Posted by stockmanmy > May 13, 2017 05:18 PM | Report Abuse Beary, members of this forum...students of KC, value investors all over the world As a value investor....this is what you get.....it is no accident. It has all the characteristics a value investor wants in his portfolio.
so what is wrong with value investing with 16% return From Bursa in less than 4 and a half months, investing in value stocks with very little risks of stable earnings and cash flows, healthy balance sheet, and good dividend yield?
Investing is for long-term. If (yes, if only)I can maintain this return consistently with this CAGR for 30 years, I would be one of the top 10 performers in investing in history. So what is wrong with it?
Are you really that bloody shallow in investing? That is incredible!
Posted by stockmanmy > May 13, 2017 11:58 PM | Report Abuse
silom it is not darts or random..... 192) kcchongnz +16.1% 116122.59 http://klse.i3investor.com/servlets/pfs/71070.jsp 22% FIBON 0.695 0.555 37000|21% MAGNI 5.100+0.06 4.190 4800|20% FAVCO 2.790 2.380 8400|20% FLBHD 1.710 1.600 13700|16% LATITUD 5.350 4.900 3500 (116071.00:51.59|239.41) kc calls himself a value investor.
60 year self proclaimed "accountant",
Tell me,what is the problem with a portfolio of 5 value stocks returning 16.1% in less than 4 and a half months?
Let me give this so-called accountant a test.
Can you compute the NAV of this portfolio with RM100,000, getting this annualized return for a period of 30 years? You know value investors invest in this type of value stock for long term.
Come on, show us you are indeed an "accountant" that you know how to do some simple computations.
Posted by stockmanmy > May 14, 2017 12:38 AM | Report Abuse KC At attempt to talk about compounding needs a very diversified portfolio. A truly well diversified portfolio such as mine 103) stockmanmy +33.1% 133050.38 http://klse.i3investor.com/servlets/cube/stockmanmy.jsp 14% LEONFB 0.740 0.465 25700|14% AIRASIA 3.480 2.290 5200|13% SAM 6.960 4.900 2400|12% AAX 0.500 0.360 33200|12% SCIENTX 8.720 6.700 1800|9% AEONCR 18.040 14.360 700|9% SCGM 4.290+0.02 3.400 2900|9% MAGNI 5.100+0.06 4.190 2400|7% CSCSTEL 1.990 2.150 4600 (132779.00:271.38|240.12) At least, my portfolio is more qualified to talk about compounding.
First big problem with you of your self-proclaimed "accountant" status is very clear here.
Compounding is about what the value will be if certain sum of money earns a certain return over a period of time. It has no mathematical relationship to portfolio diversification or what not.
Now i am still waiting for your computation of the value of RM100000 compounded over 30 years annualized from a 4 months and two weeks return of 16.1%.
Come on, I am giving you a chance to show us you are really an accountant or not.
Do curi ayam by asking your son to do it for you. It is shameful to do so.
Posted by stockmanmy > May 14, 2017 12:58 AM | Report Abuse kc I am more interested in you telling us how such a focused portfolio of yours can even start to talk about compounding? what has happened to all the stuffs you learn while still a student?
Come on, show us that you are truly an "accountant". Show us what is the value of 100000 in 30 years time compounded with an annualized return of 16.1% of 4 months and two weeks.
Whether a portfolio is diversified or not has nothing to do with compounding, "accountant". You don't need an engineer to tell you that, do you?
Stockmanny, sorry times up. With more than half an hour, you can't even compute what 100000 will become using compounding. This is a second test that you have failed as a so-called accountant. The first one is computation of enterprise value, remember?
Compounding is very simple maths, though it is a very powerful thing. It doesn't need an accountant to do it. A high school student will be able to do it. In working, a junior accounts clerk can do it easily.
For all this while, you are only doing two things in i3inveor; PLP and talk cock. Almost all of us have great suspicion that you are an accountant as claimed by you. But you haven't shown us any clue that you are close to one.
So, you can't blame us for having great doubt of your claim, can you?
Posted by stockmanmy > May 14, 2017 01:15 AM | Report Abuse kc diversification is a very important part of portfolio theory and compounding effects of portfolios.....any CFA student can attest to that.
Another talking cock.
What the hell is "compounding effects of portfolios"? Got such thing in modern portfolio theory ah? Incredible from the mouth of an "accountant"! OMG!
stockmanmy to all i3 members, students of kc, freshies to the stockmarket....those just bought a value investing book so you hope to make money and take no risk ? I say baloney to you. No risk no reward is the eternal truth about stock market. don't let all those salesmen and value investing books con you. yours is to handle risk, not to avoid risk.
This is another case of "accountant" simply bark here and there.
So did this "accountant" invest in JJPTR? High return,30% a month.
In this type of cases, it is true that high risk high return. But in investing in the equity market, is that always true?
You have repeated this again and again thousand times in i3investor. Where the hell is your substantiation? Was there a single one?
Do you really understand what return is , and what risk is in equity investing?
You don't even know how to do compounding calculation, so how can you understand what return is?
Yes, finance and investment text books say high return comes with high risk. That is generally true when comparing different asset classes; for example equity and bank deposit. But since when you believe in finance text book? What you have is what the hell X files, X films and the like.
Well, for me, I say high return in equity doesn't come with high risk. Instead it is on the contrary. There is a body of research showing that if you do read, instead of bark.
I had even wrote about what this risk and return are 4 years ago in i3investor here,
My personal experience shows that the high returns of my portfolio shown in the link above doesn't come with high risk, whatever measure of risk you are using.
Show us in an article, what the hell you understand about risk and return.
Well, if you don't know,it is actually ok. I don't expect you to know, and I do not expect many here to know, it is ok as everyone has his own skill, but you kept on ridiculing value investor, non-stop, without any substantiation. You really are a troll.
Jon Choivo kcc, No point arguing, why try convince him or to win. Whats the point. Take the time to find new stocks better. The key thing is to find out if you're right, and if the other person has anything worth saying. The first point, i think you're quite safe. The second, manmy might occasionally have something worth thinking about here and there, but no need to argue with him.
I am neither trying to convince him (what for?), nor to win (no point as you said). But this snake-oil salesman is getting really too much, ridiculing every person who try to share value investing, non-stop, but without any substantiation. On the other hand, he keeps on PLP. That is ok to me too, but not keeps on ridiculing others, engaging in personal attack.
But you are right, it is really counter-productive engaging him. Sien ah!
stockraider RAIDER NOT TRY TO CONVINCE MAMMY.....BUT RAIDER DON WANT HIM TO MISLEAD.....INVESTORS....THAT VALUE INVESTMENT IS LOUSY LOH...!! IT IS HIGHLY ESSENTIAL....ESPECIALLY NEWBIES TO GET HIS GROUNDING RIGHT LOH.....!!
That is what I consider good sharing, noble intention, and from a well verse investor.
stockmanmy kc and raider are not much different from JJPTR. Got evidence in the bottom 10 portfolios of this year ibot 230 portfolio still cannot accept the evidence. Am I the only one saying the Emperor wears no clothes? I call that...totally and completely brain washed can no longer see reality.
The return of my portfolio is 16.1% in 4 months and 2 weeks.
"Accountant", go ahead and calculate how much RM100000 will balloon to using the annualized return of this portfolio in 30 years.
Prove to us that you have at least worked as an accounts clerk before that you know how to calculate. I have already given you 14 hours to do that.
Investing is long term wealth building, if you insist on judging 1km outcome from the 42km finishing line as the runner performance, you can go fly kite and plp. Newbie like me know even this basic. This Baru called independent thinking, not con by your dynamite or x Sorchai factor. Empty n loudest tin is Mr Manny.
Post a Comment
People who like this
You should check in on some of those fields below.
Click Confirm to delete this Forum Thread and all the associated comments.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....