Author: Dr Wealth

[Case Study] How Our Graduate Made 250%+ Gains On A Steel Stock [And Our Exact Process]

Editor Notes: Factor Investing is an evidence-based approach that aims to achieve 100% gain per stock – with annualised portfolio returns of 15-20%.  The purpose of publishing our case studies is not to entice you into investing in the hopes of overnight fortune. All investing comes with risks.  We Dr Wealth, and any of their associates will not be liable for any losses incurred in your investments. We hope that this case study will help you become a better investor.  In today’s case study, we’ll share how Terence Ong used the Factor Investing Framework to gain 250% returns (or...

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[Case Study] How Our Graduate Made 250%+ Gains On Nico Steel Holdings [And Our Exact Process]

Editor Notes: Factor Investing is an evidence-based approach that aims to achieve 100% gain per stock – with annualised portfolio returns of 15-20%.  The purpose of publishing our case studies is not to entice you into investing in the hopes of overnight fortune. All investing comes with risks.  We Dr Wealth, and any of their associates will not be liable for any losses incurred in your investments. We hope that this case study will help you become a better investor.  In today’s case study, we’ll share how Terence Ong used the Factor Investing Framework to gain 250% returns (or...

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[Case Study] How Our Graduate Made 250%+ Gains On Nico Steel Holdings

Editor Notes: Factor Investing is an evidence-based approach that aims to achieve 100% gain per stock – with annualised portfolio returns of 15-20%.  The purpose of publishing our case studies is not to entice you into investing in the hopes of overnight fortune. All investing comes with risks.  We Dr Wealth, and any of their associates will not be liable for any losses incurred in your investments. We hope that this case study will help you become a better investor.  In today’s case study, we’ll share how Terence Ong used the Factor Investing Framework to gain 250% returns (or...

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[Case Study] How We Made 48% Returns On Hisense Home Appliances [And Our Growth Strategy Explained]

Frequent readers of our blog will know that this is our second article in the past week covering a stock we previously held. As is now what is becoming a custom, we will present the evidence of our transaction first. Entry Price: HK$8.42 on 08 Dec 2017 Exit Price: HK$12.10 on 08 Apr 2019 This is not us bragging. We simply wish to set the bar higher. In the armed forces, leaders lead by example. That is the very reason why some men would go to hell and back with the right leaders.   This is something we have...

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How To Build a Winning Portfolio For New Investors [And My Slides Included]

Last Saturday, I was invited by SGX Regular Shares Savings event to present to over hundreds of young investors who were very eager to kickstart their investing journey. The topic I was sharing was portfolio building through the use of stock ETF and bond ETFs. This is a very simple idea for investors who like to DIY their investment to achieve decent returns without spending too much effort. You can even save the fees from using online platforms like robo advisor. So it’s a bit like “No thanks to robo advisor cause you can do it by yourself.” So...

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The Story of a Hyflux Investor [That No One Talks About]

You’re a university graduate. You’re a professional worker 15 years into your career. You’re a retiree. It doesn’t really matter. What matters is that you have cash – boatloads of it. And if you don’t, you’re going to make it. You’re planning for the family you want to have, the house you want to buy, the holidays you want to take, the retirement you want to have. And these things don’t come cheap. So you start trying to grow your money. Business is out. Too much you don’t know, and you’ll need too much money you don’t have. What...

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[Case Study] How I Made 153% Gain on Oriental Watch [And My Exact Thought Process On Finding Undervalued Stocks]

Today, I will show you how I made 153% gains (both capital and dividends) on a severely undervalued watch company listed on the Hong Kong Exchange. First, the evidence. This isn’t just talk. These are real case studies made on our past transactions – we believe in having ‘Skin in the Game’ and share only what we do rather than just having theory and storytelling. I will explain the rationale behind my decisions as well: Why I Bought: Severely undervalued with positive operating cash flow. Why I Held: Fundamentals of the business did not deteriorate. Why I Sold: Rules...

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AskDrWealth: Analysing Banks, Stock Research Tools & SRS for REITs/ETFs

We started Ask Dr Wealth with a simple goal: We want you to be a better investor. To that end, every week, we round up the top discussions we feel you readers will benefit from the most and put it up here for easy consumption. Today’s post covers: How to Analyse Bank Stocks Stock Research: Which websites and tools (free and paid) do you use? Supplementary Retirement Scheme Money: REITs or ETFs? Top Four Investing Lessons from Our Ask Dr Wealth Members! #1 – How to Analyse Bank Stocks? We previously wrote a full article on how to analyse...

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AskDrWealth: Financial Freedom, $1.5K Salary’s Problem & REIT Criteria

Great news! In less than a week, we have over 700 readers joining us and more than 481 engagements happened on Ask Dr Wealth community group, a place where we aim to foster a community of learners who want to become better investors. There were a ton of high quality and meaningful discussion about financial freedom, stocks strategies and valuation techniques by the community members and the team at Dr Wealth like: And More giveaways and contests are coming your way — so come and join us now! Most importantly, a big congratulations to Jason Liew, Chua Mao Jie, and Lawrence...

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3 Powerful Lessons I Learned from an Early Retirement Millionaire

Reading time: 15 minutes. Early retirement isn’t about having dim sum on the beach. It’s about control over your life. It’s about freedom in your life. Freedom to live the life you want – on terms that you decide. Christopher Ng How many of you would jump at the chance to pick the brain of a millionaire investor who managed to retire at 39? I think most people would want an opportunity like that. Well, I got one such opportunity on November 10th, 2018. In front of me sat a millionaire – though I was getting more suspicious by...

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Dividend Investing: The Ultimate Factor

For: Individuals interested in Dividend Investing, Early Retirement, Passive Income, finding Dividend Stocks. In this article, we focus on: The Ultimate Factor to identify good businesses to invest in for passive income as well as how the lack of this factor leads to losses. Real-life case studies using Starhub and Singtel. A list of factors to help you screen the numerous stocks listed so you can dig for gold while avoiding trash. First: the ultimate factor for investing in companies that provide consistent, sustainable dividends is known as the company’s free cash flow yield. Why? Dividends are typically paid...

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How This 10-Step Value Investing Checklist & Mindset Helps You Get Better Returns

In this article, I will provide a Value Investing Safety Checklist that you will find useful to follow. I will also be providing you a mental framework (mindset) that you should understand first since it affects your ability to gain superior returns. “No wise pilot, no matter how great his talent and experience, fails to use his checklist.” Charlie Munger, Vice Chairman of Berkshire Hathaway Combined, this Mental Framework and Value Investing Checklist should remove personal biases from the equation while helping you avoid financially weak companies together with identifying under-valued, financially strong companies. In turn, this can help...

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Should You be Investing in Whisky?

Whisky is for drinking. But can it be a solid investment instead? The first thing we think about whisky, is that it is for drinking – but…can it be a solid alternative investment vehicle instead? With rising affluence, could some of the wealth be pouring into this vertical – traditionally viewed as an old’s man drink or a party drink, as evidenced by a shifting paradigm towards whisky as an asset class? History says yes. Below is a chart of the Rare Whisky Icon 100 Index: The Rare Whisky Icon 100 Index rose from 100 points in 29 Dec 2008 to 593.63 in...

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The 2019 Toto Hong Bao Draw

James looked up from the snaking queue and muttered a silent curse. He had barely moved in the past ten minutes. This is taking longer than he had imagined.  He reached in for his phone to check the time. The iPhone Face ID algorithm got his face right every single time and unlocked it automatically, even when all he wanted was to steal a peek at the clock face. He had been amongst the first few in Singapore to receive the phone and was throughly impressed by the technology. But after a while the novelty has worn off and he found himself getting irritated occasionally. ...

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How Much You Need To Retire in Singapore & How You Can Get There

It’s the tinge of unease when you look at your bank account. That trickle of sweat going down your spine when you think about the future. That sigh when you think about how you’re going to try and pay for everything. The constant worry. The fear. You spend most of your time working, taking care of your family, your loved ones. Money keeps going out – and it seems like it’ll never stop going out. Can you afford to stop working? Can you afford to stop making money? Can you afford to retire? If you’ve wondered: Can I ever...

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