Robin Williams passed away on 12 August 2014 at 63.
Suspected suicide. News said it was due to depression.
One of the best comedian.
Life is such a fragile.
A celebrity and from the perception of the public, he has it all. Of course we will never know what he has sacrificed to be there. News said that in real life, he is a very generous and a kind man. It is indeed a sad day for most.
Sometimes, we will never understand. Tribulations are everywhere, and they sees no rich or poor, high or low is status in the society.
Wednesday, August 13, 2014
Monday, August 11, 2014
SOS Aftershock Investors
WHAT THE EXPERTS SAYS?
The latest book by David on AFTERSHOCK painted a very ugly picture about US recovery which the bubble will burst between 2013 to 2015.
Growth of government debt is 10-15% over the last 5 years, whereas GDP growth is around 1-2%.
Well, this is ONE of the most interesting topics (Market CRASH since 2008) among investors. Marc Faber has been talking about it for the last 3 years, Gary Shilling has been talking about it for the past 3 years, Robert Prechter has been talking about it for the last 4 years.
Timing wise, none are near. However, each gave similar reasoning, printing of new money driven growth, will not last forever, period.
I am not going to add in more since the experts have said it.
WHAT SHOULD WE DO?
That does not mean you cannot continue to invest in Bursa because you must always remember to diversify your portfolio into a few categories such as, CASH, STOCKS, PROPERTIES or GOLD. So, within STOCKS, always choose good companies (with high ROE) at a good price (lower than peers) or at a fair price with GOOD GROWTH POTENTIALS.
Of course, within STOCKS if we think the market is overheated (too high PE like over 20 x), one can reduced to say 60 or 70% invested. But one must always stay invested if you can find company with GOOD ROE and GOOD PRICE. When the market is high, you will realise it is harder to get this type of companies. However it is advisable to stay invested, at least 60% (if we seriously think the market is overheated) since this is your PORTFOLIO allocation.
The latest book by David on AFTERSHOCK painted a very ugly picture about US recovery which the bubble will burst between 2013 to 2015.
Growth of government debt is 10-15% over the last 5 years, whereas GDP growth is around 1-2%.
Well, this is ONE of the most interesting topics (Market CRASH since 2008) among investors. Marc Faber has been talking about it for the last 3 years, Gary Shilling has been talking about it for the past 3 years, Robert Prechter has been talking about it for the last 4 years.
Timing wise, none are near. However, each gave similar reasoning, printing of new money driven growth, will not last forever, period.
I am not going to add in more since the experts have said it.
WHAT SHOULD WE DO?
That does not mean you cannot continue to invest in Bursa because you must always remember to diversify your portfolio into a few categories such as, CASH, STOCKS, PROPERTIES or GOLD. So, within STOCKS, always choose good companies (with high ROE) at a good price (lower than peers) or at a fair price with GOOD GROWTH POTENTIALS.
Of course, within STOCKS if we think the market is overheated (too high PE like over 20 x), one can reduced to say 60 or 70% invested. But one must always stay invested if you can find company with GOOD ROE and GOOD PRICE. When the market is high, you will realise it is harder to get this type of companies. However it is advisable to stay invested, at least 60% (if we seriously think the market is overheated) since this is your PORTFOLIO allocation.
Subscribe to:
Posts (Atom)