*Official* MasterLeong Thread

[Weaboo]

I'm following your model!!

20% telco 20% bank 10% reit 20% ecommerce.

Remainder in o&g which I am thinking of weathering the storm cause at nett loss position now.

ecommerce got simi naise stocks to buy?

 

[MasterLeong]

http://www.marketwatch.com/

oil and US market continued to go up

my portfolio up a lot already... so guess its time for year end re balancing and tidying up

 

[goh6570]

thanks all for support

huat ah $$$$$$$$$$$$$

Ignore all the trolls
Continue to give your analysis
I'm camping here

 

[MasterLeong]

http://www.marketwatch.com/story/ve...rkets-talking-dow-20000-and-beyond-2016-12-09

Stock market’s velocity after Trump has Wall Street talking Dow 20,000—and beyond

 

[MasterLeong]

hope u all have a good weekend, tmr see market again hehehehe

 

[MasterLeong]

gonna set my alarm clock, for 8 am and 9am heheheehe

 

[MasterLeong]

was doing my research this weekend, I feel that at $3.00 or less SH still can buy

https://www.sgxcafe.com/stock/summary/CC3/starhub+ltd

I currently hold 6,000

so may wanna bring it up to 10,000

 

[goh6570]

was doing my research this weekend, I feel that at $3.00 or less SH still can buy

https://www.sgxcafe.com/stock/summary/CC3/starhub+ltd

I currently hold 6,000

so may wanna bring it up to 10,000

$3 still can buy ?

 

[MasterLeong]

$3 still can buy ?

PE: 13.79

Current Yield: 6.78%



dividends 20 cents at 3.00 is around 6.6% yield

if dividends cut to 16 cents is around 5.3% yield at $3.00

buy and hold long term is ok


but short term may kanna shocks from 4th telco or rate hike news, hard to predict

 

[MasterLeong]

gonna head out for a evening jog

come back later

 

[MasterLeong]

a picture paints a thousand word

 

[Tooi Kono Machi De]

just to update I have fully divested my position in FCL

tomorrow if SCI up, will fully divest SCI too

in general.. just re-balancing my portfolio to focus on my 3 core areas

telcos banks and reits

portfolio will be reduced from 320k level to around 300k level

When did u divest wor...

And the most impt...Are u divesting cos FCL no longer good. Or u just wanna focus on a few areas?

 

[akwl88]

Song bo rate hike coming!

 

[lewissac]

PE: 13.79

Current Yield: 6.78%



dividends 20 cents at 3.00 is around 6.6% yield

if dividends cut to 16 cents is around 5.3% yield at $3.00

buy and hold long term is ok


but short term may kanna shocks from 4th telco or rate hike news, hard to predict

Between SH and M1, which would be a favorable position for someone who have yet own any telco shares yet? So far, I've got MCT,CCT,CMT for REITs.

Going to telco next week.

 

[MasterLeong]

When did u divest wor...

And the most impt...Are u divesting cos FCL no longer good. Or u just wanna focus on a few areas?

Still feel the same about FCL

Just that reits dropped 10% plus previously and the 5 reits i bought is around 6% yield on cost
Higher yield than FCL's 5.5%
Also 45% on reits already, dont want too much exposure to property
FCL i earned 2% capital gains so i am still happy about it, originally wanted to exit for 10% gains or better but seems like i lost my patients lol

 

[MasterLeong]

Between SH and M1, which would be a favorable position for someone who have yet own any telco shares yet? So far, I've got MCT,CCT,CMT for REITs.

Going to telco next week.

For newer portfolios its like building a house
The base must be solid
So probably should go for the blue chip first
SH and ST, then lastly M1

 

[MasterLeong]

Between SH and M1, which would be a favorable position for someone who have yet own any telco shares yet? So far, I've got MCT,CCT,CMT for REITs.

Going to telco next week.

your reit portfolio seems pretty solid

CCT/CMT blue chip combo

MCT mid cap (future blue chip)

 

[madtari]

Y not get both like me?

Between SH and M1, which would be a favorable position for someone who have yet own any telco shares yet? So far, I've got MCT,CCT,CMT for REITs.

Going to telco next week.

 

[MasterLeong]

generally for a solid portfolio, I would advise to have at least 50% in blue chips as base

the rest.. u want to add more blue chips or go for mid caps or even higher risk small caps.. up to you

but basic is at least 50% blue chips


during GFC 2007, blue chips like banks/telcos are the ones that recovered


during crisis... small caps will have problems renewing debt.. banks will avoid them, investors will not pump money into them

during crisis... blue chips will be saved... can you imagine DBS/SIA/SINGTEL going down and thousands of people jobless????

 

[MasterLeong]

like my current 12 stocks

reits

MCT/CCT/CMT/FCT/SUN

telcos

SH/ST/M1

banks
OCBC DBS UOB

others
CDG

if sort by blue chips and non blue chips

blue chips
CMT/CCT
SH/ST
OCBC DBS UOB
CDG

non blue
SUN FCT MCT
M1


8 blue chips 4 mid caps
2/3 blue 1/3 mid caps


solid like a rock... even if super recession come
I also very confident to hold and ride it out, like how i held on over this 2 year bear