No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. China Merchant Pacific 45,000 0.91 40,950.00 12.0% 2. Vicom 6,000 6.10 36,600.00 11.0% 3. Kingsmen 37,000 0.79 29,230.00 9.0% 4. ST Engineering 5,000 3.16 15,800.00 5.0% 5. Stamford Land 30,000 0.51 15,300.00 5.0% 6. Accordia Golf Trust…
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Reducing Activities That Aren’t Important In Your Life
One of the biggest beneficiaries I’ve discovered since becoming a parent is that I have a much greater willingness to pay for time and how I treasure the feeling of togetherness as one. The feeling is mutual for now, though I’m sure as he grows older, he will have time for his own activities and…
Dividend Investing – Revisited
I would like to draw a reference post by GV which I thought he did really well in explaining the truth about dividend investing which many had overlooked. Readers of this blog would know that I am a proponent of cashflow investing which is a subset of dividend investing if you like to see…
A Quick Summary Valuation Guide for Developer Companies
Many developer companies have long endured a depressed valuation for a number of years, due to poor market sentiments from the market and tightening of the government policies. As investors, we know that these developers are currently trading at a significant discount to their book value, a metric which is key to valuing these…
The Psychological Problem of Waiting
Earlier in the month, I wrote an article (here) about how I was going to utilize my funds in a bear downturn market scenarios. Since then, the market has somewhat presented me with an opportunity to add on some of the great counters at a rather attractive price which I excitedly add on into the…
Do You Know Your Reits Well Enough?
I discussed a lot on the Reits sector towards the end of previous year (Click Here) and then updated them again early this year (Click Here), especially on the sensitivity risk towards rising interest rate environment, and thought it is a good time to review the sectors again after some serious correction during the past…
Is The Story of Emergency Funds Overrated?
I recently read an article online about a person who has invested all his funds into the stock market. From his past articles, it appears that he doesn’t keep any funds for emergency purpose and I get the impression that neither does he think he requires them at this moment. He is young, single and…
“Sep 15″ – SG Transactions & Portfolio Update”
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Vicom 8,000 5.90 47,200.00 14.0% 2. China Merchant Pacific 45,000 0.91 40,950.00 12.0% 3. Kingsmen 37,000 0.79 29,230.00 9.0% 4. Accordia Golf Trust 22,000 0.64 14,080.00 4.0% 5. Stamford Land 30,000 0.49 14,700.00 4.0% 6. Ho Bee…
Recent Action – Ho Bee Land
What a month it has been. Volatility in the market has provided me with significant opportunities to add into the market into some of the great companies I’ve always wanted to own. This week, I accumulated a position in Ho Bee Land for another 5,000 shares at a price of $1.95. This is on top…
Recent Action – Dairy Farm International
I managed to purchase 1,000 shares of Dairy Farm International at a price of USD 6.05 this morning. I had initially queued for 2,000 shares but it was only partially filled. Oh well, maybe another half the shares for another time perhaps. This was a company with a very resilient earnings and defensive nature…