Author: T.U.B Investing

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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To Buy or Not To Buy

Before I start, I must apologise to those that had ask me about cryptocurrency previously. If I told you I am not going to invest in cryptocurrency, I was very sure about my decision then.Right now, I am not so sure.  Do note that I have yet to purchase any cryptocurrency at this point as I try to setup my Coinbase account, which could take a while. If by the time I complete my setup and cryptocurrency has gone over the roof, then I will give up on it. By now, you still do not know about cryptocurrency, bitcoin...

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Guest Post On "The Age of Central Banking"

I have never met a quant investor before, or I may have but they never told me they were. But this investor I met recently categorized himself as a quant investor. He is no other than the author of this guest post, Shi Ern. He was previously working as an investment analyst for Aggregate Asset Management. He has since left his job and is working towards starting his own fund. Maybe it was an ambitious target, but I believe he can do it with his drive and knowledge. During the whole chit chat session, I am very intrigued by how...

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Invest On World Cup 2018

Having been a soccer fan (I play soccer almost every Sunday) for so many years, I have always looked forward to the major competitions such as the World Cups and Euros. Therefore, when news of World Cup 2018 draws start to appear, I got reminded that the competition is drawing near (14 Jun 2018). This time round, an additional thought strike me. The investor in me started thinking of “opportunities to invest in” during the World Cup period. I started thinking of the various opportunities, and then I remembered I had actually found out who are the manufacturers of...

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An Interview with "Heartland Boy"

This year’s last interview for the Interview Series will be with Heartland Boy. His blog mainly talks about personal finance matters. But once in a while, he will write about his stock investments and his thoughts about them. I went for his seminar previously and wrote a review on it. Till now, I am still very captivated about including TA techniques within Fundamental Analysis. Nowadays, other than using Fundamental Scorecard Website, I will also use InvestingNote Chart to assess the TA of each counter (Previously I did not even bother much about the 50 days MA or 150 days...

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Review of the Counters I Wrote in 2017

As a blogger, I like to write about my analysis to keep track of what I thought of the counter previously and if the situation have change now. Therefore, I decided to do a general review on all the counters that I wrote in 2017 for this post. I believe I will be able to pick up some factors that I could improve on next year so that I can eventually make more gains! *Do note that I will only be doing a review on counters I wrote a full post on. Those that had more than 1 counters...

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Review Of Value Momentum Workshop

I went together with Simple Investor for Heartland Boy‘s seminar on 21 Nov 2017 evening. I was interested in his investment theory – Value Momentum. After all, he had a picked a few exceptional winners over the last 3 years. Before I continue, I just want to say that I did met Heartland Boy at the Invest Idol competition previously. Although both of us did not make it to the final, he did left an impression on me. I am not sure if his theory started then, but at that time, I already felt that “this guy do know...

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Reverse Take-Over Situation

When a company engages in a RTO exercise, it is not necessary a cashing out opportunity for the new owners. To them, it may be just a valuating activity. Normally for RTO, you will hear the “circus” behind the team. There will be quite a lot of news on them so people will know this counter and push up the share price.  But what happens if the RTO doesn’t have any “circus”, especially on the fact that it is so hard to find information on the company that is intending to take over the listing? Does this meant that...

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