My Realized Loss

“Soon after I bought the stock recommended by my broker, its value dropped by half so I decided to cut loss “, sounds familiar right. While investing in financial markets over the long-term is an excellent path to wealth, it’s not unusual to experience occasional losses as investment values goes up and down, depending on market cycles.
Every investors ever incur loss in our investment during the journey, the point is, do you keep track of your“realized gain/loss” on all your stocks’ transaction? Yes, I know , nobody like to mention or talk about their losses made in stocks as the “Prospect Theory“ suggested in one of the famous behaviors bias i.e “Loss Aversion”

STE Smart Beta : Not so Smart !

It has been quite sometimes I never update the performance of my “STE Smart Beta “ since last one in Aug 2017 (here ).   You may also want to know what is “ Smart Beta “ (here ) , for those who are not so familiar with this investment / financial " jargon".

Here is the latest update :

Buy Low, Sell High ! How ?

I hope stock market will crash tomorrow !!
Hey ! wait a minute (ちょっと待って) , don’t throw rotten eggs or curse at me !! J

Here is my story ….
Every stock market investor knows the old adage: Buy low, sell high. We often hear this in investment courses or seminars we had attended, even in financial blogsphere. We talked about “ Price is what you pay ,value is what you get “ , we wanted to buy cheap at best “bargain “ and high M.O.S ( margin of safety ).

Is Stock Market Correction Normal ?

Since the start of 2018, the stock market has experienced higher levels of volatility than we’ve seen before. The result has been in many headlines or news highlighting the downfall of a strong market and how much the market cap has been wiped out in such short period of time. It’s left many people wondering if this is normal and healthy, or a sign of worse things to come ?
For me , it is normal for the markets to experience a short-term decrease in prices, typically followed by a long-term advance. Those are the facts.
The complexity of available financial products is contributing to this unusual volatility. In recent years , financial services industry innovates by creating new and complex products such as Options/ Future / CFD / DLC that track everything from market volatility to price speculative. These leverage products / derivatives  give “investors or gambler “ entirely new ways to “trade or gamble” on the market. I am sure market will tend to be more volatile due to these “tradi…

Your IQ and ROI

According to Warren Buffett "Investing is not a game where the guy with a 160 IQ beats the guy with a 130 IQ"and what Buffett says about what is necessary for investing successfully: 

Temperamentis also important. Independent thinking, emotional stability, and a keen understanding of both human and institutional behavior is vital to long-term investment success. I’ve seen a lot of very smart people who have lacked these virtues.
Also, investing is simple, but not easy. It requires independent thinking and emotional intelligence more than IQ. When markets are tumbling and fall like no tomorrow, IQ is not going to help you to stay away from selling and buy even more at most bargaining prices.

1st Qtr 2018 : Dividend and Portfolio Update

Is time to calculate our dividend income for 1st Qtr 2018 as financial result for most of the company should had been announced by this time. Market has gone through like a “roller coaster“ ride in 1st Qtr 2008 where it was down by almost 10% at one point and rebounded subsequently. As I mentioned in my early blog post (here) , even with correction of 10-20% from current high in US market , I would consider it still as “ expensive or rich in valuation “ and normal correction in any market cycles.

The Power of Saving

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 ,buying at right timing especially during crisis will give you a boost in your ROI but one need to take note also on the important of diversification as well. ( More reading on My Investment Strategy –Part 1 ! Time & Timing –here)
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