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@huiminchua3822

Ай бұрын

can we use skillsfuture credit for the course? i m very interested.😊

@TheFifthPersonChannel

Ай бұрын

@@huiminchua3822 Thank you for your interest! Alpha Quadrant is not under the SkillsFuture scheme 😊

@lewislee-oe7gl

Ай бұрын

Will there be a yearly subscription and online support like in discord so that we can communicate effectively and always stay up to date in the market? The course fee of $500++ is very affordable, but most importantly is having the market/stock update/discussion after that.

This is a fantastic and informative video. Looking at real portfolio and how we clean and improve. Looking forward to move such sessions !!!

@TheFifthPersonChannel

Ай бұрын

Thank you! Glad you found it so informative!

This initiative of Portfolio Review is very refreshing. Very informative from your review too. Thank you!

@TheFifthPersonChannel

Ай бұрын

Glad it was helpful!

wow, this is a v good video. love that there is a real portfolio to hear ur analysis

@TheFifthPersonChannel

Ай бұрын

Glad you liked it!

very good information .thank you for sharing.

@TheFifthPersonChannel

Ай бұрын

Glad it was helpful!

A good review. Thanks so much!

@TheFifthPersonChannel

Ай бұрын

Thanks Jojo!

Great session, guys! Lots of learning, even about stuff like DCA, timing vs time in market, US vs HK vs SG market. Wow wow wow! Looking forward to other reviews on portfolios. 😊

@TheFifthPersonChannel

Ай бұрын

Thanks Jasmine! More to come...

These types of case studies and practical videos are truly beneficial. Thanks to the team for their hard work on this, and I'm eager to see more.

@TheFifthPersonChannel

Ай бұрын

Our pleasure! More to come!

I like this session. thanks

@TheFifthPersonChannel

Ай бұрын

Glad you enjoyed it!

Good video! Thanks. ❤

@TheFifthPersonChannel

Ай бұрын

Thanks Nicholas!

nice i learn alot from your insight 😀

@TheFifthPersonChannel

Ай бұрын

Glad you learned a lot!

Another great one guys and free re-balance and rotation service offered!! 🤩🤩

@TheFifthPersonChannel

Ай бұрын

Thanks for watching!

Well done guys! this is a very good video!! ... thanks to R for sharing his portfolio! ... as an exercise, i also pretend to be managing this portfolio & make the call what to keep/sell - and re-assuring to know that the calls i make tally with you guys 95% of the time! Haha!

@TheFifthPersonChannel

Ай бұрын

Thanks! Haha. We share the same views and investment philosophy then!

I’m 70 years old and a pensioner. Generally I invest in REITs and Business Trust and companies that gives dividends on a regular basis. I have 24 companies and I am trying to par it down to below 20 so that I can monitor it better. Overall dividend is about 5.5 to 6 % dividend

@TheFifthPersonChannel

Ай бұрын

Pretty decent yield there!

@RaymondYeoh

Ай бұрын

Reserving some cash and wait for Fed pivot and see what happens. Maybe opportunity to buy if price is right

@simcn73

Ай бұрын

Very sure there is huge paper losses

@andrewtan2894

Ай бұрын

@@simcn73 Haha,. If the company doesnt go under then its only a matter of holding power.. depends on what is your investment objective and timeframe

Out of his 25 picks, no banks at all? Banks are the backbone of all SGX div stocks imo. Im curious how did he choose the 25 stocks to invest in...

@david888a

Ай бұрын

If I will to guess, he is in construction therefore has lots of REITS n land development companies. I agree,no Sg banks is a surprise to me too. Good to sell the losers ,hope it’s not a substantial sums n reinvest the capital in banks. Keep the reits ,it will recover eventually.

@Journeytofinancialfreedom2

Ай бұрын

He probably entered the market recently. Since now i/r is going to cut. Entering into ir sensitives like reits is a better play. Banks are cyclical and are opposite to reits. Both are interest rate sensitive plays.

@jtgoinvest2687

Ай бұрын

I feel sympathy to this investor for the large losses and he must have worked very hard (construction industry) to accumulate his savings. I would recommend him to consider buying the 3 big SG bank stocks which has good dividend price appreciation over time. If he wish to invest in US, he may consider S&P 500 etf and Technology etf (rather than individual stocks) using dollar cost averaging approach if he doesn't have the finance background. Suggest don't divest all his current losing stocks at the same time. Good to monitor for some upside and divest over a period of time. Wish him all the best! Take care!

Easy to see why red - as an average SGX investor I have Wilmar down 30%+; Thai Beverages down 20%; Comfortdelgro down 20%......etc. And they are the 'good' SGX shares!!!!

@aaronchia3952

Ай бұрын

In SG, only good ones are from the Mapletree, CapitaLand, Fraser’s and Banks. Can forget about the rest.

@renseggink9166

Ай бұрын

@@aaronchia3952do you have any write ups or written down analyses of these companies?

@ZhuKoLiang

Ай бұрын

Welcome to sg

@ZelenoJabko

Ай бұрын

Is he vaccinated against international stocks? This huge of a home country bias is awful

Excellent.

@TheFifthPersonChannel

Ай бұрын

Thanks!

I have been following much of your videos. This is one of those very informative ones. Would love to see more of such videos. I have a question on the switching process. For the bad stocks identified, should the person sell away the bad stock immediately disregarding the price OR wait for a certain trigger? From what I hear at 30:40 and 31:08, timing is all important for SG and HK stocks and even more so for dividend stocks. Does it then mean that the person should wait and time the entry instead of quickly switch out to the good stocks as identified in 26:42-28:09? Could you help to clarify the switching approach or guideline.

@TheFifthPersonChannel

Ай бұрын

Thanks for watching our videos! You can switch immediately to a higher quality stock if the price is right. If not, you also have the option to liquidate and park the money in risk-free SSBs -- which pay 3.3% right now -- while waiting for the right opportunity.

The dude is from the construction industry, which explains the number of construction/developer companies in his portfolio. He is in the industry and understands the vibe, easy for him to understand. Did you guys consider this when you trim his portfolio and say he does not have time to monitor 25 stocks?

@TheFifthPersonChannel

Ай бұрын

His stated goal is to build a dividend portfolio. If a property developer does not pay a stable dividend, then it does not match his investment goal.

@andrewtan2894

Ай бұрын

Yes. Likely the reason why he bought into the construction stocks. He's probably more familiar with the industry better.

Follow AK, this guy is brilliant.

@simcn73

Ай бұрын

Both AK .. Adam Khoo and AK71SG

People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.

Is it a good time to invest in comfort delgro

YZJ Financial at the current price is giving ~6% dividend yield though (Its in the red now due to the price he entered) Switching to SG banks at this price/time, might mean more capital losses esp if the Fed decides to cut rates or the economy crashes if Fed hold the rates up too long other than that, a really good video! good job

Interesting review. Kudos to Fifth Person!!.

@TheFifthPersonChannel

Ай бұрын

Thanks Edwin!

Start early with diversified investments in stocks, bonds, and real estate. Maximize contributions to tax-advantaged accounts like 401(k)s and IRAs. Regularly review and adjust your strategy to ensure security.

thanks so much for the wonderful analysis! wanted to ask why do you look at allocation from a cost basis rather than from the current market value basis? and should I be rebalancing my portfolio / planning my asset allocation from a cost basis instead of from a market value basis?

@TheFifthPersonChannel

Ай бұрын

Thanks! We show both allocations using both cost and market value. We list the former to show how the investor initially allocated his funds to gain some insight into his decision making. You use market value when rebalancing your portfolio.

Good video good concept of reviewing portfolio. Too bad all are SGX stocks. Would be good to have similar portfolio review for US China portfolio review

Realistically, I would sell all and go into Eth. Hold it til 2025. Settle

I have some sg share, HK and also US. Good that I just stick to blue, except HK, my US share profit is fantastic, Sg share no win no lose.

An interesting review. I feel like it's an incomplete perspective as you can't see the dividend income. A lot of good insights from you in terms of cutting losing positions where the fundamentals are not good.

@TheFifthPersonChannel

Ай бұрын

Thanks! Yes, his returns would be better when you include dividends.

thanks FifthPerson team - very informative, and I am learning a lot. May I email in my sgx-listed portfolio as well to have it reviewed by your team? Happy to have you post a video on it as well.

@TheFifthPersonChannel

Ай бұрын

Thanks! Yes, you can and we'll consider it for review.

Suggest buy the top 3 SG banks. For US market, suggest buy S&P 500 etf and Technology etf (using Dollar Cost Averaging Approach) considering that he may not have much finance background. This should be prudent considering his background and if he is taking a longer term horizon. For his consideration and take care.

One of my stock also reduced dividends to pay off their debt this year even though they are still cash making, i think thats just a good decision because it improves cashflow yoy

Great work out here. I wouldn't add more on the data centre. I feel that there are too many data centre coming up. Moreover, the current data centre might be not be the latest generation.

@TheFifthPersonChannel

Ай бұрын

Thanks Kin Boon!

The portfolio is not too bad , quite diversified,just needs to add banks,oil and gold . He still has lots of time for the Reits to recover once interest rates r cut. It will be in green territory eventually. looks like this guy is a buy n forget about it investors,no worry on daily fluctuations, in a way it’s good. Good luck, construction worker.

Why was the HSTech ETF not sold given that there is no dividend payout?

Banks, SGX, Keppel are the safest and most dependable dividend stocks. Especially if you don't have too much time to monitor.

If I buy a good company at a poor price, will doing DCA over time helps with the portfolio?

@david888a

Ай бұрын

I bought a infrastructure/engineering stock at $55 per share a long while ago n it was trading decently but the company’s executives were found guilty of briberies n the stock crashed to $33. It’s a good company n held it n now it recovered to $57,I didn’t DCA for I used the fund to buy a logistic company for $28,now it’s $220 per share. So, ya.lDCA if it’s a good company that wouldn’t go bankrupt 😂😂😂

@user-gm7du2ms7v

Ай бұрын

No. Because you don’t understand why you bought it

⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐希望可以看到更多这样的视频，实际操作教学法是最有效的。

@TheFifthPersonChannel

Ай бұрын

谢谢!

please share all excel thanks

He can start by buying PEPSI. It is down quite a fair bit while the correction is excessive. Pepsi is a boring stock with good fundamentals and gives dividend. He can even try getting the shares by selling cash secured puts, but this is only possible if he has the relevant knowledge to trade options.

Isn’t anyone talking about how he amassed >700K in stock portfolio before 40 years old? 😮

@temasekb

Ай бұрын

Have you seen those gen z who yolo gme at early 20s and then making 6 figs..

@andrewtan2894

Ай бұрын

yes.. Pretty impressive that hes able to achieve this amount at this age..

I only all in one stock dbs ..

Why remove hong leong finance?

All u need is yzj shipbuilding

Would’ve better off investing in the index

thks. i was about to buy HL Finance. Now i will ignore it. Thks.

He should have just invest in S&P500 etf… simpler for busy individuals like him and better return

Dividend cannot make up Capital depreciation of stock,BTW I am getting 34k per annum for 12000 DBS shares.

@TheFifthPersonChannel

Ай бұрын

Nice dividend there 👍

Very rich guy tbh

the guy who give a “D” is so "cruel"!!!!!!!!!!!! Lol!! but i uds cos i made the same mistake too

Turnaround ?? Sell all Singapore stocks and buy into S&P500 ETF.

700K portfolio come and look for free advise?! Cheap or what?

What is downstream and upstream?

@TheFifthPersonChannel

Ай бұрын

We're referring to vertical integration -- a business strategy in which a company takes ownership of two or more key stages of its supply chain.

Stay away from reits.Crowded corridors but empty shops.

700k is a lot...very rich but no direction.he should start off with 1k to learn the basics

I dont even have that much money at his age

'Growth stocks" in SGX???. Don't have leh maybe banks and SCI.Don;t touch the rest.

Quite surprised someone who doesn’t want to monitor regularly can buy 25 stocks. Sell most and buy HK REITs and China banks.

The reason why this guy is in such a deep shit is because he bought sg stockzs

dun invest in SG market as the commission itself will kill you

Too many sg stocks… sg cmi 😂

Jai Hind. Do not twitch your itchy fingers. Multi-baggers like Nvidia will not be listing here. Most investors are using dividends to offset losses.

Tomorrow sell all buy dbs bank Next years become winer

@user-qh3nq3zq5n

Ай бұрын

DBS is too expensive now. It's a good stock but u must see the timing. When Fed cut interest rate,bank stock will go down.

@bennylim9302

Ай бұрын

@user-qh3nq3zq5n My view interest down don't effect much on their profit because borrow more were offset Now expensive.later more expensive Because of inflation

Do nothing.