“Investing is like taking a train”

Posted by Of Bulls And Bears | Jun 18, 2018 | Investing |

A short post here to share on an analogy which came upon because I was too focused on my phone and took the wrong direction of the train early in the morning to work. On other occasions, I did not alight at my stop because I was not paying attention. To explain my foolishness, this is actually quite a common habit as validated by fellow colleagues. I would like to relate how taking a train is like how investments work. There is usually an expected outcome which we desire to happen in each of our investments. That outcome is...

Analysis: Fast Growers

Posted by Of Bulls And Bears | Jun 9, 2018 | Investing |

Before we start, I have recently added my stakes in Singtel and Lippert Components at SGD 3.26 and USD 86.00 respectively. This makes Singtel the majority in my holdings. I may have to re-adjust Singtel shares again due to such exposure. For now, I will collect the dividends. Sold Oracle shares at a slight loss to raise cash levels as well as hesitated adding stakes in IRobot when it got cheaper. Accidentally, current portfolio constitutes a 50/50 allocation in SG and US markets. Now the main topic, I will be running through the fast growers in short summaries. Young...

How to Invest our time wisely

Posted by Of Bulls And Bears | Jun 3, 2018 | Personal Development |

There is a saying “The person you’ll be in five years from now, depends on the information you feed your mind today”. After a long day from work, it is understandable to come up with excuses to remain productive. We are all tired. For those who have their own houses or families, this may mean less time after clearing of chores and taking care of kids. Yet, hardly do we find excuses to resist the indulgence of leisure such as gaming or TV shows? It is poor usage of time if our entire spare time are spent on entertainment....

Saving 47% to 50% of Salary: My Expenses

Posted by Of Bulls And Bears | May 26, 2018 | Personal Finance |

There are some fellow bloggers who really did a great job in their savings during their twenties. We have endless factors spurring or hindering us to how much we had saved today. It comes down to the level of indulgence in terms of food and leisure, how we control our expenses in transportation and utility bills, how cheap or expensive our interests/hobbies are, the type of insurance plans we get or avoid, the investment decisions we make and the interests/rebates we earn. Realistically speaking, kids whose parents pay for their education, car licenses and hobbies will surely have an...

Analysis: Large Value in Current Holdings

Posted by Of Bulls And Bears | May 23, 2018 | Shares & Derivatives |

During the time to time market volatility, we should be reminded that there will always be worries and risks in any companies. Our risks should be mitigated by the margin of safety in terms of our price and from the information we gathered. We serve ourselves much less apologies or regrets if we are able explain why and what we have done what we did. Doing it at the right time is equally crucial. As mentioned in the previous post, I will run through the five companies currently held and share my research and opinions. Singapore Telecommunications (Z74) As...

Overview of Current Holdings

Posted by Of Bulls And Bears | May 20, 2018 | Investing |

At last, I got to rebalance and fixate my portfolio to an extent and the current “uncertain” period was actually in favor of it. This revamp is in hope of minimizing on transaction costs (the Bane of investing) for the long term through the constant in and out. Let’s just say that it is time to put money to work by itself than the approach of having endless portfolio revamps. Below is a brief overview of the companies in my portfolio, with an overall and average estimated 3.16% of annual dividends after tax. Deeper analysis will be shared in the next...

Portfolio for Recession?

Posted by Of Bulls And Bears | May 5, 2018 | Investing |

Global investors have one recent concern in common: Recession It has been 10 years and we probably feel the next is coming very soon. None of us will know when, so what is the best thing to do? Sell all your holdings to risk losing to inflation? Probably no. Hold on to your current eggs? Maybe not too. I am not sure what others have in mind but this strategy came into my mind while I was trying to sleep: 1. Create a “Wish list” of companies to hold for Recession. 2. Sell the companies not found in your...

Why technology has actually made Stock picking both tougher and easier

Posted by Of Bulls And Bears | Apr 18, 2018 | Investing |

I came to believe recently that one of the rising challenges of current investors is research. This is despite that technology has benefited us when it comes to receiving timely and accurate information/comparisons. We no longer have to wait to see market prices on letters or newspapers the same way as how the legendary gurus did. The list goes on and on. However, technology actually makes it tougher for investors to get into the market early. With my available time and energy, I have been trying to research whenever possible and found some good companies. However, I am mostly...

Forex demo account, have fun without getting burned

Posted by Of Bulls And Bears | Apr 14, 2018 | Forex |

Forex trading is considered a high risk derivative. There are people who take classes to learn how to trade, yet a 100% rate of success is not fully guaranteed. What makes Forex so risky?• Unlike stocks, you cannot really queue for a desired price. In order to get into a trade, you have to pay a slight premium be it a Long or a Short. In other words, you are already making a loss by entering a trade. (similar to brokerage fees)• In order to make it big, we need high leverage to secure good profits. Thus, losses will...

My thoughts on Takeover news

Posted by Of Bulls And Bears | Apr 1, 2018 | Investing |

Takeover news can be both favorable and unfavorable, depending if the company is the one issuing the offer or the one receiving the offer. The amount offered or rumored to be transacted plays another part. So this is the logic: when company A pays a premium buying company B, share prices of company B will roar upwards while company A’s shares may plunge (due to the ridiculous offer) or surge (due to it being a great acquisition). After Broadcom (AVGO) was recently disallowed on its attempt to take over Qualcomm (QCOM), Qualcomm’s share prices tumbled immediately through the public’s...

Fightback Plan

Posted by Of Bulls And Bears | Mar 30, 2018 | Investing |

Pardon me that I have been away from blogging for the first quarter of the year. To sum it up, I have been really busy with the following events that I gave blogging a rest. The good news is, I am actually doing quite fine. Here is my first quarter of 2018 in quick summary: 1. Investing: Portfolio has been red lately due to the recent volatility but no worries. Been continuing on my research mostly into US and UK markets; and almost finishing up on Peter Lynch’s One up on Wall Street. Have also opened my TD Ameritrade...

Portfolio with the year ending 31-12-2017

Posted by Of Bulls And Bears | Dec 31, 2017 | Investing |

It is obvious that most bloggers will be sharing their year-end results as we have arrived to the last day of 2017. It was a good year for global equities and it would be a shame to have missed this opportunity. In the early months, I have sold stakes in DBS, City Dev, FCOT, CRCT and FCL at decent margins. As they are common well known stocks, it is not hard to notice them (though City Dev was never seen in any portfolio I have witnessed). At the same time, I re-invested the profits to under-appreciated shares like Singtel...

Diversifying My Risk in USA

Posted by Of Bulls And Bears | Dec 4, 2017 | Investing |

I have not been blogging since September because I honestly felt out of touch of and lost of mood. All in all, there is not much updates as well recently as the markets are tipping high. I am looking forward to my AWS (Annual Wage Salary) like many other workers but bonus is the one to look out for next year. Here are the events that bought me into the month of December, my highlights and the low-lights: Highlights: • Went back playing the sports I loved the most, badminton and soccer. I finally felt old....

3 Successful Trades: skills or luck?

Posted by Of Bulls And Bears | Sep 22, 2017 | Trading |

The market has not been interesting lately and most stocks are trading lower today due to expected rate hike. As blogged earlier, I will be trying some trading here and there. In the month of September, I have made three trades and all within a two days period. While these are profitable trades, it does not mean it will always be profitable. Nobody is perfect. I ever lost money via trading 1 year ago. Among the 3 three trades, mm2 Asia was traded twice and today was the most successful. This is due to two reasons: 1) the market...

Investment Portfolio Update-August 2017

Posted by Of Bulls And Bears | Sep 1, 2017 | Investing |

Time has passed so quickly and we are now nearing the end of 2017. I realized it is not easy at times being a long-term investor for long due to the existence of temptations such as cryptocurrencies and pennies stocks where people can easily double their returns by gambling or doing chart reading. It takes a much longer period to get the same returns by longing stock while the advantage we have is better risk control since we can easily wait a loss out. I have been contemplating to be a Hybrid investor, which one will long the market...

Author: Of Bulls And Bears