Clik here to view.
What matters is how much you have invested when you make money and when you...
My friend Melvin always tells me its great to make money no matter how little you make. I think that’s partially true. The number 1 rule is not to lose money. The number 2 rule is not to forget the...
View ArticleClik here to view.
Monthly Passive Income Dividend Portfolio update
My December Dividend Income portfolio have been updated in the side bar. The biggest change to this is probably the deployment of a full 10% into: First REIT through Rights issues Purchase of Singtel...
View ArticleClik here to view.
Long Term Market Analysis: ARPU expected to fall and voice calls to be free...
Disclosure: Write is invested in both Starhub and Singtel. I wrote in the past about the fundamentals of investing in Singapore Telecoms and what is the future are in store (Singtel,M1 and Starhub...
View ArticleClik here to view.
Stock Analysis Singtel: Q3 ’11: More VC and innovation initiatives
Singtel just announce their Q3 quarterly report. There is nothing much different to shout about. Every thing is in order. It won’t collapse it won’t surprise on the upside. I would like to touch on a...
View ArticleClik here to view.
Market Correction: What is my take on it
I didn’t monitor the intraday action. Never did but I was concern about this correction. Somehow when I see blue chips all being sold down in tandem it seems to indicate that these are not coincidence....
View ArticleClik here to view.
Legendary Bond Investor Dan Fuss:Move from Bonds to Stocks
To counteract the very negative call from Gary Shilling, we got a pro stock call. Dan Fuss of Loomis Sayles & Co, is a legendary bond manager, who spends 50 years (yes 50!) of his career searching...
View ArticleClik here to view.
Investment Moats Portfolio Update April 2012
Some readers asked since January what did I add to my portfolio. Not much really. ( Click to see larger table) I basically added some of CH Offshore, Adampak, Kian Ann and Global Investments Limited....
View ArticleClik here to view.
Having the Cash Option
There are days when I feel that I didn’t really deliver as a blogger writing about investing. The time is probably now. I could have written about the next best stock that perk up my interest and you...
View ArticleClik here to view.
2012 Portfolio review and looking forward to 2013
I thought I will do a review as we close out 2012 and welcome 2013, sharing some personal thoughts, the portfolio, the blog and moving forward. Challenges This year have been a problem. So much so that...
View ArticleClik here to view.
How much does Asset Allocation strategies matter?
A large portion of the returns (near 90%) stems from which asset class and how much you allocate to them.A small portion (10%) is the individual issues.Which is why they say get your asset allocation...
View Article