First, I like to wish all my Chinese readers a very Happy New Year, 祝你 恭喜发财, 万事如意, 身体健康! A week has passed since the shocking week and guess what, the US stock markets have turned around and now marched steadily and confidently forward despite the 10 years Treasury yield rising to recent record levels which was the … Continue reading Alternate REITs Buy Trigger = Reversion to Mean Dividend Yield
I am sure you know what happened in the stock markets around the world in the last one week. The headlines on the steep drops and extreme volatility were seen everyday. For a moment, no one seems to care about the price of bitcoin anymore 🙂 ... global investors have a "new" love. Furthermore, there are … Continue reading Swapping in this (Bloody) Week!
Following my last post on the review of my index portfolio, a few readers have requested for its full breakdown. Below is the "FULL MONTY" as per your request 🙂 By the way, the estimate dividend yield for this portfolio is 3.5%. Hope you find it useful. Have a great investment week, Warrriortan ETF / … Continue reading Revealing My Index Porttfolio
First, let me welcome 2 new subscribers to my blog since my last post 2 days ago. Thank you for joining us. In this post, I will do a simple update of my index portfolio as there may be some interests on this since my last update was quite a while ago in Oct'17 for … Continue reading Re-balancing Index Portfolio (pseudo Permanent Portfolio) and Challenges
I like to thank and welcome the additional 5 readers who have subscribed to my blog in the last one week. I am typing this as I am about to leave this oil-rich Middle East Kingdom. For those of you who may not be aware, unlike many of us, the locals here don’t have to … Continue reading Are you afraid of missing out too?
First, I like to welcome 8 new subscribers to my blog since the start of this year. This brings the total subscribers to 35. Thank you everyone for your confidence. I am now even more motivated to put up quality blogs to meet your expectations. I also welcome your feedback greatly to help me improve. … Continue reading A tough start to the year but still much optimism to look forward to
From time to time, we need reminders to nudge us back to the our original course in order to meet our objective. So is our financial investment journey. This week, I picked up an old book that traces the life of Mr Warren Buffett, explains how the "Baby Berkshires" comes about and reiterated the principles … Continue reading 9 Principles of Wise Investment
1/3/6 Months SIBOR rates are climbing fast Just went to have a look at the Sibor rates provided by DBS. Got a bit of a rude shock - the 1, 3 and 6 months Sibor rates for Jan 2018 are at the 3 years high (2015/2016/2017 & Jan 2018). 1 month is 1.331% (Q4 … Continue reading Rising rates – Its going to be painful
Done with the review, its time to set targets and develop action plan for 2018. First, let me share my "crystal ball" of 2018. I think the various stock markets will retreat from the current heights, probably by 10-20%. The decline is not due to major market shocks but rather a lack of new stimulus … Continue reading Targets & Action Plan for 2018
With a few business hours to go before we close 2017 and welcome 2018 investment year, I don’t expect any drastic change in investment values. With a bit of time on my side today as I am on leave, it would be timely to do a bit of reflection on my investment journey … frankly … Continue reading Simple Reflections on 2017 Investment Journey