Some not so well-known counters, steady high dividends, attractive P/E

Damn it has gone up 6.5% since last week when I discovered it

This post has been edited by Pink Spider: Aug 9 2012, 06:18 PM

Bro, diff between normal and discounted SC, just a minor crash will wipe it all out

I'm keeping ammo for dividend stocks shopping

Wong Seafood, GE-induced KLCI crash is a wet dream come true (hopefully) for many of us...janganlah ambil baldi air sejuk simbah on our head so soon la

I'm not gonna withdraw all my FDs, sell all my UTs and dive headfirst when KLCI kaboom la, my ammo for KLCI is barely 25% of my UT portfolio.

Just wanna try to snap up some good divvy counters when it happens

it's the former, so that IF kaboom does indeed happens, my investment portfolio would be 20% KLCI stocks 80% UTs

I kena burnt once (not very badly lar...continue reading this to see why I'm not putting too much faith in direct stock investing...), not that keen to be too gung-ho with stocks anymore. Saw with my own eyes how stock manipulation happens...

This post has been edited by Pink Spider: Aug 13 2012, 11:21 PM

Sometime in 2010 I was exploring trading...

I was holding this large cap gaming stock
No negative news flow whatsoever
All of a sudden there was this huge volume traded that day, selling pressure was tremendous it's just like a freefall
Broke past my stop loss price, and so I sold
Next day it rallied
If this is not manipulation, tell me what is this

Thus, I gave up on trading. Long-term value investing for dividend still can be considered. Only when kaboom happens will I consider to enter

My ammo for a local equity fund tumbuh cendawan and wild bush already

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Added on August 15, 2012, 9:34 amand those waiting to enter US equity positions when Dow drops below 12,000 also must be now

This post has been edited by Pink Spider: Aug 15 2012, 09:34 AM

Yeah, what is lost is lost, if we start chasing now, we might end up entering at the peak right before the slump.

And it goes up AGAIN

Underweight equities for now...25%

Jib-kor will delay as long as he can lar

For the past 1-2 months, even the most rubbish portfolio would go up

Some (not all) mutual fund distributors allow u to choose:
(1) to re-invest dividends
(2) to received dividends in cash

I believe most of us here belong to category (1), as such dividends do not affect us in any way.

But for those who chose (2), dividends would be a source of cash flow/income to them.

Of course, whether u choose (1) or (2), your net worth position would remain the same.

Illustrated examples...

Mr One invests $100m in ABC Fund.
ABC Fund grew 10% in the past 12 months.
ABC Fund declare dividend.
Mr One elect to reinvest.
His holdings in ABC Fund would be $110m

Mr Two invests $100m in ABC Fund.
ABC Fund grew 10% in the past 12 months.
ABC Fund declare dividend.
Mr Two elect to receive dividend in cash, thus he will receive a dividend cheque (say, $8m)
His holdings in ABC Fund would be $102m, cash on hand $8m

This post has been edited by Pink Spider: Aug 20 2012, 02:37 AM

I'm just using simple average annual return on capital invested...

Profit / Average Invested Money x (1 year / Years Invested)

- keep more cash
- go easy on equity exposure in your portfolio

that's all we can do

Park your cash in FDs/money market/short-dated bond funds, so that u don't lose too much in the meantime

and when hell breaks loose, it's time to go all out

u buy STOCKS instead of funds?
Oi, salah thread, sini FUND Investment Corner

...and how low is really low...
...and do u really have the guts to jump in when everyone else thinks its the end of the (financial) world

In gambling dictionary, that is called Martingale

What if u run out of ammo to buy as it continues to go lower and lower?

Care to elaborate your 30-20-20?

U mean if it drops 30%, u buy
drop another 20%, u buy
drop another 20%, buy A LOT

???

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Added on August 23, 2012, 3:44 pmHigh DY stocks, drop 20% also rare, 50% is fire sale already

This post has been edited by Pink Spider: Aug 23 2012, 03:44 PM

Wong Seafood, I thought u said Shanghai CI at <2,000 then u will start firing on all cylinders? Now 1,900?

My FI 70/30 EQ portfolio returning somewhere around 7% per year...still lotsa room for improvement? Am I too conservative in my targeted return?

This post has been edited by Pink Spider: Aug 23 2012, 04:05 PM