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!

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

STI graph

I still do not know who charts this STI graph. I got this TA analysis chart from sharejunction forum. If you are the original author, please let me know. This chart was drawn in year 2008!

The chart above beautifully and accurately predicted the trend of STI. I am following closely and I would like to pump in more funds into equity market to achieve at least 100% gain in the next 2 years time.

If you bought any shares in March 2009, you are easily holding a paper gain of 100%, 200% , or even 300% in some stocks (like OSIM, Jiutian, and many more) , but you need extra cash when the golden opportunity appears. Now that I will receive the first bucket of gold next month (not from the equity market, but from my HDB sales proceed), I shall pour into equity market carefully, and very carefully.

This is a fresh fund that I set up for my ownself, together with my lovely wife, to ignite the passion for value investing, and to achieve our dreams subsequently.

We shall march to 3,000 points soon. Share your thoughts, and welcome to my new "financial" blog.