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Lessons in Life

 I've worked with lots of people. Some are my good friends. I thought we could collaborate together. But somehow, maybe they found better opportunities elsewhere, decide to cast me aside and work with others. Some, don't add value but still want to be my equal partner. Others, limit their collaboration with me, denying me other opportunities.  The best way to act is to show every inch of gratitude I can to everyone. First, the one that opens doors and work with me wholeheartedly, I shall wholeheartedly contribute and ensure that the pie is greater than not dividing with me and working alone.  For those who opened a door and then decide to limit collaboration, I shall still be thankful, have gratitude. Whatever someone gives me in good faith, no matter how little, I shall still do my best.  For those who shut the door, I bear no grudges for I am thankful we have met.  This is the path I've chosen to walk, without regrets. 

How to turn $200,000 into $2,000,000!

 https://youtu.be/bJrQIs6XE4U Hope you find the video enlightening! Leave your comments there or over here! 

Model Portfolio Review 31 Aug 21

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  Dear friends   The model continues to achieve good returns. It is up 23.51% from Mar 23 2021. XIRR 61.63%. My next mission is to transfer this performance wholly or at least in part to you. It compares positively to S&P500 which is up 16.93%. It is very difficult to beat the S&P500, so I have to stay very grounded, very humble, very nimble, always pushing to improve myself and discover new secrets to portfolio management.       In the last 30 days, the portfolio is up 3.64%, against 3.35% for the S&P500.   Top performers: Ethereum up 26.2%, Mercado Libre 19%, SEA ltd up 18%. Bitcoin up 17.8%. Nvidia up 14.9%. Shanghai International Airport up 14% (YES, finally, ONE china stock rises).   Over last 7 days, Shanghai Airport is UP 11%. JD.com up 6.6%. I believe JD may have turned positive! Sea ltd up 6.4%. TSMC up 6.1%. ASML up 4.2%. Facebook up 4.1%. The portfolio is up 1.11% vs S&P500 up 0.95%.     Significant trades for the past week:   Took ¼ profit off Adobe. At 661.

How to Raise Funding for Property Investments

 https://www.youtube.com/watch?v=rOoSQcmUbGA

Should You Buy Old or New Properties

 Do listen to my YouTube Channel. Thanks.  https://www.youtube.com/watch?v=UNRpGofljMc

Portfolio Review as of 22 Aug 21. Surviving the China Stock Crash

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 I am both relieved and humbled that my model portfolio has continued to outperform S&P500. It is up 20.11% from 23 March 2021. Against 16.14% for S&P500, Vanguard World Stocks with 10.51% and Hong Kong Tracker -10.27%.  I added an inverse 3x China ETF, YANG in view of the declining trend, plus 3x Emerging Market inverse ETF, EDZ. Both trades paid off and enabled the portfolio to outperform S&P500. These are merely trades and I will only apply them to markets which are on a medium term decline.  I've also reduced my China exposure drastically to minimise the damage.  From the chart below, you can see that the outperformance started in May 2021 and was stretched further from July 2021 onwards. I've added further tech stocks and reduced my China exposure. My exposure to Chinese stocks dropped to 4.8% when it was previously in the high single digits. USD exposure increased to 89%. The champion was Moderna, up 83% since I bought it in April. I bought this on a hunch tha

Portfolio review for 3 Aug 2021

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  This is a review of the model portfolio I’ve constructed which started from 23 march 2021. It is up 17.6%. It has beaten Vanguard Global stocks ETF or a Global Equity Fund (10.32%), outperformed S&P500 (14% up), beaten HK tracker -5.4%. XIRR is 56.93%.   The purpose of doing this is multi-pronged. 1) I want to ensure that what I’ve said made sense and add value. 2) the only way I can ensure that I add value is to beat the index otherwise I should just buy the index. 3) I wish to better manage my portfolio. 4) I can give good advice to clients who can then make money investing. 5) I decipher the secrets of beating Wall street and 6) if I wish to set up a fund some day, I know what to do.             The key thing in beating the benchmark is to underweight China at the right time, and overweight at the right time, also to focus on sectors that will outperform. Stock picking plays a huge part and I focus exclusively on investing in stocks with a) a wide moat, b) stable or rising mar