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SGX Counters, Discussion on Counters in the SGX
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MCPlz
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Mar 4 2016, 10:51 AM
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New Member
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just want to ask... normally when do you guys take profit? do you take it when it reaches a certain percentage point? like 10% of your average price or more... or do you do TA and set target price.. or keep forever...
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elea88
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Mar 4 2016, 10:53 AM
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QUOTE(gark @ Mar 4 2016, 10:39 AM) Diversification is good to reduce the overall risk of your portfolio, but if you hold too much, it can di worsesify instead. Holding too much stocks, will tend to cancel each other gains out. I stick to 10-20 stock max for all my portfolios.  If your portfolio is growing like a wild bush... time to trim some.  But then again, like you said, your stocks, your rule.  Want to trim .. but dunno how ... will start with saying bye bye to KEPPEL CORP...
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gark
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Mar 4 2016, 11:01 AM
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QUOTE(elea88 @ Mar 4 2016, 10:53 AM) Want to trim .. but dunno how ... will start with saying bye bye to KEPPEL CORP... If you want to trim look at your portfolio, are there like 2-3 items which performs similarly ie. same industry, same business etc? Study carefully and then choose one. If you want diversification within industry then choose 2 max. Example if you are holding like 4 OnG related stocks, study carefully and choose 1-2, sell what you think is not going to perform and consolidate to the new positions. otherwise your portfolio will move like the STI.  Anyway just 2 cent, you do what is comfortable to you. Not necessary you have to follow one. This post has been edited by gark: Mar 4 2016, 11:04 AM
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gark
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Mar 4 2016, 11:03 AM
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QUOTE(MCPlz @ Mar 4 2016, 10:51 AM) just want to ask... normally when do you guys take profit? do you take it when it reaches a certain percentage point? like 10% of your average price or more... or do you do TA and set target price.. or keep forever... No hard and fast method.. if the counter reach overvalue, then sell, if undervalue then buy.. metrics like PE, DY, EV/Ebitda is useful but just part of the consideration. Uncle Koon KY has an even simpler method, if the stock can make more money next year then buy, if not then sell. This post has been edited by gark: Mar 4 2016, 11:03 AM
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Showtime747
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Mar 4 2016, 11:29 AM
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QUOTE(elea88 @ Mar 3 2016, 10:57 PM) One of my friend recommended me : Valuetronics Holdings Limited (BN2) 1. Once a yr div. Any opinion? I got some ! Still buying when it dips below 0.40. Like a penny stock with good upside. No debt good cash pile. In HK$
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Showtime747
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Mar 4 2016, 11:36 AM
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QUOTE(MCPlz @ Mar 4 2016, 10:51 AM) just want to ask... normally when do you guys take profit? do you take it when it reaches a certain percentage point? like 10% of your average price or more... or do you do TA and set target price.. or keep forever... Personally I look at either dividend yield and/or PE. Compare between the stocks within the same industry. When the 2 numbers becomes bad, then it is time to switch to stock with better numbers To me it is same like economics - allocation of scarce resources to work efficiently. Ie. manage your limited capital to make maximum profit
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prophetjul
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Mar 4 2016, 12:50 PM
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Anyone bought Accordia when it was at 0.50?
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prince_mk
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Mar 4 2016, 02:15 PM
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Glad coz that day i went in some for Keppel Corp at 5.78 and now is close to 6.00
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elea88
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Mar 4 2016, 03:13 PM
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QUOTE(gark @ Mar 4 2016, 11:01 AM) If you want to trim look at your portfolio, are there like 2-3 items which performs similarly ie. same industry, same business etc? Study carefully and then choose one. If you want diversification within industry then choose 2 max. Example if you are holding like 4 OnG related stocks, study carefully and choose 1-2, sell what you think is not going to perform and consolidate to the new positions. otherwise your portfolio will move like the STI.  Anyway just 2 cent, you do what is comfortable to you. Not necessary you have to follow one.  TQ TQ for feed back.. Really appreciate.
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elea88
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Mar 4 2016, 03:16 PM
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QUOTE(prophetjul @ Mar 4 2016, 12:50 PM) Anyone bought Accordia when it was at 0.50?  Me.. mine is not new buy.... i already hv at high price. i average down one.. Slowly keep for few years.. although i am no GOLFER... but i hope Japan ppl go golfing often.. even though i know JAPAN economy no good.. But i always believe.. even if ECONOMY no good.. sure got TONS OF rich ppl hv time for Golf... u see their SALES report also YOYO... from month to month. sometimes high, sometimes low.. and the BIG RISK for this is... EARTHQUAKE!
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elea88
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Mar 4 2016, 03:18 PM
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QUOTE(Showtime747 @ Mar 4 2016, 11:29 AM) I got some ! Still buying when it dips below 0.40. Like a penny stock with good upside. No debt good cash pile. In HK$ YEAH.. i know. My friend hv it. And when dip below .40 he highlight ask me to buy. He penat penat do a lot research and hv hold it for some time... But i did not get any. or else my Stock list will go longer...
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prince_mk
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Mar 4 2016, 03:23 PM
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QUOTE(elea88 @ Mar 4 2016, 03:18 PM) YEAH.. i know. My friend hv it. And when dip below .40 he highlight ask me to buy. He penat penat do a lot research and hv hold it for some time... But i did not get any. or else my Stock list will go longer... Maksimum to hold 5 shares? Good strategy? Mine alry 7 counters. I better take advise frm u guys.
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elea88
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Mar 4 2016, 03:58 PM
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QUOTE(prince_mk @ Mar 4 2016, 03:23 PM) Maksimum to hold 5 shares? Good strategy? Mine alry 7 counters. I better take advise frm u guys. i cannot advise.. i hv exactly 30 stocks to date. 2 yrs old portfolio. Will try to trimm to 20....
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AVFAN
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Mar 4 2016, 04:00 PM
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QUOTE(elea88 @ Mar 4 2016, 03:58 PM) i cannot advise.. i hv exactly 30 stocks to date. 2 yrs old portfolio. Will try to trimm to 20.... 30... too many, reduce more. combined sg and others, i cannot handle more than 10.
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elea88
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Mar 4 2016, 04:04 PM
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QUOTE(AVFAN @ Mar 4 2016, 04:00 PM) 30... too many, reduce more. combined sg and others, i cannot handle more than 10.  only SGX I got 30. M'sia i hv sold off all my reits except 1.SUNREIT.. waiting for it hit my target price. and losing money AMFIRST - dunno what to do with it. The rest is "buy sell" type. HK luckily did not follow my BFF. She went in with 50k last year.. Now paper loss. left back 10k. Plan to diversify to HKSE.. to hold good dividend paying shares. End up 40K capital loss!!!!
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prince_mk
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Mar 4 2016, 04:07 PM
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QUOTE(elea88 @ Mar 4 2016, 04:04 PM) only SGX I got 30. M'sia i hv sold off all my reits except 1.SUNREIT.. waiting for it hit my target price. and losing money AMFIRST - dunno what to do with it. The rest is "buy sell" type. HK luckily did not follow my BFF. She went in with 50k last year.. Now paper loss. left back 10k. Plan to diversify to HKSE.. to hold good dividend paying shares. End up 40K capital loss!!!! Sound very serious 40k loss. Which counter?
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AVFAN
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Mar 4 2016, 04:10 PM
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QUOTE(elea88 @ Mar 4 2016, 04:04 PM) HK luckily did not follow my BFF. She went in with 50k last year.. Now paper loss. left back 10k. Plan to diversify to HKSE.. to hold good dividend paying shares. End up 40K capital loss!!!! i went in hk and china etf once - got out quick quick. these two... gotta wait for concrete signs of recovery before going in. more tricky than us equities.
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gark
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Mar 4 2016, 04:17 PM
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QUOTE(elea88 @ Mar 4 2016, 04:04 PM) HK luckily did not follow my BFF. She went in with 50k last year.. Now paper loss. left back 10k. Plan to diversify to HKSE.. to hold good dividend paying shares. End up 40K capital loss!!!! Wow.. 80% capital loss, playing penny stocks ah?
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prophetjul
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Mar 4 2016, 04:19 PM
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QUOTE(elea88 @ Mar 4 2016, 03:16 PM) Me.. mine is not new buy.... i already hv at high price. i average down one.. Slowly keep for few years.. although i am no GOLFER... but i hope Japan ppl go golfing often.. even though i know JAPAN economy no good.. But i always believe.. even if ECONOMY no good.. sure got TONS OF rich ppl hv time for Golf... u see their SALES report also YOYO... from month to month. sometimes high, sometimes low.. and the BIG RISK for this is... EARTHQUAKE! How's yr yield so far? i went in 0.49 to 0.50 recently.
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elea88
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Mar 4 2016, 04:30 PM
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QUOTE(prophetjul @ Mar 4 2016, 04:19 PM) How's yr yield so far? i went in 0.49 to 0.50 recently. 27/Nov/2015 15/Dec/2015 Cash 0.023 02/Jun/2015 15/Jun/2015 Cash 0.057 yr yield will be much better as yr entry is low. Even can sell it off for CAP APPRECIATION already. ACCORDIA GOLF hv a lot of INVESTMENT ROAD SHOW .. Always get update from them on all their promo shows..
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