Thursday, 26 January 2017

Dow 20,000 !!


<image credit : CNN/Money>
This has become the headline news for major financial newspapers or webs , DOW Index finally broke through the psychological level or resistance of 20,000.

 As for me , although it’s a milestone but it just a “figure” without looking into the fundamental or valuation of the market .




Monday, 23 January 2017

A Tale of Two AGMs ( Fraser Commercial REIT vs Fraser Hospitality Trust )


<Image credit to Vitoriaminis.com>
Attended Fraser Commercial Reit AGM this morning (in spite of heavy downpour , the turn up was quite good ) and also Fraser Hospitality Trust AGM on last Thursday.

From time to time I did attend company’s AGM and try to get some insight of what’s going on in the company, especially if there is any particular issues which I think there might be important to know or get views from other fellow investors while trying to get the answer from management.

Thursday, 19 January 2017

What is your investment goals and target ?



When you invest your hard earned money, how much of a return do you expect to get from your investment ? Those who are new to investing will often say, “I want to earn a return of 20% to 50% on my investment—every year.” But is this realistic? 

What is a reasonable rate of return to expect on your investment?  Is 10% of return a realistic one? Of course it also depend on types of investment and asset class.

If you're a new investor and you expect to earn, say, 15% or 20% compounded on your blue chip stock investments over decades, you are delusional. It's not going to happen and unrealistic.

Monday, 16 January 2017

How to retire in 10 years



You may have came across this article in today’s The Business Times ,,, an interesting article in searching of “ The Freedom formula “ for early retirement .

The big word “ R”  or retirement is very subjective and one may not want to retire if he/she really enjoying the works and some may want to retire earlier to pursue their dreams and passion .

Here is another article on “ 10 good reasons to retire early “ (here ) , some may choose to retire early because of “health issues , work stress , spending more times with kids etc … “ once they achieved level of enough “passive income “ .

Saturday, 14 January 2017

Digital disruption : Restructuring is going to be long and painful !!



I have blog about this before ( here ) , with below latest released result , I think the re-structuring due to digital disruption  is going to be a long and painful process and also the success is very much uncertain for SPH .


Wednesday, 11 January 2017

The Memo All the Serious Investor Should Read


"When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something, and that goes double for his book," Warren Buffett has said.


 Here  ( Click )  is the latest memo from Howard Marks on " Expert Opinion " ! 



Sunday, 8 January 2017

My Stocks Trading Review ( Sabana Reit / SembCorp Marine / Asian Pay TV /HPH/ OUE- HT )


In my previous blog post , I have highlighted some stocks I added into my portfolio and same time also few stocks I ceased to own.  

Allow me to do some “reflection “ or trading review of these stocks ,which I think is important to know our returns in every investment we made.



Know your ROI :

Why is it important to measure our return on any investment ?

Monday, 2 January 2017

Portfolio Update as of Jan 2017


"One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute." - William Feather.

This is my first blog post in 2017 and would like to update my portfolio & holding.  I will try not to justify my buy and sell here as above quoted , every sell and buy have their own story or narrative and justification behind that and the most important thing is  “ both think they are astute ! “