I have been busy with work and travel. So been very tardy with maintaining this blog. It may not make sense to pay the subscription fee if this is just a very infrequently-updated diary with no potential for monetary gains. Anyway, still working on my portfolio. Trimming some positions when the price is right and…
Category: Investment
Tbills and other investments
Been adding to my portfolio over the past few years. The good thing about Covid is I saved more $ which can be deployed to work harder for me. My equity portfolio is almost $600k. I also have about $200k in Tbills and $160k in SSBs. Another $650k in CPF. All in about $1.6m. Not…
Sembcorp Marine
After the rights issue in 2021, I had 660,000 shares of SCM. During the rally, I managed to sell 160,000 shares at 10-11.5 cents. I wanted to sell some more at 13 cents but did not manage to do so. The price is about 11-12 cents now so my half a million shares are worth…
Hyflux
I first made my ill-fated investment in Hyflux’s perps a decade back in 2011. Back then and now, 6% is very enticing. Too good to be true even. And how true that turned out to be in hindsight. Based on my records, I collected $2.1k in interest/dividends until Hyflux halts them in 2018. With its…
Rights Issue AGAIN
As you may already be aware, Sembcorp Marine has come out with another rights issue. Its long suffering shareholders (me included) can either cough up more $ or risk a massive dilution. Over the years, I have lost about $14k to this one name alone. In fact, this must be my biggest loser. I lost…
Busy Spring Cleaning
It’s April. Rainy and hot. Birthday month. Busy month. Of course it’s not your usual housework “spring cleaning”. Although I am still doing my share of the real housework. What I meant is re-balancing my portfolio. With the recent stock market highs, I have taken the opportunity to pare down my legacy positions in SC…
Breakeven
A year after being 30% down, my portfolio has finally broke even. I know this is nothing to shout about. Many people have done well in this type of market recovery. But imagine. 30% in a year. And my portfolio is significantly larger now than it was a year ago. Nobody knows where the stock…
Cashflow game
Been playing the cashflow game from Robert Kiyosaki. Reread his books RDPD and its sequel Cashflow Quadrant. Interesting game. Quite addictive. You take on the persona of an employee, whether a high earning professional or a low wage worker. You choose a lifelong dream to achieve – travel the world etc. The game starts. Roll…
From 40 to 400
During the GFC, I had about 40k of investments, mostly in banks. I wanted to invest more but I didn’t earn much and had limited savings then. A decade later, during the COVID-19 pandemic, I have about 400k in my portfolio. Around 150k was added during 2020. I am looking to add more. This has…
Berkshire
It’s been staring me in the face. I first bought Berkshire Hathaway (of WB’s fame and B share of course) in 2010 in order to attend the shareholders’ meeting in Omaha in person. That was still one of my most memorable experiences. Not longer after attending the meeting, I sold the shares. This was due…