Yup.. you’re right..

Tbh these calculations are rather personal to me, anyone else doing it would derive a different number. For this reason, initially I wanted to pm statikinetic instead of posting it publicly but at the end gave in due to technical reason

At the end of the day, the intrinsic value one get may well be used as a tool for self-comforting purpose only.. because if the market doesn’t agree with you..man it’s an endless waiting game..

Borrowing a quote from John Maynard Keynes: “the market can remain irrational longer than you stay solvent.”

I’m about 30% in stocks (only bursa) as well, the rest are in EPF, FD and cash.

FD will mature soon, I’ll most likely deploy them into the stock market, looking to step foot into NYSE

I’m quite certain my investment will mostly be in stocks in the future as well...have no interest in real estate, unit trust funds..gold...crypto..

Currently stuck in dilemma whether to use TD Ameritrade or Etoro.

My TD acc is in the application process...but it’s really tedious..I foresee it will take another few months for approval..am losing patient already..

Are you in the US stock market?

This post has been edited by MedElite23: Jan 27 2021, 09:59 PM

Thanks for informing me statikinetic

I shall take these few days to go through their annual reports, barring any unforeseen circumstances, I might pull the trigger if price not going any lower

Mind sharing with us how much in percentage of Scientex you hold in your portfolio?

On the side note, I came across dividendmagic’s Scientex total investment cost vs current share value..it makes me feel I’m little behind the journey

Today it dipped down to 3.95, that would be 11.85 pre bonus, my 6th sense tells me it’s fairly valued seems like there’s some homework to do this weekend..

Speaking of QL, it occupies approx. 12% of my stock portfolio, I’m not adding anymore position as it defies some of the quantitative metrics in my book, but I do not want to miss out such a solid company too..so there’s that

Unfortunately I did not get onboard, as I was busy during the day.

When I had time to sit, the counter has taken off. No excuse though, I would have to bite my teeth now.

It’s been rising for so long already, time for correction.

Many people have been buying into the sector based on “promised” return and future demand. Anything that is “tech” related gets pushed for no reason lol. So margin of safety is really small. Any QR that doesn’t deliver up to expectation will cause a drop in share price...by right la..





This post has been edited by MedElite23: Feb 4 2021, 12:40 PM