2020 market expectations and positioning - Part 2

[d5dude]

TBH, i dun have confident in the companies in STI.... its basically 50% ppty, 15% banks

i might as well borrow max loan to buy property and keep excess cash in banks

The 3 banks make up 37% of the index, while the reits and property plays are about 20% of the index, since the banks themselves have massive exposure to real estate I think we can conclude that the whole index is just an SG property play. So maybe you are right, buy sti might as well leverage up and buy property.

 

[highsulphur]

The 3 banks make up 37% of the index, while the reits and property plays are about 20% of the index, since the banks themselves have massive exposure to real estate I think we can conclude that the whole index is just an SG property play. So maybe you are right, buy sti might as well leverage up and buy property.

It's 2 different ball games

 

[ashethen]

the higher it goes, the more tempted to "average down"......




anyway, i came back to ask in IBKR, how to check total deposited funds since inception?

Go to accounts management on website and click portfolio analyst. There you can create and generate report on your since inception returns, deposit/withdrawal, etc

Posted from PCWX using SM-N960F

 

[theMKR]

It's 2 different ball games

What i am trying to say is that.

etf is supposed to be stable as it leverages on a mix of different industries.

(Yes, i know now spy is tech heavy)

But the entire sti can be summarized to sg ppty.

In this case there is no point. Might as well call it ppty etf

 

[d5dude]

It's 2 different ball games

Similar performance and risk.

 

[d5dude]

What i am trying to say is that.

etf is supposed to be stable as it leverages on a mix of different industries.

(Yes, i know now spy is tech heavy)

But the entire sti can be summarized to sg ppty.

In this case there is no point. Might as well call it ppty etf

Tech is 25% of SPY. Its a lot, but nothing like STI, 3 companies make up 37% of the index...

 

[theMKR]

Tia gong today might move alot. So it might be the last day i ever trade for a while bah.

 

[theMKR]

Tech is 25% of SPY. Its a lot, but nothing like STI, 3 companies make up 37% of the index...

actually i considered the stuffs they do, rather than just the "claimed" industry

so reit = ppty, ppty = ppty, banks = ppty

by extension and sure got ppl bash me for this, manufacturing = ppty

 

[DevilPlate]

TBH, i dun have confident in the companies in STI.... its basically 50% ppty, 15% banks

i might as well borrow max loan to buy property and keep excess cash in banks

Real physical ppty: TDSR & crazy ABSD.
3% BSD is the max that I am willing to pay for investment ppty.

I switch from physical to reits.

 

[DevilPlate]

Tech is 25% of SPY. Its a lot, but nothing like STI, 3 companies make up 37% of the index...

Actually that's the main reason why I am buying ES3. (3 Local Banks)

STI is slow but it is kind of predictable and 3-4% reward points while waiting for my TP.

 

[d5dude]

Actually that's the main reason why I am buying ES3. (3 Local Banks)

STI is slow but it is kind of predictable and 3-4% reward points while waiting for my TP.

What is TP? Target price? That again sounds like short term speculation to me.

The reason why many investors opt for index funds is due to diversification, seems pointless to me if 3 companies make up 37% of the index.

 

[DevilPlate]

I am guessing you guys not into real estate.

Nothing wrong, now it is the era for Tech growth stocks.
Millennials love Tech stocks.

 

[DevilPlate]

What is TP? Target price? That again sounds like short term speculation to me.

The reason why many investors opt for index funds is due to diversification, seems pointless to me if 3 companies make up 37% of the index.

I personally trim/add depending on price level for ES3 and some long term reits i am holding since 2006.

How I wish I did that for SPY.....having seller's remorse now haha

Sometimes I wish I reside in USA as I am not comfortable holding equities in custodian account for very long term.

 

[revhappy]

I think the most important thing is, to invest and not keep too much cash. There is currency debasement going on in many countries. So there is going to be massive asset price/real inflation in the next two years. Cash is not going to be a good asset. So, find a way to invest your cash, anywhere, ES3, commodities, nasdaq, s&p500, anything will do, they will go up more or go up less. But atleast they will go up. Cash will just stay as it is.

 

[NewInvestor]

I think the most important thing is, to invest and not keep too much cash. There is currency debasement going on in many countries. So there is going to be massive asset price/real inflation in the next two years. Cash is not going to be a good asset. So, find a way to invest your cash, anywhere, ES3, commodities, nasdaq, s&p500, anything will do, they will go up more or go up less. But atleast they will go up. Cash will just stay as it is.

Yes to don't keep too much cash. I m guilty of that.

As for investment, I try to invest in either world class companies or companies which might become world class one day.

I also invest in SG REITs because I get tax free dividends.

 

[发哨子2020]

Some here believe STI is trash .
They saw it crawled back from 24xx to 28xx.
They missed the boat and of course sour grape.
One even asked for ‘free’ trading @ SGX .

STI is still good for part of the portfolio.

In short, is it good idea to hold STI?

 

[d5dude]

Some here believe STI is trash .
They saw it crawled back from 24xx to 28xx.
They missed the boat and of course sour grape.
One even asked for ‘free’ trading @ SGX .

STI is still good for part of the portfolio.

Its only a 25% move, its severely underperformed the msci world index in the last 30years, thats no consolation for long term investors who have faithfully stuck with it.

"sour grapes" are the wrong words to describe criticism towards something thats done so poorly over the long term.

 

[MrHighlander]

Anyone eyeing 2800 ?

 

[Opps-gal]

Some here believe STI is trash .
They saw it crawled back from 24xx to 28xx.
They missed the boat and of course sour grape.
One even asked for ‘free’ trading @ SGX .

STI is still good for part of the portfolio.

Just hold, don't do anything, collect cd. Will goes back 3000+ next time? Most holding still in local. No currency exchange rate. 2percent in hk stocks, as local no tech, goes in tech need go out from comfort zone.

 

[DevilPlate]

Anyone eyeing 2800 ?

I am eyeing CSPX/QQQ/3067/HST instead.

Having psychological mental barrier to enter now at all-time high.