tag:blogger.com,1999:blog-6513573536866669239.post8373032045543991166..comments2023-12-30T23:32:45.470+08:00Comments on My Investment Machine: My Investment Portfolio (End Mar 2020)FoodieFChttp://www.blogger.com/profile/11205055536110127445noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-6513573536866669239.post-90892865167266429072020-04-30T09:34:14.901+08:002020-04-30T09:34:14.901+08:00Hi B
Thank you for sharing. Great to hear your th...Hi B<br /><br />Thank you for sharing. Great to hear your thoughts on this matter. I am prepared for a long ride on this one. I have no idea how to time the market unlikely most investors. I may even buy more in the month of May. Who knows =) My Investment Machinehttps://www.blogger.com/profile/18047290726034007540noreply@blogger.comtag:blogger.com,1999:blog-6513573536866669239.post-2990166485022557982020-04-30T09:31:35.051+08:002020-04-30T09:31:35.051+08:00Hi Singvestor,
Thank you for sharing. I read abou...Hi Singvestor,<br /><br />Thank you for sharing. I read about HSBC dividends and financial report too. Some other global banks have also cut dividends. Hence, I shared shared about likelihood of zero dividends if one was to buy shares during this period. I believe that over the long run, it will be okay. <br /><br />In fact, my exposure in DBS has just increased to 17%.<br /><br />Good luck to you too (and all of us).<br />My Investment Machinehttps://www.blogger.com/profile/18047290726034007540noreply@blogger.comtag:blogger.com,1999:blog-6513573536866669239.post-45190088022795827562020-04-24T23:39:30.281+08:002020-04-24T23:39:30.281+08:00Hi MIM
I beg to differ with the poster above.
I...Hi MIM<br /><br />I beg to differ with the poster above. <br /><br />I think banks will look muted in the next few months and possibly next one to two years until NIM recovers but banks are still dishing out decent yield and double digit roe so they'd be an excellent long term investment.<br /><br />I'm likely to enter into bank position as well after DBS results on the 30th Apr. Bhttps://www.blogger.com/profile/09041255778427742477noreply@blogger.comtag:blogger.com,1999:blog-6513573536866669239.post-76880653596606027472020-04-06T04:17:54.958+08:002020-04-06T04:17:54.958+08:00Buying banks is quite risky... I changed my asset ...Buying banks is quite risky... I changed my asset allocation and sold bonds to buy more share in Marchs, including 1,200 shares of HSBC (5:HK), since the dividend yield of 8% seemed attractive and I like the bank. Shortly after the bank cut the dividend to zero for the year and the share price tanked 10%. It is currently trading lower than it ever was and even 12% lower than during the financial crisis of 08/09. Individual stocks are quite a gamble ... :) Wish you better luck with DBS - 10% of the portfolio is quite a high exposuresingvestorhttps://www.singvestor.comnoreply@blogger.com