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2020 market expectations and positioning

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Old 27-01-2020, 03:45 PM   #151
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MSCI singapore futures down 3.7%. 1yr's dividend gone in 1 day!
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Last edited by revhappy; 27-01-2020 at 03:51 PM..
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Old 27-01-2020, 04:03 PM   #152
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MSCI singapore futures down 3.7%. 1yr's dividend gone in 1 day!
Like I said before, I'll buy STI ETF once STI goes below 3,000!
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Old 27-01-2020, 04:52 PM   #153
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The end is near

Don’t rush into buying / this has yet to peak
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Old 27-01-2020, 04:55 PM   #154
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The end is near

Don’t rush into buying / this has yet to peak
Based on data on SARS, the market tanked after one month or so... Wonder what will happened time round? Any good indication? Such govt remove loan curb, Coe dropped and etc?
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Old 27-01-2020, 06:02 PM   #155
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Imagine I were to allocate all funds into stocks now...ouch ouch ouch!! Patience is virtue.
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Old 27-01-2020, 06:12 PM   #156
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Imagine I were to allocate all funds into stocks now...ouch ouch ouch!! Patience is virtue.
This is why you always need to keep funds for events like this.
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Old 27-01-2020, 06:23 PM   #157
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Imagine I were to allocate all funds into stocks now...ouch ouch ouch!! Patience is virtue.
So what's the plan?

It's easy to say on hindsight luckily we didn't buy just before this but now that markets are correcting, how many would actually buy the dip and when exactly is the dip?
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Old 27-01-2020, 06:30 PM   #158
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like i said now is not the time to buy the dip until there is clarity on the virus situation eg. vaccine and deceasing infection numbers or china resume work and free travel. if china stops the world cannot go on as per normal. go short on stocks for now, take advantage of the profit taking
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Old 27-01-2020, 06:34 PM   #159
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like i said now is not the time to buy the dip until there is clarity on the virus situation eg. vaccine and deceasing infection numbers or china resume work and free travel. if china stops the world cannot go on as per normal. go short on stocks for now, take advantage of the profit taking
For myself I won't sell as my cash component is still larger than optimal for me. Will take this opportunity to lower it to 30% and keep balance if it goes further south.
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Old 27-01-2020, 06:34 PM   #160
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So what's the plan?

It's easy to say on hindsight luckily we didn't buy just before this but now that markets are correcting, how many would actually buy the dip and when exactly is the dip?


my plan is to maintain 90% of stock allocation into precious metals mining stocks.

Whether the portfolio decreases in value or not, i believe is dependent on the outflow of funds due to broad selldown versus the inflow into funds into safe haven stocks.

I've to inform philips to sell my ocbc stock tomorrow.

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Old 27-01-2020, 06:38 PM   #161
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and be careful of trying to play earnings this quarter
the CEOs will start to give conservative guidance because of the virus situation
this will tank stocks even if earnings beat.
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Old 27-01-2020, 06:41 PM   #162
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MSCI singapore futures down 3.7%. 1yr's dividend gone in 1 day!
So do you plan to reset your portfolio again?
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Old 27-01-2020, 06:44 PM   #163
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The following people don't need to worry:

1) Passive or index investors who have been buying regularly
2) Active investors who have stopped buying or selling their equities in the past few months
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Old 27-01-2020, 07:17 PM   #164
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For myself I won't sell as my cash component is still larger than optimal for me. Will take this opportunity to lower it to 30% and keep balance if it goes further south.
Same, start dipping into the water last year. Any surplus saving put into stock market. 10% in stock, 90% cash...Now dont even bother to renew my FD, maybe is time??
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Old 27-01-2020, 07:23 PM   #165
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The following people don't need to worry:

1) Passive or index investors who have been buying regularly
2) Active investors who have stopped buying or selling their equities in the past few months
You missed one category:
3) The intraday traders who do not hold positions overnight.
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