Some have said as long as Fed not yet finish their rate hike it is not safe yet. Still got a few to go till end of 2022.
2022 Market Sentiment & Positioning
- Thread starter Hello_Kitty
- Start date
UK announced their biggest rate hike ever and a long recession, FTSE still went up, and still going up
Aren't everyone worry always go up never come down hard enough? Always reach new high? Cannot be correct? Normal logic is it will come down eventually and this year 2022 is a very strange year for stock market indeedUK announced their biggest rate hike ever and a long recession, FTSE still went up, and still going up
My holding period for stocks is forever, so stock price changes don't bother me much.
My preferred investing strategy is to buy after a crash so I am also totally ok with market crashes, especially since I have reduced my stock-picking in favour of ETFs. Markets always recover, even if individual stocks do not.
Take for example, IWDA - are you one of those who that think it won't recover to $80? If you think it will recover to $80, then buying now, you will make money, its as simple as that.
I had the same conversation in this forum about STI. When STI dropped below 3,000 I always say buy. Those that don't buy, when I ask them if they believe that STI will recover to 3,000, they say yes it will recover, but then I ask why they still don't buy, they answer that they want to wait for it to go lower..... but sometimes you wait too long, boat may sail already....
What is more important to me is earnings & free cash flow, because companies pay dividends out of earnings,/FCF. So far 2022 is fine, where earnings are concerned.
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My experience so far of US investment is individual stock go up and down the fastest. ETF slower a bit. So risk averse investors don't chase high returns better. ETF is more suitable than individual stock
I am also a risk averse investor, so I prefer to buy stocks that are undervalued, because the risk that they will go down is much less than the risk they will go up
For example, as I have said, buying STI when it is under 3,000 to me is low risk and almost like free money, sure go back to 3,000.
However, low risk doesn't mean no risk. If STI is too risky for you, then buying IWDA under $75 may be a better example. It's a low risk purchase because it will go back to $80.
https://www.cnbc.com/2022/08/15/pre...ority-as-companies-battle-cost-of-living.html
This is an interesting 'recession' because there is still so much cash floating around - as shown by the article talking about Starbucks and MacDonalds getting good returns going upmarket.
I have been meeting up with friends for chats at Starbucks quite a bit recently - the cost of my drink is quite worth the 'rental' of the seat and the Starbucks outlets I go to are a whole lot more comfortable than say, Toast Box - but my nearest Toast Box is still super crowded though.
This is an interesting 'recession' because there is still so much cash floating around - as shown by the article talking about Starbucks and MacDonalds getting good returns going upmarket.
I have been meeting up with friends for chats at Starbucks quite a bit recently - the cost of my drink is quite worth the 'rental' of the seat and the Starbucks outlets I go to are a whole lot more comfortable than say, Toast Box - but my nearest Toast Box is still super crowded though.
Agree on this interesting recession. And thank you for contributing to the bottom-line of SBUX. Both MCD,SBUX of which I have small little shares in. Toast Box is listed in SGX or anywhere?https://www.cnbc.com/2022/08/15/pre...ority-as-companies-battle-cost-of-living.html
This is an interesting 'recession' because there is still so much cash floating around - as shown by the article talking about Starbucks and MacDonalds getting good returns going upmarket.
I have been meeting up with friends for chats at Starbucks quite a bit recently - the cost of my drink is quite worth the 'rental' of the seat and the Starbucks outlets I go to are a whole lot more comfortable than say, Toast Box - but my nearest Toast Box is still super crowded though.
Nice to start the week with another Green day.
Bought WQDV, VHYD and SAN last night. Queued for other ETFs but did not hit the target price.
IWDA currently $79.18, should be hitting $80 in the next few weeks, which will be a sign to me to stop buying.
Bought WQDV, VHYD and SAN last night. Queued for other ETFs but did not hit the target price.
IWDA currently $79.18, should be hitting $80 in the next few weeks, which will be a sign to me to stop buying.
The holding company delisted in 2020.
I really don't like their outlets which are usually cramped and uncomfortable. They seen to be at the lower end of the market trying to squeeze as much revenue as possible, rather than the 'premium' experience of a Starbucks outlets.
Like I said, I 'rent' a space in Starbucks by buying their drinks, for networking or to catch up on some work. I am clearly not Toast Box's target customer.
Mind you, I also patronise local equivalents of Starbucks but those I like are not that convenient to me, i have to be in the area...
I get a much better kopi / teh experience in hawker centres, especially with the increase in hawker stalls selling higher quality drinks. Mornings I have no problem having kopi/teh at my favourite hawker centre stall but with global warming, afternoons usually hot, aircon better.....
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I dont think we should compare Starbucks and Toast Box. Starbucks coffee is $6 - $7 vs $2+ for Toast Box.The holding company delisted in 2020.
I really don't like their outlets which are usually cramped and uncomfortable. They seen to be at the lower end of the market trying to squeeze as much revenue as possible, rather than the 'premium' experience of a Starbucks outlets.
Like I said, I 'rent' a space in Starbucks by buying their drinks, for networking or to catch up on some work. I am clearly not Toast Box's target customer.
Mind you, I also patronise local equivalents of Starbucks but those I like are not that convenient to me, i have to be in the area...
I get a much better kopi / teh experience in hawker centres, especially with the increase in hawker stalls selling higher quality drinks. Mornings I have no problem having kopi/teh at my favourite hawker centre stall but with global warming, afternoons usually hot, aircon better.....
Starbucks is about occasionally renting the space (as you said) and enjoying higher quality coffee beans, while Toast Box is abt getting your daily kopi fix + quick customer turnover. The only common factor is really coffee + resting place at prime locations, and the consistency of their coffees.
Yup definitely they are different.. But me bringing both of them up is related to the article I linked about whether a company can combat inflation / recession by introducing more 'up market' offerings. These are the companies I would be interested in investing in. A company like Starbucks can do it.
A company like Toast Box would struggle as its competing against coffee shops/ hawker centres and its customers might not be so welcoming of a $5 deluxe kopi.
But conversely, you can argue that a company like Toast Box is more resilient to recession/inflation (loyal pool of customers who need their daily kopi fix at convenient locations) vs Starbucks (which is more dependent on tourists, and price-sensitive lattes).
Though I have to say that in metropolis like London or New York, Starbucks is their version of Toast Box....... haha
No wonder so many of them seem miserable, hate their jobs and want to quit. What is life without coffee /tea / your choice drink?
But like I said, I don't buy coffee from Starbucks... I rent a space by buying a drink for social networking, doing work away from office. If it makes me more productive / maintains my networks, there's a return on investment right there. I've always believed that you have to spend money to make money.
Back to the markets. S&P 500 notched another green day. I don't think the market will move in a straight line upwards, but as long as there are more green days than red days, I think we are on track for a meaningful summer rally though I don't think it will be a mega rally.
IWDA at $79.51 now. Only a little more to go before $80. Last chance to board?
IWDA at $79.51 now. Only a little more to go before $80. Last chance to board?
Back to the markets. S&P 500 notched another green day. I don't think the market will move in a straight line upwards, but as long as there are more green days than red days, I think we are on track for a meaningful summer rally though I don't think it will be a mega rally.
IWDA at $79.51 now. Only a little more to go before $80. Last chance to board?
since i have VWRA, should i buy IWDA as well?
I really don't think it makes a huge difference.
the reason I buy both iShares and Vanguard ETFs is so that I don't have all my ETF holdings in one single issuer.
I plan to only hold 5 individual UK stocks capped at £325k so I don't have to worry about estate duty. So thats roughly S$100k+ per share. Hopefully due to inflation they will raise the estate duty exemption limit.
Everything else will be ETFs.
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