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Jared Seah

VIX – how useful is it as an indicator and hedge?

March 4, 2012 by Jared Seah

Who knew my previous post (or non-post) on index investing turned out to be one of those “throw brick; attract jade” kind of catalyst where the comments got veered towards hedging at the very end… In my search for alternative hedging strategies, I focused on the VIX. I found the below article quite interesting. [...]

in Categories: Active Trading, Investing

Do you practice low cost passive index investing?

March 1, 2012 by Jared Seah

I don’t. That’s normal as I am used to arguing with the stop sign. It’s quite common to come across “investors” who will pooh-pooh the use of actively managed mutual funds. They will usually mention these 2 strong and convincing arguments: 1) Low cost or no-load funds outperform funds with high management fees Especially when [...]

in Categories: Investing

You can’t out run the bear!

February 28, 2012 by Jared Seah

2 Greek friends were having beer one evening in the local taverna. “How about coming with me to the rekcus forest this weekend? I know a spot where there are lots of wild Saffron flowers!” Dimitris asked Yiannis excitedly. Now Saffron is one of the most expensive spice in the world… Why would Dimitris share [...]

in Categories: Investing, Personal Finance

100 stocks in SGX = Diversified?

February 26, 2012 by Jared Seah

Of course it’s an extreme figure! Some investors will not let one stock exceed 5% allocation in their portfolio. This is to prevent 1 stock blow-up from damaging their entire portfolio. This I can understand. But I curious. Whether its 1 big water-melon, or a few apples, or a bunch of grapes – aren’t they [...]

in Categories: Investing

How Winning Traders Think

February 21, 2012 by Jared Seah

I won’t spoil this interesting video that I found with my commentary. It’s better you watch it yourself and reflect on your own. We are all different ;) Warning: The below video takes about 21 minutes. And may be more suitable for traders with some real money trading experience. It’s better to wait when you [...]

in Categories: Active Trading, Investing

A tale of 2 M&As – Nera Telecoms and C&O Pharma

February 19, 2012 by Jared Seah

First of all, I’ve to say my thanks and appreciation to a young blogger at this blog called KT Wealth – aka “Cookieguy”. C&O Pharma I came to know about this S-chip called C&O Pharma from his blog early 2011. This stock looks promising for an M&A play as Sumitomo had just bought into the [...]

in Categories: Active Trading, Investing

My infinity returns via dividends in Nera Telecoms (well, almost!)

February 14, 2012 by Jared Seah

I started building my stake in Nera Telecoms during 2003. After 8 years of patient holding and receiving average 10% plus dividend yield annually, I’ve finally got my investment back in full last year. It wasn’t one of my more successful “investments”. It was a “trade” gone wrong as the stock price has never done [...]

in Categories: Investing, Personal Finance

Multiple sources of income versus the 80/20 rule

February 12, 2012 by Jared Seah

Multiple sources of income Nowadays, you see everywhere people selling or talking about the concept of multiple sources of income. Interesting. I’ve never heard of this phrase 15 years ago. I guess it’s one of those flavour of the decade kind of thingy. This phrase – multiple sources of income – is a great sales [...]

in Categories: Personal Development, Personal Finance

Protecting my recent paper profits – Hedging

February 8, 2012 by Jared Seah

First of all, no one is more surprised than me on the STI’s recent rise from this January 2012! Being 50% vested, I am not complaining! A red-packet from the market for Chinese New Year! Of course I can take some money off the table (like some of my fellow bloggers in my blog list); [...]

in Categories: Investing, Personal Finance

Goldilocks and the Three Bears

February 6, 2012 by Jared Seah

For those of you unfamiliar with this fairy tale, you may want to read it here first ;) This story is too classic and beautiful; I’ve no heart to butcher it with my own interpretation. So let’s jump straight to the moral of the story! By the way, have you ever wondered what’s the moral [...]

in Categories: Personal Development, Personal Finance

Fundamental versus Technical analysis – Final part 3 of 3

February 5, 2012 by Jared Seah

The Moon Let me us a Buddhist analogy to illustrate why some people are better at using Fundamental analysis to make profitable investments. Published accounting statements, brokerage reports, company’s spin (opps, I meant presentations), media commentaries, and so on are akin to the finger pointing to the Moon. The finger is not the Moon. It [...]

in Categories: Active Trading, Investing

Fundamental versus Technical Analysis – Part 2 of 3

February 2, 2012 by Jared Seah

OK, let’s skip the pleasantries (or foreplay) and jump right into it! Technical Analysis Traders who practice this analytical approach believe in the 3 holy grails of: a) Price b) Volume c) Time Using different permutations of the above 2 or 3 holy grails, a whole plethora of indicators are invented. Some more “voodoo” than [...]

in Categories: Active Trading, Investing

Fundamental versus Technical Analysis – Part 1 of 3

January 31, 2012 by Jared Seah

No, I am not going to explain via numbers and ratios. That’s so left-brained! Let me try with a right-brained approach. Fundamental Analysis Investors who favour this analytical approach like to comb through the published financial reports of companies with glee as they try to fish out useful nuggets of information for their buy/sell decisions. [...]

in Categories: Active Trading, Investing

What 5 balls? There’s no balls – only you!

January 27, 2012 by Jared Seah

I know it meant well and putting things in simplistic terms is easier to comprehend. However, this is a classic western cut-and-slice “squeaky wheel gets the grease” way of problem solving. Place things in neat cookie-cutters and trouble-shoot! I prefer the oriental holistic way of looking at things. There are no balls. Only you. Instead [...]

in Categories: Personal Development

Life goals – be as vague and broad as possible

January 25, 2012 by Jared Seah

To complement my previous post on perhaps avoiding MBO and SMART goal settings for our life goals, I would like to offer some concrete examples. Vision or mission statement by Corporate Ideally, a company should have a vision statement by the founder. If don’t have, 2nd best is a mission statement. Take a look. Are [...]

in Categories: Personal Development

Do Management by Objectives (MBO) and SMART goals work for our personal lives?

January 22, 2012 by Jared Seah

I am getting philosophical recently… OK, it’s probably I have too much time on my hands? But what else can a Man of Leisure do besides play and mind fish with himself? MBO In corporate life, this is one of the most helpful management tool popularized by Peter Drucker – the father of modern management. [...]

in Categories: Personal Development

Experience is great! But it’s a double-edged sword too

January 12, 2012 by Jared Seah

Our mind or human brain is a very interesting. From our interactions with the outside world, we do play a part in the wiring of our human brain? Awesome! Connecting all the brain cells are neuron pathways. When we repeat a task, a behaviour, or a habit, these neuron pathways get strengthen each time. In [...]

in Categories: Investing, Personal Development

Float like a butterfly; sting like a bee

January 11, 2012 by Jared Seah

This famous fighting style by Muhammed Ali came to mind while exchanging ideas in my previous post with qian bei (senior) Coconut. Float like a butterfly Before fantasizing about yields or returns on investment, qian bei CW8888 said it best with his: Return of Capital. Yup, if we don’t get our money back, everything else [...]

in Categories: Active Trading, Investing

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