Saturday, July 26, 2014

A Tough Week for Airflight Carriers - Equity Balance Update to 26-Jul-2014

This week I've further reduced GLD from my portfolio.
The total loss has improved to -0.1K.

It has come to end of July this week, the updated balance chart as follows:



Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.

Thursday, July 24, 2014

Investment Methodology Review Jul 2014

It has been 5 years since I'm in the market. It has not been long enough but I've learned valuable lessons.

I've seen the crisis from subprime, the QE1, 2, 3, and the ups and downs of local SGX market, small counters, gold price, US dollar, and the super bull of US markets.

It is continuing. The world economy is gaining traction and US economy is reaffirming the good growth projection with data sets.

For an individual, the real question is how to profit from the market.
It's simple question but not easy to achieve consistently.

As of now, STI is hitting new 52week high, and US is refreshing all time high, but over the 5 years I'm still at verge of break even.

Being winning is key importance but it's more important to be able to win in the long run.

I'm thinking about this and would like to take a step back to rethink my method.

It gives more consideration to fundamental big picture. The US leadership, the rising of China, and local economy structure. The world economy projection, worldwide energy disputes, worldwide political powers struggle. It's a good time and also time to be cautious.

Investment products. Stocks, ETFs, Forex. Most of the time, it should be Stocks, ETFs only. Forex means real foreign Cash, forex CFD can only be used for monetary policy related opportunity and NO stocks related CFD.

Currncies. SGD, USD, CNY.

It has come to a time where it's more difficult to make money. I will switch to opportunity mode. Most fund will be in cash with some (up to 20%) fixed income type with interest/ pref shares. Stocks will compose of 10% but potential good return. GLD etf will compose of 6-8%.
Not much trade operation but mostly will be on DJI etf.
to enter at 60day average with a regular invest pholosophy. If it rise fast will take profit and buy more if there is 15% drop or enough time span.

This will be the way till new opportunities arise, could it be another black swan event, or some crazy QE come up.

The counters which want to hold when price is right: Msft, HKLand, Kepcorp.


Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.

Saturday, July 19, 2014

Equity Balance Update to 19-Jul-2014

This week I've been reducing my portfolio.
Total loss has worsen to -0.4K.


Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.

Saturday, July 12, 2014

Germany vs Argentina for the Cup! - Equity Balance Update to 12-Jul-2014

This week I've added small position of GLD.

Weak USD, gold went up. Share markets mostly been flat. There came the bad news of Portugal bank. but stocks recovered on Friday.

The total loss has been flat at 0.1K this week.
 

Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.

Saturday, July 5, 2014

The Improving US Unemployment Rate - Equity Balance Update to 05-Jul-2014

This week there has been no change to my portfolio.
The total balance has swing to loss of -0.1K mainly due to weaker USD.

The US jobs data has been very good for the month of Jun. Dow has hit record high again, but interestingly USD is getting weaker. The market could be changing its view of worldwide QE, or could just be setting up a big trap.


Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.

Saturday, June 28, 2014

Towards the Mid of Year 2014 - Equity Balance Update to 28-Jun-2014

The time is really flowing fast. It's mid year now.
World cup heat is continuing and many surprizes have pop out.

This week I've added some more shares of DIA
Total profit has improved a bit to 0.3K.

Updated balance chart as follows:


Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.

Saturday, June 21, 2014

The Iraq Situation Escalates - Equity Balance Update to 21-Jun-2014

This week I've reduced a bit more of GLD position.

It's a quiet week as usual. The world cup season has brought many financial folks to watch.
This week become total loss of -0.1K.

It's also getting to end of Jun soon.


Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.

Saturday, June 14, 2014

The World Cup Begins in Brazil- Equity Balance Update to 14-Jun-2014

This week I continued to make adjustment to my portfolio. Reduced gold and purchased some property stock. Realized some loss and move on to new investment.

Total loss has swing back to profit of 0.1K. Mainly due to the rebound of Gold price and some bull run in CN market.


Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.

Saturday, June 7, 2014

The EU version of QE is Launched - Equity Balance Update to 07-Jun-2014

This week the US market edged higher with optimistic jobs data.

The gold price recovered a bit but still have weak outcome. Towards end of week, the USD gets some weaker after the Europe QE news is confirmed.

I've realized some loss this week, reducing my exposure to Gold.
The total loss has worsened a bit to -0.4K.


Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.

Saturday, May 31, 2014

The Big Gold Crash - Equity Balance Update to 31-May-2014

This week hasn't been good for my portfolio. The Gold price suffered big drop to the year start level. This could be another bear year for gold.

I've made wrong judgement on my GLD position size and suffered the capital loss as well.
Total profit has sink back to loss of -0.3K.

It's end of May now, the updated balance chart as follows:


Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.