STI ETF

DevilPlate

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Not speaking on behalf of others, but I'm not coming here telling others to invest in other markets. I'm in the sti thread talking just about sti and nothing else. I started off thinking the same about sti etf as well, but don't you find it strange that your personal valuation of it hasn't changed over a decade?

Many stocks are undervalued in 2020, but putting it into sti etf only means you have less to put into others. What one should probably look at is the potential for growth beyond recovery. There's no need to look to the US or China markets even if you're risk averse, just picking selected components in the sti etf instead of the entire basket is likely to put you in a better spot.

Etf should compare to another etfs.
The idea of etf is it will not crush to zero unless end of world lol.

I have more weightage on sgx reits but usually i will trim positions reits first before es3 during an overheated bull cycle.
 

Tuckie

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I firmly believe that STI ETF has a place in every Singapore investor's portfolio as I am in it for the long term. But I do not go to US stock threads and tell people there to start buying ES3...

I am a value investor so obviously I will want to buy it when it is undervalued, not when it is overvalued, sit back, and collect dividends. I see many investors failing to ask the question 'what is the correct valuation for XXX stock', maybe they think that 'this time is different, valuation doesn't matter' :s13:

I prefer to share what I am doing and for the others to DYODD rather than to spout 'advice' and claims that they they make 100% returns only after the stock has risen 100%, but not before that... =:p

I shared my STI ETF purchases and have recommended many times to buy it while it is still under $3. In the long run, you will get a steady income flow from this.

At the same time, I am also taking more 'risk' via my China exposure. Even if I believe China will outperform SGX, doesn't mean I will go 'all-in' China, going all-in is gambling, not proper portfolio management.

Yep, I think everyone has a different way to construct their portfolio. No one is wrong, everyone has their preferred method.
 

Tuckie

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Not speaking on behalf of others, but I'm not coming here telling others to invest in other markets. I'm in the sti thread talking just about sti and nothing else. I started off thinking the same about sti etf as well, but don't you find it strange that your personal valuation of it hasn't changed over a decade?

Many stocks are undervalued in 2020, but putting it into sti etf only means you have less to put into others. What one should probably look at is the potential for growth beyond recovery. There's no need to look to the US or China markets even if you're risk averse, just picking selected components in the sti etf instead of the entire basket is likely to put you in a better spot.

Undervalued using what matrix. There are stocks that are consideeed undervalued but never reach their true potential. There are stocks considered overvalued but still increasing .
 

frigatex

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The historical returns from my China ETFs/funds would disagree with that.... 2020 alone 2801 returned 37% while 2805 returned 39.32%. While it would be theoretically possible to stock pick an STI share that could beat that, if you have the skill to do so, you should be playing US market and making millions =:p
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Happy for you.. But really, aren't you reinforcing the claims of those suggesting foreign markets and etf over sti etf then? Isn't that how it all started?
 

light84

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Dear all, as with all things in life, moderate consumption in everything is prudent.

I have a bit of SG US HK CN so I can sleep soundly every night.

For those who say SG sucks and US CN rocks, it is based on past performance. Past performance is not indicative on future.
 

frigatex

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Dear all, as with all things in life, moderate consumption in everything is prudent.

I have a bit of SG US HK CN so I can sleep soundly every night.

For those who say SG sucks and US CN rocks, it is based on past performance. Past performance is not indicative on future.

Can't disagree with diversification.

But the often cited quote "past performance is not indicative of future performance", I have a different take on it. Past performance IS indicative of near future performance unless plans for change are set in place, or global climate changes drastically to favour something new.

Nobody has a crystal ball, but to look at a set of results from more than a decade, yet continue wanting to believe.. I'm not entirely sure that is considered conviction.
 

culepico

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Dear all, as with all things in life, moderate consumption in everything is prudent.

I have a bit of SG US HK CN so I can sleep soundly every night.

For those who say SG sucks and US CN rocks, it is based on past performance. Past performance is not indicative on future.

I see a lot of "past performance is not indicative of future performance", and can't help to think that's just bull ****, in the case for long term investing.

People always say that indices (S&P 500, Nasdaq, DJIA etc.) tend to go up in long term. Do they make that bold statement based on historical performance or future predictions? Ask yourself that.

When you invest in ETFs or individual stocks, I bet you will always have a look at the historical chart.
 

aiptasia

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pylpoh

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I reckon some of the China stocks especially the newer ones are primed to spike upwards as they have solid sales and earnings growth in a burgeoning market - simple as that. Especially if they are in a hot area like EV eg NIO, XPEV.

Posb invest saver g3b dividend payouts not in yet right?
 

weng0202

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Just use cpf and srs to buy STI etf and then cash in other markets. No need to say anymore...
 

vegavega25

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why would anyone buy STI ETF (G3B)?!

Why do people keep recommending buying G3B? The returns are shockingly pathetic. Annualized returns:

-7.249% 1 YR
-2.778% 3 YR
6.222% 5 YR
2.128% 10 YR

The maximum, annualized returns of 6.2% in a FIVE-year period? <barf>
 

limster

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Why do people keep recommending buying G3B? The returns are shockingly pathetic. Annualized returns:

-7.249% 1 YR
-2.778% 3 YR
6.222% 5 YR
2.128% 10 YR

The maximum, annualized returns of 6.2% in a FIVE-year period? <barf>


For ES3, I've been collecting 3%+ dividends every year for 10+years and my average buying price is under $3 so I'm also sitting on capital gain. As the bulk of my ES3 is in CPF, I'm totally happy to have outperformed the 2.5% CPF interest every year for 10+years :s13:
 
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