opy

Which will you buy if you can ONLY pick one of the following (and why)? Investment period is 10yrs, thanks.

Added note: perhaps also at what price ;-)

06 December 2017 (7:12AM) Summary/Update

$ThaiBev(Y92.SI) - 20 votes
- seems with highest growth
- more exposure outside Singapore
- more acquisitions lately
- unlikely tech disruption
- F&B essential
- more room for growth
- cash cow
- good for longer run
- cannot be replaced by robot

$ComfortDelGro(C52.SI) - 3 votes
- at much lower price (1.5, 1.8 etc.)
- public transport in demand
- Transportation. Basic needs of people.

$Sheng Siong(OV8.SI) - 2 votes
- could grow into giant super market world wide
- increasing cash flow yearly
- good divvy
- shop there often

None above - 4 votes

Other points
- 10 years horizon too long, regular review important regardless which is picked
- investment horizon 3yrs instead
- all 3 might moved out of Singapore market

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140 comments
Evilcrownofthorns

Nice compilation. But TB is not in most of @hachiko hall of fame leh.

DurianFarmer

Reply to @Evilcrownofthorns : Singtel was the top choice in my 'Hall of Fame'. Hahaha!

https://www.investingnote.com/posts/414267

Spinning_Top

Alamak..i didnt notice @opy also update hia thread until now. Thanks for compilation yeah...

PomeloFarmer

thanks for the summary, nice!

jpeg

I help my mum to queue for sheng siong.

Spinning_Top

I hereby declared @Hachiko the official poll master in IN. He is always so hardworking to do all the compilation and tally the votes..lol

DurianFarmer

Reply to @Spinning_Top : Polls can be useful sometimes. Hahaha!

DurianFarmer

Woah! 20 votes for TB! Top choice of IN members.

BrotherNo12

My choice is CDG. Transportation. Basic needs of people. Foods and drinks got wide variety of choices, so is supermarket. Just my personal opinion. ;D

layers

Reply to @BrotherNo12 : I just can't link cdg with IT component of driverless. the app already sucks

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l0nEr

thaibev,. the only one with proper growth and in an EM country...

theintelligentinvestor

DBS....haha kidding!

Tough choice between CDG and ThaiBev. I will go with ThaiBev. Their brand is the moat that will likely last >10 years. Cannot see so far out what will happen to the taxi industry.

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2nd-anniversary of my 2nd-marriage


I had my 1st-marriage back in 2008, it ended badly and I lost most of my savings as I mentioned few times in my previous post.

Time passes so quickly and I am near end of the 2nd-year in my 2nd-marriage! It has not been any easier this time round, I made many similar mistakes.

But I am clearer now on what I want to achieve for this journey...

Yes! I am talking about my Investment and Trading Journey. Hee... ;-)

Quick Background... I burnt my savings back in 2008 Stock Market and started my journey again October 2016. As I recall, the journey actually started when I first contributed to SRS in 2014.

Year 2014
Started SRS, main purpose was to reduce Income Tax. Prior to this my focus was on insurance. I have a long list of them for the family, good and bad... Another topic by itself.

Year 2015
I bought AXA Retire Happy using SRS. My original plan was to keep buying this same product yearly over the next 10 years. Good product but not exciting.

Year 2016
I explored various options I can use SRS for to maximize possible return since I can't touch these money for next 15-20 years. In 4Q, I bought eight stocks - $SingTel(Z74.SI), $StarHub(CC3.SI), $DBS(D05.SI), $OCBC Bank(O39.SI) , $UOB(U11.SI), $Keppel Corp(BN4.SI), $Venture(V03.SI) and $Chip Eng Seng(C29.SI). Right before US Election. I thought these are good companies.

Year 2017
I started to watch investment related topics on YouTube. Attracted to Warren Buffet and his Intrinsic Value concept. I learned more about numbers such as PE, PB, Debt and started to look into Revenue, Profit, Debt, Net Assets trend for these companies.

With that little knowledge and in early 2017, I decided to exit Starhub at a loss of 13.5% due to the debt level cum lack of revenue growth. I also decided to exit Keppel Corp later though with a profit of 26.6%. Mainly due to reducing and inconsistent revenue, profit trend over last several years. I still think these were good decisions.

Subsequently, I exited the Banks, Venture and CES with good profit. I have forgotten why I bought them at the first place. Keeping Singtel on paper loss banking on her dividend.


- DBS (+12.8%, +38.2%, +37.47%), OCBC (+18.1%, +25.5%), UOB (+27.8%, +27.3%), Venture (+24.6%), CES (+26.1%)


My portfolio would have been very GREEN now if I have hold on to these stocks per my original plan instead.

I recycled the fund into REITs and gone into "trading" using the SRS Account. Itchy fingers...


- $Ascendas Reit(A17U.SI) (+4.4%), $CapitaMall Trust(C38U.SI) (+4.6%, +5.6%), $QAF(Q01.SI) (-0.2%), $Ho Bee Land(H13.SI) (+1.2%), $Croesus RTrust(S6NU.SI) (+24% - de-listed), $Wilmar Intl(F34.SI) (+0.5%), $ComfortDelGro(C52.SI) (+4.8%, +16.1%), $AEM(AWX.SI) (+12.5%), $Mapletree Com Tr(N2IU.SI) (-0.7%)


Made painful decision to cut loss on $Global Testing(AYN.SI) (-18.2%), $RHT HealthTrust(RF1U.SI) (-9.7%), and $Lippo Malls Tr(D5IU.SI) (-24%). I bought GT for divvy but ran away before collecting any. I bought RHT and Lippo for high yield and cut loss as I cannot handle the risks (mainly government policy, currency).

My portfolio now consists of $SingTel(Z74.SI) $Mapletree Ind Tr(ME8U.SI) $Ascott Reit(A68U.SI) $Viva Ind Tr(T8B.SI) $AEM(AWX.SI) $UMS(558.SI) $Valuetronics(BN2.SI) $Venture(V03.SI). Feel free to visit my latest quarter report card, pretty ugly but nevertheless...

https://www.investingnote.com/posts/1039960

I also used SRS to buy Unit Trusts in early 2017 - Allianz Inc and Growth, UOB United Asian Bond, and First State Dividend Advantage. I have sold Allianz (+5.1%) and UOB (+0.0), but still keeping First (+17.7%). Much better than my own work on Invest/Trade so far, LOLL. Again, good product but again, not exciting.

Other than Warren Buffet, I started watching Adam Khoo, Rayner Teo, Sasha Evdakov and Grok Trade videos.

Investment / Trading is really a lonely journey to me. Most people around me will not talk about it positively. And I get plenty of reminders about how I thrown away my savings years back. Truth can be painful too.

I found InvetingNote and found so much of sharing about Investment and Trading. Such public forum is really addictive to me being totally new to it. My wife said I was possessed...

In less than two years I went through the good, the bad and the ugly part of it. I am glad that I came out alive and dare say I have benefited being part of the forum.

I fell in love with charting. Though I wish I can spend more time improving my Invest and Trade skills, I enjoy looking at charts now and then. Feel free to take a look at my recent "art" works, not pretty I know...

https://www.investingnote.com/posts/1049858

Using SCB Trading Account with no minimum charge and a low brokerage fee, I started trading SG market. More actively than I should. Went through huge swing in gains and losses... The following are some of them.

- $Best World(CGN.SI) (31.2%, 33.3%, 43.5%), AEM (29.1%, +32.8%), $Hi-P(H17.SI) (19.6, -45.8%), $Creative(C76.SI) (-28.4%), $Thomson Medical(A50.SI) aka Rowsley (-32.7%, -31.8%), $Delong(BQO.SI) (-32.7%)

Using the same platform I also started to trade in the US Markets in late 2017. The following top gains and losses.

- $VRX (+48.2%), $NFLX (+34.7%), $TLRY (+22.3%), $AMD (-15.9%), $FB (-16.2%), $BABA (-16.5%)

Year 2018
I deployed CPFOA for investment instead of waiting for the long overdue Market Crash. Simple goal to build up dividend to pay off housing loan instead of paying directly using CPFOA balance. No need to care share price up or down.

Also started to monitor HK stocks such as $BYD COMPANY(1211.HK), $PING AN(2318.HK), $XIAOMI-W(1810.HK) etc for trade opportunities. They look better for trading compared to SG stocks. I have yet to set up HKD Trade Account as I am unwilling to add cash at this stage. Will wait for current fund to free up.

2018 has not been a good year for me in term of investment and trading results. Big swings forced me to clear my US Trade twice sitting on -2.7% loss. Tiny compared to my SG Trade which is now around -50%. Both SRS and CPFOA Investment are red too. But I worry less about the red-red situation knowing they're for much longer terms.

Verdict for the 2-years on my 2nd-marriage...

I still not making money, that's a fact !


But another fact is that I know much more than my 1st-marriage. I certainly not know enough to make money consistently yet but I know I don't know enough and I want to learn more.


I also know now that this is a journey I want to continue and be successful, eventually.


To me, the best time to invest was 2009, right after the 2007/8 crisis. The next best time is, NOW. I opt for time in the market and continue to learn and improve. Though I am not a good student, my learning continues.


The stubborn @opy...


And, most importantly, special thanks to all INers for your criticism, entertainment, support, sharing, and everything. My invest-trade journey will not be the same without you ;-p


p.s. sorry for the long post. just wanna document this for my 1st two years of my 2nd-marriage. cheers.

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$ComfortDelGro(C52.SI)

Does it look like the head of a cat to you? Little bit of hair between the big ears. Do we have H&E formation? As of Head and Ears? Hee... Just for fun, cheers.

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3Q18 Update


Trade

- Not a good quarter for my trading

- More trade in July, much less in August, very few in September

- Very low win rate : around 25% for SG, 33% for US

- Currently sitting on 5% gain for US market, 50% loss for SG market

- Current position

  - SG: $AEM(AWX.SI) $APAC Realty(CLN.SI) $UMS(558.SI)

  - US: $FB $SHOP $BABA $MZOR $AMD $TLRY




Invest

- Not a bad quarter for my investment


SRS
- Zero movement other than collecting dividend, average 5%
- Sitting on minor loss since I started, -3.3%
- About half in Tech Stocks, the other half on dividend counters
- Plan is to add dividend counters / position over time

- Likely will keep the Tech stocks as it is for next 3-6 months

- Current Position

$SingTel(Z74.SI) $Viva Ind Tr(T8B.SI) $Mapletree Ind Tr(ME8U.SI) $Ascott Reit(A68U.SI) $AEM(AWX.SI) $Venture(V03.SI) $Valuetronics(BN2.SI) $UMS(558.SI)


CPFOA
- Deployed to build dividend income Housing Loan Monthly Payment

- Currently Dividend + CPFOA Interest sufficient to pay off only 5 month loan

- Continue to add over time. Target average dividend of 6%. Mixture of solid Reits with long term growth potential or Blue-chips with steady long term growth potential

- Current Position: $DBS(D05.SI) $Keppel DC Reit(AJBU.SI) $AIMSAMP Cap Reit(O5RU.SI)




Other Notes
- Lack of a structured way to track and measure achievement but will stay with what I have for now

- Not going to work on Crypto for now

- Managed to stay away from exciting counters such as $Rex Intl(5WH.SI), self awareness i.e. Bo-Skill

- Itchy hands managed, Quick hands in training

- Missed many chances due to lack of confidence e.g. $YZJ Shipbldg SGD(BS6.SI) $SQ $SCIENTX(4731.MY)
- Cash continue to earn reasonable risk-free interest in SSB and various Bank Accounts

Looking forward
- Focus on Position Sizing, Discipline, and Exit Strategy. Take Trade only with a reasonable setup. Build confidence. Trade only with recycled fund for now

- Cannot be happy with the results but satisfy with my effort

- Other KIV counters for investment

$UOB(U11.SI) $OCBC Bank(O39.SI) $ComfortDelGro(C52.SI) $UOL(U14.SI) $Frasers Property(TQ5.SI) $Ascendas Reit(A17U.SI) $CapitaMall Trust(C38U.SI) $Mapletree NAC Tr(RW0U.SI) $YZJ Shipbldg SGD(BS6.SI)

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