Category Archives: Financial Management

Change in Asset Mix of Investable Funds – December 2017

Asset allocation of investable funds is an important aspect of investments. One should not put all money in one basket. The risk is too high should the single asset collapses. Remember the Lehman Brothers’ minibonds went kaput in September 2008. … Continue reading

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Calculating actual dividend yield

It would be informative to know what is the ACTUAL dividend yield based on cost of purchase. I tracked actual dividend received each year by security counter. I have the actual cost of purchasing a security. With these two numbers, … Continue reading

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Wise saying – Virtue of Savings

“赚到的钱不是你的,存下的才是你的.” 电影:我是路人甲 “What you earn is not yours, until you save it.” Movie:  I Am Somebody  

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Redeemed two funds of First State Investments

I sold off First State Bridge Fund and First State Regional China Fund this year. First State Bridge Fund (Balanced fund, Asia Pacific excluding Japan) Bought on 23 April 2008 (Net Asset Value $1.3859) Redeemed fully by 6 April 2017 … Continue reading

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Distribution Yields of SPDR STI ETF beat CPF interest rate

SPDR Straits Times Index ETF (Exchange Traded Fund) invests in a portfolio of stocks that are on the list of the Straits Times Index (STI). As such the fund gets dividends from these companies and it then distributes them out … Continue reading

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What stocks driving up the STI?

The Straits Times Index (STI) did very well for 2017 so far. It was up nearly 19% since the start of 2017 to end at 3,423.91 points. 13 stocks of the 30 component stocks of STI beat the benchmark. Stock … Continue reading

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Crystal Ball Gazing of Stock Indices 10 years later

Ten years have passed since 2007 when the global economies were hit by the Global Financial Crisis (GFC). Ultra-loose monetary policies of major central banks helped to arrest the possibilities of another Great Depression after 1930s. No great depression but … Continue reading

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