No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. HK Land 10,000 US$5.43 74,934.00 15.0% 2. Far East Hospitality Trust 3,000 0.65 1,950.00 0.4% 3. Ho Bee Land 300 2.30 690.00 0.1% 4. Warchest 423,000.00 84.5% Total 500,574.00 100%…
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A Relook Back Into The 2016 Bear Case And What I Did To Get The Most Out Of It
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…
Jardine Matheson Holdings (SGX: J36) – Valuations Getting Attractive BUT…..
Jardine Matheson Holdings (SGX: J36) has been on a tear this year, dropping by as much as 23% in 2019, mainly due to the intensifying global trade tension, protests in Hongkong and slowing businesses in particular the auto sales, putting the company as one of the worst performer in the STI index. As a contrarian…
Why I Would Not Consider Ireit Global At Their Current Valuation
Ireit Global is a Reit I used to own in the past due to the strong profiling of their freehold assets in Germany, high dividend yield, low borrowing costs and long WALE with concentrated blue chip tenant profile. You would think that Germany is a strong powerhouse in Europe and they are too big to fail,…
Guest Post – Lessons Learnt From My Temporary Retirement
The following article is a guest post contributed by Simon from Financial Expert. Simon is someone I met on the social media and have chatted with him a few times. We have similar goals in mind with regards to the concept of financial independence and it is probably the reason why we quickly clicked when we…
Recent Action – Vicom Ltd
In my previous post on “How Do You Prepare A Growing Warchest”, I mentioned about how we can accumulate our warchest through a variety of ways. One of the ways to do them is through the accumulation of defensive stocks which tend to be more resilient during period of uncertainties. I was fortunate to have a…
How Do You Prepare A Growing Warchest?
Every three to four years, we revisit the topic issue on the importance to keep a warchest in our portfolio. This comes always on the back of something that is brewing, like the Eurozone crisis in 2011, the oil and China crisis in 2016 and the Trade War and HK protests in 2019. As the…
Personal Update in July!
As I am writing this post, it has been a month since I last gave an update about my situation in the previous post which wasn’t so pleasant and I must admit it has been one of the more challenging periods in my life that I have to death with. On the usual routine year,…
Some Quick Updates!
I thought I’ll provide some quick updates on my situation in case anyone thinks I’ve gone missing. The past week has been one of the most stressful case as my Dad was down with an ischemic stroke on the left side of the brain which paralyses him on his right arm, leg and the ability…
Jun 19 – Portfolio & Networth Update
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Vicom 31,300 6.78 212,214.00 22.0% 2. Far East Hospitality Trust 3,000 0.65 1,950.00 1.0% 3. Ho Bee Land 300 2.37 720.00 0.1% 4. Warchest 722,990.00 77.0% Total 937,874.00 100%…