T.U.B Investing

If you have read about my previous post about changing plans , I have finally did it.   I had CLOSED all my positions in my portfolio that was involved in the deep value strategy.   I have always emphasize that this is a high risk, high return strategy. However, during such bad times, I came to a realisation that eventually all the stocks in SGX will be in deep value. In that situation, will you rather buy a deep value penny stock or a deep value blue chip? After all, once STI reach lower grounds, blue chip will soon become "blue cheap*".   *Just to digress a bit, some of the reasons I read that explain why Blue Chips becoming Blue Cheap are that: Funds maybe exiting Singapore to go back to USA after Trump won, maybe due to the high possibility of protectionism of USA Businesses. There could also be margin call from the banks and investors were made to force sell some of their positions. Anyway, back to the topic, I di...

Sorry but I have been extremely busy lately, thus the lack of posting. Anyway, as you should have read, I am exploring a new way of looking at investing – Deep Value Investing. I will only be allocating about 10% of my portfolio to this portion of investment. BBR Holding Ltd is one of the examples. For stocks in my portfolio that pass Triple S Scorecard or of Blue Chip Status, I realise that they are meant for the LONGER TERM. It’s wise to just ignore them for now and not actively monitoring them. However, for an investor like me, I am always tempted to look at the stock market regularly, especially for news update. Thus, I felt it is better to have a separate account for stocks that are invested meant for active monitoring. For me, these stocks are my Deep Value Investing Stocks – They are did not pass Triple S Scorecard and do not consist of any Blue Chips, but they are at least 40% discount to its Net Asset Value with a catalyst or a reasonable business model. ...