Category Archives: Investments

Start June

Hunker down worked during this period of uncertainty however missed out the AI mania where QQQ nasdaq outperformed Dow. Shift 60/40 portfolio to Higher income 80/20 World index is resilient as Nikkei/Kospi outperformed! +Asia tech / Disruptive tech gain.– China … Continue reading →

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Impending 1Q 2023 crisis

Lehman style crisis starting?? Started position for a “bad news” that is a credit event, let see this is a overreaction or really there’s something more. I’m doing a stress test of portfolios with my spare cash! Moneyowl 40% Equity … Continue reading →

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Year 2022 round up

My stocks portfolio ex funds year end. Incidentally, it only has 3 counters actually. Healthcare/China tech and Oil & Gas. The strategy paid off with combination of DCA of HSI tech and maintaining O&G sembmarine counter. There could be large … Continue reading →

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Nov review

Oct/ Nov is in super volatile period, major tech firms (FAANG?) are bashed down and it got held up by DOW,  i’ll still DCA on Amundi Prime USA fund. Strategy across adding Cash to Singapore SSB when selling out Oil … Continue reading →

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Oct Update, Fed remains hawkish

Update on Oct, imminent downside coming. Adding Cash (Singapore SSB) Oil 30% Sembmarine holding it for M&A prospect. OCBC Robo: Singapore Cash is King 100% equity 60% (DCA)OCBC Robo: Stable Reits 30% (DCA)OCBC Robo: Precious Metals 10% (HALT) i have … Continue reading →

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US approaching bear market

War is still raging but quiet down. S&P and Dow has fallen almost technical bear market at 20%. Will continue to trade & DCA per month. My portfolio is hardly risky and fairly conservative at the moment. Stocks: (Remain/ add)Luxury … Continue reading →

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War of Ukraine

Due to the protracted period of war, inflation pressures looms, i’m halting investment on index funds and impending recession. Prudent allocations to stocks with strong cash flows and with direct correlation with inflation. Singapore seems a safe harbor with commodities … Continue reading →

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Rise of roboinvestors

Strategy: There’s no proof that rising interest rate will lead to the stock bear market. 3 years roadmap: OCBC Robo: Singapore Cash is King 100% equity Endowsus S&P500 100% DBS Asian equities 100% Switch to Endowsus Income fund on stabliity.

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Missing years? 2019 Mar – End 2021

Missing years indeed as above this is a extraordinary pandemics years Paid up beauty world loan / part of HDB. Both of my properties are having fixed low interest. 1.4% UOB 1.5% DBS Not much movement of investment for me. … Continue reading →

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Oct 2017 Review

Oct is always a fearful month for investing loom, everyone r drunk by the all the record breaking highs during the last quarter 2017. Investment Climate: Positive tax reform and new fed chairman set the direction for next year. China … Continue reading →

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