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1st Quarter 2021 Report. Happy 5 year anniversary (guest post)

1st Quarter 2021 Report. Happy 5 year anniversary (guest post)

1st Quarter 2021 Report. Happy 5 year anniversary

YTD Performance: +28.45%
Performance since Inception: +4600%(?) There are some price data missing so the app calculated those with just last transaction price i made. The time weighted gain probably is not that accurate.

This post was originally posted here. The writer @vincentwong10, is a community member and blogger on InvestingNote with 700 followers.

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It’s 5 years already. What a fruitful journey. I did quite well so far fortunately.
Let’s do little recap…Started investing in Singapore stocks and some US stocks. Had a wonderful starting year with triple digits returns every year, whether it’s bull or bear (only 2018 so far) markets. End of 2018 start to focus on HK listed companies. I might’ve jinx them that their index fell from peak 33000 when I enter to 28000 in the mist of bull market. Luckily, I did fine with all the riots, trade war, and virus.

I’ve bought a total of 28 companies so far in this 5 year. 4 of them are unprofitable which range from -7% to -34%, they are TianLi Education, Empire Snack, Fuyao, and Pinduoduo. Funny thing is, all of them would be very profitable if I had held them till today. Some were mistakes, some were sold because of opportunity cost which turned out great.

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Upcoming Webinar: Investment Opportunities in China’s Technology Sector

Upcoming Webinar: Investment Opportunities in China’s Technology Sector

The 10-year US Treasury yield reached a one-year high of 1.6% on the back of the approval of a US$1.9 Trillion COVID-19 aid package. It was the rate of increase that caused the market to be unsettled. The move higher in rates is unnerving investors fearing it could be driven by inflation rather than economic recovery.

In anticipation that the Fed might raise interest rates to curb runaway inflation, intense regulatory scrutiny on Chinese Tech firms and global vaccine rollout are some of the reasons why investors saw the Tech sectors retracted from their highs.

csop-webinar
Join us as we have 2 special guests, Adrian and Benjamin in this exclusive webinar on Chinese Tech companies!

Benjamin Chan is a technical and quantitative analyst with CGS-CIMB Research. Benjamin writes for the “HK Trendspotter”, CGS-CIMB’s regional technical analysis publication, and assists in the development & management of in-house quantitative trading/ investment models and strategies. Building on over 5 years of FX and financial markets experience, he also work alongside our Chief Investment Officer Lim Say Boon, researching the main FX pairs, contributing to our FX Weekly – a macro-economic background piece with outlook on the currency pairs, supported by technical analysis.

Adrian Chew is the Vice President, Sales and Product Strategy (S.E.A) at CSOP. At CSOP Asset Management, Adrian oversees ETF investment solutions for Brokers, Wealth Managers, and Family Offices in Singapore. Adrian is also part of a team responsible for developing sales strategy and strategic partnerships with institutions in South East Asia. Prior to joining CSOP Asset Management, he worked for RHB Asset Management where he was a Business Development Manager for mass and affluent Investors, Wealth Managers, and Intermediaries. Before that, Adrian was working for Phillip Securities and CGS-CIMB Securities in various roles, including equity advisory sales and trading, Business and Product Development.

Don’t miss this webinar! Slot availability is subjected to first-come, first-served basis.

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InvestingNote is the most interactive social network for investors in Malaysia & Singapore. Find out more about us here.

Download our free app here:

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Also, join our telegram channel here: t.me/investingnoteofficial

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Dividend Investing vs Options Income Strategy – 3Fs Strategy (Guest Post)

Dividend Investing vs Options Income Strategy – 3Fs Strategy (Guest Post)

I’ve been getting quite a bit of questions from some people who have been following my writing for some time and they noticed the recent strategy changes in my equity portfolio and so they wrote to me to understand the thinking behind the idea.

For those who are relatively new to my blog, my equity investing strategy for the past few years entails investing in dividend paying companies in the Singapore market (and more recently HKG market) while hoping for some sort of small growth as part of the overall capital appreciation.

This post was originally posted here. The writer, Brian Halim is a veteran community member and blogger on InvestingNote, with a username known as @3Fs and has 2261 followers.

I termed this as the “X+Y” strategy in my past article here or the “6+4″% strategy if you had attended my past talk during the 2018 BIGS Investing Conference.

Until today, I remain a huge believer of investing in dividend paying companies because of several fundamental factors which I will not talked about it in this article.

Like most people, my strategy evolves over time – and I am constantly opening my mind in pursuit of a better strategy that would fit my investing temperament and style better.

There is the CFD, a platform which I have been actively using for the past 4-5 years and activate whenever there is a huge market downturn and constraint for funds.

In the past year since I have also entered the US market, I have also tried out options investing and this will be the main topic which I will today compare and contrast the difference with dividend investing as both of them threw out similar characteristics in the form of cashflow.

I’ve been thinking for a while on how I can structure my answers logically because the strategy fits so well with my own philosophy that it feels very natural to me when implementing, yet it can be foreign to others.

I’ll try my best and hopefully it makes sense.

In this article, I’ll break down the comparison between these few categories:

  • Cash Flow Frequency
  • Predictability
  • Passiveness
  • Volatility
  • Risk Management
  • Leverage
  • Total Return



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A BIG THANK YOU to everyone who were a part of the Singapore Trading Festival!

A BIG THANK YOU to everyone who were a part of the Singapore Trading Festival!

A BIG THANK YOU to everyone who were a part of the Singapore Trading Festival!

This festival welcomed over 5,800 attendees to our virtual summit and over 4,800 participants have registered for our simulated trading challenge.

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Catch the recorded sessions of the Traders’ Summit here: https://www.youtube.com/c/Investingnote/featured

Also, keep a look out for our next social post for the Winners of the trading challenge!


InvestingNote is the most interactive social network for investors in Malaysia & Singapore. Find out more about us here.

Download our free app here:

apple   android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings and updates!

1st Day of the Simulated Trading Challenge! TOP 10 Traders

1st Day of the Simulated Trading Challenge! TOP 10 Traders

We’ve just ended the first trading day of the Simulated Trading Competition!

Here are the top 10 participants on the leaderboard, and their nationalities! What’s so special about this competition? All trades and portfolios are transparent to public!

No photo description available.

This challenge includes Securities products such as Daily Leverage Certificates (DLCs), Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Common Stocks and Structured Warrants listed on the Singapore Exchange.

If you haven’t registered, registration is still open here: https://www.investingnote.com/…/singapore-trading-festival-…

We’d see you at the top!

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A big thank you to all our Sponsors and Friends of Singapore Trading Festival!

A big thank you to all our Sponsors and Friends of Singapore Trading Festival!

A big thank you to all our Sponsors and Friends of Singapore Trading Festival!

We are only 2 days away to the event, don’t miss out on the chance to register now.

RSVP today and join us on 27 February for the Traders Summit and 1 – 5 March for the Simulated Trading Challenge! sgx

What are you waiting for? Hurry! Registration only takes a min here.


InvestingNote is the most interactive social network for investors in Malaysia & Singapore. Find out more about us here.

Download our free app here:

apple   android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings and updates!

Singapore Trading Festival 2021 – Featured Speakers!

Singapore Trading Festival 2021 – Featured Speakers!

SGX is launching its inaugural Singapore Trading Festival, in partnership with InvestingNote.

Join us on 27 February for a full-day virtual summit to hear industry experts share trading strategies that will enable traders to navigate the current markets.

This time, we’re featuring a star-studded panel discussion with key investment heavyweights: David Kuo, Geoff Howie and Song Seng Wun! They will be sharing investment opportunities arising in the year ahead at the Singapore Trading Festival!

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They are amongst the 25 regionally-acclaimed speakers that will be making their appearances and sharing insights!

What are you waiting for? Hurry! Registration only takes a min here.


InvestingNote is the most interactive social network for investors in Malaysia & Singapore. Find out more about us here.

Download our free app here:

apple   android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings and updates!

A Look into DBS Group Holdings’ Q4 and FY2020 Results (Guest Post)

A Look into DBS Group Holdings’ Q4 and FY2020 Results (Guest Post)

DBS Group Holdings (SGX:D05) is the first of the three Singapore-listed banks to release its results for the fourth quarter, as well as for the financial year 2020 ended 31 December 2020 early this morning (10 February 2021) – the other two banks will be releasing its results on the final week of February (OCBC on 24th February, and UOB on 25 February – both before market hours.)

In my post today, let us take an in-depth look into DBS’ latest ‘report card’ – particularly its key financial results, key financial ratios, as well as its dividend payouts to shareholders, along with my personal opinions as a shareholder of Singapore’s biggest bank to share.

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This post was originally posted here. The writer, Lim Jun Yuan is a veteran community member and blogger on InvestingNote, with a username known as @ljunyuan and has close to 2,000 followers.

Key Financial Results (Q4 FY2019 vs. Q4 FY2020, and FY2019 vs. FY2020)

In this section, you will find the bank’s results on a quarter-on-quarter (q-o-q) basis (i.e. Q4 FY2019 vs. Q4 FY2020), as well as on a year-on-year (y-o-y) basis (i.e. FY2019 vs. FY2020):

Q4 FY2019 vs. Q4 FY2020:

Q4 FY2019 Q4 FY2020 % Variance
– Net Interest
Income (S$’mil)
$2,426m $2,120m -12.6%
– Net Fee & Commission
Income (S$’mil)
$741m $747m +0.8%
– Other Non-Interest
Income (S$’mil)
$294m $396m +34.7%
Total Income
(S$’mil)
$3,461m $3,263m -5.7%
Total Expenses
(S$’mil)
$1,600m $1,580m -1.3%
Net Profit
(S$’mil)
$1,508m $1,012m -32.9%

Total income (which consisted of 3 components: net interest income, net fee and commission income, as well as other non-interest income) fell 5.7% on a q-o-q basis to S$3,263m, as a decline in its net interest income (due to a 37 basis point q-o-q drop in its net interest margin to 1.49%), cushioned by an increase in its net fee and commission income (attributed by an improvement in its wealth management fees), as well as in its other non-interest income (as a result of an increase in its trading income.)

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The Story of Short Squeezes Repeats Itself – Volkswagen (2008) and Gamestop (2021) (guest post)

The Story of Short Squeezes Repeats Itself – Volkswagen (2008) and Gamestop (2021) (guest post)

John Keynes once said that the market can stay irrational longer than most retail investors can stay solvent.

Well, we’ll add hedge funds and institutional funds to that lists.

In case you have not heard of the hottest town talks surrounding the market in the recent days, shares of several counters (I purposely mentioned counters rather than companies because it doesn’t matter anymore, they are treated as a pawn right now) such as Gamestop $GME, AMC, BB, Nokia, KOSS have rocketed to escalating levels due to strong ongoing retail demand pushing up the stock.

This post was originally posted here. The writer, Brian Halim is a veteran community member and blogger on InvestingNote, with a username known as @3Fs and has 2261 followers.

games

Yes, you heard it right.

It’s not big institutional controlling it (though I would argue there might be small hedge funds perhaps who are participating in the party), but rather retailers who lurked around forums such as Reddits, and StockTwits nests and consolidate their purchasing power by pushing up the price.

Now, let’s just take Gamestop for instance.

The company has been a target for short-sellers for a number of years now, and the amount of short-selling volume amounted to more than 140% of the entire floating shares available. The company has started its buyback program for a number of years in the past and therefore has only some 70m floating shares lurking around.

If you theoretically take the number of forumers – Reddit/wallstreetbets/StockTwits users/followers, which is likely to amount to more than 20m, you can essentially have a coordinated orchestra to move the markets.

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Singapore Trading Festival Event 2021 FAQ

Singapore Trading Festival Event 2021 FAQ

Singapore Trading Festival Event 2021 FAQ

General

  1. What is Singapore Trading Festival?

SGX is launching its inaugural Singapore Trading Festival in partnership with InvestingNote. This event consists of a full-day virtual traders’ summit, followed by a week of simulated trading competition that is based on real time market data.

This is the first trading competition that features all of SGX’s securities products, ranging from Daily Leverage Certificates (DLCs), Structured Warrants, Stocks, ETFs, REITs etc. Learn more about markets and pit your new skills and knowledge against other fellow traders!

  1. Who is the event for?  

This event is open to traders of all levels and backgrounds. With more than 600 stocks listed on the exchange, ETFs with over S$8 billion in Asset Under Management (AUM) and over 300 structured products offering leveraged exposure, join us today to gain exposure and a first-hand experience of trading on the Singapore securities market.

  1. How can I participate in this event?  

Head over to our website to register for both the Traders’ Summit and Trading Competition –https://sgtradingfestival.sgx.investingnote.com/.  Upon registration, participation will receive a confirmation via an email notification.

  1. Do I need to sign up for the traders’ submit before I can participate in the competition?  

Participants are not required to sign up for the traders’ summit before participating in the trading competition. However, we highly encourage you to participate in the summit where we have invited global thought leaders to share trading insights in keynote sessions. Some of the featured speakers are Mike Bellafiore of SMB Capital and Jack Schwager, author of Market Wizard and co-founder of FundSeeder.

Trading Competition

  1. How does the competition work?

Each participant will have to create a virtual trading account. Participants will build a simulated investment portfolio with a virtual initial capital of one hundred thousand Singapore dollars (S$100,000), through trading predefined securities products listed on SGX within the competition period.  Each participant is required to make a minimum of five (5) Long positions for 5 different stocks OR securities within the competition period, in order to be eligible for the prizes. Participants will have to monitor the market actively during trading (no advanced limit/stop order is allowed).

Example of what would count as minimum of five (5) Long positions for 5 different stocks OR securities:

  • 1 Long trade for Stock A
  • 1 Long trade for Stock B
  • 1 Long trade for Stock C
  • 1 Long trade for Warrant A
  • 1 Long trade for DLC A

Example of what would not count as minimum of five (5) Long positions for 5 different stocks OR securities:

  • 3 Long trades for Stock A
  • 1 Long trade for Stock B
  • 1 Long trade for Warrant A

Please note that any participant who creates more than one (1) account shall be considered in breach of Competition Rules and will be disqualified from the competition.

  1. When does the competition begin?

The competition will be conducted from 1 to 5 March 2021.

  1. What trading products are available in this competition?

This is the first trading competition that features all of SGX securities products, ranging from Daily Leverage Certificates (DLCs), Structured Warrants, Stocks, ETFs, REITs etc. For the full list of stocks available in the competition, click on this link. Note that the list of DLCs and Structured Warrants available in the competition will be updated a week before the competition begins.

  1. Does the competition allow margin trading or short selling?

Short selling and/or margin trading are NOT allowed in the competition. The trading system will check the availability of cash and securities before accepting the BUY/SELL order.

  1. Will other participants get to see what’s in my portfolio and my portfolio gain?

During the competition period, participants’ portfolios will be set to ‘public’ and will be visible to external visitors. A leaderboard showing the most updated results of participants will be shown on the event page and InvestingNote.com respectively. The leaderboard will be updated on a daily basis.

  1. When I place a trade, how quickly does it go through?

Each trade will be placed immediately upon execution, based on live quotes on SGX. The regular trading hours on trading days on SGX is from 9AM to 5PM, with a lunch break from 12PM – 1PM.

  1. How can I void a stock order that I made in error?

Transactions cannot be voided.

  1. Do I need a Central Depositary (CDP) or a broker account to participate in this competition?

Participants are NOT required to have a CDP, broker or InvestingNote account to participate in this competition.

  1. How will winners be determined?

Winners will be determined based on the portfolio with the most capital gains at the end of the competition (5:30pm, 5 March 2021). Only realised profits will be taken into account at the end of the competition. In the case of open positions, the intrinsic close will be used to calculate the gains or losses at the end of the competition.

  1. When will the award winners be announced?

Winners will be selected based on the simulated investment portfolio with the most capital gains at the end of the Competition (5:30pm, 5 March 2021) and the announcement will be made not later than 12 March 2021. The winner will be announced on the event page on SGX’s and InvestingNote’s social media platforms and on InvestingNote.com. The winner will also be notified via email.

  1. What are the competition prizes?
Type of winners Amount (SGD)
Grand winners 1st: $5,000

2nd: $3,000

3rd: 2,000

Consolation winners 7 prizes of $200 each

 

Useful Contact

For technical support and other queries, kindly email admin@investingnote.com.

Still haven’t registered for this Challenge yet? Register here quickly!


InvestingNote is the most interactive social network for investors in Malaysia & Singapore. Find out more about us here.

Download our free app here:

apple   android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings and updates!