tag:blogger.com,1999:blog-6897513886211197509.post8906383805313180498..comments2024-03-28T12:38:11.434+08:00Comments on Singapore Man of Leisure: 100 stocks in SGX = Diversified?Singapore Man of Leisurehttp://www.blogger.com/profile/13774067113884418001noreply@blogger.comBlogger40125tag:blogger.com,1999:blog-6897513886211197509.post-13673411220729771892012-02-27T23:56:43.266+08:002012-02-27T23:56:43.266+08:00You are right Cory!
That's why I was careful ...You are right Cory!<br /><br />That's why I was careful to say "war events". Not "crisis" ;)<br /><br />During the credit crisis of 2008/9, Gold and Silver dipped together with all asset classes. Cash is king! <br /><br />But once quantitative easing started, Gold and Silver became a hedge against paper printing. With risk-on back, everyone seems to be in a hurry to get rid of their cash hoard... <br /><br />Wise of you to take some money off the table. That's a kind of hedge for Gold correcting too ;)Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-19743359081037301032012-02-27T23:19:23.889+08:002012-02-27T23:19:23.889+08:00Actually Gold and Silver will drop in crisis. So f...Actually Gold and Silver will drop in crisis. So far i notice USD will strengthen which is why I sold 1/3 of my Gold recently for dollar.<br /><br />Gold and Silver work well if there is high inflation in a stagnant economy. My theory.Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-15492561900959320892012-02-27T16:47:15.434+08:002012-02-27T16:47:15.434+08:00Temperament,
Maybe you would like to post this in...Temperament,<br /><br />Maybe you would like to post this interesting question as a new thread in Valuebuddies? I am sure we can get some "inspirations" there.<br /><br />I can think of owning gold as an asset that will move in opposite direction as the stock markets when it comes to 911 or other "war events". <br /><br />I prefer silver and owned some silver.Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-26010964479512621832012-02-27T13:02:28.338+08:002012-02-27T13:02:28.338+08:00No guts even to post the low hei and bowling pic i...No guts even to post the low hei and bowling pic in afact and still wanna talk abt guts in investing, I think go find a job better lah.Singapore 新加坡 forex traderhttps://www.blogger.com/profile/09151030434810900090noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-5154697136403761042012-02-27T11:14:32.592+08:002012-02-27T11:14:32.592+08:00In other words, what are the SGX's ETF and Ind...In other words, what are the SGX's ETF and Index options available in SGX to hedge SGX's portfolio of stocks?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-89434963288971757272012-02-27T11:05:26.602+08:002012-02-27T11:05:26.602+08:00i just want to let my SGX portfolio runs and runs ...i just want to let my SGX portfolio runs and runs in a BULL<br />MARKET. Simple, i think in order to do this i need to hedge my SGX portfolio for a sudden appearance of a black swan. i don't know how to do this for 23 years. i am not interested in individual stock options. i think they are too tedious for individual DIY investors. Anyone, any knowledge to share.<br />Thanks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-35836005770968016302012-02-26T11:52:28.567+08:002012-02-26T11:52:28.567+08:00Why would anyone want to short individual stock? T...Why would anyone want to short individual stock? That is a very evil act. Just imagine if your stationery shop is able to get listed(wait long long also cannot), and big trader like me come and short sell your bloody company, what would you feel?<br /><br />For me, if I see a direction down in the stock market, I'll just short the simsci. However you must first have guts and not just talk in internet only.Singapore 新加坡 forex traderhttps://www.blogger.com/profile/09151030434810900090noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-73705865654970672612012-02-25T21:02:51.821+08:002012-02-25T21:02:51.821+08:00Yes Coconut,
I alone am responsible.
I shall onl...Yes Coconut,<br /><br />I alone am responsible.<br /><br />I shall only observe and act.<br /><br />No Mind. No Morality. No Sensei. No God. No Devil.<br /><br />Only the motion of my samurai sword moving through my opponent's body.<br /><br />Thank you Master swordsmanSingapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-33842403398582435002012-02-25T17:23:34.488+08:002012-02-25T17:23:34.488+08:00smol, trading is about you, not the interest rate,...smol, trading is about you, not the interest rate, MAS, stock market.<br /><br />its about you who have to do the thing you need to do. there are no right or wrong in the market, but there are right or wrong in you.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-2950954306293433552012-02-25T17:19:52.573+08:002012-02-25T17:19:52.573+08:00And that's how I came back to my trusty direct...And that's how I came back to my trusty directional swing trading. I speculate BIG or SMALL. Keep it simple. LOL!Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-56664083777631955002012-02-25T17:04:57.579+08:002012-02-25T17:04:57.579+08:00spreader use this technic to locate very small dif...spreader use this technic to locate very small differences between these market, and they have to trade size, other wise eat grass.<br /><br />most of the financial institution and private funds are doing it, and as many top traders. these people pray for volatility.<br /><br />it involves lots of technical support, strategies, capital, and lots of hard work from the traders.<br /><br />before you want to be a trader, know who are the people that are in the market doing what. so know the basis of their strategy. at the very least you know who took your money away. at best, try to beat them.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-44761360935581204022012-02-25T16:52:01.490+08:002012-02-25T16:52:01.490+08:00does anyone use share CFD to trade the stock marke...does anyone use share CFD to trade the stock market? this is a very good vehicle to use to short individual stock directly. it also trade using margin from 10 to 50%.<br /><br />if you are a serious trader, look into it.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-35887272703767805612012-02-25T16:40:27.068+08:002012-02-25T16:40:27.068+08:00Ah so!
Most of the time I am a straight directio...Ah so! <br /><br />Most of the time I am a straight directional player. <br /><br />I got lost trying to imitate spread trading. Long one contract; short another contract at the same time. <br /><br />But the names sure are interesting! Condor, butterfly, iron-collar spreads... The traders who came up with such names sure got literature in their blood ;)Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-79907839360543912942012-02-25T16:24:13.215+08:002012-02-25T16:24:13.215+08:00for these company, it is justify to lose money. th...for these company, it is justify to lose money. they have their main income to support. as a speculator, well we end up eating grass.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-10372924792001424212012-02-25T16:19:47.316+08:002012-02-25T16:19:47.316+08:00these company makes money by doing what they do, s...these company makes money by doing what they do, selling products or services. their business (income) does not include speculations.<br /><br />so speculations in a way is to assume the risk that these people (the market) does not want. but if you forgo the risk control while doing it, you end up just like them.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-60048345632962373682012-02-25T16:01:31.426+08:002012-02-25T16:01:31.426+08:00use hedging only when you find your risk exposure ...use hedging only when you find your risk exposure is too high. hence paying a premium is justify.<br /><br />good traders will try to take the risk that the hedger trying to avoid knowing that the hedger will lose in the long run.<br /><br />the house will always be the winner, not the player.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-16454132808080715282012-02-25T15:30:31.719+08:002012-02-25T15:30:31.719+08:00Do you wish to make money from your hedges or lose...Do you wish to make money from your hedges or lose your hedges? Which is the lesser evil? Anyone?Createwealth8888https://www.blogger.com/profile/08563834016250153049noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-40060983043950821132012-02-25T14:17:20.264+08:002012-02-25T14:17:20.264+08:00Coconut,
I think I will join the dancing classes ...Coconut,<br /><br />I think I will join the dancing classes at our community centres. I'll be back being the "wow, you so young" amongst the "jie jie".<br /><br />Hmm... Lose money when doing a hedge? You are right as "insurance" has to be paid, it's not free. <br /><br />Steady as she goes!Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-81296037938363352682012-02-25T10:55:38.089+08:002012-02-25T10:55:38.089+08:00do you know that these company losing money when t...do you know that these company losing money when they hedge? but it keep their financial at a much stable platform.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-51277930786164713582012-02-25T10:47:07.838+08:002012-02-25T10:47:07.838+08:00what? your learn dancing by learning from the kung...what? your learn dancing by learning from the kungfu master?coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-62583576859760595392012-02-25T10:03:25.763+08:002012-02-25T10:03:25.763+08:00Temperament,
A quick heads-up - just be clear wha...Temperament,<br /><br />A quick heads-up - just be clear what "double" and "triple" mean. There are viagra added. Make sure you heart can take it ;)<br /><br />I learn and test different hedging strategies from the SGX companies. How SiA hedge their fuel costs. How companies with overseas earnings hedge their currencies exposure. How utilities hedge their interest rate exposure, etc. <br /><br />I learn better from looking at the gold fishes.Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-59249649930800243632012-02-25T08:15:27.118+08:002012-02-25T08:15:27.118+08:00Hi SMOL,
Thanks for your idea. Actually i like dir...Hi SMOL,<br />Thanks for your idea. Actually i like direct inverse correlation to my SGX portfolio so that i know and can choose exactly how much % of hedging. If only i can short STI ETF like in US they have all types of hedging products.....REPOST from me:-<br /><br />"In stocks investment, there are so many different types of Risks to note, to consider, to hedge. i have been investing for +23 years, i am very ashamed to say, "Till today i still don't know how to hedge my portfolio against a sudden Bear Market Attack. Especially during the time when my portfolio is enjoying a Bull Market Run".<br />Please fellow forumers, can you share how many ways you can hedge your portfolio against a Bear Market Attack? And what is the appropriate % of hedging.<br /><br />And can these recommended hedging instruments i came across really works? i suspect during a Bear Market Attack, these instruments will have liquidity problem - A lot of sellers and no buyers.<br /><br />These recommended hedging instruments are:-<br /><br />1)SDS - ProShares UltraShort S&P 500 ETF (A double short on the S&P 500)<br /><br />2)SPXU -ProShares UltraProShort S&P 500 ETF (A triple short on S&P 500)<br /><br />The above 2 ETFs are recommended for people like me to help me sleep better at night who don't know how to play shorting the markets or how to use "put or call" option for hedging."<br /><br />i wish SGX will be as sophisticated as US Stock Market Exchanges, one day.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-85209438391490497412012-02-24T21:14:19.013+08:002012-02-24T21:14:19.013+08:00Temperament,
ETFs are meant for investors who pre...Temperament,<br /><br />ETFs are meant for investors who prefer passive funds over actively managed mutal funds.<br /><br />But you can with short with CFD Index or SIMSCI futures.<br /><br />We can always do it without leverage.<br /><br />For eg: 1 contract of SIMSCI is slightly less than $70,000 in "face value". But we just need less than $5,000 to initiate this trade.<br /><br />So if you put up $70,000 into your futures account (instead of the bare minimum margin) it will be similar to shorting the STI ETF, or any other SGX stock.<br /><br />CFD Index would need less capital. <br /><br />As usual, its better to discuss with your broker. There are different pros and cons between OTC CFD and exchanged cleared futures.Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-56010575917063285122012-02-24T20:52:39.642+08:002012-02-24T20:52:39.642+08:00Looking at BP and the resulting more than 50% hair...Looking at BP and the resulting more than 50% haircut due to the cleanup and compensation costs...<br /><br />And look at Tokyo Electric getting hit with triple whammy of tsunami, earthquake, nuclear disasters...<br /><br />One is growth, one is defensive. No need to blame and focus on our S-chips. Even super Blue-chips can get whacked with tail-end risk events.<br /><br />As for playing in different asset classes, its me trying to re-invent myself from an equities man-whore to a speculation man-whore.<br /><br />I have no desire to be a one trick pony. <br /><br />I'll rather be the swiss army knife. One tool for each market situation ;)Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-2672522533355287202012-02-24T20:43:11.985+08:002012-02-24T20:43:11.985+08:00i am thinking of buying STI ETF in the next Bear C...i am thinking of buying STI ETF in the next Bear Cycle. Unfortunately we can't use STI ETF for hedging our SGX's portfolio during a super Bull market. In another words, can't we short STI ETF?Anonymousnoreply@blogger.com