|
No. |
Counters |
No. of |
Market |
Total |
Allocation |
Category |
|
1. |
Wilmar |
17,000 |
S$4.80 |
81,600.00 |
22.0% |
Momentum |
|
2. |
Comfortdelgro |
40,000 |
S$1.41 |
56,400.00 |
15.0% |
Recovery |
|
3. |
Lendlease Reit |
55,000 |
S$0.63 |
34,650.00 |
10.0% |
Dividend |
|
4. |
CDLHT |
20,000 |
S$0.97 |
19,400.00 |
5.0% |
Recovery |
|
5. |
Jardine C&C |
1,000 |
S$19.0 |
19,000.00 |
5.0% |
Recovery |
|
6. |
Micro-Mechanics |
11,300 |
S$1.95 |
22,000.00 |
6.0% |
Dividend |
|
7. |
Tencent (HK) |
400 |
HK$519 |
37,000.00 |
11.0% |
Compounders |
|
8. |
JD (HK) |
500 |
HK$240 |
21,580.00 |
6.0% |
Compounders |
|
9. |
Alibaba (HK) |
500 |
HK$240 |
21,580.00 |
6.0% |
Compounders |
|
10. |
Carnival (USA) |
700 |
US$16 |
15,680.00 |
3.0% |
Recovery |
|
11. |
Bank of China (HK) |
20,000 |
HK2.60 |
9,270.00 |
2.0% |
Dividend |
|
12. |
GA Pack (HK) |
9,000 |
HK3.00 |
4,675.00 |
1.0% |
Dividend |
|
13. |
Ho Bee Land |
300 |
S$2.12 |
636.00 |
1.0% |
Leftover |
|
14. |
Warchest |
|
– |
30,000.00 |
9.0% |
|
|
|
|
|
|
|
|
|
|
Less: |
|
|
(155,000.00) |
|
|
|
|
|
|
|
|
|
|
|
|
Total |
|
|
|
218,470.00 |
100% |
100% |
A blink of an eye and we are suddenly in the month of August.
The past few weeks have been very hectic for me in terms of work and other personal life but there’s the rainbow after a poor month in Jun and Jul.
With a lot of businesses coming back up after reopening, work volume has increased quite substantially. The good news for us is we managed to secure a new substantial investor and our businesses have quickly picked up to pre-COVID levels so from the month of August our salaries will be restored back (after a 30% cut in the last 2 months). This will greatly help my own finances with more cash in hand that I can pump in more into investment.
On personal assignment, I have also completed 3 assigned sponsored articles in the past month which took up quite a bit of time. There’s usually the time committed to meeting, research, write, edit, and review but all in all it was a very decent paid assignment that helps our finances during my period of a pay cut.
We have also been busy with the primary one registration for our child which we registered during the assigned registered phase. We are also letting the kids train out with the bicycles on the playground more frequently these days which also allow me time to breathe in the evening after office hours.
Portfolio Updates
Okay, so back to portfolio updates.
This has been a very good month for the portfolio and there’s plenty to good news to cheer from.
In fact, I managed to scale up my positions quite significantly into more recovery and dividend plays this month as we get closer to more vaccine news and development. Already, we’ve heard about how Russia managed to approve its first COVID vaccine in their own country.
As some of you might know from the previous update last month, I managed to divest both one of my largest positions in Lendlease and CDLHT at an average price of 73 cents and $1.10 respectively. I was blessed with the timing as these two positions continued to drop over the next couple of weeks on second wave news which resulted in both of the counters correcting by about 20%. I managed to buy them again at an average price of 62.5 cents and 98 cents after both have announced their results.
I have also added Micro-Mechanics at an average price of $1.85 after a couple of very strong showings performance from the other semi-con companies such as UMS, Frecken, and AEM. I’ll classify this as a dividend play for now in the portfolio as it provides both the dividend and the growth factor needs that are evident going into 2021 with 5G infrastructure in play.
On Recovery plays, I have further added to my position for Comfortdelgro to make it 40,000 shares after the share price dropped close to its previous low at $1.33. With that, my average price now stands at $1.54 which I think is decent enough to wait for a recovery.
I have also added a small stake in Carnival cruise at an average price of USD14.50 for potential recovery plays. My thesis would be that I think recovery plays present a good risk-reward at the moment given that the markets have mostly factored in the continuing rise in cases and there’s a very good chance we might hear something on the vaccine development (phase 3 trials results), even if these are only 50% effective.
On Compounders’ play, I have also added the three Chinese giants for longer-term compounding plays. The timing of these entries was not exactly good as there has been much turbulence since the purchase. The biggest one was the news that Trump has banned Wechat and Tiktok from operating in the US, which sends spirals down to the Chinese tech stocks across. I guess I’ll just have to wait for it longer for their next upcoming results which I am anticipating.
If you are keen to buy some of these companies and have not opened a trading account yet, you might want to consider signing up with Tiger Brokers. I have used it myself to buy HK and US stocks which now offers a lot of good deals on the reduced commission fees.
2020 Networth Updates
The portfolio has rebounded strongly this month from the previous month of $201,556 to $218,470 this month due to the number of factors.
The biggest factor comes from the upsurge momentum of my largest position in Wilmar, which announces very good Q2 results as well as a successful approval from the committee regarding its YKA IPO which brings it closer to going public.
The second biggest factor comes from the successful divestment of Silverlake after it managed to a run-up in the past few weeks. It appears that momentum is still very high on the radar right now so I figured I might have sold it a bit too early, but oh well.
The portfolio continued to inch a step closer to the target of $250k I have at the end of the year.
With income starting to go back to full force from this month, my gameplan is to allocate it to use as much as I possibly can as in my opinion, both the HK and STI are still at an attractive level to invest.
Cheers and stay safe everyone.
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Hi B,
Looks like the number is up. Nice to see such progress.
I believe that you will achieve better than your previous highs.
It's the matter of time.
WTK
Hi WTK
Hope so!!! Still finger cross at this point, hopefully we'll progress better with the Covid situation.
Hope things are well too at your side.
uncle168,
i think aem financials is fake
i can't find any aem doc that state intel is its customers
i seach amat and it is the preferred supplier of intc
maybe intc is aem customer but i think the revenue nor profit is so high
it is strange aem can buy small unknown companies that makes very little money and make much more profit soon after
why would intc buy drom aem when it can buy from amat?
i think soon muddy waters sure aim this stock
its like best world purposely have zero borrowings but dividend so little compared to its cash holdings
if it is so hor tan like aapl it should borrow money to pay dividend as money floods it coffin
aem reminds me of dmx even fooled venture
you should turn to write short report and uncover acxounting fraud in sgz listed companies
keekeekee
AEM didn't specifically mention its Intel but if you read the details and also attended past agm, there's a very strong hint of that.
uncle168,
last time midas also forbes best under a billion
now aem also kanna the forbes curse
b ah u better think how you going to pay your monthly mortgage leh
keekeekee
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uncle168,
i'm waiting for the local banks around S$15,000,000,000 covered bonds default as many people cannot pay their private residential property mortgages.
i wonder how mas going to save the local banks
let the banks own part of the private property as interest payment like reverse mortgage if lenders can't pay up?
keekeekee
uncle168,
the forbes best under a billion should be renamed too good to be true companies
best world also best under a billion leh
its a curse to be under the list
keekeekee
uncle168,
when interest rate is zero, the banks can't make money from lending as nobody wants to borrow that's why interest rate is zero because there is no demand
but those who have borrowed in the past has to repay but they have no cashflow as everywhere is lockdown
even if the bank take collateral it would probably be soon worth much less than the principal loan and if the bank tries to auction it nobody would buy as buyers would wait for prices to go lower
it would be a miracle if singapore survives this pandemic
its wet dream of leveraging on cheap migrant workers and building a property bubble with foreign speculators is becoming a covid nightmare
keekeekee
The real miracle is if you ever have a right prediction LOL!
uncle168,
you shouldn't delay your mortgage and speculate the money on stocks
you will end up with no money when the market crash and the bank would force sell your property then you have to go to decathlon to buy a tent and live in the east coast park
keekeekee
uncle168,
you see your wilmar should be going up but you jin sway adm run road liao
buy stock use fa ta all no use one
buy stock is actually gambling
quit while you can
dividend warrior i think soon will have zero dividend for life holding on to zombie reits and his hdb flat will never be build
keekeekee
uncle168,
adm just wiped out your wilmar cfd 10% margin position
$8k gone
keekeekee
This comment has been removed by the author.
uncle168,
the adm US$300m 0% bond due 2023 convert to wilmar share is S$5+ leh
u huat if the share sell to temasek
temasek now like anyhow whack everything also buy sure got one huat
keekeekee
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Hi B,
Whats your take on aviation related stocks for recovery gain in the long term (3-5 years)?
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Hi B,
Do you intend to hold carnival for long term? And what is your target selling price?
Hi B
Thank you for your sharing , your articles are always insightful and well thought through.
May I know what are your thoughts on the recent slump of Wilmar's price due to the divestment by ADM?
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