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2020 market expectations and positioning

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Old 11-02-2020, 09:57 AM   #736
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Thanks. Ya I am thinking of that too - maybe some 15%

I am still earning
It is so great to be working. If you notice every year as your networth increases, what was considered as high allocation few years back now becomes small allocation, in percentage terms. So your initial allocation will always become more and more conservative, as years pass by, if you don't allocate more. So we have this natural hedge while we are working. So we should just relax and stop watching the markets and focus on other interesting things. Markets are very addictive, but it is detrimental to our networth. The best returns are made by people who don't even know what is going on in the market.

I wish I can find another hobby and forget about markets.
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Old 11-02-2020, 10:29 AM   #737
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I wish I can find another hobby and forget about markets.
Skip reading zerohedge.

Find a sport to past time. Running is a good option.

I am trying to improve my running now.
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Old 11-02-2020, 10:31 AM   #738
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Skip reading zerohedge.

Find a sport to past time. Running is a good option.

I am trying to improve my running now.


where do u usually run?

Posted from PCWX using Redmi K20 Pro
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Old 11-02-2020, 10:33 AM   #739
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wah...Sembcorp Ind...is like 52wk low already lol
some people prefer to buy when its 52wk high. I prefer to buy when its 52wk low!

i'm still cautious about SG and my focus is still on foreign shares. Bought my monthly VHYD last nite before US market opened and chionged.

Its inevitable that SG earnings will be affected, but maybe shares like Sembcorp at 52wk low might have more margin of safety than REITs in this environment.
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Old 11-02-2020, 10:34 AM   #740
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where do u usually run?
East coast.
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Old 11-02-2020, 10:40 AM   #741
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some people prefer to buy when its 52wk high. I prefer to buy when its 52wk low!

i'm still cautious about SG and my focus is still on foreign shares. Bought my monthly VHYD last nite before US market opened and chionged.

Its inevitable that SG earnings will be affected, but maybe shares like Sembcorp at 52wk low might have more margin of safety than REITs in this environment.
Curious. How long have you been buying VHYD and have you been satisfied with the results? Any comparison to VWRA?
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Old 11-02-2020, 10:58 AM   #742
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East coast.


maybe i bumped into you on weekends unknowningly.

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Old 11-02-2020, 11:41 AM   #743
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some people prefer to buy when its 52wk high. I prefer to buy when its 52wk low!

i'm still cautious about SG and my focus is still on foreign shares. Bought my monthly VHYD last nite before US market opened and chionged.

Its inevitable that SG earnings will be affected, but maybe shares like Sembcorp at 52wk low might have more margin of safety than REITs in this environment.
Oic... ya quite Low Liao ... SIA 10 year low also lo.

Play breakout trading mah... like Jesse Livermore Lol 😂

REITs is definitely too high already, over heated.

Would rather go for banks to be safer bmw.
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Old 11-02-2020, 11:45 AM   #744
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Thanks. Ya I am thinking of that too - maybe some 15%

I am still earning
Well..welcome to the club. 😄
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Old 11-02-2020, 11:46 AM   #745
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Difference between Academics and risk takers / traders

Academic: I wait for scientific paper to confirm that this is true.

Trader: Once it is "confirmed", it is too late. Most of the important payoffs happen before things are "confirmed"
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Old 11-02-2020, 11:48 AM   #746
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Oic... ya quite Low Liao ... SIA 10 year low also lo.

Play breakout trading mah... like Jesse Livermore Lol 😂

REITs is definitely too high already, over heated.

Would rather go for banks to be safer bmw.
SIA is stucked at range for 10 years. Really reflect what Singapore economy is doing for last ten years. STI is a mirror of what we are today
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Old 11-02-2020, 11:48 AM   #747
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Ya i know

Just that almost everything is so incredibly overpriced

Well..welcome to the club. 😄
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Old 11-02-2020, 11:51 AM   #748
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It is so great to be working. If you notice every year as your networth increases, what was considered as high allocation few years back now becomes small allocation, in percentage terms. So your initial allocation will always become more and more conservative, as years pass by, if you don't allocate more. So we have this natural hedge while we are working. So we should just relax and stop watching the markets and focus on other interesting things. Markets are very addictive, but it is detrimental to our networth. The best returns are made by people who don't even know what is going on in the market.

I wish I can find another hobby and forget about markets.
You too, welcome to the club. 😄
At your age, you can try golfing.
Cycling is fun too.
You'll spend hours in researching.
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Old 11-02-2020, 11:52 AM   #749
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Skip reading zerohedge.

Find a sport to past time. Running is a good option.

I am trying to improve my running now.
Are you a retiree?
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Old 11-02-2020, 11:58 AM   #750
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You too, welcome to the club. 😄
At your age, you can try golfing.
Cycling is fun too.
You'll spend hours in researching.
I used ride a motorcycle here in Singapore and was part of Singapore bike forum. We went for meetups and long rides to Malaysia also. Then I sold my bike after my office moved from Changi to the city. Now COE is too high already to buy a motorcycle. Maybe I should buy a bike again. Now my daughter is 8, when she turn 10, I can pillion her to school, lol.
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