2020 year in review, most popular posts and 2021 wishlist

This year is finally coming to an end but I'm grateful that most of my portfolio stocks are winners. iFAST basically rescued my overall portfolio with the stock being a 3 bagger since I picked it. Small and fast growing platforms can be amazing multi-baggers! I'm hoping that the other platforms in my portfolio such … Continue reading 2020 year in review, most popular posts and 2021 wishlist

3 reasons why I’m still holding my iFAST shares

iFAST, a large Singapore-based investment platform is one of my earliest and largest positions since 2017 so I have been grateful for the recent ~100% jump in the share price. Here are 3 reasons why I haven't sold any of my shares. iFAST operates a large non-bank investment platform in Singapore but the company is … Continue reading 3 reasons why I’m still holding my iFAST shares

Zero sales test

How long can a company survive with zero revenue?  The COVID-19 crisis has forced governments to restrict movement so  restaurants, hotels and travel companies are faced with a grim scenario where revenue drops to zero. The cyclical companies in my portfolio such as China Aviation  Oil, TripAdvisor and HRNet are vulnerable but I subjected all … Continue reading Zero sales test

2019 year in review and most popular posts

This year was a tough year for my portfolio with 4 out of 6 stocks in the portfolio posting negative returns since I wrote about them.   Date purchased Start Now Dividend return (%) Capital return (%) Total return iFAST 22-Apr-18 0.92 1.03 7% 12% 19% Kingsmen 29-Apr-18 0.59 0.45 8% -24% -15% SOG 3-Jun-18 … Continue reading 2019 year in review and most popular posts

Portfolio review: Q3 2019 review

The five SGX companies in my portfolio reported mixed Q3 2019 results and their share prices have been depressed.These five companies should deliver growth in the future so I'm happy to hold these companies. iFAST and SOG has been the most consistent performers in terms of revenue and net profit growth and it's a painful … Continue reading Portfolio review: Q3 2019 review

Why 2020 should be a good year for iFAST

For the first time since its listing, iFAST provided guidance for operating expenses during the third quarter of 2019. 3Q19 net revenue grew 9% but net profit fell 5% because of increased spending on the company's IT capabilities. More importantly, iFAST is guiding for slower expense growth in 2020. Overall operating expenses are expected to grow … Continue reading Why 2020 should be a good year for iFAST