Posted by Probability > 2015-08-04 21:08 | Report Abuse

Wah..so complicated ah this portfolio management...
I LOST before I fight already :(..

Posted by choolooi > 2015-08-04 21:39 | Report Abuse

CFT Trader, a good presentation of logical ideas... Thanks
Haha !!! What about 4::4::2 allocation?

Posted by CFTrader > 2015-08-04 21:55 | Report Abuse

Complicated ?
To get a good annually CAGR, I think this is the most vital skill to learn.

choolooi
4:4:2 allocation . 4 parts of ? another 4 parts of ? another 2 parts of ?

Personally,
I'm using my own portfolio system which is a mix of conservative-growth system since my capital is small.

Allow me to talk about my personal portfolio management a bit.(you can skip it if you want to)

My system consist of 4 parts.

The first part is building a nest of of growth stock. The growth stock MUST have the potential to build the moat and have the ability to achieve organic growth for at least 5 years.

I'll just list an example (but I do not own it), SAM Engineering.

The second part is punt . I wouldn't go further.

The third part is rotational growth play. The company have the potential to grow 30%-100% within 1-3 years, but it is cyclical in nature. Example ? Property is a good example . Furniture yes. Semi-con yes.


The fourth part is the growing dividend building system. This is one of the interesting part of the system.

zero order of return (one-off gain) : Buy low sell high
1st order of return (recurrent gain) : buy for fixed dividend.
2nd order of return (increase recurrent gain at arimethical pace ) : buy for increasing dividend in AP phase (example : 5c, 6c, 7c, 8c, 9c )
3rd order of return (increase recurent gain at exponential pace) : buy for increament dividend in GP phase (example : 3c, 3.3c, 3.8c, 4.5c, 5.5c ...)

The final objective is to find the 3rd order of return, so that to maximize the recurring income in this category.

Posted by CFTrader > 2015-08-04 21:58 | Report Abuse

People will share how they pick share, but not the strategy.

Because by selecting share, they can tell the world they able to pick "the strongest rook" in the chessboard, but in fact, he sucks in planning... or he exchange a rook for a pawn....

Posted by coolio > 2015-08-04 23:29 | Report Abuse

I like to use football formation in investing. 5:3:2 and 4 for reserved player.
For defensive I invest in very strong fundamental & defensive stocks like Magni, Pintaras,Mfcb etc
For midfield I invest in good fundamental with growth prospect stocks like Geshen, Futu, Lcth etc
For attack, I invest in stocks with high volume which is not bad in fundamental like Frontkn, SCH, AWC etc.
My reserved player will be my cash.
So the portion will be 35%:20%:15% . Cash 30%

Posted by Probability > 2015-08-05 00:12 | Report Abuse

ha ha...nice illustration there coolio....seems logical to me.

Attack - are stocks which u wont stay invested for too long i guess..
they are more TA based I guess.. he he..

Posted by CFTrader > 2015-08-05 02:25 | Report Abuse

thank you for sharing coolio. Much appreciated =D

Posted by krischris > 2015-08-05 10:00 | Report Abuse

Thanks for putting effort to write this. This shows that you're an experience investor

Posted by Probability > 2015-08-05 16:25 | Report Abuse

http://www.thestar.com.my/News/Nation/2015/08/05/Court-Chocolate-Theft/

2.6 billion.... ??

Posted by matrix6050 > 2015-10-12 17:21 | Report Abuse

well written bro

Posted by CFTrader > 2016-01-28 17:16 | Report Abuse

Bring up this old post again.

How many investor still manage their portfolio well ?

Posted by matrix6050 > 2016-02-11 11:02 | Report Abuse

a few stocks on hand shows red which purchased this year, some stocks that holding from last year still maintaining well..be patient and wait for more opportunities.

Posted by CFTrader > 2019-05-23 18:29 | Report Abuse

did anyone still reviewing this article ?
Too bad a lot of players getting burned and left the market...

So much asked for a great general (Good stock), but when they discovered a great general, their Commanding skill is mediocore or subpar (bad Portfolio management)

Sincerely
CFTrader