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Turtle received $888 for the month of January 2009.
My 2009 accumulation plan based on anticipated cash flow of $888/month:-
50% of the funds will go to good dividend stocks - Tanjong, Public Bank, Berjaya Toto, Resort or REIT.
50% of the funds will go to anti-inflation asset class which has been flatten in 2008 - (i) Public Bank Gold Investment Account or
AmPrecious Metals Fund which investing in mining stocks from www.fundsupermart.com.my. Looking at the list of their holdings, I quite like it as most of them are blue chips gold mining stocks.
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(ii) Plantation stocks - IOI, KLK or PPB but need to wait for a huge correction to warrant a buy.
Warning: As usual, I will not write all kind of incomprehensible disclaimers, I am not associated with any of the fund companies. Stocks and funds mentioned are strictly based on my accumulation plan. Also, since we are still in a bear market, purchase timing is crucial. Please, please, please exercise your judgements.
2 comments:
hi turtle,
I am confused here. Judging from the price movement, can we say that the market price already reflected on worse case for the economy?
I mean by looking at the bad economic gauges which seems to be getting worse...but the market reacted with little bearish mood and surprisingly at times might have some bullish mood.
But once there is a slight optimistic news, the market jumps as if the recession is over.
Perhaps by ignoring those noises,
is it the good time to pick those stocks which undervalue and those businesses which eventually sell their products no matter how bad the situation eg. commodities, health care, telecommunication, utilities, consummer staples coz...like buffet said if a thing which intrinsic worth $1in the end it will always worth $1.
Eg. can the palm oil price actually fall till the only the highest efficient companies able to sustain the production. If such would have happenned, the inflation will push up the palm oil price due to limited supply and than incresing back the profit margin.
So if such thing could occurs, are we waiting for another panic selling due to another gloomiest news which could be collapse giant franchise or another big war (india n pakistan)?
Hi, I am leno from Investlah.com
I just want to correct you on your rate of return on your portfolio. It is not -19 %
but -64 % !!
If you think you are making a -19% return, u might get the impression you are doing not so bad compare to klci, and therefore you might continue with your ways of analysing or choosing your stock.
If you invest all the RM 12,768 on feb 2008, then -19% is correct. But you only start with RM 3,000 follow by 888 every month. And trust me, your true rate of return is -64.1 % and I believe your portfolio underperform KLCI by big margin.
Cheers.
leno from Investlah.com
aka King of Analabs
...whoa !
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