2020 market expectations and positioning

[Okenba]

some people prefer to buy when its 52wk high. I prefer to buy when its 52wk low!

i'm still cautious about SG and my focus is still on foreign shares. Bought my monthly VHYD last nite before US market opened and chionged.

Its inevitable that SG earnings will be affected, but maybe shares like Sembcorp at 52wk low might have more margin of safety than REITs in this environment.

Curious. How long have you been buying VHYD and have you been satisfied with the results? Any comparison to VWRA?

 

[coolhead]

East coast.

maybe i bumped into you on weekends unknowningly.

Posted from PCWX using Redmi K20 Pro

 

[netzach]

some people prefer to buy when its 52wk high. I prefer to buy when its 52wk low!

i'm still cautious about SG and my focus is still on foreign shares. Bought my monthly VHYD last nite before US market opened and chionged.

Its inevitable that SG earnings will be affected, but maybe shares like Sembcorp at 52wk low might have more margin of safety than REITs in this environment.

Oic... ya quite Low Liao ... SIA 10 year low also lo.

Play breakout trading mah... like Jesse Livermore Lol

REITs is definitely too high already, over heated.

Would rather go for banks to be safer bmw.

विजया HardwareZone Forums app

 

[d9_lives]

Thanks. Ya I am thinking of that too - maybe some 15%

I am still earning

Well..welcome to the club.

 

[Trader11]

Difference between Academics and risk takers / traders

Academic: I wait for scientific paper to confirm that this is true.

Trader: Once it is "confirmed", it is too late. Most of the important payoffs happen before things are "confirmed"

 

[Trader11]

Oic... ya quite Low Liao ... SIA 10 year low also lo.

Play breakout trading mah... like Jesse Livermore Lol

REITs is definitely too high already, over heated.

Would rather go for banks to be safer bmw.

विजया HardwareZone Forums app

SIA is stucked at range for 10 years. Really reflect what Singapore economy is doing for last ten years. STI is a mirror of what we are today

 

[MrHighlander]

Ya i know

Just that almost everything is so incredibly overpriced

Well..welcome to the club.

 

[d9_lives]

It is so great to be working. If you notice every year as your networth increases, what was considered as high allocation few years back now becomes small allocation, in percentage terms. So your initial allocation will always become more and more conservative, as years pass by, if you don't allocate more. So we have this natural hedge while we are working. So we should just relax and stop watching the markets and focus on other interesting things. Markets are very addictive, but it is detrimental to our networth. The best returns are made by people who don't even know what is going on in the market.

I wish I can find another hobby and forget about markets.

You too, welcome to the club.
At your age, you can try golfing.
Cycling is fun too.
You'll spend hours in researching.

 

[Trader11]

Skip reading zerohedge.

Find a sport to past time. Running is a good option.

I am trying to improve my running now.

Are you a retiree?

 

[revhappy]

You too, welcome to the club.
At your age, you can try golfing.
Cycling is fun too.
You'll spend hours in researching.

I used ride a motorcycle here in Singapore and was part of Singapore bike forum. We went for meetups and long rides to Malaysia also. Then I sold my bike after my office moved from Changi to the city. Now COE is too high already to buy a motorcycle. Maybe I should buy a bike again. Now my daughter is 8, when she turn 10, I can pillion her to school, lol.

 

[limster]

Curious. How long have you been buying VHYD and have you been satisfied with the results? Any comparison to VWRA?

I have been regularly investing in WQDV for a few years because dividend ETFs will underweight tech and I'm scared of tech valuations (healthcare is no.1 sector for WQDV), unfortunately it underperformed IWDA in 2019, returning only 22%+ vs IWDA 25%+

I decided this year to start investing in its Vanguard counterpart as well this year.

 

[roflolmao]

Any thoughts on Singpost?

 

[ashethen]

Any thoughts on Singpost?

from a consumer pov, they are lousy, unreliable and expensive.

lousy and unreliable because there's many cases of lost mail & phantom postman.

expensive because shipping overseas is cheaper using Qxpress and domestic shipping have too much competition from local couriers with better service and lower cost

 

[limster]

Bought a little DBS today.

apart from revhappy who has bought STI ETF, nobody in this thread buying?

 

[d9_lives]

Bought a little DBS today.

apart from revhappy who has bought STI ETF, nobody in this thread buying?

Waiting for my salary

 

[applecrisp]

Anyone here active in hk market?

 

[MrHighlander]

Nope ....

I stick to my line

Bought a little DBS today.

apart from revhappy who has bought STI ETF, nobody in this thread buying?

 

[ashethen]

Bought a little DBS today.

apart from revhappy who has bought STI ETF, nobody in this thread buying?

Bought Microsoft, Nvidia, Visa, MasterCard

Posted from PCWX using SM-N960F

 

[Okenba]

I have been regularly investing in WQDV for a few years because dividend ETFs will underweight tech and I'm scared of tech valuations (healthcare is no.1 sector for WQDV), unfortunately it underperformed IWDA in 2019, returning only 22%+ vs IWDA 25%+

I decided this year to start investing in its Vanguard counterpart as well this year.

Thanks for sharing. I was contemplating the Vanguard equivalent but held off because of performance and higher fees. The ER is not that big a difference, but when you account for dividend withholding tax, VHYD is harder hit because of its higher dividends.

 

[Newbyib]

Bought Microsoft, Nvidia, Visa, MasterCard

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I have a position in MA too and a collared position in Lly.( hit by bad news 2 days ago)