Ferrying Sense & Dollars

Bloody hell, this is the second time I am rewriting this Quarterly report, due to some misclicks. the whole draft got deleted. It auto-saved and there was no way to undo. 😭  Lucky for you I have no more mood to ramble endlessly and we'll just go straight to the point. Anyway in case you are new here. Quarterly report is meant to track the performance of the different investment strategies / asset class that I have picked up to try and determine which is the better one for me. More explanation can be found here 👉👉 Different investing strategies  (scroll down to the 2nd half)  Now if you recall, back in my Q2 report (which was in my Facebook messy Notes). My self-managed portfolio was the worst performer to date, being the only one in the red compared to others. Sooo, after days of tidying up my excel table and wrangling with line graphs. I can finally present to you Q3 to date performance benchmarked against S&P500 index! YTD performance of the different strategies ...

  Just like religion, there are a lot of different beliefs and schools of thoughts when it comes to investment. Some believe in Equity, others in Government bonds, some swear by property, cryptocurrency, etc. etc. And even within those school of thoughts, there are countless sub-categories to each of them. For instance, Equity. some believe in picking stocks, some in ETF, then there are method to it, some believe in day trading, long term investing, fundamental analysis, technical analysis. Then for property there are industrial property, residential property,.etc. See what I mean? So many, how can we tell what is the one TRUE 'Religion' in investing. And the answer is, just like religion, you will have to explore and experience them yourself in order to find one that suits your style, your risk appetite.  Ok that's that! run along now and go splurge your money on whatever you think is good. Good luck out there. Yeah, I am not so evil to my readers, see the thing is, there ...

How September Market went As expected the pullback happened and September 2020 Has been quite a ride,  S&P500 Closed September at close to -4% S&P500 as of 2/10/2020 After making an all time high on 2nd September, the whole market started nose diving, and  bounce around before eventually breaking below the MA50. It then found support near 3200 before going back up. We did managed to close above MA50 by end of Sept, which means the correction may be over. And then Trump kena COVID (2nd Oct) and the whole market over-react and took a dip below MA50 again. September 2020 Performance See what I mean when I said the market has been very choppy  for me?  Value Stocks: -5.62% vs -3.91% (S&P500) After clocking best performance so far in August, my value stocks dip much further than index, losing as much as -14%. Although it has been somewhat frustrating to see the profits fly away, I got excited with some stocks going way below their fair value, giving me opportu...