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Category Archives: Portfolio
Portfolio Update
This will be just a quick update on my portfolio. Basically, it has been rather uneventful. I am still in a net cash holding position in relation to my stock holdings. For this month, I did not divest any of my … Continue reading
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Review of Quarter Results (Vicom, Riverstone, ISOTeam, Colex, Sarine Technologies & Golden Agri Resources)
Actually, I am quite an impatient person. Perhaps it is because of my job, or me living in fast pace Singapore where everything is about efficiency, or it is just my character…. However, I feel that I might have mellowed … Continue reading
Posted in Colex, Golden Agri, ISOTeam, Portfolio, Riverstone, Sarine Technologies Ltd, Vicom
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The effects of having more cash on hand
For a very long time: the cash in my bank account did not go beyond 15% of my net worth. From another angle, as I get older (and worked more years), although my salary and savings did increase, the absolute … Continue reading
Loading up on my War Chest
I have previously done a post about ‘spring cleaning’ my stock portfolio on 5 March 2017 (read here). With equity valuations looking a bit rich, I reckon it would be good to raise the percentage of my cash holdings. On 11 … Continue reading
Posted in Portfolio, Uncategorized
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Yangzijiang Shipbuilding (Holdings) Ltd & US treasury yield curves
I have been reading the blog posts from fellow bloggers and my own older posts. Yeah, the fingers are itching for some actions (buying some stocks)… be it for capital gains or dividend income. Now may not exactly be the … Continue reading
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Risks (Love It Or Hate It, We Can’t Live Without It)
You know, recently I came across the important concept of “Taking Risk”. In the video below, Tom Sosnoff talks about his interaction with this golf Caddy Master – Jimmy Rocko (who is around 40 or 50 yrs older than him) … Continue reading
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Tracking my portfolio
It has been some time since I tracked my portfolio. My previous posts pertaining to my portfolio was in Aug 2016 and Sept 2016 (read here and here). In my Aug 2016 post, I mentioned that at one time in … Continue reading
Posted in Portfolio, Uncategorized
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In matters of style, swim with the current; in matters of principle, stand like a rock.
The Singapore market has been underperforming in relative to other major indices for some time now, and technically stocks in the market here are generally not over-priced (read here). Perhaps this why recently, there is news of listed companies receiving … Continue reading
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Thumb Sucking
Well, haven’t been buying stocks for months. With the markets at multi-months / years high, I feel much inertia in analyzing and picking stocks. My cash war chest has grown, despite the amount used for my Amazon FBA experiment (doesn’t come cheap). … Continue reading
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The numbers game
It is near the end of the year, and it is time to take stock. Net worth: a) Stock portfolio. The portfolio has been positive so far for the year. 3 stocks have been delisted, and out of the 3, … Continue reading
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