tag:blogger.com,1999:blog-7944902213075756335.post4573193306627247586..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): When to be fully invested in the stock market?AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger23125tag:blogger.com,1999:blog-7944902213075756335.post-16072033902038837702017-08-04T14:46:47.367+08:002017-08-04T14:46:47.367+08:00Reader:
Are you fully invested or waiting for pull...Reader:<br />Are you fully invested or waiting for pull back in the share market?<br /><br />AK:<br />The last time I was fully invested was during the GFC. I used every single cent in my war chest. It was terrible. I felt very broke. Am I fully invested now? You say leh?AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-35557067221225726772013-06-21T10:50:18.193+08:002013-06-21T10:50:18.193+08:00Hi Solidcore,
Mr. Market always overshoots whethe...Hi Solidcore,<br /><br />Mr. Market always overshoots whether it is to the upside or downside.<br /><br />If AIMS AMP Capital Industrial REIT and Sabana REIT should see their unit prices declining to below NAV, I will be buying. :)<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.sg/2013/06/s-reits-are-we-asking-right-questions.html" rel="nofollow">S-REITs: Are we asking the right AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-34252967724070241242013-06-21T09:06:43.660+08:002013-06-21T09:06:43.660+08:00Hi AK,
Gold dropped 6% yesterday which is a huge ...Hi AK,<br /><br />Gold dropped 6% yesterday which is a huge one day drop. SReits are looking more attractive with all these selling going around, with some counters nearing their NAV. Perhaps a time to buy/ hedge could appear.<br /><br />However, your advice on what is my motivation is very powerful and I intend to stick to it :)SOLIDCOREhttps://www.blogger.com/profile/10335285941501577901noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-80145400746889701862013-06-19T13:28:35.440+08:002013-06-19T13:28:35.440+08:00Hi Tien,
I have a safe deposit box in UOB but it ...Hi Tien,<br /><br />I have a safe deposit box in UOB but it is too much work to visit regularly. So, I keep my gold and silver bullion coins at home in a biscuit tin. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-7159601104617945112013-06-19T12:45:31.257+08:002013-06-19T12:45:31.257+08:00If you buy gold bullion, you need to rent a safe d...If you buy gold bullion, you need to rent a safe deposit box to keep those, am I right?Tien Song Chuanhttps://www.blogger.com/profile/17386488670447143666noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-82119026066715414132013-06-19T12:09:59.436+08:002013-06-19T12:09:59.436+08:00Hi Jane,
Unless you are buying gold for wearing, ...Hi Jane,<br /><br />Unless you are buying gold for wearing, you should be buying investment grade gold (i.e. bullions). Just make a trip to UOB Plaza and go to the basement where they sell these.<br /><br />Buying gold bullion now is really buying insurance. So, anytime is a good time to buy insurance. It is just a matter of paying more or less premium.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-35958970796050041552013-06-19T11:30:12.937+08:002013-06-19T11:30:12.937+08:00Is it a good time to buy gold? I suppose the easie...Is it a good time to buy gold? I suppose the easiest way to buy it will be in the form of gold chains, right? What is the difference between buying form shops like Value Max etc and jewellery shops?Janehttps://www.blogger.com/profile/07436982924928725546noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-89961069343740021632013-06-18T20:17:38.903+08:002013-06-18T20:17:38.903+08:00Hi JJ,
Genting? You think so?
The only thing in...Hi JJ,<br /><br />Genting? You think so? <br /><br />The only thing in common between Genting and Singapore now is the reduced visibility although the adjectives used are "misty" in the case of the former and "hazy" in the case of the latter. ;p<br /><br />Well, not picking up anything in the recent correction is not a bad strategy per se. To err on the side of caution when weAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-20400082238096052772013-06-18T20:11:28.310+08:002013-06-18T20:11:28.310+08:00Hi Kelvin,
I don't know if being pragmatic ha...Hi Kelvin,<br /><br />I don't know if being pragmatic has anything to do with wisdom but I like to have reserves to fall back on if things get nasty. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22342531791499806312013-06-18T20:08:27.855+08:002013-06-18T20:08:27.855+08:00Dear AK.... welcome home! Home like genting hor!
...Dear AK.... welcome home! Home like genting hor! <br /><br />STI rocket wor... me kiasi never pick up anything:/<br /><br />Take care all.....<br /><br /><br /><br />JJhttps://www.blogger.com/profile/17068789746285800193noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-59677498980851417492013-06-18T18:52:19.440+08:002013-06-18T18:52:19.440+08:00Hi AK71,
Wise words from a wise investor!!! I gre...Hi AK71,<br /><br />Wise words from a wise investor!!! I greatly enjoyed this read and I share the same sentiments with you ^^<br /><br />CheersKelvinhttps://www.blogger.com/profile/11617591695175793773noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-12269141458770779322013-06-18T17:21:22.923+08:002013-06-18T17:21:22.923+08:00Hi Poh Soon,
Indeed, it takes some mental rewirin...Hi Poh Soon,<br /><br />Indeed, it takes some mental rewiring to think differently from the crowd. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-69435873133729517142013-06-18T17:15:58.178+08:002013-06-18T17:15:58.178+08:00The reality is that when STI really drop to 2700, ...The reality is that when STI really drop to 2700, a lot more ppl will be even more scare and wondering whether it will drop even lower. Some who had not divested might even suck thumb and worried on their paper loss.<br /><br />Anyway, the current drop give me a good opportunity to buy back the LMIR that I sold. :DPoh Soonhttps://www.blogger.com/profile/13133793415765270549noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-87674304257245531112013-06-18T14:22:07.626+08:002013-06-18T14:22:07.626+08:00Hi SMOL,
Kamsiah you but with the air here the wa...Hi SMOL,<br /><br />Kamsiah you but with the air here the way it is, I should not have come back. However, if I had extended my trip, I would be up to my eyebrows in work when I return later. Ah, such is life.<br /><br />There are some rather rational arguments why we should be fully invested if STI should sink to 2700 and as the arguments are from both the FA and TA camps, perhaps these guys areAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22974843198393178342013-06-18T13:57:16.436+08:002013-06-18T13:57:16.436+08:00Welcome back AK!
LOL!
Those who say if STI drop...Welcome back AK!<br /><br />LOL! <br /><br />Those who say if STI drops to 2700 they will go all in by being 100% invested, unless they started recently from Jan 13 onwards, all they need is to ask what they DID when STI hits 2700 during 2012 ;)<br /><br />Ouch!Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-50710657301941421492013-06-18T13:48:47.839+08:002013-06-18T13:48:47.839+08:00Hi Tien,
That is one school of thought. Through t...Hi Tien,<br /><br />That is one school of thought. Through the ups and downs in the economy, there is a higher level of safety diversifying across asset classes or so the wisdom goes.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63154856057080355892013-06-18T12:44:37.868+08:002013-06-18T12:44:37.868+08:00Answer: Never.
There are so many things to invest ...Answer: Never.<br />There are so many things to invest in: Gold,Bonds,Property,Saving Accounts etc.<br />Recently I come across a book : The Permanent Portfolio, in which it says , the best strategy is to maintain 25% cash, 25% gold, 25% bond, 25% stocks. Very logical approach.<br /><br />Tien Song Chuanhttps://www.blogger.com/profile/17386488670447143666noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-65104659827485428262013-06-18T12:36:23.892+08:002013-06-18T12:36:23.892+08:00Hi JCK,
There is some truth in the report. Look a...Hi JCK,<br /><br />There is some truth in the report. Look at Sound Global's senior notes which pay a coupon in excess of 10%. It hobbles the group's numbers.<br /><br />Could China implode and drag the entire world with it? Nowhere is safe then.<br /><br />Most probably, the key is to be selective and to be more conservative in today's environment. Compared to being 100% in cash, AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-48031215994858875672013-06-18T11:56:52.035+08:002013-06-18T11:56:52.035+08:00Is this a Chinese time bomb ticking which will ele...Is this a Chinese time bomb ticking which will elevate the world's financial woes?<br /><br />http://www.telegraph.co.uk/finance/china-business/10123507/Fitch-says-China-credit-bubble-unprecedented-in-modern-world-history.html<br /><br /><br />"China's shadow banking system is out of control and under mounting stress as borrowers struggle to roll over short-term debts, Fitch Ratings JCKhttps://www.blogger.com/profile/06827990903393175122noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-8910643019560762952013-06-18T10:44:34.568+08:002013-06-18T10:44:34.568+08:00Hi Phileas,
Very philosophical. Indeed so.
We ca...Hi Phileas,<br /><br />Very philosophical. Indeed so.<br /><br />We can only call a bottom when it has come and gone! ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-86734181516142136452013-06-18T10:43:18.994+08:002013-06-18T10:43:18.994+08:00Hi blauereiter,
Just thinking out loud. ;)
The t...Hi blauereiter,<br /><br />Just thinking out loud. ;)<br /><br />The trip? Can't complain. Could be worse, I guess. Thanks for asking.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-39705170626735706902013-06-18T09:17:38.393+08:002013-06-18T09:17:38.393+08:00Yes, probably never,
theoretically, i think an inv...Yes, probably never,<br />theoretically, i think an investor should only be fully vested when it's the bottom. but this can never be sure.Phileas.Windhttps://www.blogger.com/profile/08762611013427209599noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-72016824785754433832013-06-18T00:19:27.367+08:002013-06-18T00:19:27.367+08:00Hey Mr Ak71, thanks for updating us with the lates...Hey Mr Ak71, thanks for updating us with the latest market sentiments. Your views have put me a little more at ease. <br /><br />I remember you saying you weren't looking forward to your working trip, hopefully it wasn't too bad ! :]blauereiterhttps://www.blogger.com/profile/13554429769962621571noreply@blogger.com