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Wolf Money(portfolio update end Sept 2024)part 2
Commentary
STI did a stunning turnaround to become one of Asia&rsquo s best performing markets since hitting the lows in Aug. Although, I am critical of the past performance of the Singapore market. The Sept performance was the best I had seen in years. I do need to give credit to our market when it is due. I have been selling some of my positions which I have held for a few months&hellip
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneyportfolio-update-end-sept.html
Wolf Money(world market review 23-29 Sept 2024)
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneyworld-market-review-23-29.html
Wolf Money(Singapore Savings Bonds Oct 2024 result)
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneysingapore-savings-bonds-oct_26.html?m=1
Wolf Money(portfolio update for end Sept 2024)part 1
&ldquo Lackluxtre&rdquo
With the interest rate cut, deals are starting to pop up in our REITs market. Ion Orchard, 50% stake held by CapitaLand was sold to CICT. The deal looks good on paper, where all parties seem to gain from the sale, with CapitaLand getting a lot of cash. The bankers and lawyers doing the deal will be looking forward to a big payday and the REIT shareholders getting an opportunity to buy one of Singapore&rsquo s most iconic luxury malls with this accretive purchase. The profile of the mall as you have seen from the first few levels are mostly tier 1 or tier 2 luxury brands. The mall is positioned to be a choice destination for people looking for luxury goods.
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneyportfolio-update-for-end-sept.html
Wolf Money(world market review 16-22 Sept 2024)
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneyworld-market-review-16-22.html
Wolf Money(Singapore Savings Bonds Oct 2024 review)
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneysingapore-savings-bonds-oct.html
Wolf Money(GRAB Holdings sold)
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneygrab-holdings-sold.html
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneygrab-holdings-sold.html
Wolf Money(Wilmar International sold)
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneywilmar-international-sold.html
Wolf Money(world market review 9-15 Sept 2024)
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneyworld-market-review-9-15-sept.html?m=1
Wolf Review(The Tao of Charlie Munger)
It is always better to gain wisdom from others experiences rather than learn those wisdom by making one of those costly mistakes yourself. You got me? 🙃
https://lonewolfinvestor.blogspot.com/2024/09/wolf-reviewthe-tao-of-charlie-munger.html?m=1
Wolf Money(world market review 2-8 Sept 2024)
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneyworld-market-review-2-8-sept.html
Wolf Money/Bargain(5 things you need to know about Jakarta, Indonesia)
Indonesia just celebrated their 79th Independence Day on 17th of Aug. They have officially shifted their capital city from Jakarta to Nusantara. It was a joyous occasion for all Indonesians.
Let&rsquo s get going by mentioning the not so enjoyable part of Jakarta, The weather and air quality were less than ideal. Other than those two things which we can&rsquo t control, most parts of the trip were quite enjoyable. People were polite. In area of hospitality, the Indonesians are outstanding. I was greeted warmly everywhere I went. From GRAB drivers to security guards, they are the unsung heros of Indonesian tourism. To me, it is always about the people-to-people interactions that make the country worth revisiting. Terima Kasih(thank you) to those people whom we met for making our trip special. These are the Lone Wolf Investor&rsquo s 5 things you need to know about Indonesia.
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneybargain5-things-you-need-to.html
Wolf Money(world market review 26 Aug- 1st Sept 2024)
https://lonewolfinvestor.blogspot.com/2024/09/wolf-moneyworld-market-review-26-aug.html?m=1
Wolf Money(portfolio update for end Aug 2024)part 2 long post
Apa Kabar? Greetings from Indonesia. I pre-wrote my portfolio review before my trip to Indonesia, the land of the thousand islands. Do watch out for my upcoming 5 things you need to know about Indonesia.
August month started with the Yen carry trade tantrums. It had an instant impact. Nikkei was down 12.5% in a single day. The biggest one day drop since 1987. The rest of the markets were running for cover. There seems to be some normality coming back to the market after the sell-off, but I can sense the underlying uneasiness in the market.
https://lonewolfinvestor.blogspot.com/2024/08/wolf-moneyportfolio-update-for-end-aug_31.html
Wolf Money(Singapore Savings Bond Sept 2024 result)
https://lonewolfinvestor.blogspot.com/2024/08/wolf-moneysingapore-savings-bond-sept.html
https://lonewolfinvestor.blogspot.com/2024/08/wolf-moneysingapore-savings-bond-sept.html
Wolf Money(SingPost Ltd)situational play
https://lonewolfinvestor.blogspot.com/2024/08/wolf-moneysingpost-ltdsituational-play.htmlWolf Money(portfolio update for end Aug 2024)part 1
Battle plan for tougher time(personal finance)
With geopolitical tensions and social unrest going on around the world. Tougher time might be upon us soon. In Singapore, we generally don&rsquo t feel it as much because all those external wealth flowing into our country has kept recession and asset deflation at bay.
https://lonewolfinvestor.blogspot.com/2024/08/wolf-moneyportfolio-update-for-end-aug.html
Wolf Money(world market review 12-18 Aug 2024)
https://lonewolfinvestor.blogspot.com/2024/08/wolf-moneyworld-market-review-12-18-aug.html
Wolf Money(Singapore Savings Bonds Sept review)
https://lonewolfinvestor.blogspot.com/2024/08/wolf-moneysingapore-savings-bonds-sept.htmlWolf Money(GRAB Holdings 2Q 2024 result)
https://lonewolfinvestor.blogspot.com/2024/08/wolf-moneygrab-holdings.html