Author: T.U.B Investing

More Thoughts From This Market Correction

This is just my thought process and I wanted it to be recorded down. In addition to what I wrote in the last post, I had a few more thoughts: Every Counter Will Drop in a Market Downturn. When there is “blood on the ground”, every counter will be on a downtrend. The only difference is drop more or drop less. Cash will become the main call option at that point. Diversify Less. This is my main problem. I am trying to reduce my counters to have a more concentrated portfolio. I still preferred a portfolio of 15 to...

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Steps To Take In A Market Correction

I am not sure how you are feeling about this market correction, but I do feel pretty excited because I felt there will be more opportunities coming and I cannot wait for it. Nevertheless, I came out with a few thoughts on my own to keep myself in check. So here I goes: 1. Keep Calm and A Clear Mind   Some people will feel scare, some will feel despair, some, like me, will feel excited. Regardless, I believe we should still try to keep calm and a clear mind. Focus on the necessary information and block out the...

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Fundamental Scorecard Counters Reaction to Last Friday’s Market Correction

This is just a short post to emphasize on how my Fundamental Scorecard strategy works out. The global market (STI, Hang Seng Index and DJI) has become all red last Friday (2 February 2018). For my portfolio, I tend to break them into different segments. From all the segment shown below, you realized that only the Fundamental Scorecard segment did not have a counter that make losses. Do note that the change is calculated between the share price on 26 December 2017 and as of 2 February 2018: If you are interested to know more about The Ultimate Scorecard...

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Explanation For The Bull Market

Recently, my mum has re-emphasized to me that the bull market is the result of DT being the US president. This is the 3rd time I heard it from her. I had always brush her off as I don’t believe that is the reason. However, my sudden enlightenment recently made me felt that DT could really be the reason for the current bull market. The bull market could mainly be due to DT’s protectionism policies that created a better economy for the US citizens. More companies hiring US citizens, more jobs, more pay, more spending, etc… Furthermore, the current...

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This Is My Rant!

I have been prompted by some of my friends, that there are more and more competition within the subscription website space. Before you continue, let me emphasize that I am not belittling any other website or methods. If you are offended by my post, I like to apologize first. And you have been warned… But I am wondering if this happens because of the bull run? Will all the methods stand the test of time? How will a method turn out during a bear market? If a subscriber fully understand how a particular method works? If you do not...

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My View On M1 Latest Earning Report

Since I have written about M1 Ltd (aka M1) in my last post, I felt I should be responsible to write something about its latest full year 2017 earnings report. Firstly, I am delighted. This was because dividend (for the 2nd half of the year) increased, even when the 4th quarter net profit was slightly lower than the year before. In addition, everyone was expecting a lousy quarter because IT IS M1 – the telecom that is bound to fail! If the results were lousy, everyone will just be like “I told you so…”; but now everyone is more like...

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I Repurchased M1 Again!

2 posts ago, I asked readers to choose a counter, that I bought recently, to review. Many commented on CWX Global Limited, which I believe I had already explained quite significantly in that particular post. Therefore, I was reluctant to write about it. Luckily, someone else commented on M1 Limited (aka M1) and so here we go… If you remembered, I wrote about selling all of M1 and keeping ComfortDelGro Corporation Limited (aka Comfort) in September 2017. As of today, I have sold all of Comfort and have repurchased M1. Within a 2 year period, I made some money...

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Concentration Or Diversification?

As per Simple Investor SG Facebook Page, we had a very successful “Face to Face, Ask Us Anything” 1st session! We will definitely continue with this kind of event and we hope to see more participants coming for next few sessions! 1 particular topic that day really impacted me and that is “Concentration or Diversification”? Simple Investor SG keeps only a handful of counters in his portfolio, while I currently hold about 25 counters in my portfolio. He always explains that he only invest in the top few companies that he determines. The quote he always use is “It...

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What Had I Been Up To?

Firstly, before I start, it will be good to inform everyone again on our Face-to Face Ask-Us-Anything session on 16 Jan 2018. Details of the event are listed in this post. If you are interested to come, just come along that evening. So What Had I Done Since The Last Post? Although I have said in my 1st post of 2018 that I felt the market is boring, but at this point, I had already made A LOT OF PURCHASES. As stated in the same post, I ventured actively into the US and HK Market. In addition, I had...

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My Strategy On Buying Of Bonds

Updated: As pointed out by other readers, we can also choose to invest in ABF SG Bond ETF. It is an ETF bond fund in Singapore. It tracks a basket of high-quality bonds issued primarily by the Singapore government and quasi-Singapore government entities. This is a request from my reader/subscriber of Fundamental Scorecard website. She wanted to diversify into bonds. But she has not much idea about bonds other than Singapore Saving Bonds (SSB). To clarify, my knowledge on bonds are very shallow. Pardon me if I made any mistake in writing of this article. Feel free to comment on...

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Our 1st Meet and Greet "Ask Us Anything" Event

Dear Readers and Subscribers, This year, Simple Investor SG (aka Simple) and I will start with something different. We will be organizing a FREE face to face “Ask Us Anything” event!  Yes, you heard that this is a free event! This will be similar to Youtubers’ meet and greet event – you will meet us and you can ask us anything! Background on Simple and I Simple and I partnered to create the Fundamental Scorecard website. It is basically a website that portray our investment methods into 2 different scorecard methods (Full Analysis from Simple Investor SG and Ultimate...

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1st Post For 2018

This is my first post for 2018 and I have a confession to make. I am rather bored looking at the Singapore market. I just feel that there are no value left. Many of the investors may differ from how I feel. But somehow in my head, I hope this bull stops running for a while. In the meanwhile, I am also worried looking at the US markets hitting new highs everyday. In my head, I am bored and worried at the same time. This could also be the consequences of restarting my portfolio and holding over 50% cash...

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What’s Up For T.U.B Investing 2018?

As 2017 come to a close, what can readers of T.U.B Investing look forward to in 2018? 1. Stretch Target of 30% Gain for My Portfolio In my last post, I stated that I have my overall target for 2018 is 15% target gain. But after a few days, I decide to give myself a challenge. I decided to have a stretch target of an overall gain of 30% in 2018. HUAT Ar! 2. “Ask Us Anything” Meet and Greet Session While Youtubers have meet and greet, I was thinking if it was possible for financial bloggers to do...

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My 10% Portfolio – End Of 2017 Record

Hi Everyone, It is the time of the year again, where everyone presents their report card. Even though 2017 has been a very bullish year, but my results has not been as good as many of you out there. Overall my portfolio made 15.62% gain (Inclusive of dividends) only. Nevertheless, I am already contented as I had already hit my initial target of 10% gain. Furthermore, in the last portfolio update post, I was hoping for an overall gain of 15% and I had achieved it. Now let’s take a good to look at the changes in my portfolio....

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Money Supply And Interest Rate

I just like to remind everyone that money supply is constant unless the governments start printing again. However, even thought it is constant, it is flowing. When Fed stop printing, but Euro and Japan continued to print money. It continued to push the economy to the current heights as the money flow into each individual companies’ earning. This will also explain that despite the share prices at a high, the PE ratio of many companies (even STI) has yet to hit a significant high figure yet. But do note, as interest rate increases, money supply flowing within the economy...

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