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Our Current Position

As mentioned in previous chapters, "Buy Low Sell High" is a strategy we employ strictly to.  This section shows our current position in our investments and businesses.

<Update for 26 Jul 09:

Position: 29% USD, 47% NZD, 17% China, 7% HDB fund, 0% Opportunity fund

nett Gain of 1.99%, 1.59% gain from China, 0.80% loss from USD, 1.48% gain from NZD

Passive income = 1.4% per annum

Overall GAIN of 1.19%>

<Update for 19 Jun 09:

Position: 31% USD, 46% NZD, 15% China, 8% HDB fund, 0% Opportunity fund

nett Loss of 1.52%, 0.36% loss from China, 0.25% gain from USD, 0.35% gain from NZD

Passive income = 2.0% per annum

Overall LOSS of 0.80%>

<Update for 5 Jun 09:

Position: 30% USD, 45% NZD, 16% China, 9% HDB fund, 0% Opportunity fund

nett Gain of 2.55%, 1.46% gain from China, 0.84% loss from USD, 2.92% gain from NZD

Passive income = 1.9% per annum

Overall GAIN of 0.73%>

<Update for 18 May 09:

Transferred 40.13% of opportunity fund for purchase of HDB and 39.37% of opportunity fund on investment sunk cost.  Transferred 23.88% of opportunity fun d to USD holdings.  System for purchase and rental of properties in US set up and running.

Position: 31% USD, 43% NZD, 15% China, 11% HDB fund, 0% Opportunity fund

nett LOSS of 5.24%, 2.42% gain from China, 0.04% loss from USD, 0.37% loss from NZD, 12.11% loss from opportunity fund.

Passive income = 1.9% per annum

Overall LOSS of 1.82%>

<Update for 26 Mar 09:

Paid 17.28% of opportunity fund and 2.97% of US holdings on investment sunk cost.

Position: 30% USD, 42% NZD, 11% China, 5% HDB fund, 12% Opportunity fund

nett LOSS of 0.03%, 0.98% gain from China, 1.55% loss from USD, 3.06% gain from NZD, 2.53% loss from opportunity fund.

Passive income = 1.8% per annum

Overall GAIN of 3.42%>

<Update for 14 Mar 09:

Plan to enter US real estate market with opportunity fund and USD.

Position: 31% USD, 39% NZD, 10% China, 5% HDB fund, 14% Opportunity fund

nett GAIN of 0.78%, 0.21% loss from China, 0.03% loss from USD, 1.43% gain from NZD, 0.41% loss from HDB fund.

Passive income = 1.6% per annum

Overall GAIN of 3.45%>

<Update for 27 Feb 09:

Position: 32% USD, 38% NZD, 11% China, 6% HDB fund, 14% Opportunity fund

nett LOSS of 0.28%, 0.28% loss from China, 0.72% gain from USD, 0.62% loss from NZD, 0.10% loss from HDB fund.

Passive income = 1.6% per annum

Overall GAIN of 2.67%>

<Update for 13 Feb 09:

Position: 31% USD, 38% NZD, 11% China, 6% HDB fund, 14% Opportunity fund

nett GAIN of 1.54%, 0.09% gain from China, 0.39% loss from USD, 1.67% gain from NZD, 0.15% gain from HDB fund.

Passive income = 1.7% per annum

Overall GAIN of 2.95%>

<Update for 30 Jan 09: We switched 55% of our USD holdings into NZD at NZD/USD 0.5135. 

Position: 32% USD, 37% NZD, 11% China unit trust, 6% HDB fund, 14% Opportunity Fund

(nett GAIN of 1.41%, 5.80% loss from China, 6.24% gain from USD appreciation, 1.0% gain from HDB fund)

Passive income = 1.7% per annum>

<Update for Oct 08, submitted on 31 Jan 09:  I've since quit my job, and is currently a part time barista to pay for my daily expenses. Since we sold off the property, our passive income had gone down to 2.3% per annum.

As of today, interest rates for USD has fallen to negligible amounts, and passive income from USD had also fallen to 0.3% per annum>

<Update for Sep 08, submitted on 31 Jan 09:  We put in 15% of our initial capital into unit trusts specializing in China from Jun 08 - Sep 08, when the market corrected to 50% of its high.  As of today, our position is at a nett loss of 34% of the original investment

Position: 63% USD, 17% China unit trust, 5% HDB housing fund, 15% Opportunity Fund>

<Update for Jul 08, submitted on 31 Jan 09:  We put in 65% of our initial capital into USD at exchange rate of USD/SGD 1.37425, in anticipation of our foray in the US property market.

Position: 63% USD, 5% HDB fund, 31% Opportunity Fund>

Disclaimer:

The information presented in this webpage is for information on the current financial positions the webmaster is taking, and does not infer any recommendations of any sort.  The webmaster specifically disclaims any responsibility and liability arising from the use of the information in this webpage, and the information is not intended to serve as legal, professional or financial advice related to individual situations.