S&P 500 might have shed 1.9%, erasing its gains for January and 2021 to date and the last one week being its worst since October 2020. However, January 2021 has on a whole started with lots of hope in all markets (with vaccination started in many countries) and ended with plenty of exuberance in the … Continue reading Jan 2021 – Hope & Exuberance
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
It just came alive when I was giving up on the lethargic STI at end Oct, after 4 consecutive months of decline. Within a week, it gained 7%. STI heavy weight like DBS gained 10%; even Singtel gained 8%. Many SReits also joined in. As my portfolio was heavy weighted in STI, it benefited quite … Continue reading Doses of Optimism
It is a good Friday today as our local society moves into Phase 2 Recovery from the circuit breaker. I could literally feel a sense of relief and joy of people when I walked around my neighborhood to do some "shopping". But the same cannot be said of STI. It dropped 1.16% today. It has … Continue reading Walk The Talk – Buy
Finally found some quiet moments to reflect on what happened in the market last week and sketch some plans for this week. Confidence was shaken last Thursday when US market tumbled. The seemingly unstoppable rally that started in late March has started to reveal a chink in the amour. Will it crack further or heal … Continue reading Top on my watchlist …
I am sure all the investors out there will agree that it was an unforgettable 4 months start to the year 2020. In those 4 months, I experienced more upheavals in my investment portfolio than probably all combined in my last 20 years of investing experience. I have never seen the stock market dropped so … Continue reading 4 Unforgettable Months – Hard Ruthless Lesson
First full trading week of the year has come and gone. What a week! The missile attack by Iran on US bases in Iraq on Monday was a "bombshell" (pun intended). Market went down sharply at the start but surprisingly, it recovered by the end the day. Volatility was written everywhere in the market. If … Continue reading Nervy but Good Start to a New Year, so I Sold and Strengthen my Warchest
First, I like to thank all the subscribers who have signed up for regular updates from this blog. This week, the number of subscribers surpassed 200! Thank you all for your support and I hope you will continue to find this blog relevant to your investment and F.I.R.E journey. It is another incredible week again! … Continue reading Couldn’t resist the temptation … I touched even the untouchables!
When everyone else was waiting for the outcome of Trump-Xi meeting later today, guess what I was doing for most of this week ... Yes, I was still selling (the title gave it away). I sold more Singtel shares this week at $3.50 while trying to keep the holding of Singtel in my portfolio to … Continue reading Trump-Xi meeting – whatever … Anyway, I sold more again this week.
Jan19 has been a great month for equity investors. All major markets made an incredible turnaround from the dismal Dec and put on a strong show within a month. STI gained about 5%, Hang Seng/China Shanghai indexes gained about 10% and US S&P-500 8%. Happy # 1 My overall portfolio outperformed STI slightly, @6.5% but … Continue reading Jan19: 5 Happys