Author: T.U.B Investing

My 15% Portfolio – Changes After 3 Quarters

I must have been too busy lately – juggling too stuff and having too many things on my mind. This is because I realise I have forgotten to put up a post on the update for my portfolio. Thus, here is a short post on my update. Please do note that this update is as of today, which is already 23 days off from 3rd Quarter 2018. Prior to taking a look at the changes in my portfolio, let me emphasize on the following:1. This portfolio review is calculated from 26 Dec 2017 and the aim is to review...

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A Consolidation of Different Thoughts

Dear Readers, It has been some time since I wrote my last post. Thus, I will be consolidating many of my thoughts over this time in short articles below in this post. Happy Investors Despite A Bloody Market Picture taken from Moltey Fool STI had went down from over 3100 points to the current 3045 points as of today. Although you still seem to notice people stating that they had exit the market with “many bloody wounds”, but its seem that there are also many people looking forward to this drop. For myself, I basically went through excitement, panic...

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The Road Less Traveled To Destination Unknown

This post was actually named as “Crazy Crazy Asian”. This is because I am not rich YET. But I am sort of crazy. That is what some of my friends said about me. Firstly, they commented that there is no logic in my recent choice of employment. “So you went from a bank to a FI and now a fintech… this is not a path one will take.” Next, they asked me, “how did you find time for all these other stuff I am doing?” Other stuff: Being a blogger, an investor, intending to have a fund, a co-founder...

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Big Idea 4 & Big Idea 6 – SOLD!

I have officially disposed all my positions in Big Idea 4 and Big Idea 6. Since I have already sold, I will reveal what Big Idea 4 and Big Idea 6 are. Big Idea 4 is…Ellipsiz Ltd. In my last post, I have stated that “In 2 months’ time, it will announce its full year results and more answers on the use of its cash pile could be reveal in its financial report. Therefore, I will decide then on what to do with this company….” After the release of the annual report and receiving a reply from the investor...

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War Among the Titans

This article contains PART of my 1st Scorecard Newsletter written on 22 Aug 2018 for my Moat Scorecard subscribers.  This is the 1st write up of the Scorecard Newsletter just for you, as a subscriber. This write up will comes with full disclosure on the companies that I will be discussing, even if they are in my portfolio. Do note that this write up will be reproduced on TUB Investing Blog 1 month later without full disclosure. Before I start, I like to discuss about the consequences that occurred during the Turkey-US crisis. Basically, market went down quite drastically...

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How To Invest During A Weak Market?

Market has been moving on a downward trend. So how has your portfolio been doing? If your portfolio is down more than 3%, you will have been better off investing in the STI ETF. On the other hand, you may have exited many of your positions and will like to invest in companies that could probably be the fastest to rise back. You will be looking for companies that will be able to produce a “V” shape recovery and not a “U” shape recovery. Being the scorecard creators, Simple Investor and I had continued to create our 3rd Scorecard...

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A Letter to My Fundamental Scorecard Website Subscribers

Dear Subscribers of Fundamental Scorecard, Thank you for continuing to subscribe to us. The database has been updated. How have you been? As the 3rd quarter draws to a close, this year seems to give us a peak towards a pre-crisis market. Having a long-term mindset, we try our best to understand Mr Market while holding our core investing principles firm. This resulted me in changing The Ultimate Scorecard once again (without change name). As I have stated previously, I removed the dividend scorecard portion and expanded on the valuation portion. Currently, the expanded valuation portion acts as a...

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My New Role

I may seem to be sharing less on InvestingNote, My Facebook Page, and on my blog. This is because I am currently in a new job and a totally new role. When I say it is a new role, it actually meant that the job title did relate to what I had did over the many years, BUT THE ACTUAL ROLE IS TOTALLY DIFFERENT. The actual role and the expected role is like ketchup and chili sauce. Rightfully, it cannot be mixed. But they mixed it together. Previously, I was always able to tell black and white. Now, I...

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An Interview With The Trendlines Group

Recently, I had emailed 2 separate companies’ investor relations department. Both of the companies are in my portfolio but only 1 had replied. I am still waiting for the other company to reply… For those that have been waiting for this interview, sorry for the delay. Here it is – An Interview with The Trendlines Group! Do note that some of the questions came from other investors of The Trendlines Group. 1. Trendlines Group (aka Trendlines) has a decrease in the portfolio value as per the latest financial statement. May I know if it is due to writing off...

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Big Idea 10

Now you must be wondering, “where the h*** did this idea came from?” Firstly, this is not a new idea. It has been in my portfolio since February 2018. As readers of my blog, you will have known that I had been consolidating my portfolio. But this idea has been in my portfolio and I realized I wanted to keep it. Thus, I decided to deem it as part of my Big Ideas Investing Theory. Before I continue, it is important to note that Big Idea 10 is not a company. It is a Real Estate Investment Trust (REIT) in...

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A Thank You Post

This dedicated post is for those that went over to support Simple Investor and I at Invest Fair! It was a great success! Thank you for coming! Feedback from the crowd are taken seriously. Simple Investor and I will continue to improve in order to provide the best for subscribers. Anyway, interestingly, this event also open my eyes to the 4 different group of investors. 1. The Informed Ones There are many uncles out there who just invest in REITs and dividend-paying stocks. They explained to me, because of their age, they just want to collect dividends. I am not...

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My Long Term Returns

This will be some sort of revelations for on my portfolio. I had never really documented down my long term returns as compared to the market. But while calculating today, I just felt maybe it will be good to put on the record of my past returns till 25 Dec 2017. Why 25 Dec 2017? If many of you remembered, I restarted my portfolio on 26 Dec 2018. So from then on, the calculation restarted as well. Before I continue, I like to inform my readers that Simple Investor SG and I will be presenting our latest scorecard system at...

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A Collaboration with InvestingNote

It has been another 7 to 8 days since I blogged. Firstly, I didn’t do so well at the SGX Bull Charge Stock Challenger. It seems that trading is the way to go. But never mind, I am not disappointed. Since I am never/yet to be at the leader-board, let me show you what I bought. Anyway, I did think about it – I could possibly liquidate some and buy AEM for example. But I guess I just want to stay true on my strategy and theory. Oh well, as per Benjamin Graham said, “In the short run, the...

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Let’s Try Our Best!

Update: Due to 2 of my choices’ share price are less than 20 cents (1 of them being the unstated new Big Idea), they are not part of the stock list. Instead, I will substitute them with 2 other Big Ideas that seem to be on a downtrend. I had joined SGX Bull Charge Stock Challenge competition, which will start tomorrow. Image Taken From InvestingNote Although I have stated previously that I will just join for fun and doubt that I will win, but since I have registered, I decided that I should just try my best. But how...

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Update For My Readers

There is just not enough time for the roles that I am currently taking on – Blogger, Co-founder of Fundamental Scorecard and Investor/Fund Manager. Furthermore, I will also be working in a new fintech environment next month. With this change, I am trying to catch up on my reading to gain more knowledge in this new area. This is a new challenge for me and I am really looking forward to it. And… I will also be having a new collaboration soon! With limited resources (time), I seem to be too diversified – similar to my past portfolio. With...

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