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Sector Rotation insights from SIngapore Straits Time Index

I learn most of my investing ideas on investopedia.com, and from investopedia it was stated in the article Sector Rotation: The Essentials by Chris Stone (Link) that Sector rotation is an investment strategy involving the movement of money from one industry sector to another in an attempt to beat the market. Now with job data making new recoveries in the US, while for Singapore expecting higher economy output. (Link)  I was thinking maybe it is time to change my portfolio. I build my past portfolio based on Sector Rotation strategy. My portfolio consist only the following J
·         Courage Marine (Link)
·         Marcator Lines (Link)
Both of the stocks belongs to the transportation sector, I bought the stocks right after the financial stocks in Singapore starts rebounding because in march 2009 market starts to rebound with heavy buying, many stocks were cheaply price J so it was a good time to get the financial stocks but because I was a student and does not have much funding I miss that boat. However, I read in the article that

“Early Recovery -Finally, things are starting to pick up. Consumer expectations are rising, industrial production is growing, interest rates have bottomed and the yield curve is beginning to get steeper. Historically successful sectors at this stage include:
·         Industrials (near the beginning).
·         Basic materials industry.
·         Energy (near the end).”

 Then I thought maybe I could get shipping stocks because they are still cheaply price and if in the early recovery stage industrials and basic materials are going to grow, there will be a need for transportation services. So there I was getting my transportation shares.

Now that the market has recovered, DOW is going for 11,000 and Our STI going its 3,000. Maybe it is time for me to change my portfolio according to the sector rotation strategy.  With reference to the article,

“Late Recovery, In this stage, interest rates can be rising rapidly, with a flattening yield curve.Consumer expectations are beginning to decline, and industrial production is flat. Here are the historically profitable sectors in this stage:

• ·         Energy (near the beginning).
• ·         Staples.
• ·         Services (near the end).”

And now we have oil futures hitting US$86 (link) , Singapore MAS stating that will be adjustment to the Singapore currencies, in addition a few Asia countries have started to increase their interest rates. Maybe we are now in the Late Recovery Stage and I am thinking maybe I should be getting staples and services stocks now.

 Disclosure: Long Courage Marine and Marcator Line

Wedding dinner in singapore

I just attended a wedding dinner with my mom and I was thinking what kind of topics that people talked about while they are waiting for the ever "late" dinner to start.

I start to wonder too if attending a wedding dinner is it like those college reunion where old friends and long distance relatives meet. Old friends meet and they chat about old time about the funs they had before..than moving to what are you doing now and very soon topic will soon run out and the table become oddly quiet and cold. Well for relatives, since they have long time not meet the topic would usually fall on their sons or daughters. When are they getting married the most important question of the day... Then they will move to comparing their lifestyle, wah you are so lucky now and you get to enjoy your life now... ; grass is always greener at the other side. Well this is usually for the so called "older generation" for me when I have no common topic I just type on my phone surfing the net, blog and start to think about topics to blog. I believe very soon in the near future wedding dinner may be obsolete, and people may just start to watching wedding online. Maybe something like this would draw more people ?



*great for "new Singaporean" who are not sure of our wedding customs.

1. The ever-usual wedding schedule
2. The bride and the groom comes out
3. Cutting of cake
4. Dinner "finally" served, it first starts the cold dish followed by the ever debatable shark fin soup.
5. Ppt presentation on how the couples got together and the wedding ceremony held in the morning. + very very funny scenes and you gt to see how the groom and his buddies suffered...
6. Re-entry of the groom and bride and tine to pop the champagne and some words from the couple;) plus toasting and cheers with the guests
7. And it’s back to more food;)

Fast Food bad for health, Can it ever be healthy

It has been a long time since I had fastfood. So this week I had fastfood twice in a row, on good friday and saturday. I was at tagfest working so everyone was lazy to step out to get food and the best option was to get fastfood. On good friday I had kfc for lunch, 2 piece chicken...plus some mashed potatoes. I was feeling fine still. Than came Sat, I had macdonald for lunch this time round filted o fish meal. Well the fries does taste very good. But after the lunch I feel so bad I feel so bloated, I felt sick. Maybe it is because I have not eated fastfood for a long time my body is not used to it or they are just poison. I seriously think in the marketing materials that Fast Food merchant provides they will and never can project themselves healthy in my point of view.

*on friday night,  had home cooked dinner, and sat morning I had noodles. Just in case some of you wants to know hahaha…

Technorati Tags: Macdonald, KFC, Fastfood, Health, Sick

Romanian diplomat Hit and Run , Singapore

Picture from Y!News SG.

Well finally after so much of investigation, the truth is out and Our "Mr. Act Blur & Finding Excuse" Romanian diplomat no have other reasons to protect himself. He is Guilty!!!

But what is the punishment that he will be getting is the one I would love to know, Hit and Run is a serious incident in Singapore but over at Romania I am not so sure plus, he should be added with more charges as he leave the country right after the incident. This should put him onto a heavier punishment. 

But now that he is back in his homeground, there is nothing much we can do, I think...and I believe he probably would not be getting any serious punishment from his side. If this really the case, then as always life's not fair. How I wish he was caught in Singapore and that would definitely change his freaking life.

 Technorati Tags: Singapore, Hit-and-Run, Romanian Diplomat,