How much does Asset Allocation strategies matter?
A large portion of the returns (near 90%) stems from which asset class and how much you allocate to them. A small portion (10%) is …
Current Allocation
2012 Portfolio review and looking forward to 2013
I thought I will do a review as we close out 2012 and welcome 2013, sharing some personal thoughts, the portfolio, the blog and moving …
Having the Cash Option
There are days when I feel that I didn’t really deliver as a blogger writing about investing. The time is probably now. I could have …
Legendary Bond Investor Dan Fuss:Move from Bonds to Stocks
To counteract the very negative call from Gary Shilling, we got a pro stock call. Dan Fuss of Loomis Sayles & Co, is a legendary …
Market Correction: What is my take on it
I didn’t monitor the intraday action. Never did but I was concern about this correction. Somehow when I see blue chips all being sold down …
Stock Analysis Singtel: Q3 ’11: More VC and innovation initiatives
Singtel just announce their Q3 quarterly report. There is nothing much different to shout about. Every thing is in order. It won’t collapse it won’t …
Long Term Market Analysis: ARPU expected to fall and voice calls to be free likely for M1, Starhub and Singtel
Disclosure: Write is invested in both Starhub and Singtel. I wrote in the past about the fundamentals of investing in Singapore Telecoms and what is …
Monthly Passive Income Dividend Portfolio update
My December Dividend Income portfolio have been updated in the side bar. The biggest change to this is probably the deployment of a full 10% …
What matters is how much you have invested when you make money and when you lose money
My friend Melvin always tells me its great to make money no matter how little you make. I think that’s partially true. The number 1 …
First REIT Excess Rights Results: I got 2750 excess rights!
Folks following this blog would know that I applied for First REIT 5 for 4 rights issue. In addition to that I Applied for 20000 …