Monday, 10 January 2022

Panda's Investment Portfolio Hits A New All Time High Record In An Uninspiring And Boring SG Stock Market! (2)

Read? Panda's Investment Portfolio Hits A New All Time High Record In An Uninspiring And Boring SG Stock Market!




8 comments:

  1. Old school coming back!

    Interest rates rising, banks, oil & gas, commodities, industrials, properties, value investing.

    Maybe we'll see Super Terrific Index soon! LOL

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  2. Following uncle foot step, in SGX we trust

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  3. CW, congratulations on your out-performance so far this year. Our STI was an out-performer in Asian stock markets in 2021. In 2022 thus far (though still early), it has outperformed even the U.S market. In fact, our STI is a global out-performer so far.

    Hope to see more vibrancy back to our local markets! Show them the money!

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    1. Haha. Best in Asia so far. I thought India's stock market was better but after adjusting for currency effects, STI is ahead slightly.

      STI is ahead of the S&P500 and Nasdaq100 by a wide margin year-to-date but it's still very early. Let's hope the out-performance maintains momentum till the end of the year!

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  4. Reflation trade.

    Anybody remembers when the last time global economy improving with increasing interest rates & higher inflation? And tech stocks were experiencing shrinkage of multiples?

    STI beats S&P500 by 99 percentage points.

    It wasn't until inflation expectations & interest rates reached a critical level that started to affect all the junk corporate and consumer credit that the economy began to break apart.

    PS: Developed Europe also did well that time. Surprisingly Japan Nikkei also did better than S&P500.

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    Replies
    1. Wah! From 2003 to 2007, STI outperformed S&P 500. But; later from 2008 to 2009; I lost my pant in 2008 and 9 lost years in compounding. This time will I be wiser?

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