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Tuesday, June 1, 2010

May 2010 actions...

BUY RAFFLES EDUCATION (increse stakes)

BUY HG METAL

BUY STARHUB (increase stakes)

BUY MAP TECH

BUY GOLDEN AGRICULTURE (increase stakes)

BUY NOL (increase stakes)

BUY SPICE i2i

BUY LIAN BENG

Friday, April 9, 2010

April 2010 actions...

SELL HG METAL @ S$0.125 , profits 13.6%

SELL MEDIA RING @ S$0.26, profits 23.8%

SELL COSCO @ S$1.46, profits 22.7%

SELL NOL @ S$2.15, profits 40.5% (reduce stakes)

Friday, February 19, 2010

Stock investment portfolio - Feb 19, 2010


















Broker Firm: Phillip Securities
Brokers: Miss Goh & Mr Maxx Chew

Welcome for any comments and feedback on my portfolio. I am still learning all the while...

Saturday, December 12, 2009

My stock portfolio

I decided only to publish my stock portfolio in the year 2010, January... a brand new year, with a brand new objective and target!

Saturday, September 12, 2009

Insurance-linked investment

I have started insurance-linked investment 4, 5 years ago. I will not add in anymore insurance for the time being, it is good to start when you are young.

(1) The first one is investment-linked plan, AIA Arcons of Asia fund, this economic crisis gives me a very good chance to collect prices at cheaper price every single months. The breakeven time-frame is 7 years.

(2) HSBC target saver is an endowment plan, a way of disciplined saving every month, the return is guaranteed. The term is 21 years. I shall receive a lump sum cash by age of 46.

(3) AsiaLife, the best whole-life insurance in Singapore, no arguement about it. The benefits, bonuses are the highest, based on true facts. It is a must have insurance for all Singaporean.

(4) Aviva insurance, invested in Lion Global Japan Fund, not so much on the insurance return, but focus on Japan Nikkei index returns instead, a small play, with only 25% premium return on insurance.

(5) Needless to say, Great Eastern, DPS scheme is automatically set by Singapore government.

(6) I have bought Myshield plan from Aviva, using CPF MA , $142 annual, to cover some hospitalization cost.

Besides, I also invested CPF OA & SA money into unit trust, as we all know OA gives you 2.5% interest and SA 4%. For the next 30 years, I am very sure the funds return outbeat those single digit interest, especially I bought China , India & Asia funds.

p/s: the alignment of the table offset a little bit, I can't do much about it, sorry.



Amount Insurance Plan Name Issue Date Maturity Date Guaranteed Life Guaranteed TPD Guaranteed Critical Illness Remark:
$ 203.26 per month AIA Achiever 5-Apr-04 5-Apr-81 $ 100,000.00 $ 90,000.00 $ 100,000.00 Investment-linked plan, AIA Arcons of Asia
$ 211.13 per month HSBC TargetSaver 29-Jun-05 29-Jun-26 $ 28,000.00 premuim waiver $ 28,000.00 Endowment plan, 21 years with 2.5% coupon
$ 280.60 per month AsiaLife Asia LifeSecure 16-Feb-06 No-limits $ 150,000.00 refer policy refer policy Whole-Life Insurance
$5000 cash one time Aviva Wealth Creator 20-Feb-06 No-limits $ 6,250.00 refer policy $ 6,250.00 Invest on unit trust funds-Lion Global Japan Fund
$ 36 annual CPF MA Great Eastern Dependants' Protection Scheme 17-Sep-05 17-Sep-40 $ 46,000.00 refer policy check policy Must-have from CPF Singapore governments
$ 142 annual CPF MA Aviva Myshield Plan 1 1-Apr-06 31-Mar-07 N.A. N.A. N.A. Cover yearly.


Amount Fund Invested Transaction Date Fund Source
$ 1,200.00 Lion Global China Growth Fund Mar-08 CPF-OA
$ 5,000.00 Lion Global India Fund Mar-08 CPF-OA
$ 5,500.00 AIGIF Acorns of Asia Balanced Fund Mar-08 CPF-SA



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