ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S. › ValueBuddies.com › Introductions and General Chat v
Cash as Asset Allocation ?

Cash as Asset Allocation ?

Thread Rating:
  • 1 Vote(s) - 5 Average
  • 1
  • 2
  • 3
  • 4
  • 5
BlueKelah Offline
Senior Fish
*****
Posts: 3,104
Threads: 122
Joined: Apr 2013
Reputation: 45
#51
02-02-2014, 07:21 PM (This post was last modified: 02-02-2014, 07:44 PM by BlueKelah.)
(02-02-2014, 06:06 PM)weijian Wrote: It will be interesting to poll for the various answers again, let's say when the STI is at a level of 2,500? Big Grin

There is nothing better than a bear market to expose our risk-management, conviction and TRUE temperament.

at 2,500 i may be about 70-75%% invested from my 45+% now. taking the 3300-3400 level as peak , 2500 is less than 30% drop, juicy but not that juicy Dodgy

Dividend is good but value buying is even better, can double or triple returns almost always within the ~10yr peak/crash cycle, thats not even counting in the dividend gains.

Remember AFC times when Great Eastern rocketed to $20 then did the 1 to 4 split then up again? Big Grin

And I am sure many valuebuddies also got in on the 20/30 cent guthrie like many years ago that skyrocket to 88 cents? goood times....

its a shame Superbowl only made it to 75cents though, otherwise would have been more than double.
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
Find
Reply
pianist Offline
Posting Freak
*****
Posts: 2,808
Threads: 170
Joined: Sep 2010
Reputation: 1
#52
03-02-2014, 09:21 AM
based on yr 10 yr cycle theory, the next peak/crash will happen only in 2018/2019..the climb to the top is seems always a slow daunting process..
Find
Reply
Temperament Offline
Posting Freak
*****
Posts: 3,474
Threads: 95
Joined: Jul 2011
Reputation: 17
#53
03-02-2014, 10:12 AM
Let us presume(madness in play) 10year cycle theory is possible. Meanwhile, what are we going to do from now till 2018/19? It's another 5 to 6 years. Keep on looking for under value stocks lol.
WB:-

1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.

Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.

NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
Find
Reply
corydorus Offline
Posting Freak
*****
Posts: 1,767
Threads: 14
Joined: Jan 2011
Reputation: 15
#54
03-02-2014, 10:38 AM
2008, 2000 and 1996 crash yes. But i cannot see a 10 years cycles.
You guys need to teach me how you read that. I can't smell anything from the STI.

Is more like a myth currently. Smile

Just my Diary
corylogics.blogspot.com/


Find
Reply
Temperament Offline
Posting Freak
*****
Posts: 3,474
Threads: 95
Joined: Jul 2011
Reputation: 17
#55
03-02-2014, 12:45 PM (This post was last modified: 03-02-2014, 12:51 PM by Temperament.)
Of course it's a myth. It is only dangerous when we can't be sure whether it's a myth or truth. But that is what dreams are made off. It's good to indulge in "fairy tales" once a while . Only be very careful not to be carried away and not able to return to reality.
Who have no dreams(aka visions) are dead.
WB:-

1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.

Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.

NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
Find
Reply
felixleong Offline
Banned
Posts: 1,039
Threads: 14
Joined: Dec 2012
#56
03-02-2014, 12:54 PM (This post was last modified: 03-02-2014, 12:55 PM by felixleong.)
90% vested 10% cash
added some ang pow $$ during the chinese new year
gonna use up my cash on some blue chips by end of the week

I'm not greedy, if can make 10-15% long term annual returns I would be very happy already.
That's why I'm not too focused on timing the market bottom.

Cheers ^^
Find
Reply


Forum Jump:


Users browsing this thread: 18 Guest(s)