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Stocks Strategy for the Lazy Souls Post Reply Rate topic
klooloola Member	27-Nov-2006 11:31        klooloola About Contact  Quote this Post!
x 0   x 0  Alert Admin	The ETF trades like a normal stock on the SGX.. YOU can buy it like any stock through your broker. My broker shows it as STI ETF 100 (SES)     Stock code   (S67 ) The relevant intrinsic value is STI ETF 100 IOPV (SES)     Stock code   (S87 ) So you can buy and sell the s67 which is the ETF , the present value of all the stocks the etf holds (NAV)   is published as a pseudo stock the (s87) the ETF IOPV . Today the ETf is trading at 28.9 while its NAV is 29.0 - not much difference.  At a dividend yeild of around 3.5 i dont think the STI is overvalued or undervalued. A good time to buy and hold for the next ten years if you are happy with the expected 10% annualised returns with 20% ups and downs in the meanwhile.
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colorado Member	27-Nov-2006 10:39        colorado About Contact  Quote this Post!
x 0   x 0  Alert Admin	That was an enlightening post!  How do you buy into ETF? Thanks!
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klooloola Member	27-Nov-2006 09:51        klooloola About Contact  Quote this Post!
x 0   x 0  Alert Admin	From the SGX site i saw the performance of the street tracks etf. 3 months 6 months 1 year Since Inception* ETF Performance 2.24 % 7.46 % 17.99 % 11.63 % Benchmark Performance 1.83 % 6.09 % 13.61 % 7.89 % So around 11% over the next business cycle is what you should expect. I think the outperformance of the ETF over the index is simply because of dividend reinvestment. The index seems to ignore the dividends paid by the companies in the index. Assuming the div yeild is around 3-4%  the higher returns for the the ETF seem about right. So to summarise , I really have no idea where the ETF will go next year , but from this boom to the next similar point in the business cycle maybe 10 years from now I feel it should give 11% or so.  So in your retirement  account if you have 10 years to retire you may hold this instead of  fixed deposits.
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klooloola Member	27-Nov-2006 09:37        klooloola About Contact  Quote this Post!
x 0   x 0  Alert Admin	I follow a simple high ROE high div yeild, low debt strategy. My stocks are selected on  simple numerical criterion. I feel that the high dividend yeild and low debt (exception made  for banks) strategy offers me some protection from downside. Dividends are always reinvested into the stocks that paid them. I track total returns instaed of  only price changes. my present holdings are Street tracks STI etf - to track the rest of my portfolio against Sinwa Second chance Bright world precision Thats all, I intend to own 10 stocks and review them once a year. You can find my day to day musings and watch list on http://finance.groups.yahoo.com/group/singaporelongtermequity/
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colorado Member	27-Nov-2006 09:31        colorado About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi Cashiertan, What are your thoughts about STI ETF?
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hippoo Member	26-Nov-2006 21:30        hippoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks Cashiertan!
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cashiertan Elite	26-Nov-2006 21:05        cashiertan About Contact  Quote this Post!
x 1   x 0  Alert Admin	below attached are co. of STI and co. which has the largest cap paying dividend of 3% or more per yr. u can choose either of the 2 charts to make ur selection for yor 3-10 counters to buy and hold. remeber not to get counters of same industry. just browsing thru, i would select: ST Engrg SIA Engrg SPC
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cashiertan Elite	26-Nov-2006 20:57        cashiertan About Contact  Quote this Post!
x 0   x 0  Alert Admin	23 CRB.SG CEREBOS PACIFIC LTD SGD 1007.860 8.35 24 SBS.SG SBS TRANSIT LTD SGD 1034.720 8.62 25 DGC.SG DELGRO CORPORATION LTD SGD 1050.091 3.20 26 JAYS.SG JAYA HOLDINGS LTD SGD 1086.800 3.85 27 STR.SG STRAITS TRADING COMPANY LTD SGD 1140.480 8.13 28 STX.SG STX PAN OCEAN CO LTD SGD 1483.89 9.54 29 HLF.SG HONG LEONG FINANCE LIMITED SGD 1519.000 4.86 30 GCL.SG GUOCOLAND LIMITED SGD 1622.600 3.28 31 SMT.SG SMRT CORPORATION LTD SGD 1846.880 4.91 32 ALG.SG ALLGREEN PROPERTIES SGD 1905.930 3.31 33 TPV.SG TPV TECHNOLOGY LIMITED SGD 1919.580 4.25 34 MBOS.SG MOBILEONE LIMITED SGD 2050.290 9.71 35 SPC.SG SPORE PETROLEUM COMPANY LTD SGD 2188.720 7.34 36 BLIS.SG BIL INTERNATIONAL LIMITED SGD 2188.896 3.68 37 VMS.SG VENTURE CORPORATION LIMITED SGD 3807.000 3.55 38 SIE.SG SIA ENGINEERING COMPANY SGD 6367.080 6.70 39 SPHS.SG SPORE PRESS HOLDINGS LTD SGD 6837.000 3.95 40 STN.SG ST ENGINEERING LTD SGD 8987.440 4.42 41 SGT.SG SPORE TELECOMMUNICATIONS LTD SGD 49628.700 3.37
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cashiertan Elite	26-Nov-2006 20:47        cashiertan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Symbol Name Last Trade Change Volume 600.SI Hyflux 2.47 Nov 24 0.02 (0.82%) 345,000 A16.SI Allgreen 1.78 Nov 24 0.03 (1.66%) 1,099,000 A17U.SI Ascendasreit 2.34 Nov 24 0.04 (1.68%) N/A B16.SI BIL Intl 1.62 Nov 24 0.02 (1.25%) 63,000 C07.SI Jardine C&C 13.30 Nov 24 0.70 (5.00%) 121,000 C09.SI CITYDEV 12.30 Nov 24 0.30 (2.38%) 1,562,000 C27.SI Chartered 1.32 Nov 24 0.02 (1.49%) 15,084,000 C31.SI Capitaland 5.85 Nov 24 0.15 (2.50%) 2,945,000 C38U.SI CapitaMall 2.67 Nov 24 0.04 (1.48%) N/A C52.SI ComfortDelGro 1.58 Nov 24 0.01 (0.64%) 4,311,000 C76.SI Creative 50 10.20 Nov 24 0.10 (0.97%) 55,950 D01.SI DairyFarm 900 US$ 3.08 Nov 23 0.00 (0.00%) 24,300 D05.SI DBS 20.50 Nov 24 0.20 (0.97%) 2,156,000 D06.SI DatacrftUS$ 1.18 Nov 24 0.03 (2.48%) 896,000 G01.SI GES 1.25 Nov 17 0.00 (0.00%) 1,153,000 H02.SI Haw Par 7.10 Nov 24 0.20 (2.74%) 25,000 H78.SI HKLand US$ 3.72 Nov 24 0.02 (0.54%) 5,128,000 J09.SI JurTech 1.16 Nov 24 0.03 (2.65%) 2,380,000 J36.SI JMH 400US$ 19.60 Nov 24 0.40 (2.00%) 155,600 J37.SI JSH 500US$ 11.70 Nov 24 0.10 (0.85%) 64,000 K02.SI KepCorp 16.80 Nov 24 0.20 (1.18%) 2,630,000 K17.SI KepLand 6.55 Nov 24 0.25 (3.68%) 3,022,000 N03.SI NOL 1.99 Nov 24 0.02 (1.00%) 1,283,000 N21.SI Noble Grp 1.04 Nov 24 0.02 (1.89%) 2,521,000 P05.SI PFood 1.13 Nov 24 0.02 (1.74%) 160,000 P27.SI Parkway 2.95 Nov 24 0.00 (0.00%) 761,000 S08.SI SingPost 1.09 Nov 24 0.02 (1.87%) 9,740,000 S24.SI STATSChP 1.14 Nov 24 0.02 (1.72%) 6,033,000 S51.SI SembMar 3.26 Nov 24 0.00 (0.00%) 893,000 S55.SI SIA 15.50 Nov 24 0.50 (3.12%) 1,558,000 S63.SI ST Engg 3.06 Nov 24 0.02 (0.65%) 7,971,000 S68.SI SGX 5.45 Nov 24 0.05 (0.91%) 1,624,000 S99.SI SPC 4.42 Nov 24 0.06 (1.38%) 1,293,000 T18.SI TPV 1.06 Nov 24 0.01 (0.93%) 543,000 T39.SI SPH 4.28 Nov 24 0.02 (0.47%) 4,681,000 T48.SI Sing Tel 2.51 Aug 29 0.00 (0.00%) 31,864,000 T54.SI StarHub 2.41 Aug 31 0.00 (0.00%) 2,800,000 U11.SI UOB 18.90 Nov 24 0.20 (1.07%) 3,889,000 U12.SI UTAC 0.73 Nov 24 0.01 (1.35%) 12,560,000 U14.SI UOL 4.60 Nov 24 0.02 (0.43%) 2,009,000 V03.SI Venture 13.80 Nov 24 0.30 (2.13%) 766,000 W05.SI Wing Tai 2.04 Nov 24 0.02 (0.97%) 1,833,000 W08.SI Want WantUS$ 1.50 Nov 24 0.03 (1.96%) 518,000
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cashiertan Elite	26-Nov-2006 20:41        cashiertan About Contact  Quote this Post!
x 0   x 0  Alert Admin	find the component stocks of STI via SGX, than, use the sharejunction dividend stocks list to find the highest yield dividend paying bluechips of STI.
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hippoo Member	26-Nov-2006 20:37        hippoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi Cashiertan, Can you share where can i get the list of the shares that make up the STI? :)
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billywows Elite	26-Nov-2006 20:25        billywows About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good post, Cashiertan!
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tanglinboy Elite	26-Nov-2006 13:29        tanglinboy About Contact  Quote this Post! Style: Combined   Mood: Yells: "hello!"
x 0   x 0  Alert Admin	thanks for the article... excellent stuff.
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cashiertan Elite	26-Nov-2006 07:01        cashiertan About Contact  Quote this Post!
x 2   x 0  Alert Admin	http://www.fool.com/news/commentary/2006/commentary06112109.htm?source=ifwflwlnk0000003 It Pays to be Lazy... The Abv mentioned strategy would work even better u if enter at Bottom of a Bear Market. IF $ is concerned, just buy the top 3 or 5 biggest dividend paying (in term of % yield) co. among the TOp 20 co. in STI. but make sure to spread your $ equally among the 3 or 5 counters. Example. If u got 30k, each counter would be 10 or 6k each.
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