A quick update on the latest transaction I’ve done since my last portfolio update: As part of my ongoing resolution to rebalance my equities and cash allocation due to the recent market run-up, I have divested all my 10,000 shares for SCI at a price of $4.84 today. The counter will be going ex-dividend this…

 No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. China Merchant Pacific 69,000 1.16 80,040.00 26.0% 2. FraserCenter Point Trust 24,000 2.06 49,440.00 16.0% 3. SembCorp Industries 10,000 4.71 47,100.00 15.0% 4. Vicom 6,000 6.70 40,200.00 13.0% 5. FraserCommercial Trust 11,000 1.52 16,720.00 5.0% 6. ST…

Imagine yourself as an investor holding shares in ABC company at an average price of $10, which you have bought at a reasonably fair price based on your conviction. You see the stock price slide downwards to $9.50 in the short term and you managed to convince yourself that you are a long term investor. A…

It should not be a coincidence to know that different stakeholders play different roles in a business organization and each stakeholder hold different objectives and priorities. Many of us who are financial bloggers are mostly undertaking two different stakeholders role at the same time. We are either mostly employees in an organization or shareholders/business owners…

Back in February, I posted an article about the current state of market valuation at that point in time. You can read the article here. Given that we are now 2 months ahead, maybe we should take a quick revisit at where the market valuation is at right now. As an investor, I think it is…

The recent one year has been a spectacular gain for the rising dragon of the China Shanghai composite market. In less than a year period, the index has risen from the low of 1900 to a high of 3700. This is despite the soft landing issues China’s economy has been suffering that we hear all…

Regular readers of my blog would know that I often blog about anything that I can find that represents value to anyone looking for something out there. I have blogged a couple of times on stocks which I thought represents good value as well as food & beverages which I have shared not too long…

This past weekend, I was reading an article regarding the entrepreneur spirit of Elon Musk, who is CEO for SpaceX and Tesla which he shared some fascinating stories about how he started and enveloped his entrepreneur spirit during his early days. In the article, he shared about how he prepared and set himself up for…

I’ve been reading a number of blog posts by AK71 on whether we should be accelerating the topping up process or transferring the money from the Ordinary Account (OA) to a Special Account (SA) which obviously yield direct advantage as the money is compounded in higher return. He also talked about this in the previous “meet the…

The market has been consolidating right at the top for a few months now and it seems very difficult to predict where it’s going to go next as it had always been. Having said that, there will always be incoming new investors on board who are intrigued by the seemingly “successful” safety boat in the…