Temasek's portfolio to drop

OngHuatHuat

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The return given on the table is dca at the beginning of the year.
mji9WuC.jpg


It also means that you would have bought during the depths of the GFC as well so your average buy would have been very very much lower than 3800.

I don't even know why I'm wasting my time on this thread talking to somebody who doesn't even understand how DCA works.

I'm outta here man. :s22:
 

Mecisteus

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Not very sure, based on my own understanding.

Maybe you can show me the calculation if you are sure? :)

That means your understanding is wrong.

Read properly. Where is there any mention about DCA?
 

Mecisteus

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Using dividend to reinvest is similar to dca
For me.
For you perhaps not. :)

I think you need to go back to investing101 lessons. :D

http://www.investopedia.com/terms/d/dollarcostaveraging.asp

Dollar-cost averaging (DCA) is an investment technique of buying a fixed dollar amount of a particular investment on a regular schedule, regardless of the share price.

Fund managers publish results assuming you do lumpsum from 1, 3, 5, 10 years ago or since inception.

Please get the definitions right.
 

OngHuatHuat

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Mecisteus

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I don trust textbook definition or answer. :)

Dividend reinvested is the same as pumping in money.
Unless you take dividend and don't put back. :)

Seriously, you need to change the egoistic character of yours just like how you hold on to your losing Noble.

Those definitions are widely accepted by everyone and if you have your own definitions but yet trying to discuss with everyone, then we will be in a chicken and egg situation.

Just use simple common sense. The dividend yield of STI is about 3-4%. You are re-investing back 3-4% of your invested capital and you consider that as pumping in money?!

I am also out of here.
 

OngHuatHuat

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I still think dividend reinvested should be considered as dca.

Seriously, you need to change the egoistic character of yours just like how you hold on to your losing Noble.

Those definitions are widely accepted by everyone and if you have your own definitions but yet trying to discuss with everyone, then we will be in a chicken and egg situation.

Just use simple common sense. The dividend yield of STI is about 3-4%. You are re-investing back 3-4% of your invested capital and you consider that as pumping in money?!

I am also out of here.
 

Geeezz

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does temasek gets blue chip sgx stocks at ipo price? if sho n assuming they kept it frm then till nao, the dividend yield must b damn high riao n cap gain somemore:eek:

if sho I m nt impress reh:o
 

OngHuatHuat

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Cannot keep shares since iPo? How do you know scb won't rise in the future? :)

does temasek gets blue chip sgx stocks at ipo price? if sho n assuming they kept it frm then till nao, the dividend yield must b damn high riao n cap gain somemore:eek:

if sho I m nt impress reh:o
 

Geeezz

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Cannot keep shares since iPo? How do you know scb won't rise in the future? :)

can can, but wad I mean is that the advantage that they had over other investors shld hv them get better returns ma.
 

OngHuatHuat

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Actually compare with sti etf, they still lose lesser money over the same period.



can can, but wad I mean is that the advantage that they had over other investors shld hv them get better returns ma.
 

lazybee

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Increase of Temasek's portfolio over the years should include the yearly contribution of the tax income from corporations and individuals right, after deduction of budget expenditure ?

All the newspaper talk about the value of the porfolio, but what is the percentage gain based on their investment alone?


"Temasek announced that the value of its global assets was S$242 billion by March, down nine per cent from last year's record S$266 billion.

The sovereign wealth fund said its net profit over the past year plunged 43 percent to S$8 billion."
http://business.asiaone.com/news/singapores-temasek-hit-first-loss-7-years



Net profit seems to imply the realised gain only from dividend and sale of companies (e.g NOL)?

I can have a investment loss of 2 billion but injection of 3 billion from tax income and my value still increase by 1 billion?

GIC should manage our cpf contribution, so it is excluded in my scenario.
 
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OngHuatHuat

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New funds via bonds.
Bonds registered as liability. :)

Increase of Temasek's portfolio over the years should include the yearly contribution of the tax income from corporations and individuals right, after deduction of budget expenditure ?

All the newspaper talk about the value of the porfolio, but what is the percentage gain based on their investment alone?


"Temasek announced that the value of its global assets was S$242 billion by March, down nine per cent from last year's record S$266 billion.

The sovereign wealth fund said its net profit over the past year plunged 43 percent to S$8 billion."
http://business.asiaone.com/news/singapores-temasek-hit-first-loss-7-years



Net profit seems to imply the realised gain only from dividend and sale of companies (e.g NOL)?

I can have a investment loss of 2 billion but injection of 3 billion from tax income and my value still increase by 1 billion?

GIC should manage our cpf contribution, so it is excluded in my scenario.
 

Geeezz

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Hm...sho assuming most of the blue chip shares they had r in green n r still unrealized. No wrong to say that in recent yrs they really buy lots of bad investments to get such a negative return right?
 

OngHuatHuat

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Nav versus nav. :)

Hm...sho assuming most of the blue chip shares they had r in green n r still unrealized. No wrong to say that in recent yrs they really buy lots of bad investments to get such a negative return right?
 

FP_IFA

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Hm...sho assuming most of the blue chip shares they had r in green n r still unrealized. No wrong to say that in recent yrs they really buy lots of bad investments to get such a negative return right?

Yes some of their investments are questionable. But I also understand once they are invested in a company, it is hard for them to pull out of it.
 
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