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I'd go for etf. For the purpose of Diversification.
MrBear12sfan ( Date: 01-Jun-2024 18:13) Posted:
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Hi MrBear, am considering between DBS and Lion-OCBC APAC FIN Etf. Was hoping DBS pullback on XB but didnt happen, while the ETF is still relatively new. Cant decide. Will appreciate your views.
MrBear12 ( Date: 01-Jun-2024 17:15) Posted:
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For the retail sector, it seems to me that the investing community is recommending shipping stocks like YZJ and Seatrium. These can be picked up at fair valuations with upside potential in the coming years when shipping industry is booming.
Banks also look to do well this year and OCBC together with DBS are the top picks.
Large cap reits > 10Bn are also good potential at least from MrBear' s limited perspective.
Enjoy the excitement of stock picking, or just buy the whole stock market in an ETF.
This is a time for investing. In fact, we should always be saving and investing. How else do we have industries?
Banks also look to do well this year and OCBC together with DBS are the top picks.
Large cap reits > 10Bn are also good potential at least from MrBear' s limited perspective.
Enjoy the excitement of stock picking, or just buy the whole stock market in an ETF.
This is a time for investing. In fact, we should always be saving and investing. How else do we have industries?
MrBear12 ( Date: 18-May-2024 07:48) Posted:
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To everyone on SJ and beyond.
Please have a relook at the five previous posts here.
You will find valuable insights that will help us all invest wisely. These analyses were done by the investment team at DBS. They help all investors, esp. HNW ones do their investment.
I flag them up here for you to stock up on your shop.
May it stay open for as long as there is time for trading.
God bless all you shop keepers.
Sell useful stuff and things that last.
Please have a relook at the five previous posts here.
You will find valuable insights that will help us all invest wisely. These analyses were done by the investment team at DBS. They help all investors, esp. HNW ones do their investment.
I flag them up here for you to stock up on your shop.
May it stay open for as long as there is time for trading.
God bless all you shop keepers.
Sell useful stuff and things that last.
On equities, stay with profitable companies with deep economic moats. These may include sectors that are non-tech related, as we see the market broadening into other sectors, in particular, energy and healthcare.
In this publication, we reiterate our call on quality Big Tech. Additionally, we dive into the various strategies within private markets, as well as the approach to fully capture the benefits of investing in private equity and debt within a well-diversified portfolio.
Want to know more can read a downloaded report from dbs cio 2q 2024 insights available at the following website. Highlite the whole address below and open.
https://www.dbs.com.sg/corporate/aics/templatedata/article/generic/data/en/CIO/032024/CIOInsights2Q24.xml#
In this publication, we reiterate our call on quality Big Tech. Additionally, we dive into the various strategies within private markets, as well as the approach to fully capture the benefits of investing in private equity and debt within a well-diversified portfolio.
Want to know more can read a downloaded report from dbs cio 2q 2024 insights available at the following website. Highlite the whole address below and open.
https://www.dbs.com.sg/corporate/aics/templatedata/article/generic/data/en/CIO/032024/CIOInsights2Q24.xml#
DBS view recap
Base case scenario of US economy soft landing & gradual rate cuts constructive for bonds & equities
Bonds over cash - Stay with IG bonds, with average portfolio duration within 3-5 years
Equity rally to broaden, with laggard sectors of energy and healthcare to benefit
Gold continues to offer favourable risk-reward. Tailwinds include lower rates and US dollar weakness
What is Yield Gap?
The Yield Gap is the difference between the yields of government-issued securities and the average dividend yield on stock shares. In other words, the yield gap, or the yield gap ratio, is the ratio of the dividend yield on equity compared to the yield on long-term government bonds.
The yield gap is calculated to determine whether equity is underpriced or overpriced compared to government bonds. The smaller the yield gap, the lower the equity yield is compared to government bonds, indicating that equity is overpriced. Conversely, the higher the yield gap, the greater the yield on equity is compared to government bonds, indicating that equity is relatively underpriced.
As mentioned by dbs cio,
Preference for Bonds: We prefer bonds over stocks that pay dividends because they offer a good balance of risk and reward. Stick with A/BBB investment grade corporate bonds, but also consider some BB+ rated credits in the 3-5 year duration segment.
The reason for this view is the falling yield gap ratio i.e. the ratio of the dividend yield on equity compared to the yield on long-term government bonds.
The Yield Gap is the difference between the yields of government-issued securities and the average dividend yield on stock shares. In other words, the yield gap, or the yield gap ratio, is the ratio of the dividend yield on equity compared to the yield on long-term government bonds.
The yield gap is calculated to determine whether equity is underpriced or overpriced compared to government bonds. The smaller the yield gap, the lower the equity yield is compared to government bonds, indicating that equity is overpriced. Conversely, the higher the yield gap, the greater the yield on equity is compared to government bonds, indicating that equity is relatively underpriced.
As mentioned by dbs cio,
Preference for Bonds: We prefer bonds over stocks that pay dividends because they offer a good balance of risk and reward. Stick with A/BBB investment grade corporate bonds, but also consider some BB+ rated credits in the 3-5 year duration segment.
The reason for this view is the falling yield gap ratio i.e. the ratio of the dividend yield on equity compared to the yield on long-term government bonds.
May I emphasize along with dbs cio,
as long as inflation remains stable... ...
Looking ahead, both stocks and bonds seem like good investments, as long as inflation remains stable. Our CIO advises investors to stay invested and deploy any extra cash in well-balanced diversified portfolios. It's crucial to diversify your investment portfolio to protect against potential losses.
What some of us have been saying in SJ all along.
as long as inflation remains stable... ...
Looking ahead, both stocks and bonds seem like good investments, as long as inflation remains stable. Our CIO advises investors to stay invested and deploy any extra cash in well-balanced diversified portfolios. It's crucial to diversify your investment portfolio to protect against potential losses.
What some of us have been saying in SJ all along.
For May Spring sale, I recommend the following
In 2023, DBS Chief Investment Officer (CIO) suggested that investors put their money into investments, and it's been paying off into 1Q24. Risk assets have continued to rally, despite the Fed?s reluctance in declaring victory in its inflation fight.
A big part of this strength is due to the job market being strong and wages increasing. This has led to improved investor sentiment. Because of this, the Federal Reserve isn?t planning to make any big changes to its policies until at least May.
Some specific types of investments have done well recently. Technology and AI companies, as well as luxury brands, have made big gains. Gold performed well too. Even bonds, being an interest-rate sensitive asset class, still earned interest income of more than 5% per year.
Looking ahead, both stocks and bonds seem like good investments, as long as inflation remains stable. Our CIO advises investors to stay invested and deploy any extra cash in well-balanced diversified portfolios. It's crucial to diversify your investment portfolio to protect against potential losses.
1. Preference for Bonds: We prefer bonds over stocks that pay dividends because they offer a good balance of risk and reward. Stick with A/BBB investment grade corporate bonds, but also consider some BB+ rated credits in the 3-5 year duration segment.
2. Equities Strategy: When it comes to stocks, look for companies that have a strong position in their industries. Beyond the tech sector, look for opportunities in areas such as energy and healthcare.
3. Gold and Diversification: Investing in gold can help your portfolio stay strong during uncertain times. This will give you more options and could improve your returns while managing risk.
In 2023, DBS Chief Investment Officer (CIO) suggested that investors put their money into investments, and it's been paying off into 1Q24. Risk assets have continued to rally, despite the Fed?s reluctance in declaring victory in its inflation fight.
A big part of this strength is due to the job market being strong and wages increasing. This has led to improved investor sentiment. Because of this, the Federal Reserve isn?t planning to make any big changes to its policies until at least May.
Some specific types of investments have done well recently. Technology and AI companies, as well as luxury brands, have made big gains. Gold performed well too. Even bonds, being an interest-rate sensitive asset class, still earned interest income of more than 5% per year.
Looking ahead, both stocks and bonds seem like good investments, as long as inflation remains stable. Our CIO advises investors to stay invested and deploy any extra cash in well-balanced diversified portfolios. It's crucial to diversify your investment portfolio to protect against potential losses.
1. Preference for Bonds: We prefer bonds over stocks that pay dividends because they offer a good balance of risk and reward. Stick with A/BBB investment grade corporate bonds, but also consider some BB+ rated credits in the 3-5 year duration segment.
2. Equities Strategy: When it comes to stocks, look for companies that have a strong position in their industries. Beyond the tech sector, look for opportunities in areas such as energy and healthcare.
3. Gold and Diversification: Investing in gold can help your portfolio stay strong during uncertain times. This will give you more options and could improve your returns while managing risk.
Looks like there will be another day of the post Hari Raya sale.
Genuine buyers may look up some badly sold down counters in an effort called bargain hunting.
We may not be able to physically ' bargain' with sellers. But we know that some are fearful and may sell to buyers at prices not ideal for sellers. When does this happen?
During market turbulence.
Buyers can take their time.
Always never hurry to buy. Look see look see.
Very often you can get cheaper by the day, even for good stocks, during a sale.
But I won' t recommend any pennies. Most of them stay pennies and rise only temporarily to the heights before plunging forever back into oblivion.
Genuine buyers may look up some badly sold down counters in an effort called bargain hunting.
We may not be able to physically ' bargain' with sellers. But we know that some are fearful and may sell to buyers at prices not ideal for sellers. When does this happen?
During market turbulence.
Buyers can take their time.
Always never hurry to buy. Look see look see.
Very often you can get cheaper by the day, even for good stocks, during a sale.
But I won' t recommend any pennies. Most of them stay pennies and rise only temporarily to the heights before plunging forever back into oblivion.
Farmers practice what they call crop rotation. Shop keepers practice stock rotation. I do not mean changing the orientation of a stock on a shelf, but buying other kinds of stocks with profits from old stocks.
Crop rotation is the practice of growing a series of different types of crops in the same area across a sequence of growing seasons. This practice reduces the reliance of crops on one set of nutrients, pest and weed pressure, along with the probability of developing resistant pests and weeds.
Stock rotation is similar in that we rotate into laggards and neglected stocks in order to take profits and reinvest in other stocks with potential - a form of capital recycling.
Diversification and less reliance on 'saturated' stocks is the aim of this exercise.
The principle is that every stoxk has its season and that every dog has its day
Trade with rotational plays
Crop rotation is the practice of growing a series of different types of crops in the same area across a sequence of growing seasons. This practice reduces the reliance of crops on one set of nutrients, pest and weed pressure, along with the probability of developing resistant pests and weeds.
Stock rotation is similar in that we rotate into laggards and neglected stocks in order to take profits and reinvest in other stocks with potential - a form of capital recycling.
Diversification and less reliance on 'saturated' stocks is the aim of this exercise.
The principle is that every stoxk has its season and that every dog has its day
Trade with rotational plays
I see this as a relief rally.
Go grab your favorite blue chips, sale is still on. Sale can be extended as long as there is stock.
Trade while on sale
Trade while on sale
I see post-Hari-Raya sale to be three days starting this week.
SG Blue chips generally fell 2-3%, so it is not that big a sale.
SG Banks held up well but REITS and property fell more than the average for STI stocks.
So we should know what stocks to add on the cheaper to place in our shop.
Worth noting is Seatrium which was hit by selling. Worth picking up at record lows if can hold.
We also look for a possible May Day sale. So trade patiently and we are sure we will have sales every now and then.
Best wishes
SG Blue chips generally fell 2-3%, so it is not that big a sale.
SG Banks held up well but REITS and property fell more than the average for STI stocks.
So we should know what stocks to add on the cheaper to place in our shop.
Worth noting is Seatrium which was hit by selling. Worth picking up at record lows if can hold.
We also look for a possible May Day sale. So trade patiently and we are sure we will have sales every now and then.
Best wishes
If u can't keep track of your stocks, use shareinsight and other trading tools to help. Real-time tracking. Easy to do daily and monthly stock checks
Next week can be seen to load up some stock that pulled back and sell off some that have advanced. In shop keeping, as in trading, a quick-turn around of stock ensures continued revenue or what we call turn-over. Turn over old stocks for new stock.
Even if we sell at a slight loss, there is turn-over when we sell, and we do not get stuck holding on to any stock. We recycle our capital all the time.
Even if we sell at a slight loss, there is turn-over when we sell, and we do not get stuck holding on to any stock. We recycle our capital all the time.
The post Hari Raya Puasa sale on SGX is on now!
Seize the day to replenish your stock. That is, if you have space in your shop.
Seize the day to replenish your stock. That is, if you have space in your shop.
If markets pull back, one can load a little stocks to replenish our shelves. Pay only what you can afford though. No contra.
Guide To Dividend Investing In Singapore (dollarsandsense.sg)
Guide To Investing In Growth Stocks In Singapore (https_dollarsandsense.sg)
Investing in growth stocks can significantly diversify your portfolio and offer the potential for high returns. These stocks are particularly appealing to investors who are looking at a long-term investment strategy and are comfortable with high levels of risk.
Before diving into growth stocks, it&rsquo s crucial to conduct thorough research, understand each company&rsquo s business model deeply, and ensure a balanced portfolio by including other types of stocks or asset classes. This strategy helps in mitigating risk.
The core-satellite approach is one effective strategy for incorporating growth stocks into your investment portfolio. This involves allocating a substantial portion of your portfolio to core holdings, which consist of more mature and stable companies. These core investments provide a foundation of stability for your portfolio. Meanwhile, growth stocks, especially those yet to turn a profit, can be included as satellite positions. These satellite holdings allow for exposure to higher growth potential, albeit with increased risk, without jeopardising the overall health of your investment portfolio. Trade with Sound Advice
Guide To Investing In Growth Stocks In Singapore (https_dollarsandsense.sg)
A Balanced Approach To Growth Investing (From above)
Investing in growth stocks can significantly diversify your portfolio and offer the potential for high returns. These stocks are particularly appealing to investors who are looking at a long-term investment strategy and are comfortable with high levels of risk.
Before diving into growth stocks, it&rsquo s crucial to conduct thorough research, understand each company&rsquo s business model deeply, and ensure a balanced portfolio by including other types of stocks or asset classes. This strategy helps in mitigating risk.
The core-satellite approach is one effective strategy for incorporating growth stocks into your investment portfolio. This involves allocating a substantial portion of your portfolio to core holdings, which consist of more mature and stable companies. These core investments provide a foundation of stability for your portfolio. Meanwhile, growth stocks, especially those yet to turn a profit, can be included as satellite positions. These satellite holdings allow for exposure to higher growth potential, albeit with increased risk, without jeopardising the overall health of your investment portfolio. Trade with Sound Advice
Personally, I find it tiring as an older person to set up a shop by buying individual stocks myself. So for those who don' t have the energy and time to do so, can just go for an index fund.
We have John C. Bogle to thank as he started popularising index investing. Low cost shop keeping.
Trade with Index Funds
We have John C. Bogle to thank as he started popularising index investing. Low cost shop keeping.
Trade with Index Funds