*Official* MasterLeong Thread

[MasterLeong]

is Ml's portfolio this one: https://www.sgxcafe.com/user/profile?username=felixleong

Seem like he went all in liao. all 500k in.

sgxcafe numbers all not real one... do not believe what you see on sgxcafe lol

 

[MasterLeong]

This is the reason why I treat ML as my SSI shifu....he may be rude, but he put his money in his mouth with his GPGT.

thanks for support

 

[MasterLeong]

this is not his... someone else setup to troll him... just like the one named as "david huang" is setup to troll DW. haha

EDIT: but then for felixleong account it has the status of friends of sgxcafe... could it really be his? but ML said he trimmed his portfolio to just over 310k recently.

my felixleong account just put there for fun one lol

anything just see this thread for latest update from me ba

 

[MasterLeong]

Actually why so many people buay song ML? Just because he is boastful? A lot of people here also boastful leh.

I only know for DW case, it's because DW wrote an article on ML.

The rest...don't know their stories.

what article????????????????

 

[MasterLeong]

Best trade i made this year was probably on starhub
Had it since 2009 5000 shares cost near $2
Sold alll 5000 sh at 3.8x and was bashed badly in ssi
Sh crashed and i bought up 8000 avg price near $3
Often must learn to ignore the noise and follow my heart
A decade of investing, i know what to do and learnt not to listen too much to others

 

[MasterLeong]

I am not perfect, not all my trades will make money
But i confidently say that out of 10 picks at least 8 made money
2016 i had good picks like ara glp fcl
Banks and sci kc

I am now sitting on 5% paper losses on reits/telco which is my newer bet... if u want to judge me, come see again by end of 2017

When i bought ara average price 1.20, it fell to a low of 1.01
When i bought dbs average price 15, it fell to a low of 13

Often will have ppl shoot me and say my picks are bad, but in the end i held on and most came out right

I still believe the 5 reits i picked are of the best quality and of good valuations, time will prove it all



2015 i was down 10%, similiar to the index
2016 i am up like maybe 20%, mostly thanks to ARA which i had 60,000 shares and made 20k+ , glp made 3k, fcl made 1k
Banks i made around 12k, kc/sci i made around 5k
M1 i lost 3k
Dividends collected around 15k

Thats about it for 2016

Hope 2017 will be another great year

Merry xmas

 

[koolfire]

Welcome back ML. Me being a backbencher for many years.

Merry xmas

 

[MasterLeong]

example of high quality reit for long term, recession also not scared

that's why i prefer reits with at least 5 or 10 years track record... anything less I will ignore the counter until management has proven itself to weather up and down cycles

currently 6% yield, 1 times book value, I expect dpu and nav to continue growing... maybe at 3% rate or higher

 

[Tornesoul]

Dunno y i was nvr interested in fct. Think cause i stay too far away from fct malls. Lol prefer cmt

Sent from Sent from where? using GAGT

 

[madtari]

You shld not make such sweeping statement. At least mine is accurate to even the commission fees. U urself decided to enter fake entries on Ur own account doesn't mean other will also do e same. Idk what's the point of doing that tho.

sgxcafe numbers all not real one... do not believe what you see on sgxcafe lol

 

[lbs]

Mct and suntec are near blue chip status
Within two years likely they will go in sti 30
Hph or yzj or siae might be kicked out

true la, but doesn't mean mct is cheap now. debt has been increasing a fair bit, roa is dropping for the last three years. likewise for suntec.

i think for reits i will go with fct and cmt like yourself, but mct and suntec is a lot riskier.

 

[TheIntelligentInvestor]

You shld not make such sweeping statement. At least mine is accurate to even the commission fees. U urself decided to enter fake entries on Ur own account doesn't mean other will also do e same. Idk what's the point of doing that tho.

Important is that you make your own decision that determines you make or break. Doesn't matter what others think of your portfolio. So what if they believe it is real or fake, does it makes a better trader or gives me better returns?

 

[yihao93]

LOL. You input those fake entries on an account with ur real life name.

I foresee more haters/newbies who got duped coming here liao.

Alr say dyodd Liao

Fool and his money are soon parted

Pwnzor

 

[MasterLeong]

LOL. You input those fake entries on an account with ur real life name.

I foresee more haters/newbies who got duped coming here liao.

sgxcafe that one just put for show nia... dont think too much lol

 

[Tornesoul]

Lol take everything w a pinch of salt leh. Dyodd. He want put wtv number also can

Sent from Sent from where? using GAGT

 

[MasterLeong]

true la, but doesn't mean mct is cheap now. debt has been increasing a fair bit, roa is dropping for the last three years. likewise for suntec.

i think for reits i will go with fct and cmt like yourself, but mct and suntec is a lot riskier.

power of FCT

 

[MasterLeong]

I would say at least half the portfolios on sgxcafe are not accurate

I just trying to show my point lol

but anyway sgxcafe not important ba

the main focus of this thread is still about discussion on stock picking

 

[goh6570]

Up for ML

he really gpgt

this one is then the real portfolio

 

[MasterLeong]

this is my portfolio with cdp statement attached, no bluff one

morale of story is to be skeptic of sgxcafe profiles, people can key in whatever they like... lol

 

[Daimon]

May I asked how ML fully paid his HDB flat mortgages by age of 33. This does not make financial sense.