Author: ccloh Strategic Investor Zone

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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ASEAN Economic Community, AEC

The year was 1997, I was in UK doing a postgraduate course and watching TV on the British Parliament having a debate.  The cheers and jeers from the politicians in support and opposing the speaker’s view was something lively and entertaining to me as this type of scene cannot be found in Singapore Parliament.  The Singapore Parliamentary is just plain boring and dull with most speaking with that monotone and emotionless expression.  Some even MIA from the session and some caught napping during the session.  While entertaining myself with the British Parliamentary, the topics that they were debating soon...

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Market Analysis — 19th Dec 15

The last market analysis for 2015. Finally, US Fed did the long-awaited and overdue rate hike with a 25 basis point increment bring the US Fed fund rate from 0 – 0.25% to 0.25% – 0.50%.  The came after more than 1 year after US Fed completely withdrew the QE3 and also the first rate hike since 2006.  There should be no disagreement now on US Fed decision to start normalizing its interest rate despite the fact that it should have done so much early, probably 6-month earlier.  Then again there should be no fear of the next rate...

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Portfolio — Nov 2015

1. Received SingPost dividend of 1.50 cents/share 2. Received Kep REIT scrip dividend, increasing holding by 30.17% 3. Received Mapletreelog Trust scrip dividend, increasing holding by 115.79% 4. Received FrasersCom Trust scrip dividend, increasing holding by 20.27% 5. Received SIA dividend of 10 cents/share 6. Reduced capital for Cashless/Strategic section from +1.22% to +1.21% Stock Holding Price* Market Price Unrealized Profit/Loss Dividend Return CapitaMall Trust $1.155 $1.905 +62.72% +55.45% First REIT $0.6188 $1.18 +90.26% +76.16% Genting SP $0.531 $0.76 +42.45% +7.53% KepCorp $7.416 $6.55 -12.04% +33.32% SIA $12.07 $10.16 -16.23% +26.63% SingPost $1.009 $1.78 +75.75% +36.38% MapletreeInd Trust $0.9661...

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Portfolio — Oct 2015

1. Strategically increased holding of First REIT by 0.4% at $0 cost reducing holding price from $0.621 to $0.6188 2. Received First REIT dividend of 2.08 cents/share 3. Entitled Kep REIT dividend of 1.70 cents/share as scrip 4. Entitled Mapletreelog dividend of 1.86 cents/share as scrip 5. Entitled MapletreeInd dividend of 2.79 cents/share as scrip 6. Entitled MapletreeCom dividend of 2.02 cents/share as scrip 7. Entitled Cambridge Industrial Trust dividend of 1.204 cents/share as scrip 8. Received CapitaMall Trust dividend of 2.98 cents/share 9. Strategically increased holding of MapletreeCom by 36.63% at $0 cost. 10. Entitled FrasersCom Trust dividend...

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Singapore Economy — Looking Ahead

Singapore economic model in layman description is like a football team with speedie wingers, creative playmakers and lethal strikers (export, tourism, manufacturing, GLCs, etc).  Upon weak opponent (good economic condition), can easily bang in dozen of goals to make the scoreline very impressive but when matches up against a tough opponent (bad economic condition), we can’t score goals and our midfield and defense (SMEs, agriculture, construction & retails sectors, etc) either missing or too weak that allow opponent to over run easily leaving us with the goalie (national reserve) as the last line of defense to save us for...

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Portfolio — Sep 2015

1. Strategically reduced SembMar cost from $3.434 to $3.17, thereby reducing realized capital loss from -25.10% to -18.87% Stock Holding Price* Market Price Unrealized Profit/Loss Dividend Return CapitaMall Trust $1.155 $1.90 +62.29% +52.88% First REIT $0.621 $1.29 +107.17% +72.80% Genting SP $0.531 $0.725 +35.86% +7.53% KepCorp $7.416 $6.78 -8.94% +33.32% SIA $12.07 $10.70 -11.76% +25.80% SingPost $1.009 $1.695 +67.33% +34.89% MapletreeInd $0.989 $1.485 +48.81% +39.78% SembMar $3.17 $2.60 (Sold) -18.87% +34.65% CapMallA3.8%b220112 $1.00 $1.015 +0.56% +15.21% Kep DC Reit $0.93 $1.02 +8.67% +3.83% Cashless/Strategic Cambridge Industrial Trust — $0.61 61.00 cents/share — Kep REIT — $0.955 95.50 cents/share 14.84...

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Post GE 2015 — Shock, Landslide, Dead Cat Bounce

SHOCK ! That the reaction after the result of GE 2015 when the ruling party bounced back from GE 2011 60.1% to 69.9%.  However, the status quo remained the same with opposition party occupying 6 Parliamentary seats (the 7th was due to a by-election after GE 2011).  Now was it really a shock ?  Probably not ! After the breakthrough performance from opposition parties (winning 1 GRC finally) and a low winning percentage from the ruling party, opposition parties must have felt that their times are finally here.  Thereafter, couple more small political parties formed and feeling more confident...

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