In my first reflection post, I shared about my key learning this year. In second, its about strengthening my portfolio for passive income. This third one is about diversification beyond our local shores to reduce exposure risk. US & HK Markets Besides Singapore, the two key markets that I have sizeable positions are US and … Continue reading Diversify to US and HK
In the last few days, 2 blog topics caught my attention - one is about investment outside Singapore, particularly into the US markets and the other is about entering (Or not) the market when everyone is fearful. The first topic was posted by SG ThumbTack Investor on 14-Sep: To Infinity & Beyond? Nah! The second … Continue reading My portfolio aims for 50% local 50% international – Yours?
It is a nice change after several week of losses to see "Greens" emerging on my Singapore and Hong Kong portfolios again. The Hang Seng and Strait Times Index gained about 2% each. While the gain on my Hong Kong stocks was more broad-based, this was not the case for my Singapore portfolio. It's only the … Continue reading Random Thoughts about Last Week Happenings
Let me first reflect on Aug 2019 before going to the main topic. It wasn't a happy month for many investors. Most indices across the world went lower, with Hong Kong being one of the worst. Guess what, Singapore wasn't far behind. These two trading hubs are bearing the backlash from the US-China trade war. … Continue reading Is dividend growth y-o-y a must? Am I too easily contended?