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 USA Stock Discussion v8, Brexit: What happens now?

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Hansel
post Jul 9 2025, 10:57 AM

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QUOTE(kerolzarmyfanboy @ Jul 8 2025, 08:45 PM)
orange man still keep telling other countries about 'trade deficits', 'open up trades' & 'manufacture/invest in USA instead'  puke.gif
im not been following financial news but so far I don't think there's any companies actually confirm will build their factories in USA.
which is understandable, who in the right mind want to risk committing billions of dollars to set up shop in US of A when you have a president flip-flopping the economic policy every day. they rather suck it up, wait another 4 yrs for orange man to leave sweat.gif
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Orange man keeps hinting needed to chg the US Constitution and let him remain as President. But if the Republicans lose control of the House next year,... Orange man's chances will be lower.
Hansel
post Jul 9 2025, 11:16 AM

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QUOTE(Hastebreak @ Jul 5 2025, 08:20 PM)
For me, I spend the weekends generally catching up on sleep, keep up with other trader friends, read the news, exercise and wind down after a week of hectic work and rush hour...

I don't know about others, but the winding down period for traders is important to me... Especially those who does it full-time... or plan to... Regardless, it is still important whether to backtrack your work, find newer opportunities, research on stocks, scour back the week's economical data, news, build new stats and the likes...

Trading is after all a business... And having a setup is only one small part of the equation...

Are you doing well in your psychology? Are you still thinking about Dollars during trading? These are questions that one must ask, and it might be affecting you...

Edit 8/7/25 Reason: Typo.
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Appreciated your sharing, bro,...

I don't have a fixed schedule for doing anything,... I do what I like and when I like,... but I will need need to follow some schedule, as in, for eg,... I will be travelling to SG soon to attend AGMs, so I better finish as much of my planning as possible for the Southern Europe Drive.

I wished to write more now I needed to go out,... tks again, bro,... good comments & things you wrote in the above, helps me to reflect,...
Hansel
post Jul 16 2025, 11:42 AM

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QUOTE(ozak @ Jul 16 2025, 10:41 AM)
US is always safe. The world is still parking their money in US.
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QUOTE(Ramjade @ Jul 16 2025, 10:59 AM)
The world will and still continue park money in US.
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In the last few mths,... the SGX STI has been more stable and rising,..........

I think,.... it's best to diversify.
Hansel
post Jul 16 2025, 01:08 PM

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QUOTE(Ramjade @ Jul 16 2025, 12:42 PM)
Very simple. It's not about stability. It's about how many quality companies are there? No point if you have stability but if your wealth not growing. Not relevant to you. Relevant to many of us peasant here. Have you ever gotten 4-5x on Singapore market? I have. I have lots 2x in my US. A few 3-4x in my portfolio.

Sg market only good thing is their banks. Their reits are not world class.only 1-2 are good. A good stock should never cut their dividends and should not pay more than 50% payout.

My portfolio grows faster after switching to a quality investment style Vs prior being a pure dividend investor.
There is no rule that said cannot invest oversea unless you are china and unless govt want to become china. If they do that, trust me lots of people will bring their money out of Malaysia. But yes they are eyeing any overseas income. Matter of time before they target the overseas income. That's why get ready to be passport nomad. That is one of my bucket list. Pack up and leave anytime. Can it be done? Yes. But difficult.
Not going to happen. As money goes the easiest place to make money. US is still the best and easiest way to make money.
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Written so many things….😂
But have to say appreciated ur time taken… tho’ I think it’s an overkill….
I’ll just reply to one of your statements. You may have 3x or more in US hldgs. But did you take profit ? And if you have… have you been able to buy another multibagger again ?

How many times can your choice be correct ? How many shares are actually multibaggers compared to the big universe of shares in the US Mkt ?

Don’t call people peasants… don’t us us peasants. You don’t know others’ hldgs and asset-size here….
Hansel
post Jul 17 2025, 10:34 AM

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QUOTE(Ramjade @ Jul 16 2025, 03:35 PM)
Do not take profit. Let your winners run. Had I take profit, I wouldn't be  able to 3-4x my holdings. When you invest in US market you must change mindset from taking profit to hodl on for dear life if you want to experience 1000% profit.

Remember this is unique to the US market where things can 10x+(large cap, not some micro or small cap). How many companies you know in Singapore can do that? I only know of one such company in Malaysia at least 3x since I saw it long time ago few years back.

I am in the process of having some 2X. I don't NATO but put money where my mouth is. Just buy and sell put options, BTFD and Hodl.

2nd part from multibagger, how many stocks in SG can boast of double digit dividend growth over 5-10 years period? I can now safely say that my portfolio consists of stocks which will increase their dividend automatically every year by minimum of 10%p.a without the need to buy more every year. Of course have stocks that don't pay anything also.

I am calling myself peasant. Lots of us here our wealth is not as much as yours. That is what you are seem to be forgetting. Many of us got no access to priority or private banking. I am just reminding you to be humble even though you make it. Remember that people around you may not have as much as you have. It will really change your perspective if you see it from our view.

Anyway you do you I do me.
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I’m in the middle of something now… but ur challenge statements are easy to counter :-
1) Parkway Life, DBS, Singtel…dividends doubling in last 5 to 10 yrs. 😂… who said don’t have… I’m sure there are many more… but I can’t remember… I’d think BRC Asia too.
2) Don’t take things too personally… no need to say who is wealthy, who is a peasant and who is humble.

This is just a general chat in public.. if you can’t present useful points, don’t cloud this fact by going personal.

The last few sentences are time-wasting. 😐

Hansel
post Jul 17 2025, 10:42 AM

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QUOTE(Ramjade @ Jul 16 2025, 03:35 PM)
Do not take profit. Let your winners run. Had I take profit, I wouldn't be  able to 3-4x my holdings. When you invest in US market you must change mindset from taking profit to hodl on for dear life if you want to experience 1000% profit.

Remember this is unique to the US market where things can 10x+(large cap, not some micro or small cap). How many companies you know in Singapore can do that? I only know of one such company in Malaysia at least 3x since I saw it long time ago few years back.

I am in the process of having some 2X. I don't NATO but put money where my mouth is. Just buy and sell put options, BTFD and HODL.
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I have something more productive to contribute here…
I love to hold too… as in ur first para above. I have been holding Tsla & Apple since their share splits a few yrs ago. Tge prices went up… then back down... no realized profit.

I hold PFLT till today, receiving monthly dps payouts.

I too do shorts….

My point is : I still think the SG mkt is safer and of safe-haven status.
Hansel
post Jul 18 2025, 06:26 PM

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QUOTE(Ramjade @ Jul 17 2025, 09:47 PM)
1. Er. Hello. You do know that parkway life dividend growth is around 2%p.a, according to rule of 72, it will take you 36 years to double your dividends.
https://fiscal.ai/company/SGX-C2PU/dividends/
For Singtel if you look at this chat by fiscal.ai, unlikely doubling of dividends.
https://fiscal.ai/company/SGX-Z74/dividends/
For DBS I believed you. It's one of the few quality companies there.

Now let's look at some of the stuff I owned in the US
https://fiscal.ai/company/NasdaqGS-ODFL/dividends/
https://fiscal.ai/company/NYSE-V/dividends/
https://fiscal.ai/company/NasdaqGS-MSFT/dividends/

It's not about  it about personal. It about correcting your perception that Singapore is "quality" Vs US. Yes SG is place to park money but nothing more than that. In addition, would like you to bring you down to earth. Look at it from eyes of normal retail investor.
Well holding mortgage debts. Good luck. There is a reason for the high yield.

I have Tesla. Tesla is one of those that I have 2x. Hodl though up and downs.
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Too much argument here….

You’re implying that normal retail investors shld take more risks in the US Mkt…. Pls ask them to be more careful.

You keep spelling ‘hold’ wrongly…. I think you’re doing it on purpose as some form of gesture unique to your style - whatever that is….

Hansel
post Jul 18 2025, 06:32 PM

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QUOTE(ozak @ Jul 17 2025, 06:42 PM)
It doesn't look safer to me. I look at went it in bad time and what happened.

Of course went good time, all are safe and in haven.
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Emm…. The STI is at an all time high now, and is still climbing steadily.

If one has bought the component stocks and held-on…. Generally, he would be in the green now… and would have been collecting at least 3.5% yield throughout the holding period, and higher yield today.

Well…. If one has bought the wrong stocks… then yeah, no safe haven to him. Safe haven generally refers to hldgs in the STI Components.
Hansel
post Jul 20 2025, 04:20 PM

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QUOTE(Ramjade @ Jul 18 2025, 07:01 PM)
You are welcome to look at the links I posted or just leave it be. I am trying to open your eyes that your perception on Singapore is a good market. Is a safe market. Is well all perception and not very true. You want to talk about STI, let's talk S&P500, QQQ then. You can see that over 10 years period the S&P500, QQQ have outperform the STI significantly.

US market is not risky as there are more quality stocks available Vs limited quality in Sg. Having more quality means less chance to screw your portfolio. In addition to having more choices to outperform whatever that is Singapore.

Yes hodl is spelled on purpose as hodl instead of hold. Hodl just means buy-and-hold indefinitely which I am doing.
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Thank you for confirming my theory on the gesture - okay,... so, Hodl means 'buy-and-hold indefinitely ! See,... I know you very well now,....

Won't reply to anymore debates abt mkts with you,... getting tired here. My hldgs are sky-high in the SGX.

I'm struggling try to find ways to drive across Southern Europe.

Tks for your earlier pts on the mkts,....

Hansel
post Jul 20 2025, 09:19 PM

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QUOTE(greyPJ @ Jul 20 2025, 06:04 PM)
he is a student of adam koo
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Ok bro, thumbsup.gif

... he'll want to have the last say again,....

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