Musings about Life and Investments

https://www.youtube.com/watch?v=iArXv64tCJA I'm here in Auckland.... Check out my Airbnb. Nice cozy place in the middle of the CBD. A digital smart TV is a must. I am watching Netflix, "21". One of the most memorable soundtrack is in the hyperlink above, "   Peter Bjorn And John - Young Folks". I love shows like "21", "Margin Call", "The Big Short". They are inspiring. Mostly about how a bunch of very intelligent people who found ways to make money. Often, their methods are grey, but they are always very successful in life, health and love.  Auckland is a beautiful city. I'm thinking of liquidating my Australian properties and slowly shift my funds to Auckland. Singaporeans are treated to locals in that we are able to buy resale properties. In Australia we can only buy off plan properties that are usually priced between 15 to 30% above resale properties on the same street.

I've been asked to authenticate my returns. Below is the summary of my profits. It is around SGD63k. My current portfolio is as such. Take note that a lot of it is CPF Savings Account. My CPF Ordinary Account is depleted as I had to use it to invest in Singapore residential properties. The list of funds available for investment in CPF SA is very restrictive. I reckon First State Bridge is the best. See the table below. Because 64% of my portfolio is from CPF SA. The only investment I'm allowed is balanced fud so I chose First State Bridge. It is 50% equities and 50% bonds. The balance of 36% of my CPF investment is from CPF OA, which allows me to invest in pure equity funds.  My asset allocation is around 32% fixed income and 68% equities. So this is a balanced mandate not by choice, but due to the constraints of CPF SA. Initial investment 1-Mar-16 -114,487.30 Additions 1-Mar-17 -38,162.44 1-Mar-18

2019 has been a fruitful year. I'm up 30% this year. The bull has just been confirmed and I think it will last surprisingly long. Too many investors are bearish and wrongly positioned in bonds and cash. The repositioning will push stocks up. I am worried that the bull will fail only if everybody is bullish, because there won't be anyone coming in to invest.

This week is exciting. The monthly MACD finally achieved Golden Crosses. Remember, S&P500 started to cross first, back 3 months ago. Europe 2 months back. Emerging Markets / Asia x Japan did it in Dec 2019. This is the same pattern that was seen in March 2016 and rose around 20% - 30%. I am really excited. I may buy the following 3x ETFs. http://www.direxion.com/leveraged-inverse-etfs?filter=dailybullbear3x TICKER FUND NAME INDEX/BENCHMARK TARGET PROSPECTUS LEVERAGED & INVERSE ETFS DAILY BULL & BEAR 3X ETFS SECTOR EQUITY FAS Daily Financial Bull 3X Shares Russell 1000 Financial Services Index (RGUSFLA) 300% CURE Daily Healthcare Bull 3X Shares Health Care Select Sector Index (IXVTR) 300% UBOT Daily Robotics, Artificial Intelligence & Automation Index Bull 3X Shares Indxx Global Robotics and Artificial Intelligence Thematic Index (IBOTZNT) 300% TECL Daily Technology Bull 3X Shares Technology