I started serious Investing Journey in Jan 2000 to create wealth through long-term investing and short-term trading; but as from April 2013 my Journey in Investing has changed to create Retirement Income for Life till 85 years old in 2041 for two persons over market cycles of Bull and Bear.

Since 2017 after retiring from full-time job as employee; I am moving towards Investing Nirvana - Freehold Investment Income for Life investing strategy where 100% of investment income from portfolio investment is cashed out to support household expenses i.e. not a single cent of re-investing!

It is 57% (2017 to Aug 2022) to the Land of Investing Nirvana - Freehold Income for Life!

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This blog is authored by an old multi-bagger blue chips stock picker uncle from HDB heartland!

"The market is not your mother. It consists of tough men and women who look for ways to take money away from you instead of pouring milk into your mouth." - Dr. Alexander Elder

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Sunday 23 May 2010

Investing in STI defensive stocks - May be just another Market Myth

Can investing in STI's defensive stocks with good dividend yield really shield us from the pain of falling portfolio value?

E.g. A portfolio of market perceived defensive stocks or the likes of defensive stocks such SPH, SingTel, Starhub, SMRT, SingPost, and etc with good dividend yield.


Thank to the world of blogging that helps us to learn and share experiences.

A Case Study of An Experienced Retail Investor

His portfolio of  Singtel, SingPost and Cambridge

Singtel and SingPost are market perceived defensive stocks with good dividend yield.How does it perform against STI?


Portfolio's Total Gain (Realized Gain + Unrealized P&L) down by -26.2% from its recent peak while STI down by -10.5% from its recent peak. The drop in portfolio is more severe than the drop in STI.

Thinking aloud
  • The market perceived defensive stocks with good dividend yield may not really help much in a bear market.
  • Avoid concentration in just a few defensive stocks. Diversify into more sectors may actually help to limit the bad fall.
Posted by Createwealth8888 at 11:10
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