Author: ccloh Strategic Investor Zone

Portfolio — Sep 2016

1. Received scrip dividend for Mapletreelog Trust increasing holding by 22.48% 2. Received scrip dividend for CapitaRChina Trust increasing holding by 38.60% 3. Strategic cost/share reduced from $0.2529 to $0.2390 Stock Holding Price* Market Price Unrealized Profit/Loss Dividend Return Non-Strategic CapitaMall Trust $1.155 $2.17 +85.52% +62.63% First REIT $0.609 $1.355 +121.96% +86.45% Genting SP $0.5314 $0.75 +40.57% +10.35% KepCorp $7.4156 $5.39 -27.67% +37.37% SIA $12.0697 $10.51 -13.33% +29.53% SingPost $1.0093 $1.46 +44.06% +41.83% MapletreeInd Trust $0.8537 $1.785 +107.73% +46.41% CapMallA3.8%b220112 $1.00 $1.016 +0.66% +17.13% Kep DC Reit $0.8719 $1.22 +38.91% +11.42% Frasers Cpt Trust $1.6314 $2.20 +33.16% +5.13% Unrealized...

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Journey To Retirement — CPFIS

10 years ago I opened my CPFIS investment account to start my journey in stocks investing with CPF money.  After a decade, the conclusion I get from those experiences is you can only achieve good return (beating that 2.5% pa on OA) if you do it correctly, that is through long-term fundamental or value investing.  There has been talk on CPFIS is not “fit for purpose”, time for review, etc lately.  Frankly speaking, I do not agree to that 100% neither do I object that 100% too. Like many others I started doing short-term investing/trading from 2006 to 2008...

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Portfolio — Aug 2016

1. Entitled CapitaR China Trust scrip dividend or cash dividend of 5.32 cents/share 2. Received SIA dividend of 35 cents/share 3. Received SingPost dividend of 1.5 cents/share 4. Increased MapletreeCom Trust holding by 74.35% through preferential offering at $1.42/unit 5. Received scrip dividend for Kep REIT increasing holding by 27.93% 6. Received FrasersCom Trust scrip dividend increasing holding by 11.23% 7. Strategic cost increased from 0% to 1.78% due to MapletreeCom Trust preferential offering, resulting in $0.2529/share for all of Strategic section stocks. 8. Free cash deceased from 33.60% to 31.83% due to MapletreeCom Trust preferential offering. Stock Holding Price*...

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Stock Incubator

Started in 2010 decided to put aside a portion of money from my trading capital to buy a stock, which I deemed could provide multi-fold return in the future, under observation.  Once certain conditions are met, the stock will be transferred to my long-term investment portfolio.  As such a move is relatively higher risk than the usual investment, only a small portion of capital is allocated to it (amount of money that I could afford to lose if things turn sour).  This is what I termed as calculated risk.  After all, nothing is risk free in this world (money...

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Portfolio — Jul 2016

1. Received CapMallA3.8%b220112 interest payment of 1.9% 2. Strategically increased First REIT holding by 0.39% at $0 cost, thereby reducing holding price from $0.6114 to $0.609 3. Received First REIT dividend of 2.11 cents/share 4. Received Frasers Cpt Trust dividend of 3.04 cents/share 5. Received SingPost dividend of 2.5 cents/share 6. Received Kep DC Reit dividend of 3.34 cents/share 7. Entitled Kep REIT scrip dividend or cash dividend of 1.61 cents/share 8. Received KepCorp dividend of 8 cents/share 9. Received CapitaMall Trust dividend of 2.74 cents/share 10. Entitled FrasersCom Trust scrip dividend or cash dividend of 2.4101 cents/share 11....

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Portfolio — Jun 2016

1. Received MapletreeCom Trust scrip dividend thereby increasing holding by 9.79%2. Received Mapletreelog Trust scrip dividend thereby increasing holding by 44.66%3. Strategically increased holding of MapletreeCom Trust by 8.03% at $0 cost4. Strategically increased holding of Frassers Cpt Trust by 11.11% at $0 cost thereby reducing holding price from $1.80 to $1.63145. Entitled CapMallA3.8%b220112 interest payment of 1.9% Stock Holding Price* Market Price Unrealized Profit/Loss Dividend Return Non-Strategic CapitaMall Trust $1.155 $2.13 +82.07% +60.28% First REIT $0.6114 $1.25 +103.95% +82.99% Genting SP $0.5314 $0.725 +35.86% +10.35% KepCorp $7.4156 $5.50 -26.19% +36.29% SIA $12.0697 $10.66 -12.09% +26.63% SingPost $1.0093 $1.47...

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Journey To Retirement Part 1.2 — Genting SP

2016 is the 10th year that I have vested in Genting SP share.  Bought into it in April 2006 after knowing that Singapore was going to build 2 IRs then and Genting SP was one of the company going to bid for one of the IR.  This will be the 2nd longest stock I have ever hold in investment with SingTel being the longest after holding for 14 years from start of IPO in 1993 to 2007. I was pretty confident that Genting SP will be involved in one of the IRs back in 2006 after the Government decision...

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STI Expanding Triangle ?

With FTSE STI 2,800 level broken today, this has invalidated the Elliott Wave 3 previously described (What’s Next For STI ?).  However, the uptrend since the rebounding at 2,540 still yet to be invalidated.  As such, technically, STI still on the uptrend.  With wave 3 invalidated, current STI will have to reconsider as wave 2.  These wave 2 is not the typical 3-pattern (A,B,C) type but on a possible Expanding Triangle pattern. Theoretically, this is how an Expanding Triangle looks like with a 5-nodes of A,B,C,D,E then resume the previous trend. Looking at STI chart after today, 4th May...

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Portfolio — Apr 2016

1. Change Strategic section Unrealized to represent a percentage of the total cost of Non-Strategic section 2. Strategically increased holding of First REIT at $0 cost by 0.794%, reducing holding price from $0.6163 to $0.6114 3. Strategically increased holding of MapletreeCom Trust at $0 cost by 10.71%, reducing total cost for Strategic section from $0.0979/share to $0.0951/share 4. Entitled Kep Reit dividend of 1.68 cents/share or scrip 5. Received CapitaMall Trust dividend of 2.73 cents/share 6. Received First REIT dividend of 2.11 cents/share 7. Received KepCorp dividend of 22 cents/share 8. Entitled FrasersCom Trust dividend of 2.4526 cents/share or...

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What’s Next For STI ?

A follow up to the previous post of “Has STI Bottom ?”, it should be confirmed that Elliott Wave 3 already started after STI broke the 2906 level last week. The Wave 2 retracement which was expected to hit between 2,680 to 2,770 didn’t materialize as STI only pulled back to a level around the 2,800 level.  That doesn’t mean it is invalid in Elliott Wave as the theoretical retracement level is just a guideline (which may or may not follow) rather than a rule.  The breaking above 2,906 last week also ascertained the completion of Wave 2 and...

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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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