*Official* MasterLeong Thread

[Pesantkie]

The main drawback with value averaging is the sudden increase of money that you need to put in during big market pullbacks, so as to maintain the portfolio target value.

Unless you have spare cash sitting around somewhere DCA is usually the more convenient option.

I see I see thank you for the info!

 

[MasterLeong]

With the big techs building data centers here what are the prospects for Maple industrial Reit?

maybe look at KDC reit better if u interested in data centers

http://www.keppeldcreit.com/en/content.aspx?sid=6002&rsid=4828



MIT a lot of industrial assets that will be lower quality as SG moving out of manufacturing

http://www.mapletreeindustrialtrust.com/Asset-Portfolio/Portfolio-Overview.aspx



biz parks will be good business, as tech companies need office space

can look at MCT instead as they recently acquired big biz park

 

[wiz]

maybe look at KDC reit better if u interested in data centers

http://www.keppeldcreit.com/en/content.aspx?sid=6002&rsid=4828



MIT a lot of industrial assets that will be lower quality as SG moving out of manufacturing

http://www.mapletreeindustrialtrust.com/Asset-Portfolio/Portfolio-Overview.aspx



biz parks will be good business, as tech companies need office space

can look at MCT instead as they recently acquired big biz park

Ok thanks, I have KC so thinking of another brand

I understand MIT is building DC as well hence the ask

 

[ravenintiate]

Any views on keppel reit?

 

[MasterLeong]

Ok thanks, I have KC so thinking of another brand

I understand MIT is building DC as well hence the ask

I see, didnt know MIT building DC
But i guess will be too small % of portfolio

 

[MasterLeong]

Bear when I want to buy. Bull when I no money to buy. KYM?

I don't know bull or bear in 2017.

Already two years bear so more likely bull to come

300k vested in market and praying for bull

 

[MasterLeong]

Any views on keppel reit?

Decent office reit but i hate the management
Every 1-2 year sure placement or rights issue

 

[MasterLeong]

but if both methods are provided by the banks in Singapore, what will you chooose?

Anyway u still need
Go read up more books in investing first

 

[MasterLeong]

At least trump got action got talk

http://www.theedgemarkets.com.sg/sg/article/trump-setting-terrible-precedent-ask-japan

 

[MasterLeong]

At least trump got action got talk

http://www.theedgemarkets.com.sg/sg/article/trump-setting-terrible-precedent-ask-japan

Hope trump will lead a bull market please

 

[madtari]

this type of quality confirm need more than 10K one leh... haha.

tmr I go buy viet bu riao

cannot tahan already

10k investment, just buy

 

[MasterLeong]

Which date will trump official be in office ah?
I noob

 

[MasterLeong]

this type of quality confirm need more than 10K one leh... haha.

Then i cannot afford liao
My budget max is 25k to get a good viet bu wife
Which is 5% of my investment portfolio

 

[madtari]

if a big bad bear comes along and your 300K becomes 200K what will you do? sit tight and wait for the storm to be over? cut loss? or deploy your 200K warchest?

For me I will choose the last option. I will be reassured that I will still be drawing a salary and will have inflow of cash months after months. but for your case, you really need to be mentally prepared for the worst and plan ahead. it is scary to see your asset drop significantly when you depends solely on it to derive your income. it really takes balls of steel to plough your remaining warchest to average down.

Already two years bear so more likely bull to come

300k vested in market and praying for bull

 

[madtari]

20 Jan 2017 Noon is his inauguration.

Which date will trump official be in office ah?
I noob

 

[MasterLeong]

if a big bad bear comes along and your 300K becomes 200K what will you do? sit tight and wait for the storm to be over? cut loss? or deploy your 200K warchest?

For me I will choose the last option. I will be reassured that I will still be drawing a salary and will have inflow of cash months after months. but for your case, you really need to be mentally prepared for the worst and plan ahead. it is scary to see your asset drop significantly when you depends solely on it to derive your income. it really takes balls of steel to plough your remaining warchest to average down.

in the recent 2 years, my portfolio fell a lot

at the low was 240k... and i bought more solid stocks

now recovered to 300k


if fall from 300k to 200k, i will hold and collect dividends knowing my companies are of the highest quality and will be able to maintain earnings/dividends

I may also add more stocks

 

[mazatsushi]

Then i cannot afford liao
My budget max is 25k to get a good viet bu wife
Which is 5% of my investment portfolio

That is why must bypass the agent and source locally.
SG$10,000 there can easily get something like this as well

 

[MasterLeong]

A few quick question to all the experts here:

Best way to avoid a stock market bubble is to buy counters according to its historical parameters of that particular industries? [Y/N] (I know best way is just don't buy but what if buy liao leh?)

I was reading A Random Walk Down Wall Street (singnet down so nothing to do); while the book talk a lot of the historical bubbles in the past but no exact/proven ways to avoid them was mentioned.

My thoughts:

I was thinking if based on their current parameters like p/e or dividend yield; the bubble cannot be detected as the industries. As a whole, counters in the same sector will show similar trends. Example in dot-com bubble, the p/e of anything associated is in the hundreds. Lazy analysts can always point at another counter in the same sector and said it is the norm to be in that range. So buying according to historical parameters (~10 years or so) seemed safer but the downside is possibly missing some of the 'multi-baggers'.

hard to tell when a crash will come... just try not to over pay for companies
do not pay high PE of 20 times or higher

look for stocks with high yield of say 5% or more... and u are sure that they can maintain dividend payouts

 

[MasterLeong]

That is why must bypass the agent and source locally.
SG$10,000 there can easily get something like this as well

zhun bo, 10k can get

can help me arrange ma... i dont mind top u up 1k as commission

 

[MasterLeong]

if a big bad bear comes along and your 300K becomes 200K what will you do? sit tight and wait for the storm to be over? cut loss? or deploy your 200K warchest?

For me I will choose the last option. I will be reassured that I will still be drawing a salary and will have inflow of cash months after months. but for your case, you really need to be mentally prepared for the worst and plan ahead. it is scary to see your asset drop significantly when you depends solely on it to derive your income. it really takes balls of steel to plough your remaining warchest to average down.

the recent bear of STI falling from 3500 to 2500 already good example of a 30% bear

so how did u react and what actions did u take?