2020 market expectations and positioning

[limster]

I checked my statement for whole of 2019.

My interests received from lending out was 83% of Withholding Tax. ie I received 83 cents for every $1 tax.

In other words, I managed to minimize some of the taxes.

if you are using IBKR, your interest from lending out, did you have to pay tax on that?

 

[highsulphur]

if you are using IBKR, your interest from lending out, did you have to pay tax on that?

Can't lend out IWDA on IBKR right?

 

[Trader11]

The syndicates gonna sell on Monday due to 'bad' news in Korea.

 

[coolhead]

The syndicates gonna sell on Monday due to 'bad' news in Korea.

so far weekend djia is -0.19%....only mildly negative.

 

[Trader11]

I'm buying more Shell! Time to catch a falling knife!

It might have room for 30% down before demand comes in....

 

[Seah.tt]

I believe that Shell has advantages over other oil majors, its better positioned to transition from oil company to energy company. I'm buying Shell now on the bad news because markets like to overreact!


If there's continued weakness ETF is a good idea! XLE is 100% US and subject to 30% withholding. SXLE might be a better buy for less withholding. But maybe an international energy etf that holds Shell, BP, Total, not just US oil majors would be better, WRNG? I'm also holding a little bit of NORW despite the withholding (check out the correlation between oil price and NORW)

ur shell buy us or LSE?

Sent from CPF Account using GAGT

 

[Mecisteus]

if you are using IBKR, your interest from lending out, did you have to pay tax on that?

I did not pay any tax on the interests.

 

[Extremme]

Any thoughts into ESG related funds?

 

[limster]

ur shell buy us or LSE?

Sent from CPF Account using GAGT

Us adr is the best but there's a case for lse too

 

[coolhead]

so far weekend djia is -0.19%....only mildly negative.

djia weekend futures at -0.37%...hopefully gold price ejaculates higher on monday.

Posted from PCWX using Redmi K20 Pro

 

[revhappy]

I have started reading this book called "The intelligent Asset Allocator" by William Bernstein. Somebody recommended it to me on twitter. Just few pages and it already sounds very interesting.

 

[limster]

I have started reading this book called "The intelligent Asset Allocator" by William Bernstein. Somebody recommended it to me on twitter. Just few pages and it already sounds very interesting.

this book is good enough for me. can borrow from library.

 

[coolhead]

this book is good enough for me. can borrow from library.

i remembered reading this during my nsf times lol.

Posted from PCWX using Redmi K20 Pro

 

[Mecisteus]

I think I read only 3 investing/trading related books so far.

Most of the knowledge can be found on the internet actually.

 

[joshua182]

Any thoughts into ESG related funds?

lol just buy the regular funds then. ESG is s sham. your fund will just buy msft, amazon and the whole jam.

 

[limster]

bought Comfort and Sembcorp, at $1.99.... still dropping... time to catch falling knife!

 

[coolhead]

bought Comfort and Sembcorp, at $1.99.... still dropping... time to catch falling knife!

why will you want to catch a falling knife?

Posted from PCWX using Redmi K20 Pro

 

[FrontierX]

why will you want to catch a falling knife?

Posted from PCWX using Redmi K20 Pro

4 years ago I was chatting to a friend she said the same thing.

Till now I hear she is still waiting to enter the market

 

[SpeedingBullet]

I have started reading this book called "The intelligent Asset Allocator" by William Bernstein. Somebody recommended it to me on twitter. Just few pages and it already sounds very interesting.

I highly recommend Capital Returns by Ed Chancellor

 

[gamerx]

Any thoughts into ESG related funds?

I think ESG is more than just a fad, probably will have significant bearing on asset allocation.

Some of the largest pension funds in the world have set similar goals for their portfolios and these guys are the true market movers.

A major problem though, is that there is no universal standard for ESG, especially the S part. What is considered good by one fund's benchmark may not be seen similarly at another fund. Then again even company fundamentals are somewhat subjective.