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2025 Q1 Portfolio Update: Decent 3.5% return YTD and beating the S&P 500
over a 51 months period
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There were some expectations that 2025 isn’t going to be a very good year
for equities. Little did we know that it is on course to be a…
The post 2025 Q1...
2 hours ago
CW,
ReplyDeleteLOL!
You don't anyhow guess or put words in my mouth lah!
I only talk about adjectives and noun - I don't care whether one is called a trader, investor, or speculator; I care more about whether one is competent, consistent, skillful, disciplined, flexible; etc.
I can't take the credit. It's all you!
You're the one who coined the phrase: Less analysing; more investing.
I would think analysing and investing are "verbs"?
;)
Hohoho!!
ReplyDeleteI think SMOL prefers concentrated LOL!
A concentrated concentrate?? :)
This comment has been removed by the author.
ReplyDeleteHi. I understand you made most of your outstanding returns due to Keppel, Sembawang and DBS through dividends and pyramiding over the years. Do you mind sharing how you decided to concentrate on these 3 GLCs over the years versus the 50+ others?
ReplyDeleteAm I correct to guess that:
1) their dividend payout ratio were very low compared to the other blue chips?
2) only blue chips were chosen
3) you added or pyramid these stocks over the years
To add on ..
Delete4) V shape price recovery
5) Yield is decent to hold and following years got better. Like that the yield is seducing. How let go?
Read? Aout selling
DeleteYes, thank you. What I gathered is:
Delete6) Keeping looking for the Touchstone and throw the others away.
7) Sell some to take back capital to become Pillow stock
WB is saying it clearly we are not like him! Better to go for index and sleep better.
ReplyDelete