2020 market expectations and positioning

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Trader11

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When it comes to yield, pick high quality business. Don't be sway by the high dividend yield...
 

Mr.Canberra

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Haha, i do that as well.
Based on their recommendations, i buy enough from them and then self-service (one-time/RSP) on FSM for bulk of the investments.
Give them enough biz to keep them engaged.

But i am interested to explore in the leverage and low interests rate to boost my passive income (PIMCO Fixed Income ~4%) even more.

Leverage only if you have high risk appetite. Can you withstand 5 figures unrealised loss and constant margin calls like my current situation? :s13:
 

DukeCS33

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Leverage only if you have high risk appetite. Can you withstand 5 figures unrealised loss and constant margin calls like my current situation? :s13:

It really depends on the amount of capital that you have. 5 figures in the context of a 6 figure capital is more significant compared to a denominator capital of 7 figure. And one's mental state can be impact by too high a unrealized loss to the point that it hampers with decision making when trading.
 

revhappy

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COE prices are up! This time is really different, compared to the global financial crisis.
 

ashethen

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COE prices are up! This time is really different, compared to the global financial crisis.

What has current COE prices going up got to do with the gfc? There's no mass retrenchment or market crash yet

Posted from PCWX using SM-N960F
 

limster

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Just buy XLE the energy ETF in US market.

No company specific risk.

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)
 

Mecisteus

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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)

For sector ETFs, I prefer to buy from US market.

I can lend the shares out easily and earn some returns. Plus the good liquidity.
 

limster

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For sector ETFs, I prefer to buy from US market.

I can lend the shares out easily and earn some returns. Plus the good liquidity.


I am buying MLP in EPD instead

Thats great, at least you are vested!

Unlike some who think there is only 1 way to invest, I feel there are many different ways to financial freedom, lets DYODD and huat together! :s13:
 

Mecisteus

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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.
 
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