Investing
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Portfolio Snapshot: Brace for Impact
Disclaimer: The views expressed in this post are my own opinions and does not constitute financial advice or a recommendation to buy or sell securities. Disclaimer 2: This is a stream of consciousness writing mess, so take from it what you will. I was 6 years old when the 1997 Asian Financial Crisis happened. I started college just as the global banking system collapsed in 2008. In 2013, the European debt crisis was at its tail-end when I started my first job. Even as I lived through 3 market collapses, I was too young and oblivious to comprehend their damaging effects. Though, I heard and read countless stories about those…
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2018 Portfolio Recap
January is almost coming to a close and I’m finally getting around to doing a summary of my portfolio for 2018. Better late to the party than never, right? Believe it or not, my portfolio is still relatively new. I started my long-term investing approach sometime in August 2017. Throughout 2018, I slowly built a modest equity portfolio comprising of five stocks. If you’re an avid reader of this blog (hah, it’s probably just me), you might be familiar with said stocks by now from my monthly(-ish) portfolio snapshots. I’m going to share the actual numbers from my portfolio. In the past, I hesitate to reveal them because I felt…
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Portfolio Snapshot: Fear Can Be Your Friend
Ho boy, October was something huh? Trade wars, budgets, declining oil price, scandals, jitters, nerves, Halloween. It’s been an eventful month on the market. Analysts are predicting the end of the bull run and further market correction as investors becoming skittish. Day traders and technical players swoop in, taking advantage of oversold positions to reap some good profits. We continue to see that spill over into November. Let’s take a look at the portfolio. Change in FBMKLCI since 1 Oct 2018 = -4.80% Change in Portfolio since 1 Oct 2018 = -4.73% Trades in November: Bought AIRASIA at RM2.72 on 8 November 2018 Sold AIRASIA at RM3.10 on 16 November 2018…
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5 Questions To Ask When Investing in Dividend Stocks
Passive income investing or dividend investing is one way to grow your wealth steadily over a long period of time. Dividend investing does not require as much active management and monitoring compared to short-term trading. It’s an approach suited for people who can’t afford to spend time constantly looking at the market. Most people would say it’s the least glamorous way of participating in the stock market. Nobody’s going to pitch a movie about a middle-aged man who made millions by painstakingly compounding his wealth over 20 years. My tax dollars weren’t used for “The Turtle of Wall Street”. I digress. Selecting dividend stocks for a long-term investment requires research…
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How To Read My Portfolio Snapshots
I got a question the other day from a friend. He’s having trouble understanding my portfolio snapshots. Ask and ye shall receive. Here’s a brief guide for you! I’m going to explain column by column using my September snapshot as a reference. Only because it’s both the latest and the one I feel captures my holdings accurately. I’ll skip the “Stock” column because that pretty much doesn’t need any explaining. The second column “Last Done Price” indicates the closing price of the stock at the time of writing. The “Average Price” column indicates my average buying price of the stock over time. This number changes as time go on and…
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September Portfolio Snapshot: My Malaysian Stocks Within Expectation
We’re three months away from a new year, holy cow. Time really does slip away when you’re sitting around trying to figure out what to do with your life. I’m aware it’s been a while since I did a portfolio update. Frankly, I’ve slipped up on monitoring the stock market. Choosing the stocks that I did with a long-term perspective means I don’t have to watch the market diligently. Of course, just because I don’t have to doesn’t mean I shouldn’t. Ignorance never equals bliss when it comes to the stock market. Nonetheless, Malaysian stock prices have been trending steadily upwards since my last post. Let’s dive in. Portfolio Snapshot as at…
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Portfolio Snapshot: Volatility Roller Coaster
Exam day is looming around the corner and I’m currently in the thick of it. The last leg. The home stretch. No biggie, I’m most definitely not barely hanging on by a thread and drowning in course material that I most definitely did not half-ass for the better part of this year. Yes, most definitely not. Maybe one day I’ll write a post about the merits of sitting for the CFA exam and whether it’s worth the emotional and mental turmoil that comes with it. While I’m staving off another imminent mental breakdown (those are fun, aren’t they?), let’s review the portfolio, shall we? The stock market had some exciting…
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Portfolio Snapshot Post-GE14
Welcome to the new Malaysia! On the back of a historic election in Malaysia, I found myself in a fairly decent spot, equity-wise. This is a snapshot of my portfolio as of today, 17 May 2018, one week after the election results were announced and 4 days after an eventful market open that saw many BN-related stocks see a huge drop (yikes, MYEG) & Mahathir friendly companies see a rise in market value. Prior to the election, the market was fairly volatile despite trending upwards since January. By a stroke of luck, my timing was just right as I managed to grab some stocks at a lower cost (not as…