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Monday, July 31, 2017

July 2017

The month of July has been another challenge. Stock counters under performed and USD went even weaker. The earning has been declining again and the year's outlook become somewhat uncertain. I cannot be sure if it's just a test, and it is a tough test now.


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

Sunday, July 2, 2017

Mid of 2017

Just a timely update on this year's track. Recent weak USD and some stock counters under perform has impact the profit. only around 3% overall for the 1st half of year. It's a long journey and would need to see how the 2nd half of 2017 unfolds. Stay tuned.


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

Sunday, April 30, 2017

Apr 2017

It's very fast to reach end of Apr month. This has been a good month in general. Though USD had been weak, stocks are doing well. Local shares rose, and US shares also recovering from previous sell down.

It's interesting to see month of May is coming.


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

Tuesday, April 4, 2017

Mar 2017

Overall Mar has been a plain month. USD went weaker despite of rate hike. Local stocks gained.
The US stocks didn't run up any more in Mar period, which is interesting while the emerging markets start to gain.

For the month of Mar, the overall portfolio gained a small amount. I think this is doing all right. While the focus is on the forthcoming as I would not expect still such a smooth journey ahead..


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

Saturday, February 25, 2017

Feb of 2017 Review

This has been another good month for stocks. Currency wise USD went weak as more of a correction, and overall still doing fine as the fx operations has countered its effect.

For local markets, I'd kind of think caution is needed. The recent recovery of export and economy data may be due to a weaker Sgd and seasonal effect. Now Sgd has recovered stronger and fundamentally speaking, challenges are still there. As for now I'm vested with Reits & Trust with overseas exposure and no retail business dependency.

I'd look forward to the developments coming in Mar. I kind of think Fed would increase rate this time.



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

Monday, February 6, 2017

The first month of 2017

I have not been blogging much since last post. Work is getting more disruptive which is something I don't like. The first month has been good, local stocks have risen, and continuing its momentum.

Right on CNY day, the new president of US has started his show. The new policies that had been demanded can really be classified as stunning to the world, and not just 1, more have come and it's getting intense and lot of protests going on.

It kind of benefited local stocks market as money start to take interest here. Of course it's not sure how it will develop and the outcome. After all, the US economy still is the driver for whole world.

So I'd think a good start may need to turn to more cautious positions. Things could turn south, just as always.


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