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My PortFolio

 

 

 

Current Portfolio

Cambridge Reit

Midas

Guocoleisure

Mermaid

Raffles Edu

Healthway (New addition)

 

I still have not master/ believe in the art of cutting lost. Thinking that if I can afford to hold and company FA is good, cutting lost is wasting $$.. I need to rethink.

 

des_khor      ( Date: 11-Dec-2010 00:46) Posted: Why you never cut lost ??

 

Normally, those who never cut loss or too late to cut loss become long-term investors and collect dividends, try not to be one of them if possible. Long-term investors try to hold those uptrend stocks, not downtrend ones. As capital is limited, so I prefer to be a trader, later on accumulate enough then can buy some for investments. I only keep some good fundamental stocks like SGX, Kep Corp, Ezion and some penny stocks like Sapphire, Aussino using CPF funds for longer term and let them multiply. At the moment, my portfolio include GMG, Gallant, China Sky, Cosco, Genting, Biosensors, Bright World, Innotek... but changing fast everyday or every week. As long as I think still good will hold on, once chart tells me I must run, I will quickly run and change counter. 

 

Why you never cut lost ??

 

I'm tired with trading, presently my portfolio are focus on high yield stocks such as

Saizen, AA, Sabana, First, Sp Ausnet and banks.

wish to have 8% of return for every year.

 

U should see today's OCBC market pulse - report on S-REITs...maybe u can get some idea from there...

 

Starhill global has the potential for more upside plus the dividend yield not bad, around 6.4%. Also, price movement not so drastic.
This is my view only.

aircraft      ( Date: 10-Dec-2010 18:34) Posted: Current Portfolio Cambridge Reit Midas Guocoleisure Mermaid Raffles Edu   Sold all my KS Energy shares at a loss... cannot make it. Now into deep paper loss again... caused by mermaid and Raffles Edu. Thinking of getting another Reits for dividend play , maybe Starhill. Any comments ? thks   aircraft      ( Date: 31-Dec-2009 22:20) Posted: Updated portfolio for year 2010 ! Cambridge Reit Midas Guoco leisure Mermaid KS Energy Raffles Edu China Sine

 

Current Portfolio

Cambridge Reit

Midas

Guocoleisure

Mermaid

Raffles Edu

 

Sold all my KS Energy shares at a loss... cannot make it.

Now into deep paper loss again... caused by mermaid and Raffles Edu. Thinking of getting another Reits for dividend play , maybe Starhill. Any comments ? thks

 

aircraft      ( Date: 31-Dec-2009 22:20) Posted: Updated portfolio for year 2010 ! Cambridge Reit Midas Guoco leisure Mermaid KS Energy Raffles Edu China Sine

 

Good for you!  What do you think of Semb Marine, my only stock at hand besides GLD.  It has surged but, am still holding to it.  :)

tonylim      ( Date: 04-Jan-2010 17:19) Posted: A good start for the new year - most of my stocks are doing pretty fine. tonylim      ( Date: 03-Jan-2010 12:42) Posted: Top Stocks Picks in today's Sunday Times; sem maiine,pec,swiber,ezra,midas,cdl trust,kepland,m1,starhuh,noble,wilmar,genting,mermaid,smrt,china milk My preferences: CDL Trust, China Milk, Midas,PEC,Ezra,Ezion,ASL Marine,Boustead,Hiap Seng,Wheelock,Yanlord,UIC,Chemoil,PacAndes,Kenacanagri,SPH,Rotary,Ho Bee,

 

A good start for the new year - most of my stocks are doing pretty fine.

tonylim      ( Date: 03-Jan-2010 12:42) Posted: Top Stocks Picks in today's Sunday Times; sem maiine,pec,swiber,ezra,midas,cdl trust,kepland,m1,starhuh,noble,wilmar,genting,mermaid,smrt,china milk My preferences: CDL Trust, China Milk, Midas,PEC,Ezra,Ezion,ASL Marine,Boustead,Hiap Seng,Wheelock,Yanlord,UIC,Chemoil,PacAndes,Kenacanagri,SPH,Rotary,Ho Bee, aircraft      ( Date: 31-Dec-2009 22:20) Posted: Updated portfolio for year 2010 ! Cambridge Reit Midas Guoco leisure Mermaid KS Energy Raffles Edu China Sine

 

Good start of the year for my counters except Chinassine. Not moving 1,in fact it slowly edges lower.

 

Top Stocks Picks in today's Sunday Times;

sem maiine,pec,swiber,ezra,midas,cdl trust,kepland,m1,starhuh,noble,wilmar,genting,mermaid,smrt,china milk

My preferences: CDL Trust, China Milk, Midas,PEC,Ezra,Ezion,ASL Marine,Boustead,Hiap Seng,Wheelock,Yanlord,UIC,Chemoil,PacAndes,Kenacanagri,SPH,Rotary,Ho Bee,

aircraft      ( Date: 31-Dec-2009 22:20) Posted: Updated portfolio for year 2010 ! Cambridge Reit Midas Guoco leisure Mermaid KS Energy Raffles Edu China Sine

 

Updated portfolio for year 2010 !

Cambridge Reit

Midas

Guoco leisure

Mermaid

KS Energy

Raffles Edu

China Sine

 

The way I look at it, it is not only about limited fund (or limited bullets); I suspect it is the chartists' philosophy by training.

Chartists seemed to prefer focusing on shorter time horizon and they recognised the fact that even experts do misread the charts or make mistakes.  In such cases, what they are expected to do is to cut losses because they were trained to believe "all huge losses resulted from small losses". 

Equally important, the money realised from the stop-loss sales can be subsequently deployed for other perceived profitable trades.  They see their goal in trading as making money, not to develop any form of relationship with the stocks' fundamentals or to prove they are smart - or so they were taught.

Personally, I do not like the idea of setting a "stop-loss" target.  As you mentioned, if we have the power to hold, why waste money on cutting losses, especially when the companies' fundamentals are sound?

Peg_li      ( Date: 28-Oct-2009 23:29) Posted: just discuss, no need treat seriously! wish you have a happy trading! DnApeh      ( Date: 28-Oct-2009 22:52) Posted: Very humbly, i agree that if you have  holding power, you need not cut loss. In fact, you should be happily  buying more should the price drops. However, most retail players, including myself of course, do not have unlimited bullets. Hence, need to fight like gureillas(how to spell?). Also agree that if it is a good counter, it will come back, but can't agree with the "soon".

 

Wah, all red.. Power correction or double bottom?

 

just discuss, no need treat seriously!

wish you have a happy trading!

DnApeh      ( Date: 28-Oct-2009 22:52) Posted: Very humbly, i agree that if you have  holding power, you need not cut loss. In fact, you should be happily  buying more should the price drops. However, most retail players, including myself of course, do not have unlimited bullets. Hence, need to fight like gureillas(how to spell?). Also agree that if it is a good counter, it will come back, but can't agree with the "soon". Peg_li      ( Date: 28-Oct-2009 22:41) Posted: not agree! If you have holding power, why you need set stop loss? unless you know it will continue to drop, otherwise you will lose money really. if it is a good counter, current price is not so high as peak value, it will come back soon!

 

'soon' is subjectively relative, 2 some ppl it cud mean days but 2 others it cud mean weeks or months.

 

Very humbly, i agree that if you have  holding power, you need not cut loss. In fact, you should be happily  buying more should the price drops.

However, most retail players, including myself of course, do not have unlimited bullets. Hence, need to fight like gureillas(how to spell?).

Also agree that if it is a good counter, it will come back, but can't agree with the "soon".

Peg_li      ( Date: 28-Oct-2009 22:41) Posted: not agree! If you have holding power, why you need set stop loss? unless you know it will continue to drop, otherwise you will lose money really. if it is a good counter, current price is not so high as peak value, it will come back soon! DnApeh      ( Date: 28-Oct-2009 21:58) Posted: totally agreed.

 

cut loss is 4 traders n those without any more holding capacity.

 

true.