Friday, 30 April 2021

(April Results) How i would invest in the singapore stock market if i had 100k of spare money


April 2021 Returns: 10.33% (Returns driven by general uptrend in the porfolio, notably Hanwell and Propnex) 

Year to Date Returns: 36.48%

% Change since 9 September 2020 (Inception): 50.65%

Year to Date the STI ETF returned about 13.2%

Thoughts on Current Portfolio

Is the market in a bubble?

-Its hard to quantify it a bubble as earnings recovery are in place. However if earnings disruption could occur and hence this could drive a downturn in the market. Alternatively failing to replicate the good performance in 1Q in some sectors e.g banking could result in a general market downtrend.

Is there changes needed to be made in the portfolio?

-Construction Sector seems to be facing even more headwinds again, putting some pressure on KSH, however its a play for the real long run with Gaobeidian thesis. Hence its likely to stay there for some time unless it starts losing its ground in Singapore by a lot.

Moving Forward, i expect returns to start going down or tapering. This is because i believe there could be headwinds resulting in general market heading downwards. However, most companies in the list all reported strong earnings hence i am still somewhat confident in the long term fundamenals currently. 


  1. Thank you for sharing such great information also i came across this link which provide access to wide range of investments such as Nautic Private Equity

  2. i was lost with no hope for my wife was cheating and had always got away with it because i did not know how or

    always too scared to pin anything on her. with the help a friend who recommended me to who help hack her phone,

    email, chat, sms and expose her for a cheater she is. I just want to say a big thank you to

    HACKINTECHNOLOGY@CYBERSERVICES.COM . am sure someone out there is looking for how to solve his relationship problems, you can also contact him for all sorts of hacking job..he is fast and reliable. you could also text +1 213-295-1376(whatsapp) contact and thank me later