than 2 weeks ago. FTSE STI closed 2,882.73 in 2015 and as of today (20th Jan 2016), STI closed 2,559.77, a drop of 322.96 points or 11.20% for that 13 trading days or at a rate of 24.84 points/day or 0.86%/day.  There is a sense of a 2008 deja vu. From my perspective, STI 2,700 level is a statistical reference point as to whether Singapore economy will or will not enter technical recession.  For whole of 2015,...

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Journey To Retirement Part 3.3 — Cambridge Industrial Trust

A year after the divestment and reinvestment of Cambridge Industrial Trust, I finally decided to divest all of that for good at $0.5256 Since the reinvestment last January under the Cashless/Strategic plan, the quantity accumulated is like 5% of the intended target.  In addition, there was no (or very low) capital involved, the sale proceed will be used to reduce the current 1.21% capital being incurred among the 5 stocks (Cambridge Industrial Trust, FrasersCom Trust, MapletreeCom Trust and Mapletreelog Trust).  With that, the capital cost of the Cashless/Strategic section has been reduced to 0.54% or equivalent of $0.204/share for...

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Journey To Retirement Part 16 — Frasers Centrepoint Trust

The 16th part of my investment portfolio in which objective is to create wealth to retire. Stock : Frasers Centrepoint Trust Frasers Centrepoint Trust (Frasers Cpt Trust, FCT) is another retail Reits apart from CapitaMall Trust that I all along wanted to invest in.  With the restructuring of my investment portfolio last year (freeing up capital after 2 divestments so that I could dedicate a portion of it solely for this in the long run) and coupled with the selling down in global market start of this year, I managed to pick up a small portion of it at the...

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Journey To Retirement Part 8.2 — SembMar

Finally, capital loss for SembMar fully recovered ! Since the divestment at a price of $2.60 last August (refer), 5 months later I have fully recovered the capital loss.  At $2.60, the divestment resulted in :- Capital loss = 25.10% Dividend gain = 34.65% Net gain = 9.55% Annualized gain = 1.84% Now with the recovery and to be exact it registered a slight capital gain during the process, the divestment resulted in :- Capital gain = 2.06% Dividend gain = 47.22% Net gain = 49.28% Annualized gain = 8.34% The recover capital was used to offset the initial...

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Recap 2015 & Looking Ahead 2016

Global markets were on a mixed and lacklustre performance for 2015 and below were a comparison from their respective 2014 performance. 2015  vs  2014 Dow Jones      -2.23% vs +7.52% S&P500   -0.73% vs +11.39% Nasdaq           +5.73% vs +13.40% Nikkei225        +9.3% vs +7.12% SSE                  +9.4% vs +52.87% HSI                  -7.2% vs +1.28% DAX                 +9.5% vs +2.65% FTSE100        -4.90% vs -2.71% CAC40              +8.5% vs -0.54% FTSE STI     -14.34% vs +6.24% Most of the bourses fared worse in 2015 with exception of...

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Strategic Investor 2015 Review

FTSE STI ended the year at 2,882.73, down 14.34% for 2015, capping a one of the worst performer in global market for the year.  Below is the review of my investment portfolio for 2015 vs portfolio for 2014. 2015 2014 Variant Unrealized Gain/Loss    +31.97%    +42.54%    -24.85% Realized Gain/Loss    +10.67%    +9.07%    +17.64% Dividend Return    +41.15%    +36.58    +12.49% Cash Holding    +30.83%    +8.44%    +265.28% Portfolio    +83.85%    +92.80%    -9.64% STI    2,882.73    3,365.15    -14.34% As a whole, the investment portfolio overall declined 9.64% vs STI drop...

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Portfolio — Dec 2015

1. Received MapletreeInd Trust scrip dividend, increasing holding by 5.29%, reducing holding price to $0.9176 2. Received MapletreeCom Trust scrip dividend, increasing holding by 33.96% 3. Received Cambridge Industrial Trust scrip dividend, increasing holding by 41.60% 4. Received CapMallA3.8%b220112 interest payment of 1.90% Stock Holding Price* Market Price Unrealized Profit/Loss Dividend Return CapitaMall Trust $1.155 $1.930 +64.87% +55.45% First REIT $0.6188 $1.20 +93.48% +76.16% Genting SP $0.531 $0.77 +44.33% +7.53% KepCorp $7.416 $6.51 -12.58% +33.32% SIA $12.07 $11.20 -7.61% +26.63% SingPost $1.009 $1.64 +61.88% +36.38% MapletreeInd Trust $0.9176 $1.52 +64.30% +39.78% SembMar $2.8851 $2.60 (Sold) -10.85% +41.25% CapMallA3.8%b220112 $1.00...

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