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Category: Portfolio Updates

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Portfolio Updates

Portfolio Update July 2022 – Green Shoots But Will The Rain Come?

August 3, 2022August 3, 2022 Calvin Lo

Markets kicked off H2 with a bang with S&P 500 powering 7% higher in July. Our portfolios benefitted from this nice little bump, after many months of pain. Feels like

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Portfolio Updates

Mid Year Review H1 2022 – Portfolio Update, Goals, Blog/YouTube Vision

July 16, 2022July 16, 2022 Calvin Lo

Shot a video for this update just to switch it up a little. Here’s the outline: Portfolio update – value and strategy Investments CPF Goals Finances Family Health Work Blog/YouTube

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Portfolio Updates

Portfolio Update June 2022 – The Bear Has Awakened

July 1, 2022July 1, 2022 Calvin Lo

More of the same pain this month, as markets continue to steadily decline. S&P 500 finally fell into bear market this month, so in all likelihood we can expect to

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Personal Finance Portfolio Updates

How I Plan to Manage My Investments and Finances As Recession Looms

June 24, 2022June 24, 2022 Calvin Lo

The US has just fallen into a bear market and many are anticipating more pain ahead, especially if the US falls into protracted recession. Inflation is still running hot all

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Portfolio Updates

Portfolio Update May 2022 – Back To Square One

June 1, 2022June 1, 2022 Calvin Lo

Markets continued to slide in the first half of May, but staged a rebound in the latter half. By the end of the month, we were right where we started

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Portfolio Updates

Portfolio Update April 2022 – One Step Forward, Two Steps Back

May 5, 2022May 5, 2022 Calvin Lo

Just when I thought markets might be recovering after a good month in March, the market reversed to the downside again. Seems like markets might be on this up and

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Portfolio Updates

Portfolio Update March 2022 – Rate Hike Liftoff Also Lifting Stocks

April 6, 2022April 29, 2022 Calvin Lo

Thanks to the Fed kicking off rate hikes with a 0.25% increase (only) in its federal funds rate, the markets actually cheered the certainty by going on a buying frenzy

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Portfolio Updates

Portfolio Update February 2022 – More Pain and War Stoking Inflation Fears

March 4, 2022March 4, 2022 Calvin Lo

More stock market pain, misery and even despair in February as war breaks out as Russia invades Ukraine towards the end of the month. That has caused even more supply

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Portfolio Updates

Portfolio Update January 2022 – Brutal Selloff to Start the Year

February 3, 2022February 3, 2022 Calvin Lo

What a terrible start to the year 2022, adding to the misery towards the end of last year 2021. The selloff in tech sector and high growth stocks accelerated and

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Portfolio Updates

Portfolio Update December 2021 – Ending the Year on a Whimper

January 5, 2022December 9, 2022 Calvin Lo

What?! 2021 is already over?! Felt like it flew by. Maybe there’s a bit of a feeling like we’re in limbo. Although we have almost reached a fully vaccinated population,

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If you’re investing in stocks based mainly for its dividend yield or dividend growth, thinking that there’s a margin of safety or prices can’t go lower, I challenge you to rethink your assumptions or preconceptions about the safety of dividend stocks. 

Outline:
1. Benefits of dividend investing
2. Dangers of dividend investing
3. How to find safe dividend stocks?
4. Examples of good and bad dividend stocks

Thanks for watching! Looking forward to hearing your thoughts or comments.

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

**Check out my blog on personal finance and investment topics** http://financegnome.com/
Dividend investing might not be as safe as you think - benefits, dangers, dividend kings?
Many investors have been rotating into dividend and value stocks this year as growth stocks have taken a massive beating. Are you looking to buy dividend stocks? You could also consider investing into dividend ETFs.

Outline:
1. Why invest in dividend stocks/ETF?
2. Top 5 US dividend ETFs
3. SG Dividend ETF
4. Which is my favourite?

Thanks for watching! Looking forward to hearing your thoughts or comments.

Links:
https://etfdb.com/etfs/investment-style/dividend-etfs/#etfs__returns&sort_name=assets_under_management&sort_order=desc&page=1
https://phillipfunds.com/phillip-sing-income-etf/

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

*** Check out my blog on personal finance and investment topics : http://financegnome.com/

*** Tiger Brokers (stock broker) referral link: 
https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&invite=FGNOME

*** Coinhako (crypto trading platform) referral link:
https://www.coinhako.com/affiliations/sign_up/178004_59269214
Best Dividend ETFs to Invest in 2022 - 5 US ETFs & 1 SG ETF
A brand new China ETF was launched on SGX on 2nd August 2021, called the Lion-OCBC Securities China Leaders ETF (SGX:YYY). 

With Chinese stocks selling at a discount, this ETF could be a great way to gain a balanced exposure to China.

In this video, I go through what this ETF is all about and share my thoughts on it. Hope this helps you decide whether this ETF can have a place in your portfolio. What do you think about this ETF?

Video outline:
1. Overview - index, holdings, performance
2. Similar funds
3. Likes & dislikes
4. My thoughts

*** Check out my blog where I share regularly on personal finance and investment topics - https://financegnome.com

*** Get your welcome gifts when you open an account with Tiger Brokers - https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&invite=FGNOME

*** Sign up for an eToro account to trade in fractional share - https://etoro.tw/31BHx2Z

Thanks for watching!

Reference links:
More info on OCBC Securities website - https://portal.iocbc.com/products-and-solutions/etf/china-leaders-etf
More info on the underlying index Hang Seng Stock Connect China 80 Index - https://www.hsi.com.hk/eng/indexes/all-indexes/hsc80
Infographic on Stock Connect - https://www.goldmansachs.com/insights/pages/stock-connect-infographic/index.html

DISCLAIMER:
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.
Lion-OCBC Securities China Leaders ETF (SGX:YYY) - Balanced Exposure to Chinese Equities
Chinese stocks have really taken a beating recently. Sentiment is extremely negative in light of a regulatory crackdown by the Chinese authorities. 

For long-term investors however, this presents a pretty interesting buying opportunity. 

Instead of buying individual Chinese stocks, investors could also consider China ETFs as a way to diversify and reduce risk. 

In this video, I’ll give a brief overview of the best China ETFs available and share my thoughts on them. 

ETFs covered:
- iShares MSCI China ETF (MCHI)
- SPDR S&P China ETF (GXC)
- iShares China Large-Cap ETF (FXI)
- Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR)
- KraneShares CSI China Internet ETF (KWEB)
- Invesco China Technology ETF (CQQQ)
- Lion-OCBC Securities Hang Seng Tech ETF (SGX:HST)

Video outline:
1. Share Classes
2. ETF Characteristics
3. Risks
4. My Game Plan

#chinaetf

*** Check out my blog where I share regularly on personal finance and investment topics: http://financegnome.com/

*** Get your welcome gifts^ when you open an account with Tiger Brokers: https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&invite=FGNOME

^ Current promotion on Tiger Brokers (9 August 2021 12:00:00 SGT - 1 September 2021 12:00:00 SGT). Subject to change.
- Upon Registration: 500 Tiger Coins
- Upon Account Opening: 60 commission-free trades within 180 days for stocks of U.S., H.K., Singapore & Australia + 5 commission-free trades for Futures within 30 days
- Upon First Deposit ≥ SGD 2,000: 1 free Apple (NASDAQ: AAPL) share + stock voucher of SGD 5 (for Singapore stocks only)

*** Sign up for an eToro account to trade in fractional shares - https://etoro.tw/31BHx2Z

Reference links:
Share classes - https://www.ubs.com/se/en/asset-management/distribution-partners/insights/china/accessing-china/china-market-terminology.html
ETF list - https://etfdb.com/etfs/country/china/#etfs__returns&sort_name=assets_under_management&sort_order=desc&page=1
HST - https://portal.iocbc.com/products-and-solutions/etf/lgi-ocbc-hang-seng-tech.page

Thanks for watching!

DISCLAIMER:
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.
Best China ETFs to Buy in 2021 - Chinese Stock Market Crash
Rapid adoption of the latest technologies in China has led to a boom in Chinese technology companies. 

Is the Lion-OCBC Securities Hang Seng Tech ETF (SGX:HST) the ETF to invest in to ride the Chinese technology wave?

In this video, I share my research, my thoughts, and whether I'll be investing in this ETF.

Thank you for watching!

*** Get your welcome gifts^ when you open an account with Tiger Brokers: https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&invite=FGNOME

^ Current promotion on Tiger Brokers (9 August 2021 12:00:00 SGT - 1 September 2021 12:00:00 SGT). Subject to change.
- Upon Registration: 500 Tiger Coins
- Upon Account Opening: 60 commission-free trades within 180 days for stocks of U.S., H.K., Singapore & Australia + 5 commission-free trades for Futures within 30 days
- Upon First Deposit ≥ SGD 2,000: 1 free Apple (NASDAQ: AAPL) share + stock voucher of SGD 5 (for Singapore stocks only)

*** Sign up for an eToro account to trade in fractional shares - https://etoro.tw/31BHx2Z

DISCLAIMER:
This video is for entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

LINKS:
Indicative holdings on Lion Global Investors website:
https://www.lionglobalinvestors.com/en/funds/lion-ocbcsec-hangseng-tech-etf/index.html

More information on OCBC Securities website
https://portal.iocbc.com/products-and-solutions/etf/lgi-ocbc-hang-seng-tech.page
Lion-OCBC Securities Hang Seng Tech ETF (SGX:HST) - Riding the Chinese Technology Wave
Should you invest only in your home stock market? Or diversify to overseas stock markets? Here are my considerations on why I invest in both my home stock market (Singapore) and the biggest overseas stock market there is (U.S.).

Thank you for watching! Let me know which stock markets you're invested in and why. Would love to hear from you.

DISCLAIMER:
This video is for entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

Additional reading:

CNBC article
https://www.cnbc.com/2020/08/26/ubs-sees-a-lot-of-value-in-certain-singapore-stocks.html

AsiaOne article
https://www.asiaone.com/money/understanding-home-bias-amongst-singaporean-investors

IRAS links on dividends and capital gains:
https://www.iras.gov.sg/irashome/Individuals/Locals/Working-Out-Your-Taxes/What-is-Taxable-What-is-Not/Dividends/
https://www.iras.gov.sg/IRASHome/Individuals/Locals/Working-Out-Your-Taxes/What-is-Taxable-What-is-Not/Gains-from-Sale-of-Property--Shares-and-Financial-Instruments/
Singapore (SGX) vs U.S. (NYSE/Nasdaq) - Which stock market to invest in?
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