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  1. #26
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    Quote Originally Posted by Iceman123 View Post
    Quote Originally Posted by al007 View Post

    https://www.fool.com/investing/2017/...-to-shame.aspx

    I would be interested in comments especially re Trip Adviser

    One of my other stocks at the moment is JD.com up today another2.0 % after 3.1% yesterday
    You obviously do a lot of research and appear fairly sophisticated at picking your investments.

    I personally do not rate Motley fool as too often the recommendations have been not only wrong but downright disastrous. (Disclaimer- I am referring to the Australian MF)

    Trip advisor I will confess to knowing little about, however it's foray into the travel, particularly hotel booking sector seems a bit late and I think it would take a lot to dislodge the already well established players.

    I am a bit of a dinosaur when it comes to internet stocks, therefore sometimes find it hard to see value where to others it is obvious.

    I got caught up in the euphoria in 2000 and was burnt in the internet crash 2000. I have basically avoided it since with the exception of REA - real estate website in Oz - totally dominates the market and SEK - Seek.com.au which dominates the jobs market.

    Do you do your own research entirely or do you use any paid for advice?
    I am unsophisticated I read a reasonable amount, watch Cramer on CNBC, did subscribe at one stage but gave up when he was not exceeding the S&P I like bloomberg as well

    I follow yahoo finance

    i did once pay for the motley fool do not forget they spotted Netflix at below $20, and I cashed out at around 30, think how much that would be worth today

    I today am too cheap to pay for indifferent or bad advice

    I bought BX say 5/6 yrs ago first time because they were buying chunks of domestic us property when I thought it had bottomed, been in and out a few times today my biggest holding, also can yield up to 10.0%, bought on the hunch of domestic property, they also borrowed big time when oil was down, I think over 2/3 yrs this one has potential to go up double or three times, plus big dividends

    I think I understand risk, I need to take calculated risks to maintain my lifestyle, I spend around 120,000 per month

    I listen to Warren Buffet a man after my own heart, I think I agree with nearly all he says

    i believe most fund managers parasites

    I watch Carl Icahn, and a few others

    I was trained in money and understand balance sheets easily

    I am happy to share and also learn from others

    Also I am fortunate to have made many mistakes and learnt from them, it took me four marriages to find the jewel I have today

  2. #27
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    What do we believe what do we not

    I was asked if I do my own research and yes I do by reading and listening as much as possible

    Bofi came out yesterday with some very excellent results, however the first headline is BOFI misses Wall Street Estimates

    There is too much manipulation of information by the press

    Read this Yahoo link and see how different views opinions are given

    https://finance.yahoo.com/news/bofi-...200500235.html

  3. #28
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    I continue on how I choose stocks

    I read Jeff B is now richer than Bill G

    So I think maybe I need some Amazon and some Microsoft and I already have exposure through ETF SKYY

  4. #29
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    SET traders should keep an eye on AQUA (media), penny share (0.66), tree shaken vigorously with a recent 20% drop, now tiny downside and poised to take off.

  5. #30
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    I have wondered about SET several times, but looking at some charts suggests the SET, over the last three years is at break even

    see this link https://www.set.or.th/set/factsheet....=en&country=US

    If my assumption is correct then maybe Thai market worth a better look at

    Also look at ishares ETF THD

    https://www.ishares.com/us/products/...d-capped-etf#/


    Very much stagnated last 5 to 7 yrs, maybe catchup time

  6. #31
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    I use managed funds - yes, you pay management fees, but that's what the 'managed' bit means.
    Over the last 5 years, after fees and tax:
    Share Funds (3 portfolios) : 17.47/16.04/17.22
    Bond Fund : 5.4
    My Super Fund : 8.87
    Wife's Super Fund : 6.6

  7. #32
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    Share Funds (3 portfolios) : 17.47/16.04/17.22

    Not sure I understand, if this is % growth per annum very good, if it the total growth over 5 yrs stinks

    I like ETFs simple and cheap

    If you wish to talk PM me and I will give you my tel no

    I neither seek nor wish to earn reward

  8. #33
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    Quote Originally Posted by al007
    I read Jeff B is now richer than Bill G
    one reason for that Gates is giving his $$$ away, and has made it his life. Bezos is keeping every penny.

    Gates and Buffet will give away more this year than many major corporations even make.

  9. #34
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    one reason for that Gates is giving his $$$ away, and has made it his life. Bezos is keeping every penny.

    Gates and Buffet will give away more this year than many major corporations even make.

    I like the giving philosophy, maybe Bezos may give in to peer pressure

    Amazon?s Jeff Bezos requests ideas for charitable giving and gets thousands of replies - MarketWatch


    However I do not see this giving philosophy being adopted by the OLD money in the world, sadly

    I believe the likes of the Red Bull heir would be better with only basic money

  10. #35
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    Not sure I understand, if this is % growth per annum very good, if it the total growth over 5 yrs stinks
    Yes, it is per annum. Yes, it is good - worth the fees.

  11. #36
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    With interest rates at basically 0 getting 5% growth is obviously attractive and well done but I personally won't pay anyone to invest my money and take a fee for shit I can do myself. By this I mean I'm getting 5% divis on most stocks I own and any growth of which there has been a lot is a bonus on top of that. Paying people to manage your money if just want safe divi paying stocks is madness.

  12. #37
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    I personally avoid all managed funds. One may beat the market for a period but it is unsustainable over a longer period.

    Rather than pay their fees I would think that the investor who would rather take a hands off approach would be wiser to park his funds in an index tracking fund. These consistently outperform managed funds without the exorbitant fees.

    It annoys me that even when the fund managers don't perform (you make a loss) you still pay.

    I would not engage a plumber and pay him if he could not do the job!

  13. #38
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    It is illegal to make money


    You buy at a price,then you have to find a bigger mug than you who will buy from you.


  14. #39
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    Well my BOFI was on a tear yesterday up almost 12% at one stage before dropping back to around 7.5% at close Trading volumes were four times daily average, so someone is buying, am up overall 24.5% here and am staying with it, it is one where I am looking for it to multiply several times, I have on the table about US$34,000, also still well under its previous highs, analysts consensus targets are some 27% higher

  15. #40
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    Quote Originally Posted by crippen View Post
    It is illegal to make money


    You buy at a price,then you have to find a bigger mug than you who will buy from you.

    You are obviously not a friend of Warren Buffet

    Jealousy one of your problems

  16. #41
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    Nope just a realist.

  17. #42
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    Quote Originally Posted by crippen View Post
    It is illegal to make money
    Ermmm not on this planet......

  18. #43
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    Quote Originally Posted by JayZee View Post
    Not sure I understand, if this is % growth per annum very good, if it the total growth over 5 yrs stinks
    Yes, it is per annum. Yes, it is good - worth the fees.
    So your capital value has increased by approx 60% in the last three years, very nice, why has your superfund and you wife's superfund done relatively so badly

  19. #44
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    Quote Originally Posted by buriramboy View Post
    With interest rates at basically 0 getting 5% growth is obviously attractive and well done but I personally won't pay anyone to invest my money and take a fee for shit I can do myself. By this I mean I'm getting 5% divis on most stocks I own and any growth of which there has been a lot is a bonus on top of that. Paying people to manage your money if just want safe divi paying stocks is madness.
    Well your profile picture is certainly distracting or shall we say intriguing

    If you are non UK resident and Uk citizen and your shares are held outside the UK you are not liable for tax on the income generated, most share loose some tax when the dividend is paid so you might be better looking for capital growth

    Myself I go for capital growth and consider the dividends a bonus

  20. #45
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    Quote Originally Posted by Iceman123 View Post
    I personally avoid all managed funds. One may beat the market for a period but it is unsustainable over a longer period.

    Rather than pay their fees I would think that the investor who would rather take a hands off approach would be wiser to park his funds in an index tracking fund. These consistently outperform managed funds without the exorbitant fees.
    I have had managed funds before. One did very well (16% in year), one was a more modest 4%. I've also bought shares. My experience was that the funds were stress free investments whereas I was constantly checking the prices of my shares. I didn't think the fees I paid for managing the funds were exorbitant. Money well spent (for me personally).

  21. #46
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    Quote Originally Posted by Iceman123 View Post
    I personally avoid all managed funds. One may beat the market for a period but it is unsustainable over a longer period.

    Rather than pay their fees I would think that the investor who would rather take a hands off approach would be wiser to park his funds in an index tracking fund. These consistently outperform managed funds without the exorbitant fees.

    It annoys me that even when the fund managers don't perform (you make a loss) you still pay.

    I would not engage a plumber and pay him if he could not do the job!
    Concur totally, as does Warren Buffet, the days of the managed funds are gone, most years I can beat the markets but remember I was trained in money, and still spend a couple of hours most days watching whats going on

    A simple ETF can be very tough to beat


  22. #47
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    Can anyone advise me what will be the best performer today

  23. #48
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    Quote Originally Posted by al007
    So far this calendar year I am up over $30,000
    Quote Originally Posted by al007
    I have 5 stocks in my portfolio at the moment, generally i do not often own less than US$ 50,000 in one stock or more than US$ 250,000 in a single stock
    At best you are betting US$250,000 and in 7 months, this year, you are up US$30,000 or US$4, 800 per month or a 12% profit.

    At worst you are betting US$1,250,000 and in 7 months, this year, you are up US$30,000 or US$4, 800 per month or 2.5% profit.

    Quote Originally Posted by al007
    In fact generally I limit my portfolio to a max ten holdings
    And thus possibly half the US$30,000 "profit" you have made.

    I'm positive that I would not risk US$1,250,000 for a possible 1.25% profit for 7 months risk. Or possibly your "research" only allows you to actually risk you money between 12:01AM midnight on a Sunday to 6:00AM when the markets are lower volume.

    But maths was never my strength.
    A tray full of GOLD is not worth a moment in time.

  24. #49
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    Quote Originally Posted by OhOh View Post
    Quote Originally Posted by al007
    So far this calendar year I am up over $30,000
    Quote Originally Posted by al007
    I have 5 stocks in my portfolio at the moment, generally i do not often own less than US$ 50,000 in one stock or more than US$ 250,000 in a single stock
    At best you are betting US$250,000 and in 7 months, this year, you are up US$30,000 or US$4, 800 per month or a 12% profit.

    At worst you are betting US$1,250,000 and in 7 months, this year, you are up US$30,000 or US$4, 800 per month or 2.5% profit.

    Quote Originally Posted by al007
    In fact generally I limit my portfolio to a max ten holdings


    And thus possibly half the US$30,000 "profit" you have made.

    I'm positive that I would not risk US$1,250,000 for a possible 1.25% profit for 7 months risk. Or possibly your "research" only allows you to actually risk you money between 12:01AM midnight on a Sunday to 6:00AM when the markets are lower volume.

    But maths was never my strength.

    Obviously you are not an investor, so far in this calendar year i am up 19% in seven mths overal

    I have one stock where I am up 73% or $30,000

    I share to help others not for asinine comments like yours, jerks like you can easily persuade me to shut up and not try and help others

    You are unlikely to ever join the ranks of serious investors or the wealthy set

  25. #50
    Thailand Expat OhOh's Avatar
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    Well you posted the numbers. I analysed them, hopefully correctly and concluded that a US$1,250,000 risk of total loss, was not worth a 1.5% profit. You may, as you say be up a larger amount, you may not. This is as we know an anonymous web site. Not one known for it's financial anaylsis. Mostly visited by drunken, financially illiterate vagabonds.

    it is very easy to point to past unproven results. Anybody can quote, in hindsight, good market moves. Not many do it on the potential large scale that you may or may not have been betting. The only way proof can be guaranteed is by posting you buy/sell slips.

    But I am not expecting you will do that.

    As some have posted for every winner there is a loser. Good luck with your hobby.

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