The Trade War is escalating.
You can feel that coming as investors as you read the news that both Trump and Xi had continuously been playing a game of cat and mouse and it appears there’s no way both could get a mutual agreement that might compromise one another.
Last night was a bloodbath as Dow was down more than 600+ points while Nasdaq had fallen by 3%.
It’s pretty drastic in my opinion, but we are getting the hang of it with Trump.
Up 2% on one night, down 3% the next day, and then up another 2%, and then down another 3%.
Monday is going to be interesting especially for our STI index which is still at 3,110, and are still up by about 4-5% (inclusive of dividend) year to date.
Not cool at all given we want a bigger drop like the ones we’ve seen most recently in 2016, at the very least.
The year is still running with now being only August, so I’m hoping we’ll get to that stage where STI goes to as far down to the 2,500 range, which is the lowest on the 11 Feb in 2016.
What Happened In 2016?
The good thing about journaling everything in this blog when it happened is I could easily relate it back when I needed to relook back at something.
2016 was a lovely year for investor as the STI dropped 28.3% from the peak to 2,538.
The first day of trading in 2016 on the 4th January saw STI dropped to close the day at 2,835.
The media news were labeling it as “Black Monday” and I can understand why.
After all, we wanted to start the year fresh and exciting and what we’ve got is a massive plunge everywhere globally with the China Shanghai index in particular dropping 7% on that day to trigger a circuit breaker. HSI was also not spared as it ended the day at 21,327.
As an investor looking for bargain myself, I happily bought a few companies during that short stint where the market was continuously in red.
I mean, just look at the price of those companies below.
Who doesn’t want to buy OCBC at $7.95, or ST Engineering at $2.88, or Ho Bee Land at $1.95 or FCT at $1.89, or Ireit at 66 cents, or CDL at $7.29, or CCT at $1.31, or Keppel DC Reit at $1.02.
These are all companies that are seem brainless to accumulate back then on hindsight given the current valuation they are trading today but I can tell you that things are very much different back then with all the fear news lingering around, causing most people to wait until “the sky is clearer”.
There are also a few companies such as Kingsmen, Dairy Farm and First Reit which are trading at less today but we can mostly agree they are due to fundamentals of the company deteriorating.
 |
| Don’t you love it when you see Areit at $2.21, CRCT at $1.35, FCOT at $1.27, FLT at $0.895, MCT at $1.41, MLT at $0.98 |
How Did I Perform The Year In 2016?
Most people was waiting for the market to bottom out but I was going a different direction by buying more each time the market went down and I had exhausted my warchest by the time the market goes into the 2500 territory.
Needless to say, the global market rebounded thereafter and my portfolio gained much from the earlier investment I had made when blood was on the street.
Even if the global market did not rebound on that particular year, I still had my savings and my dividends to add more to those companies over time.
I believe that the entry price was attractive and I believe the market was going to come good someday.
2016 was one of my better performance year as I ended the year with a 22.35% return.
It is also the start of the foundation where my portfolio accelerated quickly over the next couple of years and since then I’ve been waiting for something which has similar tenacity as that one.
Final Thoughts
Here’s a few lessons that I learnt which might be useful to new readers.
In any bull or bear case, there are bound to be many naysayers and “gurus” who are trying to predict where the market will bottom. Unless you are a trader, I’d advise that you ignore these “noises” because they are likely as clueless as any experts out there in the CNBC or Bloomberg news.
Traders might be a bit different because they are taking a specific position with stop loss and a specific position to take profit, hence their angle of views might be slightly different with investors.
Don’t wait for the bottom because it might or might not hit and you might miss your chances on the up.
For as long as you see something which is priced attractively, do get into positions and slowly add from there. If you miss to catch the wave, you are likely to miss a huge chunk of your gains and might have to wait a few more years for that.
Typically, we’ll get about one small bear case such as the one we’ve seen above every 3 to 4 years.
Do concentrated investment.
It might seem that everything is attractive when you see blood on the street but go for the biggest meat that you are confident in and put a larger resources on it. I mean, there are no point when you can finally get OCBC at $7.95 but only allocate a small 1% of your portfolio on it. If you think is attractive, go for at least 5% position at the minimum. Anything smaller is insignificant to your portfolio.
Last but not least, continue spending time to analyse the prospect of companies and building up capacity in asset allocation as an allocator. This will payoff good dividends when you need it later on.
Thanks for reading.
If you like our articles, you may follow our Facebook Page here
Hi B, yes 2016 was a good time. Looking back, my regret was taking too little position.
Me too.
Hi Brian,
What are the things you focus on when analysing prospects of companies?
Do you have a post on that?
Thank you!
A very timely article, thanks Brian.
شركة رواد الحرمين الموقع الرائد فى عالم الخدمات المنزليه والاول بالمملكه العربيه السعوديه
لما يتمتع به من خدمات مميزه ، فالبرغم من اننا مؤسسه ربحيه الا ان
مزاولة نشاطتنا كلها مرتبط على نحو وثيق بتلبية
شركه عزل فوم بالدمام
شركه تنظيف منازل بالدمام
Everytime I woke up in the morning the first thing I do is open my laptop and searching for new blogs that is trending or not trending to become updated in the past and present events or topics and now I saw this article about retail market, I was just thinking if you are a businessman at the same time writer?
It’s been a long time since I read some blinding articles like yours! You are really compliment with this, no one makes me amazed than before, maybe I should share this with my friends, If you want to go to retail market I want to come with you.
شركة تنظيف بالباحة التنظيف من الأشياء المهمة التي يجب الاهتمام بها فهناك العديد من الشركات التي تقوم بعمل التنظيف بشكل ممتاز كما تعمل بدقة كبيرة وكفاءة عالية.
فيتم التنظيف بعدة طرق مختلفة ولكن تحتاج الى ايدي عاملة مثل شركة تنظيف بالباحة
حتى يتم العمل على أفضل وجه فيجب القيام بالتنظيف باستخدام مواد التنظيف التي تتناسب مع كل ما تقوم بتنظيفه سواء كان سجاد او أثاث أو ستائر أو أرضيات أو غيرها من الاشياء الاخرى والاماكن الاخرى.
فتحتاج عند القيام بالتنظيف إلى أدوات تعمل على التنظيف بشكل جيد وبطريقة جيدة تنظف بعمق ولكنها لاتتلف الاشياء الخاصة بالمنزل.
كما يجب أيضا الاهتمام بالتعقيم للحمامات والمطابخ والتنظيف بدقة لأن تلك الاماكن أكثر تعرضا في بيتك او منزلك للاتساخات بشكل كبير شركة تنظيف بالباحة
وتحتاج إلي التنظيف بشكل مستمر .
كما أن هناك أيضا العديد من الاشخاص الذين يعانون من الاتساخات الموجودة بالاثاث والكنب بمختلف أنواعه فلكل نوع من أنواع الكنب طريقة مختلفة عن الاخري في التنظيف سواء كان من الجلد أو قماش أو مغطى بالخشب فيجب تحديد نوع المنظف الذي تقوم باستخدامه في التنظيف قبل الاستخدام حتى لا يتسبب في أي ضرر للكنب أو للاثاث.
لا تقتصر عمليات التنظيف علي مكان محدد دون الآخر بل إنها من الأمور الهامه لجميع الأماكن سواء كانت منازل أو فلل أو شقق وايضا جميع أنواع الاثاث وخاصه السجاد والانتريهات الذي تتراكم فيه الاوساخ والأتربة والروائح الكريهه.
كما يجب أن تتم عملية التنظيف للخزان أيضا والذي يعتبر من أهم الأغراض في كل منزل، ومن أهم أساليب النظافة أن يتم مراعاه التنظيف الجيد لمواسير الصرف والمجاري التي تعتبر من أكثر الأماكن التي تتعرض للانسداد وتراكم الحشرات بها وتتسبب في الأمراض.
كما يجب أن تتضمن عملية التنظيف أيضا التخلص من القاذورات بشكل مستمر وعدم تراكمها في المنزل فهي من أهم أسباب انتشار الحشرات والروائح الكريهه والتي هي مصدر للأمراض المختلفه.
النظافة من الأمور الضرورية والتي يحثنا عليها الدين الإسلامي وتتطلب تنفيذ دقيق واتباع الخطوات التي توفر اعلي نسب حمايه ممكنه والتخلص من مشاكل المنازل التي تنتج عن انتشار هذه الاوساخ المزعجه.
شركة عزل أسطح
من المعروف ان عزل الأسطح من المهام التي من الممكن ان تقوم بيه شركة عزل أسطح فهي من المهام التي من الممكن ان تساهم بشكل كبير في حماية الأسطح شركة عزل اسطح بالباحة
وهذا من الكثير من العوامل الضارة والتي من الممكن ان تؤثر على الأسطح
��ARE YOU ABSOLUTELY IN NEED OF THE SERVICES OF A PROFESSIONAL HACKER?(CATCHING A CHEATING SPOUSE[Phone Hack], RECOVERY OF LOST FUNDS, CREDIT SCORE UPGRADE, WEBSITE HACK…)
When you wonder “which hacking company should I hire, the first aspect that should concern you is quality. Clearly, you want to embark for services that povides swift response, Thanks to our talented and Astonish Hackers , you are rest assured that your expectations will always be met. You’ll be glad to find out that our services Implies precisions and actions.
High prolific information and Priviledges comes rare as i would be sharing with you magnificent insight you wish you heard years before now. As it's been understood that what people don't see, they will never know. This post is definitely for those who are willing to turn their lives around for the better, either financial-wise, relationship-wise or businesses.
Welcome to the Global KOS hacking agency where every request on hacking related issues are met within a short period of time.
If your shoe fits in any of the required services below, you will be assigned to a designated professional hacker who is systematically known for operating on a dark web V-link protocol.
The manual Operation of this hackers is to potentially deploy a distinguished hacking techniques to penetrating computers and various type of database system to meet your request.
Penetration of computing systems are achieved using core software tools like Ransomeware, SQL/Keylogger injection. botnet, trojan and DDOS attacks.
Providing value added services to clients as a hacker has been our sustaining goal.
Are you faced with cyber challenges like
��Recovery of lost funds:✅It saddens our mind when client expresses annoyance or dissatisfaction of unethical behaviours of scammers. We have striven to make tenacious efforts to help those who are victims of this flees get off their traumatic feeling of loss. The cyber security technique used to retrieving back the victims stolen funds is the application of a diverse intercall XX breacher software enables you track the data location of a scammer. Extracting every informations on the con database, every requested information required by the Global KOS would be used to tracking every transaction, time and location of the scammer using this systematic courier tracking base method.
�� Hacking into the mobile phone of a cheating spouse.✅ This type of hack helps you track every movement of your cheater as we are bent on helping you gain full remote access into the cheater's mobile phone using a Trojan breach cracking system to penetrate their social media platforms like Facebook, whatsapp, snapchat etc. This spy processing is used via an HDSI folder which synchronizes the target mobile operating system into a clone S-Drive unit.
��Credit Score Upgrade:✅Due to our transformed changes on Equifax tracking , upgrading of credit score are backed by our cyber tech breaching licence, This hacking process drastically generates you an undestructive higher credit score which correlates to a higher level of creditworthiness. The time frame for upgrading a credit score requires eighteen(18) hours
��️ BITCOIN GENERATOR:✅ (Higher job profile). This involves using the ANTPOOL Sysytem drifting a specialized hardware and software implementing tool in slot even-algorithms to incentivize more coins into your wallet which in turn generates more coins exponentially like a dream at specified intervals.
The company is large enough to provide comprehensive range of services such as.
• Email hacks��
• Hacking of websites.��
• Uber free payment hacks.��
• website hack.��
Our strength is based on the ability to help you fix cyber problems by bringing together active cyber hacking professionals in the GlobalkOS to work with.
Contact:
✉️Email: clarksoncoleman(at)gmail • com.
Theglobalkos(at)gmail •com.
©Global KOS™
2030.•√
We are Offering best Global Financial Service rendered to the general public with maximum satisfaction,maximum risk free. Do not miss this opportunity. Join the most trusted financial institution and secure a legitimate financial empowerment to add meaning to your life/business.
Contact Dr. James Eric Firm via
Email: [email protected]
Whatsapp +918929509036
Best Regards,
Dr. James Eric.
Executive Investment
Consultant./Mediator/Facilitator