Buy and hold - but not for too long

(04-09-2011, 04:22 PM)orang Wrote: Hi Temperament,

Alamak You survived 23 years systematically buying and selling as you say....'let the market come to me' In plain words you invest and trade. And you no-talk like guru ya? Cannot call you sifu lah

Okay, I have a little problem and want to tompang your experience and success. Can?

My little problem - "know how to buy don't know how to sell". As a result my cash is still 8% of my portfolio (only equities) even as I hear the rumblings of bear! bear! bear! Actually never even reach 15%

So, two answers I like to hear from you.

First question is.....what is your present portfolio ratio to your investible funds? 50%?. This is only a one-time question just for comparison.

The other question is regarding your preferred choice of stocks or reason for buying stocks for your portfolio. I know for sure you do not buy strictly for dividends only.

Or do you categorise stocks by industries or into Blue chips, Growth stocks, Multi-bagger potential, Gems, S-chips etc etc

Maybe after your answers I an learn to run a little faster.

Oh, another thing. You talk about BLESSINGS. Can I ask whether you got give to charity part of your 'earnings'. I believe if you do you will be blessed! Ya?

i like to specify everyone of us is unique.
So what works for me may not work for you or anyone else.

1st Q/A.
i have said somewhere, currently my asset allocations is 34% CPF, 33% property, 33% equity(actually lesser if i take into accounts some other nicks and nacks) i will try to sell slowly whenever the market & counters allow me to take some profit.
In 2008/2009 my portfolio was 64% equity & 34% CPF.

2nd Q/A
My preferred choice are counters with established "good" track record of 5 to ten years. By that i mean even highly cyclical stock like "NOL" can give me a lot profit if you have the "guts".
And the most important consideration when choosing a stock to buy is ask yourself, "Will this stock still around in 5 years time? in ten years time?" Of course the answer you think you have is subjective.

3rd Q/A
As i am a Christian, i believe "It is more blessed to give than to received". Why? This is if God has not blessed me i can only give myself. i am nothing. i have nothing. i will return to the Earth with nothing.
Having said this i also believe the saying, "Charity begins at home".
There is no charity to start with if it is not beginning from home. If not, outside home's charity is just in vain.
Hope i answer your questions.

And young man don't run, be patient. Life is a marathon not 100 metre race; especially in the stock market unless you are a day trader.
Ha! Ha!

(05-09-2011, 11:21 PM)Temperament Wrote:

(04-09-2011, 04:22 PM)orang Wrote: Hi Temperament,

Alamak You survived 23 years systematically buying and selling as you say....'let the market come to me' In plain words you invest and trade. And you no-talk like guru ya? Cannot call you sifu lah

Okay, I have a little problem and want to tompang your experience and success. Can?

My little problem - "know how to buy don't know how to sell". As a result my cash is still 8% of my portfolio (only equities) even as I hear the rumblings of bear! bear! bear! Actually never even reach 15%

So, two answers I like to hear from you.

First question is.....what is your present portfolio ratio to your investible funds? 50%?. This is only a one-time question just for comparison.

The other question is regarding your preferred choice of stocks or reason for buying stocks for your portfolio. I know for sure you do not buy strictly for dividends only.

Or do you categorise stocks by industries or into Blue chips, Growth stocks, Multi-bagger potential, Gems, S-chips etc etc

Maybe after your answers I an learn to run a little faster.

Oh, another thing. You talk about BLESSINGS. Can I ask whether you got give to charity part of your 'earnings'. I believe if you do you will be blessed! Ya?

i like to specify everyone of us is unique.
So what works for me may not work for you or anyone else.

1st Q/A.
i have said somewhere, currently my asset allocations is 34% CPF, 33% property, 33% equity(actually lesser if i take into accounts some other nicks and nacks) i will try to sell slowly whenever the market & counters allow me to take some profit.
In 2008/2009 my portfolio was 64% equity & 34% CPF.

2nd Q/A
My preferred choice are counters with established "good" track record of 5 to ten years. By that i mean even highly cyclical stock like "NOL" can give me a lot profit if you have the "guts".
And the most important consideration when choosing a stock to buy is ask yourself, "Will this stock still around in 5 years time? in ten years time?" Of course the answer you think you have is subjective.

3rd Q/A
As i am a Christian, i believe "It is more blessed to give than to received". Why? This is if God has not blessed me i can only give myself. i am nothing. i have nothing. i will return to the Earth with nothing.
Having said this i also believe the saying, "Charity begins at home".
There is no charity to start with if it is not beginning from home. If not, outside home's charity is just in vain.
Hope i answer your questions.

And young man don't run, be patient. Life is a marathon not 100 metre race; especially in the stock market unless you are a day trader.
Ha! Ha!

Able to do what Temperament is doing, buy low sell high, is ideal. I have tried but never can succeed. I can anticipate for the stocks to fall but cud never be quick enough to catch the targeted ones; when I decided to buy the market already turned and the prices already too high to give me a margin of safety. It is also difficult for me to sell high too, I could enjoy the high prices of my stocks before the last downturn and told myself can sell some. But before I could seriously sell, market suddenly turned and my stocks fell steeply.

Since I am not nimble enough to buy low sell high, I now just hold on to good div stocks and simply collect the dividends. I am also wondering, if I sell my div stocks now, where am I to park the proceeds in this current low interests environment? Better be satisfied with the regular dividends; let the prices fall and try console myself that sooner or later market will turn again.

(06-09-2011, 06:31 PM)john Wrote:

(05-09-2011, 11:21 PM)Temperament Wrote:

(04-09-2011, 04:22 PM)orang Wrote: Hi Temperament,

Alamak You survived 23 years systematically buying and selling as you say....'let the market come to me' In plain words you invest and trade. And you no-talk like guru ya? Cannot call you sifu lah

Okay, I have a little problem and want to tompang your experience and success. Can?

My little problem - "know how to buy don't know how to sell". As a result my cash is still 8% of my portfolio (only equities) even as I hear the rumblings of bear! bear! bear! Actually never even reach 15%

So, two answers I like to hear from you.

First question is.....what is your present portfolio ratio to your investible funds? 50%?. This is only a one-time question just for comparison.

The other question is regarding your preferred choice of stocks or reason for buying stocks for your portfolio. I know for sure you do not buy strictly for dividends only.

Or do you categorise stocks by industries or into Blue chips, Growth stocks, Multi-bagger potential, Gems, S-chips etc etc

Maybe after your answers I an learn to run a little faster.

Oh, another thing. You talk about BLESSINGS. Can I ask whether you got give to charity part of your 'earnings'. I believe if you do you will be blessed! Ya?

i like to specify everyone of us is unique.
So what works for me may not work for you or anyone else.

1st Q/A.
i have said somewhere, currently my asset allocations is 34% CPF, 33% property, 33% equity(actually lesser if i take into accounts some other nicks and nacks) i will try to sell slowly whenever the market & counters allow me to take some profit.
In 2008/2009 my portfolio was 64% equity & 34% CPF.

2nd Q/A
My preferred choice are counters with established "good" track record of 5 to ten years. By that i mean even highly cyclical stock like "NOL" can give me a lot profit if you have the "guts".
And the most important consideration when choosing a stock to buy is ask yourself, "Will this stock still around in 5 years time? in ten years time?" Of course the answer you think you have is subjective.

3rd Q/A
As i am a Christian, i believe "It is more blessed to give than to received". Why? This is if God has not blessed me i can only give myself. i am nothing. i have nothing. i will return to the Earth with nothing.
Having said this i also believe the saying, "Charity begins at home".
There is no charity to start with if it is not beginning from home. If not, outside home's charity is just in vain.
Hope i answer your questions.

And young man don't run, be patient. Life is a marathon not 100 metre race; especially in the stock market unless you are a day trader.
Ha! Ha!

Able to do what Temperament is doing, buy low sell high, is ideal. I have tried but never can succeed. I can anticipate for the stocks to fall but cud never be quick enough to catch the targeted ones; when I decided to buy the market already turned and the prices already too high to give me a margin of safety. It is also difficult for me to sell high too, I could enjoy the high prices of my stocks before the last downturn and told myself can sell some. But before I could seriously sell, market suddenly turned and my stocks fell steeply.

Since I am not nimble enough to buy low sell high, I now just hold on to good div stocks and simply collect the dividends. I am also wondering, if I sell my div stocks now, where am I to park the proceeds in this current low interests environment? Better be satisfied with the regular dividends; let the prices fall and try console myself that sooner or later market will turn again.

Hi,
i think you have mistaken the buy low, sell high thingy.
In fact i have said more than one time, i always found myself buy,average down to early too early and also sell, average up too early.
The important thing is over all (buy/sell action) is positive +++$.
And the most important thing you are able to repeat the next cycle.
All this is possible only with money targeted for stock market and nothing else.

i am now trying to buy pyramid up which is recommended by most financial authors. Like you said, the most tricky part is when to start; 20%, 25% or 30% after the Bear has walloped the Bull?
Actually, some stocks fall faster than others. Example NOL is trading at $1.05. And the we can not say the BEAR has arrived because it is only about 15 % down from the 52 week high(DOW)

(05-09-2011, 11:21 PM)Temperament Wrote:

(04-09-2011, 04:22 PM)orang Wrote: Hi Temperament,

Alamak You survived 23 years systematically buying and selling as you say....'let the market come to me' In plain words you invest and trade. And you no-talk like guru ya? Cannot call you sifu lah

Okay, I have a little problem and want to tompang your experience and success. Can?

My little problem - "know how to buy don't know how to sell". As a result my cash is still 8% of my portfolio (only equities) even as I hear the rumblings of bear! bear! bear! Actually never even reach 15%

So, two answers I like to hear from you.

First question is.....what is your present portfolio ratio to your investible funds? 50%?. This is only a one-time question just for comparison.

The other question is regarding your preferred choice of stocks or reason for buying stocks for your portfolio. I know for sure you do not buy strictly for dividends only.

Or do you categorise stocks by industries or into Blue chips, Growth stocks, Multi-bagger potential, Gems, S-chips etc etc

Maybe after your answers I an learn to run a little faster.

Oh, another thing. You talk about BLESSINGS. Can I ask whether you got give to charity part of your 'earnings'. I believe if you do you will be blessed! Ya?

i like to specify everyone of us is unique.
So what works for me may not work for you or anyone else.

1st Q/A.
i have said somewhere, currently my asset allocations is 34% CPF, 33% property, 33% equity(actually lesser if i take into accounts some other nicks and nacks) i will try to sell slowly whenever the market & counters allow me to take some profit.
In 2008/2009 my portfolio was 64% equity & 34% CPF.

2nd Q/A
My preferred choice are counters with established "good" track record of 5 to ten years. By that i mean even highly cyclical stock like "NOL" can give me a lot profit if you have the "guts".
And the most important consideration when choosing a stock to buy is ask yourself, "Will this stock still around in 5 years time? in ten years time?" Of course the answer you think you have is subjective.

3rd Q/A
As i am a Christian, i believe "It is more blessed to give than to received". Why? This is if God has not blessed me i can only give myself. i am nothing. i have nothing. i will return to the Earth with nothing.
Having said this i also believe the saying, "Charity begins at home".
There is no charity to start with if it is not beginning from home. If not, outside home's charity is just in vain.
Hope i answer your questions.

And young man don't run, be patient. Life is a marathon not 100 metre race; especially in the stock market unless you are a day trader.
Ha! Ha!

Hello uncle,

At last I got a feel of your pulse....NOL the classic boom-bust cyclical. I get the drift when you emphasised on the economic cycles of the stocks you looked for and of course, your preference for a "good" track record.

Talk about cyclicals triggers some fond memories of SIA Engineering. Made some serious money but after a harrowing experience when it got hammered down way below $2.

(06-09-2011, 11:04 PM)orang Wrote:

(05-09-2011, 11:21 PM)Temperament Wrote:

(04-09-2011, 04:22 PM)orang Wrote: Hi Temperament,

Alamak You survived 23 years systematically buying and selling as you say....'let the market come to me' In plain words you invest and trade. And you no-talk like guru ya? Cannot call you sifu lah

Okay, I have a little problem and want to tompang your experience and success. Can?

My little problem - "know how to buy don't know how to sell". As a result my cash is still 8% of my portfolio (only equities) even as I hear the rumblings of bear! bear! bear! Actually never even reach 15%

So, two answers I like to hear from you.

First question is.....what is your present portfolio ratio to your investible funds? 50%?. This is only a one-time question just for comparison.

The other question is regarding your preferred choice of stocks or reason for buying stocks for your portfolio. I know for sure you do not buy strictly for dividends only.

Or do you categorise stocks by industries or into Blue chips, Growth stocks, Multi-bagger potential, Gems, S-chips etc etc

Maybe after your answers I an learn to run a little faster.

Oh, another thing. You talk about BLESSINGS. Can I ask whether you got give to charity part of your 'earnings'. I believe if you do you will be blessed! Ya?

i like to specify everyone of us is unique.
So what works for me may not work for you or anyone else.

1st Q/A.
i have said somewhere, currently my asset allocations is 34% CPF, 33% property, 33% equity(actually lesser if i take into accounts some other nicks and nacks) i will try to sell slowly whenever the market & counters allow me to take some profit.
In 2008/2009 my portfolio was 64% equity & 34% CPF.

2nd Q/A
My preferred choice are counters with established "good" track record of 5 to ten years. By that i mean even highly cyclical stock like "NOL" can give me a lot profit if you have the "guts".
And the most important consideration when choosing a stock to buy is ask yourself, "Will this stock still around in 5 years time? in ten years time?" Of course the answer you think you have is subjective.

3rd Q/A
As i am a Christian, i believe "It is more blessed to give than to received". Why? This is if God has not blessed me i can only give myself. i am nothing. i have nothing. i will return to the Earth with nothing.
Having said this i also believe the saying, "Charity begins at home".
There is no charity to start with if it is not beginning from home. If not, outside home's charity is just in vain.
Hope i answer your questions.

And young man don't run, be patient. Life is a marathon not 100 metre race; especially in the stock market unless you are a day trader.
Ha! Ha!

Hello uncle,

At last I got a feel of your pulse....NOL the classic boom-bust cyclical. I get the drift when you emphasised on the economic cycles of the stocks you looked for and of course, your preference for a "good" track record.

Talk about cyclicals triggers some fond memories of SIA Engineering. Made some serious money but after a harrowing experience when it got hammered down way below $2.

Yes,
Power to you, Power to me. Power to all investors.
And SIA Engineering is one of the "good" track record; i think young man you got it in your blood now. Cheers.
Shalom.

Wah uncle, so much power.

Sembcorp can? Already drop 30%

(07-09-2011, 05:30 AM)orang Wrote: Wah uncle, so much power.

Sembcorp can? Already drop 30%

Yes, as investors, we must "always" feel positive. At least you must keep up your spirit. No spirit, you already lose the war of investing. Or you don't know who you are, what you are, you already lose the battle; then please don't proceed further.

For any stock when to buy/sell, you must have your own way of deciding. i have more or less share my way. Another words you should find out what works for you and what would not. i hate to say it: "Practice makes perfect". So try and try lol.
i am still trying. i want to try pyramid up buying and pyramid down selling.
Cheers!