Author: STE's Stocks Investing Journey

The Power of Dividend

<Image credit:dividenprice.com> In stocks investing , you probably heard about the “ growth stocks “ , “dividend stocks “ , “large cap / mid –cap “ or “ blue chips “ etc .. and depending on your “desired and expectation” of the ROI of your investment , you may choose what kind of stocks to be included in your portfolio. For most of the investors , I am sure you would have included some “income stocks “ into you portfolio as part of the diversification and also hopefully dividends can keep the value of your investment rising even when...

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STE Smart Beta Update : 30th Aug 2017

Time flies , It has been more than a year after my first published of STE Smart Beta concept and bench-marking against STI Index. FYI , I have started my STE Smart Beta on 28th Aug 2016 with capital of $100K with equal weighted investing in 14 stocks which fall under the criteria of PE<10 or Dividend Yield >5%. You may find the detail in this link (here ). Now , let’s look at the result of STE Smart Beta vs STI Index from 28th Aug 2016 till 25th Aug 2017 : It seems that STE Smart Beta has...

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Market Timing Vs Time In The Market ?

There was an article about the important of “Market Timing vs Time in The Market “ by Mr. Goh Eng Yeow,Senior Correspondent ,The Straits Times on 20th Aug and you may find the detail as below : Beating the investment pros at their game This is a never ending argument or debate on which is more important ie Timing or Time In the Market , and from most of the articles you read, you may find that most of them are more inclined towards “Time in the Market “ rather than Timing the Market. Articles as below …. Buy-And-Hold Investing Vs. Market Timing ( From Investopedia...

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3rd Qtr 2017 : Dividend and Portfolio Update

After getting the result announcement from Croesus Retail Trust this morning , all the company I have vested has announced their quarterly result respectively. Is time for me to update my Dividend & Interest income which I will be receiving in 3rd Qtr 2017. Total Dividend & Interest Income ( 3rd Qtr 2017 ) = $46,539.36 YTD 2017 Dividend & Interest Income = $146,097.02 The total income receive for this quarter will be much lesser as compared to 2nd Qtr mainly due to absence of biannual dividend income from Accordia G Trust ( around $9K) and Interest income from short term corporate bond(around  $5K) which only be received in 2nd and 4th Qtr...

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Investment Clock : What Time Is It ?

Pursuant to my previous blog post about market cycles and “4 Seasons Investing “, there is another way of explaining the market cycles i.e “Investment Clock “. The idea of an investment clock has been around for decades and it captures two very important things in investment : 1) Business and Market move in cycle  2) No sector or asset class exist in isolation or can sustain without being affected by business cycles. Below quoted from “Fidelity International“ should give you a very good understanding about Investment Clock Vs Market Cycle. What is the Investment Clock? Different asset classes and business sectors...

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太极生两仪,两仪生四象 : The Tao Of Investing

道德经中有:道生一,一生二,二生三,三生万物。还有一句话是无极生太极,太极生两仪,两仪生四象,四象生八卦 太极生两仪,两仪生四象 两仪 编辑 两仪指天地或阴阳。一些武术家借用此词来引申到拳法中,如武术家孙禄堂就将动为阳、静为阴,合称动静为两仪。 关于“两仪”,综合历代易学家的理论,计有七说:一说为阴阳,一说为天地,一说为奇偶,一说为刚柔,一说为玄黄,一说为乾坤,一说为春秋。但通常是指阴阳。 四象 编辑 四象即为:太阳、太阴、少阴、少阳。 而其又名:少阳、老阳、少阴、老阴。 从数学角度论四象为:四、九、八、六。 从方位角度论四象为:东、南、西、北。 从一年季节论四象为:春、夏、秋、冬。 从人的名字论四象为:孟章、执名、监兵、陵光 从飞禽走兽论四象为:青龙、玄武、白虎、朱雀...

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Feel Good About Your BULL Market Returns

It has been quite sometimes since my last update of the “Regression Chart “ for STI and world major indexes. After seeing the chart with latest data , I realized that no wonder everyone seems happy on the ROI of their portfolio and bullish about the market recently as STI hit above 3200 level. Here you go…. ** For the first time since Oct 2015 , STI is moving above long term “regression mean “  of approx. 3220. STI still far from +1 SD as compared to other world major indexes like DJ or Nasdaq and for sure , nobody know where the market will be heading , it may continue to trend...

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IPO : Tell Me A Story

This year should be a good year for SGX as we have seen many  IPOs in first half of 2017 and as for retail investors , many  should be excited busy pressing button at ATM to apply for the IPOs ,expecting to have some quick bucks if successfully being  allocated with some share. The latest one will be the hottest in the market of “NetLink Trust “ which expected to raise up to $2.6 Bil from the IPO ( detail here ). In such a bullish market , one should expect to at least “ get something “ from the IPOs if they successfully applied for it .  Below quote...

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Portfolio Construction : To Diversify or Not to Diversify ?

As investors, when we think about Risk-Reward analysis, the first thing pop up in our mind automatically will be the word “ diversification”. This is what been mentioned in Investopedia about the importance of Diversification : “Diversification is a technique that reduces risk by allocating investments among various financial instruments, industries and other categories. It aims to maximize return by investing in different areas that would each react differently to the same event. Most investment professionals agree that, although it does not guarantee against loss, diversification is the most important component of reaching long-range financial goals while minimizing risk.” There is also different types of diversification e.g  Asset class Allocation ,...

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1-2-3 To Be A Successful Investor

If you are looking for investing ideas or methods of successful investment , guess you will often hear this in any investment seminars , talks or even encountered this many times in newspaper or blogs , i.e “Investing is simple, not easy” ,the famous quote from our legendary and super-investor Warren Buffet. As human nature , we like to simplify things which is complicated such as investing into simple DIY version of 1-2-3. You may find many articles as below in financial news or portal which simplify the investment ideas or philosophy into point form for easy understanding. ** Please click the underline number if wish...

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1st HF 2017 – Net Worth and Portfolio Review

Had seen many bloggers busy updating their portfolio recently right after the last day of June , allow me to come and join the party. Thank GOD , there was no market crash in 1st HF of 2017 and in fact STI has outperformed many regional peers with returned of close to 13% YTD ( excluding Dividend Yield of around 3-3.5 % which is also one of the highest among Asian bourses ) . My New Worth ( Including Dividend & Interest received ) increased by 16.7 % which I think is quite in line with market ( STI + Dividend return ) but If I have added in the CPF outstanding , my net...

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HPH Trust : 一只让人又爱又恨的蓝筹股

HPH Trust has been one of the worst performer blue chips within the STI Index component. It has created a hype during IPO in 2011 where investors being attracted with high dividend yield and promising growth story of China’s export and full potential of containerization. But the reality was that, with the increasing and fierce competition from surrounding port along Pearl River Delta , couple with prolong slump in shipping industry in its secular down cycles, the result is reflected in current stock price of -60% down since IPO. Their business also badly affected by shipping line’s action to...

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Looking at Stock Market as A “Complex Adaptive System “

One of my favorite book other than “ Game and Chaos Theory “ is this called “ Complex Adaptive Systems : An Introduction to Computational Models of Social Life , by John H. Miller and Scott E. Page “. What is “ Complex Adaptive System “  and why is it so important to understand the stocks market ? other than “behavioral or psychological “ aspect of market. We often look at the things or world as “linear “ and has a very clear “cause and effect “ relationship. The bulk of economics studies is based on equilibrium systems: for...

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2nd Qtr 2017 : Dividend and Portfolio Update

The last company in my holding “ Accordia Golf Trust “ announced the result and dividend on 25th May while I was still busy catching “Pokemon “ . Is time to calculate and tabulate my dividend & interest income to be received in coming months for 2nd Qtr 2017 . Total Dividend & Interest Income for 2nd Qtr 2017 = $62,964.11 ** Total amount receive still about $972 lower than last year (same period ) due to lower dividend from Accordia Golf Trust which reduced by – $1940.4  ( DPU 4.31 cts in 2nd Qtr 2016 vs 3.59 cts in 2017 )...

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STE Smart Beta Update and Photos Sharing

It has been quite sometimes since my last update of STE Smart Beta Index which was created on 28 Aug 2016 ( here ) and Yah !! Just for Fun  J STE SM Index beat the STI Index by just 2 % points and if take into consideration of dividend yield where it has been set higher than STI by around 1.5% , total return could be around 3.5 % . I will need to do the portfolio re-balancing in Aug 2017 after 1 year of inception and I think since the market has been very bullish recently ,...

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