Friday, August 14, 2020

I Sold My First Share

I finally sold off the first share I bought around 2 years ago, Union Gas (1F2). 

I have been eyeing to sell this holding for the last 6 months or so, reason being is I want to put my hands off to small cap or catalyst counter. I prefer to invest in big cap and so call blue chips, for stable incomes and liquidity. Although Union Gas recent result shows that the company have a lot of potential, but the daily low volume transactions has been one of my main concern ever since I owned the share.

With the recent price rally due to the nice financial report, I have use this opportunity to encash and make a small coffee money from this counter.

Feeling sentimental to let go, but, to be a successful investor, I should not have any feeling to the share market.

Sunday, August 09, 2020

與阿嫂的對話 #4



Saturday, August 01, 2020




可能因為Phase 1開放之後部車跑多咗,連續幾個禮拜都出現小問題。雖然一次整幾百幾百咁,積埋積埋都整咗幾百蚊。


Thursday, July 30, 2020

SGX Portfolio Update July-2020

$ Union Gas - Rose to 0.3, not active since then, received small dividend this month

Hyflux - To recognise full loss by end of this year

NikkoAM-STC Asia REIT - Maintained at 1.10 level, another round of distribution coming

SIA - Currently at 3.40 level, result is bad, will take years to recover

OCBC - Drop to 8.50 level after MAS announced control on SG banks dividend payout, impact all local banks

CapitaLand - At 2.7x level, results of REITs under CapitaLand sponsorship not looking good

Genting Singapore - Now 0.73, not seeing any recovery after reopen

Frasers L&T - Rose to 1.35, one and only counter in green position now

DBS Bank - 19.xx level, impact by MAS announcement

ComfortDelGro - Maintained at 1.3x, long way to recovery

Singtel - Drop to 2.48, XD early next month, expect to drop further

Watchlist - not at the moment

Not adding anything this month and perhaps the coming next few months, building up my war chest for bad weather. Current portfolio sitting at red -19%. With the current situation and fear of COVID-19 second wave, I do not foresee recovery by this 1 or 2 years.

Good news is I finally move in to my new HDB, need to see in the coming 2 to 3 months what the expenses will be like in order to assess how much extra I will have each month, to invest and build my war chest.

Sunday, July 26, 2020

與阿嫂的對話 #3

我:幫我上網睇下micro SD有冇折扣,我要64嘅