*Official* MasterLeong Thread

[Tornesoul]

Missed cmt, q at 1.9

Sent from Sent from where? using GAGT

 

[Jazzbie]

Oh then ML is not exactly all in if he still have $200K in FD/SSB. I would consider myself only 60% vested in the stock market in his case as there is still a war chest if a deep crash happens.

Sent from Samsung SM-G900F using GAGT

 

[MasterLeong]

Oh then ML is not exactly all in if he still have $200K in FD/SSB. I would consider myself only 60% vested in the stock market in his case as there is still a war chest if a deep crash happens.

Sent from Samsung SM-G900F using GAGT

oh previously I was 100% vested as I did not have the 200k

only towards Q3/Q4 this year, I sold off my 30% stake in a private business that's why got the lump sum in which I quickly put in to FD/SSB to prevent myself from doing anything rash/stupid

no matter what this portion I think I die die also will not put into stocks one... at current point.. my thinking is it will be my "fixed income" portfolio ba

for now FD/SSB... in future will slowly vest into bonds to form a ladder bond portfolio

(those who do not know what is a bond ladder please feel free to read from the link below)
http://www.schwab.com/public/schwab...nvestment/bonds/individual_bonds/bond_ladders


if along the way I find any business opportunity, then may use this 200k to fund the biz however I think the odds of me taking this path is low

 

[MasterLeong]

in future when I start to create my ladder bond portfolio maybe I will start a new thread to teach about picking bonds and managing a bond portfolio

for now, I think this thread still mostly focused on stocks

but if anyone got question on bonds can ask me too

 

[MasterLeong]

Missed cmt, q at 1.9

Sent from Sent from where? using GAGT

no worries man

many reits and telcos still at port

and sti have not crossed 3000 yet

 

[MasterLeong]

At this point everything is 50/50. 50% chance to break 3k, 50% chance to drop below 2.9k. No need to rush

my gut feel is this year hard to see 3000

but 2017 I am 90% sure will see STI cross 3000

 

[MasterLeong]

wow last min whacked down

in MCT at 1.405

1.405 really damn cheap sia

my average price 1.42 lol lol lol

 

[mcsane]

If Singtel drop after XD, its a no brainer for me. If it never drop, well, there would be chance to whack.

I Q until Neck long.

 

[MasterLeong]

end of week update, yields are looking really attractive for reits/telcos

singtel a solid 4.7% all the way to as high as 7.85% for M1

even factoring at worst case 30% drop in yield, M1 would still pay around 5.5%


my 5 reits are paying around 5.8% to 6.2% yield.. average around 6% which is a solid return base on dividends alone

i strongly believe their assets are of the highest quality and hopefully nav/dpu will continue to appreciate at least 3% per year (as a basket)


I am still sitting on good profits on the banks and I am in not rush to let go of my of my bank stocks

however if my reits/telco are in the red towards the 10% zone.. I might do some rebalancing against.. which is probably reduce all my bank positions to around 20k level and use the excess profits to pick up more reits

cheers

 

[mazatsushi]

For ppl in twenties, do you recommend bonds in portfolio?

any guideline for the bond % of portfolio?

That highly depends on your personal risk tolerance and financial situation.
It is very hard to know that until you have been through a prolonged bear market.

If say you are single, got no dependents, and got balls of steel to stay the course for decades, then 0% bonds is feasible.

Individual bonds or Bond etf?

You prefer a la carte or happy meal?

 

[madtari]

6, 7 years back I actually studied and planned on using SGS to plan for a bond ladder to have payout and mature bond every year... but end up I gave up that idea bcos I felt that I'm still young and don't really need the low risk offered by bonds...

in future when I start to create my ladder bond portfolio maybe I will start a new thread to teach about picking bonds and managing a bond portfolio

for now, I think this thread still mostly focused on stocks

but if anyone got question on bonds can ask me too

 

[EvilPaladin]

1.405 really damn cheap sia

my average price 1.42 lol lol lol

Now see can make money or not lolol

 

[Sinkie]

Those using cum in my bangla mobile app, faster to upgrade the iPhone version one. Got free stock push ALERT

 

[eveee99]

thats why i do not like family owned business

look at sheng shiong.. net profit for the year say 50 mil la

the 3 lim brothers and ah tan alone take 10mil in salary already (if dont believe me go open up the annual report.. I know most of u all damn lazy dont read AR one)

20% of net profits goes to their pocket before shareholders even smell anything



I prefer real coporations... example M1 .. net profits for the year say 150 mil

the CEO pay only 1 mil.. a small slice only

Maybe that's why she keeps selling m1 shares..
Money not enough

 

[aKaGiz]

What's this app

 

[Takodoro]

my gut feel is this year hard to see 3000

but 2017 I am 90% sure will see STI cross 3000

2017 I looking at 3200 lor.

 

[yihao93]

Those using cum in my bangla mobile app, faster to upgrade the iPhone version one. Got free stock push ALERT

Moi use itrade but no have lei
How access ah

 

[Sinkie]

Moi use itrade but no have lei
How access ah

Click menu (top right)

Go bottom and scroll to left beside exchange iirc

Must update to latest

 

[yihao93]

Click menu (top right)

Go bottom and scroll to left beside exchange iirc

Must update to latest

Oh cool I didn't even know the bottom part after menu was scrollable

 

[Weaboo]

knn cimb so good serbice? got mobile app? knn **** dbs...