Author: STE's Stocks Investing Journey

 I have written about the “ The Power of Divided “( here ) and shared my view on the important of dividend throughout my investment journey.  I try to visualize it through the chart as below which I published every quarter in my portfolio and dividend update.As I am not really good in doing analysis on financial detail for companies or trying to identify the next FANGs type of exponential growth companies, my investment philosophy is quite simple that buying those company with strong fundamental (clean balance sheet with less debts ) and have dividend pay-out regularly. Of course...

I have written about the “ The Power of Divided “( here ) and shared my view on the important of dividend throughout my investment journey.  I try to visualize it through the chart as below which I published every quarter in my portfolio and dividend update. As I am not really good in doing analysis on financial detail for companies or trying to identify the next FANGs type of exponential growth companies, my investment philosophy is quite simple that buying those company with strong fundamental (clean balance sheet with less debts ) and have dividend pay-out regularly. Of...

<Image credit: steemit.com> With increasing usage of internet as main platform of social media for us to communicate and as source of news replacing traditional printed media, corporate and government starts to pay more attention to the problems and consequence of  “fake news “ and its impact on society at large. Quote “The relevance of fake news has increased in post-truth politics. For media outlets, the ability to attract viewers to their websites is necessary to general online advertising revenue. If publishing a story with false content attracts users, it may be worthy of producing in order to benefit advertisers...

DJ falls more than 1000 points!! STI sinks more than 100 points!! Nikkei 225 plunges more than 1000 points. You will see such news headline on every major financial news portal in last 2 days. Well , finally the long-awaited market correction is here and is quite normal to have market correction of -5 to -15% in any market cycle especially when we have experienced such long bull market since GFC in 2008. We must always remember that market is about “ psychology “ and full of “euphoria and panic “ from time to time… Some of my friends...

DJ falls more than 1000 points!! STI sinks more than 100 points!! Nikkei 225 plunges more than 1000 points. You will see such news headline on every major financial news portal in last 2 days. Well , finally the long-awaited market correction is here and is quite normal to have market correction of -5 to -15% in any market cycle especially when we have experienced such long bull market since GFC in 2008. We must always remember that market is about “ psychology “ and full of “euphoria and panic “ from time to time… Some of my friends...

Buffett once said: “When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something.” What can we learn from latest memo from him ( you may read the full memo here ). In his latest memo , he touched on the topic of “market volatility” and “Pro-Risk behavior” . According to him , although most of the valuations seems pointing to high and overvalue scenario in major stock markets  but the “unacceptability of low returns on cash & Treasuries / Bonds couple with the attitude of “ FOMO...

Buffett once said: “When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something.” What can we learn from latest memo from him ( you may read the full memo here ). In his latest memo , he touched on the topic of “market volatility” and “Pro-Risk behavior” . According to him , although most of the valuations seems pointing to high and overvalue scenario in major stock markets  but the “unacceptability of low returns on cash & Treasuries / Bonds couple with the attitude of “ FOMO...

Recently , after reducing my holding in Capital Commercial REIT (here ) and Accordia Golf TR , other than deploying my fund to short term bonds  and building up my war chest , I am also thinking of adding new counters which would generate some passive income to replace the loss of income from these two counters which used to be the main holding in my portfolio. While doing the due diligent for one of the target stock , I came across this paragraph in one of the analyst report… “Hong Kong: Polished trading stable and prices firm. Steady demand...

Recently , after reducing my holding in Capital Commercial REIT (here ) and Accordia Golf TR , other than deploying my fund to short term bonds  and building up my war chest , I am also thinking of adding new counters which would generate some passive income to replace the loss of income from these two counters which used to be the main holding in my portfolio. While doing the due diligent for one of the target stock , I came across this paragraph in one of the analyst report… “Hong Kong: Polished trading stable and prices firm. Steady demand...

This is one of the best article on topic of “ Reversion to the Mean “ … just for reading. Quote “Mean reversion is one of the most powerful forces in investing. Whether it be the performance of asset classes, the fundamentals of companies, or economic data, almost everything in investing will revert to long-term averages over time.” Unquote Full article ( here ) Update on regression line for selected world stock markets. ** Although STI is moving above long term mean , but is still much lower than other develop markets, even as compared to HSI. Another quote...

This is one of the best article on topic of “ Reversion to the Mean “ … just for reading. The Realities of Mean Reversion by Jack Forehand,  Validea’s Guru Investor Blog Quote “Mean reversion is one of the most powerful forces in investing. Whether it be the performance of asset classes, the fundamentals of companies, or economic data, almost everything in investing will revert to long-term averages over time.” Unquote Full article ( here ) Update on regression line for selected world stock markets. ** Although STI is moving above long term mean , but is still much...

Share turnover is a measure of stock liquidity calculated by dividing the total number of shares traded over a period by the average number of shares outstanding for the period. The higher the share turnover, the more liquid the share of the company.BREAKING DOWN ‘Share Turnover’ For example, if the total amount of shares traded over the year was 10 billion and the average amount of shares outstanding for the year was 100 million, the share turnover for the year is 100 times. A high turnover ratio is good at market level as it mean the overall trading volume and liquidity are high...

What is ‘Share Turnover’ From Investopedia.com Share turnover is a measure of stock liquidity calculated by dividing the total number of shares traded over a period by the average number of shares outstanding for the period. The higher the share turnover, the more liquid the share of the company. BREAKING DOWN ‘Share Turnover’ For example, if the total amount of shares traded over the year was 10 billion and the average amount of shares outstanding for the year was 100 million, the share turnover for the year is 100 times. A high turnover ratio is good at market level as it mean the...