T.U.B Investing

Okay… it has been almost 2 weeks since I wrote anything. It is easy to just state that I was busy. However, it is probably due to me, wanting so time off the market, in order to give myself a break from all the hectic work online and offline. Nevertheless, I continued to share on my Facebook page and significantly on our Fundamental Scorecard Telegram Group . Thus, a lack of write up here does not meant that I have been on the sidelines. Thus, I had delayed the write up of Big Idea 11 up till now. Currently, as of this post, I had already mention about 11 big ideas despite my target to reduced number of companies in my portfolio. But do note that I had already fully sold Big Idea 4 and Big Idea 6 . Thus, I should only be holding 9 different big ideas. Big Idea 11 is a new company in my portfolio since I only purchased it in October this year. However, I used to talk about this company in this blog and had sold it at a 70% gain at the end of 2017. Reasons Why Th...

This article contains information from the 3rd Scorecard Newsletter written on 30 Oct 2018 for my Moat Scorecard subscribers. However, do note that the future Scorecard Newsletter will be only created for the Moat Scorecard Subscribers. This 3rd issue was released earlier than usual because I want to release this information earlier to the public because I felt they are important and I had to inform the readers.  As of today, Straits Times Index is at 2966.45. The market had dropped 14.9% since the start of 2018. It has not only happening to Singapore Market, but also in Hong Kong, China and Japan Market. Hang Seng Index has fallen 19.4%, SSE Composite Index has fallen 23.3% and Nikkei Index has fallen 9.5% since the start of 2018. On the other hand, USA Market seems like nothing has happened. Dow Jones Index has only fallen 3.05%, Nasdaq Composite has only fallen 1.1%, and S&P 500 Index has also only fallen 3.3% since the start of 2018. Thus, if your portfolio is ...

Dear Readers, It has been some time since I wrote something on my blog. I had a very busy 2 weeks. Last Friday, Simple Investor and I had our FSC Exclusive Meet Up in celebration of Fundamental Scorecard being 1 year old! Firstly, we like to thank everyone whom came, especially those that came on VERY SHORT NOTICES. THANK YOU VERY MUCH! Secondly, this was a tab too late as Fundamental Scorecard had already been around since September last year. Nevertheless, we had a wonderful time and we hope everybody enjoyed as well.  At the Exclusive Meet Up, we asked for feedback in order to service you better and be able to produce products that you want. We had also announced our new Telegram Group to have a more intimate sharing of details with our subscribers and readers. In fact, anyone can join the Telegram Group. If you are interested to join, do click on this LINK . We also wanted to conduct full day courses and asked for suggestions. Hopefully what we eventually came up ...

This article contains information (except the companies' name) from the 2nd Scorecard Newsletter written on 29 Sep 2018 for my Moat Scorecard subscribers.  For the 2 nd issue of Scorecard Analysis, I like to bring you attention to 2 Tech Powerhouse listed in SGX – Company A  (Coy A) and Company B  (Coy B) . As taken from their website, this was how they describe their business: Company A “We are a precision engineering group which specializes in manufacturing high precision front-end semiconductor components and perform complex electromechanical assembly and final testing services. Included in our core business is the production of modular and integration systems for original semiconductor equipment manufacturers. Aside from semiconductor industry, we also cater to other industries including in electronic, machine tools, aerospace and oil & gas industries.” Company B “Coy B provides handling and test solutions to the most advanced manufactur...

I must have been too busy lately - juggling too stuff and having too many things on my mind. This is because I realise I have forgotten to put up a post on the update for my portfolio. Thus, here is a short post on my update. Please do note that this update is as of today, which is already 23 days off from 3rd Quarter 2018. Prior to taking a look at the changes in my portfolio, let me emphasize on the following: 1. This portfolio review is calculated from 26 Dec 2017 and the aim is to review the total portfolio gain after 1 year. 2. The counter's initial share prices are their respective share prices on 26 Dec 2017. 3. The gain and loss stated is just a simple calculation of the difference in share prices, ignoring the transaction fees. 4. At times, if stated, the gain could include dividends. 5. This review will include my overseas counters in USA and Hong Kong. End of 2 nd Quarter 2018 End of 3 rd Quarter 2018 Singapore Telecom...

Dear Readers, It has been some time since I wrote my last post. Thus, I will be consolidating many of my thoughts over this time in short articles below in this post. Happy Investors Despite A Bloody Market Picture taken from Moltey Fool STI had went down from over 3100 points to the current 3045 points as of today. Although you still seem to notice people stating that they had exit the market with “many bloody wounds”, but its seem that there are also many people looking forward to this drop. For myself, I basically went through excitement, panic and indifferent in a few days. Since then, I have stayed indifferent to all the market downturn as I felt maybe there are still many people looking to enter the market. On the other hand, my portfolio has since dropped about over 6.5% since 26 Dec 2017. This is almost similar with the drop in STI ETF (including dividend) . In any case, I am still not performing better than the market. But I believe I will get there. Anyway, I ...

This post was actually named as "Crazy Crazy Asian". This is because I am not rich YET . But I am sort of crazy. That is what some of my friends said about me. Firstly, they commented that there is no logic in my recent choice of employment. "So you went from a bank to a FI and now a fintech... this is not a path one will take." Next, they asked me, "how did you find time for all these other stuff I am doing?" Other stuff: Being a blogger, an investor, intending to have a fund, a co-founder to fundamental website, doing all sort of seminar, and also all these collaboration. Finally they commented that every crazy move has a plan. But my moves seem to be all over the place. After hearing about all these comments and some self reflection, I do realize that I am quite CRAZY . Thus the term - "Crazy Crazy Asian". I do seem to be taking on the road less traveled. In fact, I believe only a few traveled. But where is the destinatio...