tag:blogger.com,1999:blog-28021668.post7928491478351464808..comments2023-10-12T21:12:41.408+08:00Comments on Value Investment - Musicwhiz's Journey: November 2011 Portfolio Summary and ReviewMusicwhizhttp://www.blogger.com/profile/10950754156386935254noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-28021668.post-20930902917408108172011-12-07T12:05:29.612+08:002011-12-07T12:05:29.612+08:00Hi Sanmuzi,
You are welcome.
The portfolio is co...Hi Sanmuzi,<br /><br />You are welcome.<br /><br />The portfolio is constructed based on an assessment of the businesses which these shares represent, and only by holding over the long-term can one enjoy business growth and also an increase in dividends. Technically, I should be selling only when I detect obvious over-valuation of a company with respect to its long-term prospects. Either that or there is a irreversible deterioration in the business of the Company.<br /><br />Hope this explains.<br /><br />Thanks,<br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-49979040286113415172011-12-07T11:57:51.886+08:002011-12-07T11:57:51.886+08:00Hi, MusicWhiz,
I am a newbie in investing. Thank ...Hi, MusicWhiz,<br /><br />I am a newbie in investing. Thank you very much for your generous sharing. <br /><br />Just wondering why you didn't take profit when you had 30.8% of profit from Boustead which fell to 26.6% at the end of Nov?<br /><br />Can you share your investing wisdom please? Holding for long long?<br /><br />Thanks<br />Sanmuzisanhttps://www.blogger.com/profile/10287485599424780295noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-10434903529482319362011-12-04T20:51:33.336+08:002011-12-04T20:51:33.336+08:00Hi FoodieFC,
Haha sure I will thanks! There's...Hi FoodieFC,<br /><br />Haha sure I will thanks! There's always a chance to purchase good companies at bargain prices, and waiting is just part of the process. I think I've taught myself to be much more patient as the years go by, so this is becoming less and less of an effort!<br /><br />Regards,<br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-90164243728035119842011-12-02T22:33:44.961+08:002011-12-02T22:33:44.961+08:00Hi
Look on the bright side. Nov was the month whe...Hi<br /><br />Look on the bright side. Nov was the month where Euro Crisis escalated. It was also the month where by the market sentiments suddenly became positive in the last week of Nov. We will never know what will happen =)FoodieFChttps://www.blogger.com/profile/11205055536110127445noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-20043782151964265672011-12-02T08:13:33.441+08:002011-12-02T08:13:33.441+08:00Hi Affordable Items,
Haha well continue to be pat...Hi Affordable Items,<br /><br />Haha well continue to be patient, that's always a virtue!<br /><br />My main aim now is to grow the portfolio steadily and increase the passive income over the years.<br /><br />All the best for your own portfolio!<br /><br />Cheers,<br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-85044974218330086072011-12-02T08:12:19.006+08:002011-12-02T08:12:19.006+08:00Hi the_eels,
Thanks too for visiting!
Regards,
M...Hi the_eels,<br /><br />Thanks too for visiting!<br /><br />Regards,<br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-15107392441055947212011-12-02T08:11:56.794+08:002011-12-02T08:11:56.794+08:00Hi SMOL,
Thanks! Glad you like the format haha.
...Hi SMOL,<br /><br />Thanks! Glad you like the format haha.<br /><br />Yep, I do try to include some macro-summary (when I am not too lazy to do it) and my own views, though I feel they are usually quite shallow compared to what some pundits have written!<br /><br />I'm still working on my bottom-up investing, to be honest. I can firmly say that I think I am far from good and require lots more improvement, so thanks for the support!<br /><br />Yes, you buy me coffee and we "cancel" out the score haha!<br /><br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-55298630507863668742011-12-01T12:58:14.643+08:002011-12-01T12:58:14.643+08:00hi MusicWhiz.
i've actually monitor vicom sin...hi MusicWhiz.<br /><br />i've actually monitor vicom since 1 year ago but it it never really drop down.. :(<br />but its alright because i tag it as overprice that time.<br /><br />hope your portfolio goes into the direction you want.Seahhttps://www.blogger.com/profile/11336272086045180095noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-37768313386266606552011-12-01T01:25:45.948+08:002011-12-01T01:25:45.948+08:00Your value investing approach resonates with me. T...Your value investing approach resonates with me. Thanks for the well rounded update, was looking around for a Singaporean perspective.the_eelshttps://www.blogger.com/profile/15569249146671487521noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-39782994671348593042011-11-30T17:59:51.908+08:002011-11-30T17:59:51.908+08:00Hello Musicwhiz,
You know!? Your summary and revi...Hello Musicwhiz,<br /><br />You know!? Your summary and review has your unique personal touch. Interesting.<br /><br />I am more a macro top down guy - so your opening macro review is a good benchmark for me.<br /><br />Bottom up investing is not my strong suit, but I like to stick close to those who are good at it! <br /><br />Can "borrow with pride" some useful company review techniques here. <br /><br />OK, I buy you coffee in return! So I guess the score is even now!? <br /><br />LOL!Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.com