I’ve been following the latest letters from Howard Marks of Oaktree for some time now. It has been truly amazing given the amount of wisdom inputs I have received from this guy just by reading some of his letters. For those who has never read any of his letters previously, I would strongly recommend you…

In my previous post about a month ago, I mentioned that I am in the midst of building up some cash holdings (original article here) as I feel the market is somewhat overheated and is due for a correction. I continue reducing my portfolio and in particular for Reits as I feel they are currently…

I’ve initiated a small position in Noel Gifts International to test out the strategy I have previously discussed on my post on Design Studio (view article here). Since the counter is rather illiquid, I have only managed to purchase 18,800 shares at a price of $0.295. The idea of using this strategy is to test…

This is a tribute post on the passing of one of the greatest visionary leader we ever had in the history of Singapore: Mr. Lee Kuan Yew.   This is a sad day for many of us as the world mourns over the loss of Singapore’s grounding father, the great father for all Singaporeans and the…

In 1906, Italian economist Vilfredo Pareto created a mathematical formula to describe the unequal distribution of wealth in his country, observing that twenty percent of the people owned eighty percent of the wealth. The 80/20 rule has then been commonly used throughout everyday’s life to assume the practical meaning of 20 percent that are vital…

 No.  Counters No. of Lots Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. China Merchant Pacific 69 1.06 73,140.00 25.0% 2. FraserCenter Point Trust 30 2.03 60,000.00 21.0% 3. SembCorp Industries 10 4.26 42,300.00 15.0% 4. Vicom 6 6.58 39,300.00 13.0% 5. FraserCommercial Trust 11 1.49 15,840.00 5.0% 6. ST…

In a bullish market environment, it is often difficult to find companies that provide a long term value with a sufficient margin of safety to shareholders. Because of such difficulties, we often see investors pumping up their investment in commonly seek blue chip companies that pushes its price to earnings to record high these few…

It has been a while now since I last posted an article update on S-Reits. The last time I did that was back in Aug last year and it has been slightly more than 6 months since. For those who are interested in my previous update, you can refer to the article here.  The news surrounding the impending increase in…

There has been an ongoing talk more on warchest recently from fellow friends and bloggers following Derek’s and LP’s initiated conversation the other time regarding portfolio allocation. The truth is portfolio allocation is seemingly a very important yet overlooked concept that many had underestimated. I’ve been reading some articles and books on human behaviors in recent weeks myself which…

I remember when I was younger, it was so cool to follow the latest trends, gossips, gadgets and the many more that people and news were reporting all over. Even when you were walking beside a group of hunks in school you’ll look somewhat better in person.  The opposite is also true. When you mix…