http://finance.yahoo.com/echarts?s=000001....urce=undefined;


1747 in Oct 2008
VS
2148 just now 16th July 2012

come on baby....

erm.. actually... free fall will be good to those who are in "accumulating stage" but a killer to those who are "eating the eggs" stage..

those "eating the eggs stage" (retired and living fully on their investments' income), if not asset allocated across asset classes... might need to eat alpo

My bad Pink. Ape tu EM Equity? East Malaysia?

sorry lar, been off-coffee for a few days (on tea) to lower my irritate-ablility (been biting & barking at some colleagues too often, thus.. hehhe self-correction).

Emerging Markets ar - er.. hm.. i've not much in PFES hehe but quite a bit in PFEPRF though i treat that as REITs related.
Sorry ar - not much details %, i dont track that way, i track "Foreign" Vs "Domestic", and then by asset classes.

Anyhow.. i've squirrelled away about er.. 5% to 8% (depending on how itchy my hand is) of "net invest-able assets" just for bargain hunting <looks around 'ala squirrel in Ice Age looking for the Nut>. Waiting for blood..

whoa.. talk about accumulating "planet busting dragon ball-sized" ammo..

Yeah - controlled / calculated burst modes' the best hehe.

BTW, scary lar now markets - REITs and their related ilks are running up as if on fire.
Although i've anticipated REITs to have a good run due to QEs & $ printing, i haven't seen REITs run like this before... while the general world market is see-sawing worried

This post has been edited by wongmunkeong: Jul 16 2012, 05:27 PM

Dagnabit Boss - U making me itchy
The siren's call...

i think it's short for "Excluding Japan"

When total down 60% to 80%, THAT would be scary hehe

That time some of us will be shooting fishes in a barrel ... <MK looks on.. wistfully...>

BTW, received my latest "Personal Money" today. Some fellows saying 20% dip in MY market is "do-able" if a shock win happens at election.
Man, does these fellows have crystal balls or what?
20%? Good too if we can have GOOD changes hehehe
OR
Are these fellows saying it'll be a shock if the new doesn't take over from the old?
<sneaks a peek at the Mods.. not too political right?>

Anyhow, most of us here have kept a bit more dry ammo for this to happen thus, i'd say it's a good thing, right folks?

This post has been edited by wongmunkeong: Jul 23 2012, 09:26 PM

Yup Aug 2012 edition.

Ah.. that was Kaka on the cover?

no food yet..
Heheh - 2009 only..
Oct 27 2008 was Shanghai Index's lowest leh at 1728.79
VS
2168.64 EOD 23rd Jul 2012

That's like 25.44% more - too big a diff hehe
I like easy pluckings + shooting fishes in barrels <lazy baka here>
Same thoughts with Gark's

This post has been edited by wongmunkeong: Jul 24 2012, 02:02 PM

In a perfect world, all the PIIGS would just announce bad news one shot killing blow... (major dip pain then lelong buys)
rather than these pecking pecking us to slow death - 'ala boiling a frog slowly, we just get used to it and THEN.. too late.

Becoming de-sensitized.. numb.. from bad news, good news, bad news.. luckily only from neck up, lower body still fine

This post has been edited by wongmunkeong: Jul 24 2012, 02:14 PM

Nah.. P/E 8.6.. 8 more ong hehe.

On a serious note, i usually take a peek at the PE and DY, just in case something weird at the time with PEs - happened to me before with local stock SHELL and a local REIT
A discount of 50% on average PE of 5 or more years is enough to entice 1/3 to 1/2 of my dry opportunity ammo

eh, got leh in end 2008 / 1st qtr 2009 - ok lar, NEARLY hit 50% discount of 5 years' average PE (for some counters)
I won't nit pick - 45% is as good as 50% for discounted PEs heheh

This post has been edited by wongmunkeong: Jul 24 2012, 03:20 PM

Check out this thread/topic.
http://forum.lowyat.net/index.php?showtopi...=income+builder

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Added on July 24, 2012, 5:30 pmDont lar Pinky.
Some ppl may not want to be as involved as U in their building of financial freedom.
U think so many people thinks like us meh - where "I AM THE ONE THAT CARES MOST FOR MY $ AND ASSETS" is our war cry, apart from "GET YOUR FILTHY PAWS OFF ME MONEY!" before striking people blind and deaf

This post has been edited by wongmunkeong: Jul 24 2012, 05:31 PM

Don't put SAFETY ahead of FREEDOM alone.
It may be safe but it also cannot get U your financial freedom if it's the main vehicle to your financial freedom.
As a side-cart - perhaps (as in a very small % of your total net worth) hehe

This post has been edited by wongmunkeong: Jul 24 2012, 05:38 PM

Hey, U confusing me lar .
1st U say "99.99% wont lose money",
then U say "probably won't beat real inflation"

In my tiny mind, if it probably won't beat real inflation, it ALREADY has lost lor, especially when i can't touch the donkey $ for umpteenth years.
UNLESS... it comes with nice changgih tax rebate (best) or relief (well, 26% is better than 0) heheh.

Rhetorical Qs ar Pinky, just using yr posting as a setup

PE of 5? no lar bro - U reading too fast
"A discount of 50% on average PE of 5 or more years is enough to entice 1/3 to 1/2 of my dry opportunity ammo "
Average PE of 5 or more years lar.
PE of 5? er.. there were some REITs at those numbers end 2008 & 1st qtr 2009 but stocks like PBANK, LPI, etc. were more than PE of 7.

Fellow investors - dumb Q for Domestic Funds:
Possible post Election drop (Sep/Oct?)
VS
Possible QE3 by USA in Sep/Dec which will chase up equities in Asia

Which is more probable or they negate each other?
Just something to chew - food for thought heheh.

This post has been edited by wongmunkeong: Jul 30 2012, 03:45 PM