Posts

Investing August 2019 ... OCBC, MoneyOwl & thoughts on HK

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[Disclaimer: I am an amateur investor and not a financial advisor.  I blog here to chronicle my investment journey.  My stock purchases and sales are unique to my temperament, life situation, risk appetite and investment goals.  All information that you find on my blog such as ideas, commentaries, predictions, or stock picks, whether expressed or implied, are not to be construed as personal investment advice.  I repeat, I am only an amateur investor.  I cannot and will not be held liable for any action that you take as a result of what you read here.  Do your own due diligence and/or seek the help of a qualified financial advisor.]

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It has been a pretty busy month for me, what with an overseas trip with the family and a sudden increase in work volume.  I thought I would sit out of the market this month, and just accumulate cash for the war chest.  However, with the increased market volatility this month as a result of the trade war and the unrest in HK, some good …

Investing July 2019 (part 2) ... FuYu + 42.6% gain

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[Disclaimer: I am an amateur investor and not a financial advisor.  I blog here to chronicle my investment journey.  My stock purchases and sales are unique to my temperament, life situation, risk appetite and investment goals.  All information that you find on my blog such as ideas, commentaries, predictions, or stock picks, whether expressed or implied, are not to be construed as personal investment advice.  I repeat, I am only an amateur investor.  I cannot and will not be held liable for any action that you take as a result of what you read here.  Do your own due diligence and/or seek the help of a qualified financial advisor.]

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I have not been using MBKE's RSP program for long before they canceled the program (tsk!), and thus I was left with some odd units of STI ETF, OCBC and Singtel.  I sold them all and bought FuYu.  Why FuYu?

1. FuYu



















Fuyu engages in the manufacture and sub-assembly of precision plastic parts and components in Singapore, Malaysia, and …

Investing July 2019 (Part 1) ... Iron Mountain

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[Disclaimer: I am an amateur investor and not a financial advisor.  I blog here to chronicle my investment journey.  My stock purchases and sales are unique to my temperament, life situation, risk appetite and investment goals.  All information that you find on my blog such as ideas, commentaries, predictions, or stock picks, whether expressed or implied, are not to be construed as personal investment advice.  I repeat, I am only an amateur investor.  I cannot and will not be held liable for any action that you take as a result of what you read here.  Do your own due diligence and/or seek the help of a qualified financial advisor.]

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Not Iron Maiden.  Not Iron Man either.  But Iron Mountain.

With the recent rally, SG Reits are becoming a little too over-valued for my liking.  So I cast my sight further afield, all the way to the shores of the USA where Iron Man was born.  My search eventually settled on Iron Mountain, a U.S. Reit.

Iron Mountain, founded in 1951, is…

Investing 2019 June ... Keppel-KBS & Fortune + Portfolio Review

[Disclaimer: I am an amateur investor and not a financial advisor.  I blog here to chronicle my investment journey.  My stock purchases and sales are unique to my temperament, life situation, risk appetite and investment goals.  All information that you find on my blog such as ideas, commentaries, predictions, or stock picks, whether expressed or implied, are not to be construed as personal investment advice.  I repeat, I am only an amateur investor.  I cannot and will not be held liable for any action that you take as a result of what you read here.  Do your own due diligence and/or seek the help of a qualified financial advisor.]

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This month is quite a volatile month for stocks, what with the continual spat between Trump and China.  This trade war between the world's 2 largest economies, in my opinion, may not go away any time soon.  It might just be a precursor to a larger problem, the new cold war between the US and China.  It is not so much about having t…

Investing 2019 May (Part 3) ... Parkway Life & Sasseur

[Disclaimer: I am an amateur investor and not a financial advisor.  I blog here to chronicle my investment journey.  My stock purchases and sales are unique to my temperament, life situation, risk appetite and investment goals.  All information that you find on my blog such as ideas, commentaries, predictions, or stock picks, whether expressed or implied, are not to be construed as personal investment advice.  I repeat, I am only an amateur investor.  I cannot and will not be held liable for any action that you take as a result of what you read here.  Do your own due diligence and/or seek the help of a qualified financial advisor.]

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I love REITs.  Most SG investors do.  REITs provide a consistent flow of passive income, and they come with the potential for some moderate to high capital appreciation.

I am allocating 25% of my portfolio to REITs and I want to slowly build up this portion of my portfolio.  Currently these REITs are in my portfolio:

* Capital Commerci…

Investing 2019 May (Part 2) ... DBS & S&P 500

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[Disclaimer: I am an amateur investor and not a financial advisor.  I blog here to chronicle my investment journey.  My stock purchases and sales are unique to my temperament, life situation, risk appetite and investment goals.  All information that you find on my blog such as ideas, commentaries, predictions, or stock picks, whether expressed or implied, are not to be construed as personal investment advice.  I repeat, I am only an amateur investor.  I cannot and will not be held liable for any action that you take as a result of what you read here.  Do your own due diligence and/or seek the help of a qualified financial advisor.]

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The market has been rather volatile of late, after the intensifying of the trade disputes between the USA and China (actually it is just between Trump and China).  Things might get a lot worse than what it currently is, but that should not discourage me from investing, expanding current share holdings, picking up new shares and so on. …

Investing 2019 May (Part 1) ... MCT & Ascendas

[Disclaimer: I am an amateur investor and not a financial advisor.  I blog here to chronicle my investment journey.  My stock purchases and sales are unique to my temperament, life situation, risk appetite and investment goals.  All information that you find on my blog such as ideas, commentaries, predictions, or stock picks, whether expressed or implied, are not to be construed as personal investment advice.  I repeat, I am only an amateur investor.  I cannot and will not be held liable for any action that you take as a result of what you read here.  Do your own due diligence and/or seek the help of a qualified financial advisor.]

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When the time is right, you sell to take in some profit.  That was what I did the first week of May before this whole madness of trade dispute happened.  Paper gains look good, but they are definitely no better than cash in the winnings. A profit on paper is meaningless if one never actually sells the shares.

Hence, I took profit for t…