tag:blogger.com,1999:blog-6025037118864383396.post2111666013949071156..comments2023-06-10T17:08:57.683+08:00Comments on Unintelligent Nerd: Year 2018 Portfolio Performance and Dividend Income (Part 1)Unintelligent Nerdhttp://www.blogger.com/profile/17797052565143872922noreply@blogger.comBlogger20125tag:blogger.com,1999:blog-6025037118864383396.post-36062988181227064002019-01-06T16:02:59.035+08:002019-01-06T16:02:59.035+08:00Hi Frowns,
Waiting for you to join me on the Kraf...Hi Frowns,<br /><br />Waiting for you to join me on the Kraft Heinz, BlackRock, Frasers Log, and Smucker train then. =P<br /><br />Thanks for sharing the link!Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-90286416220965080872019-01-06T10:50:16.953+08:002019-01-06T10:50:16.953+08:00Yes, we have different approach but somehow these ...Yes, we have different approach but somehow these stocks diverged in our watchlist haha<br /><br />Ic, so there is no additional ETF fees for owning BLK shares. Glad to know :D<br /><br />Since I am here, you will love this list of Dividend growth companies:<br /><br />http://www.crossingwallstreet.com/archives/2019/01/dividend-champs-on-the-buy-list.html<br /><br />Enjoy and cheers!<br />Frowns88https://www.blogger.com/profile/02284939344444329229noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-74531533543637067212019-01-06T08:19:51.614+08:002019-01-06T08:19:51.614+08:00Hi Jeremiah,
Thanks for the idea.
Cheers!Hi Jeremiah,<br /><br />Thanks for the idea.<br /><br />Cheers!Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-71387323534172766352019-01-05T17:55:41.919+08:002019-01-05T17:55:41.919+08:00Maybe you can do a post on which bank offers the b...Maybe you can do a post on which bank offers the best balance transfer dealjeremiahhttps://www.blogger.com/profile/03663754125164744974noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-62024954622381771422019-01-02T18:30:39.470+08:002019-01-02T18:30:39.470+08:00Hi Frowns,
A Happy New Year to you too!
I see th...Hi Frowns,<br /><br />A Happy New Year to you too!<br /><br />I see that you did very well for 2018. Congrats!<br /><br />Really? The impression you give me is that you are a tactical value investor. I'm more of a dividend/dividend growth investor.<br /><br />They have actively managed funds as well as other financial products in their offerings too. Hence, the "expense ratio" of their funds/ETFs are where they earn, with actively managed funds contributing a higher margin.<br /><br />Cheers!Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-4756734801075953752019-01-02T11:52:25.740+08:002019-01-02T11:52:25.740+08:00Hi UN,
Happy new year!It has been awhile.
First...Hi UN,<br /><br />Happy new year!It has been awhile. <br /><br />First and foremost, I gonna say we sure have similar tastes.<br /><br />Kraft Heiz, Blackrock and Frasers Log were also in my watchlist based on their good fundamentals. Guess your style is more on dividends growth.<br /><br />I did not research further on purchasing Blackrock. Since it is like an ETF fund, do they charge additional holding charges?Frowns88https://www.blogger.com/profile/02284939344444329229noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-21872844762783280032019-01-01T13:54:19.676+08:002019-01-01T13:54:19.676+08:00Pay a portion each month until I have final owners...Pay a portion each month until I have final ownership of the shares at the end of the tenure. :D<br /><br />Rinse and repeat to kope stuff (....provided I kope correctly....)Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-19120081552750183252019-01-01T13:52:16.119+08:002019-01-01T13:52:16.119+08:00Phew, I thought there was some gaps in my logic. W...Phew, I thought there was some gaps in my logic. Was trying to find for it.<br /><br />Thanks thanks! :DUnintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-2461043196441575082019-01-01T13:16:12.200+08:002019-01-01T13:16:12.200+08:00Interesting on using CC as leverage but you will h...Interesting on using CC as leverage but you will have to pay back the balance after 6/12 months right? So are you going to sell or just save up till then to pay up?KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-68209433043301111022019-01-01T11:26:28.346+08:002019-01-01T11:26:28.346+08:00Unintelligent Nerd,
It was a compliment from me :...Unintelligent Nerd,<br /><br />It was a compliment from me :)<br /><br /><br />Leverage works best when its done during the GFC like conditions and when you accumulate shares on the cheap ;)<br /><br /><br />That's why I've nothing to comment...<br /><br /><br /><br />Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-4627573523967268212018-12-31T17:22:42.850+08:002018-12-31T17:22:42.850+08:00Hi SMOL,
Got contradiction meh?
Gather resources...Hi SMOL,<br /><br />Got contradiction meh?<br /><br />Gather resources to recruit and feed more soldiers, and attack from a position of strength. ;)<br /><br />(Not sure whether I got your poke right, lol)Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-15115219771806078342018-12-31T16:24:56.366+08:002018-12-31T16:24:56.366+08:00Unintelligent Nerd,
After reading what you wrote:...Unintelligent Nerd,<br /><br />After reading what you wrote:<br /><br />"He has used this method effectively during the GFC to build up a sizable investment portfolio."<br /><br /><br />And from your comment to rainbow girl:<br /><br />"At that point, the focus is not on arbitraging the spread between the stock's yield and the administrative charge, but on accumulating shares on the cheap."<br /> <br /><br />I was smiling and telling myself move along now... Nothing to see or comment...<br /><br />;)<br /><br /><br />Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-63748632306169989372018-12-31T11:06:23.002+08:002018-12-31T11:06:23.002+08:00Lol! Yup, it is a company, not a person.
Happy ne...Lol! Yup, it is a company, not a person.<br /><br />Happy new year! Have a great year ahead!Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-4549053030397950752018-12-31T11:04:59.912+08:002018-12-31T11:04:59.912+08:00Hi INTJ,
Nope, not yet. I actually was considerin...Hi INTJ,<br /><br />Nope, not yet. I actually was considering HK Exchange, but decided not to so as to preserve my cash position. Good write-up on HK Exchange btw.<br /><br />I might be considering the HK Tracker fund since individually picking HK stocks is a bit too pricey for my liking.<br /><br />Have a great 2019!Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-11728772329084116322018-12-31T10:52:36.083+08:002018-12-31T10:52:36.083+08:00That's a company right? I thought initially yo...That's a <a href="https://seekingalpha.com/article/4215290-illinois-tool-works-thoughts-current-sell-earnings" rel="nofollow">company</a> right? I thought initially you are referring to someone haha.<br /><br />Last comment for this year. Happy New Year 2019! :)Rainbowhttps://www.blogger.com/profile/17762360552800572152noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-11535730020454369632018-12-31T09:06:22.402+08:002018-12-31T09:06:22.402+08:00Hi unN,
Did you go ahead with your buy positions...Hi unN, <br /><br />Did you go ahead with your buy positions in Hong Kong market? What are your experiences with it so far? INTJhttps://www.blogger.com/profile/01423976981165427180noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-40366411440615403292018-12-31T06:58:37.508+08:002018-12-31T06:58:37.508+08:00Illinois Tool Works :)Illinois Tool Works :)Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-69254728770959497122018-12-31T06:57:40.026+08:002018-12-31T06:57:40.026+08:00Hi Rainbowcoin,
Yup yup. Only fundamentally stron...Hi Rainbowcoin,<br /><br />Yup yup. Only fundamentally strong stocks.<br /><br />Balance transfer serves as another source of liquidity in a bear market to purchase shares. At that point, the focus is not on arbitraging the spread between the stock's yield and the administrative charge, but on accumulating shares on the cheap.<br /><br />I am not familiar with CFD, so I can't comment on it.<br /><br />Cheers!Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-8755639468244321772018-12-30T23:24:57.039+08:002018-12-30T23:24:57.039+08:00Who is this "certain US dividend aristocrat&q...Who is this "certain US dividend aristocrat"? I am curious to know.Rainbowhttps://www.blogger.com/profile/17762360552800572152noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-86795001476294561242018-12-30T23:23:01.010+08:002018-12-30T23:23:01.010+08:00Hi UN,
With regards to this use of leverage that ...Hi UN,<br /><br />With regards to this use of leverage that you mentioned, one must be careful not to invest on stocks with declining dividend payouts or earnings that can't off-set the possible interest that sets in after 6 months or 1 year. <br /><br />A big drawback for using credit transfer is that it does not work well in a down-trending market. It only works when the market has started a u-turn up. When the market is in a bear environment, using CFD (from margin account) to short stocks seems more appropriate, if you are talking about leveraging.Rainbowhttps://www.blogger.com/profile/17762360552800572152noreply@blogger.com