tag:blogger.com,1999:blog-2011194091106156925.post1879123382789600404..comments2024-03-27T14:09:10.049-07:00Comments on Sillyinvestor: Random thoughts: Defensive stocks?Unknownnoreply@blogger.comBlogger15125tag:blogger.com,1999:blog-2011194091106156925.post-79867381614587725602020-08-09T07:42:11.755-07:002020-08-09T07:42:11.755-07:00Comparing stock investment strategies, stock tradi...Comparing stock <a href="https://www.investingprofits.pro/" rel="nofollow">invest</a>ment strategies, stock trading is an extreme approach to stock investing. At the other extreme is an investment strategy called buy and hold. Think of the stock market as two steps forward and one step backward, and avoid extreme investment strategies and tactics.<br />Harrisonhttps://www.blogger.com/profile/03173630772823809922noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-73817996037376599522017-11-10T19:05:33.195-08:002017-11-10T19:05:33.195-08:00By using Car Rental 8 you can find the most afford...By using <b><a href="http://car-rental.syntaxlinks.com/r/CarRental8" rel="nofollow">Car Rental 8</a></b> you can find the most affordable car rental from over <b>50000 locations worldwide</b>.Bloggerhttps://www.blogger.com/profile/07287821785570247118noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-23952524801148648692017-09-06T23:24:25.651-07:002017-09-06T23:24:25.651-07:00interesting ETFs, never heard of these...
since t...interesting ETFs, never heard of these... <br />since these are US domicled. arent we subjected to the withholding tax (WT)?<br />no comments on the first two. <br />but the last one - ACWI. why not just the IWDA or world index equivilent? any particular perference for ACWI over others? foolish chameleonhttps://www.blogger.com/profile/05964116916697053495noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-27633629401256362942017-09-05T21:45:22.612-07:002017-09-05T21:45:22.612-07:00Thanks Anon,
US market, always interested but nev...Thanks Anon,<br /><br />US market, always interested but never dare take the plunge. Although I had an acc link up US market. Maybe it's really time to let go of those packages. <br /><br />Thanks for the alert. <br /><br />Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-51343767844436264532017-09-05T20:42:54.748-07:002017-09-05T20:42:54.748-07:00Those 3 are all large simple ETFs ... no need brai...Those 3 are all large simple ETFs ... no need brains to invest :)<br />You can just google them.<br /><br />"Defensive" are your Consumer Staples, like P&G, J&J, Coke, Pepsi, Budweiser, Constellation Brands, Altria, Philip Morris, McDonalds, Yum Brands, Colgate-Palmolive, etc etc.<br /><br />The "Offensive" is just for fun --- it's actually ETF of Aerospace & Defense companies. Those that make jet fighters, tanks, guns, ships, missiles, submarines, electronics, satellites, guidance systems, bombs, nuclear weapons, etc. They do well when economic cycles are in strong growth.<br /><br />Consumer staples & Defense capitalize on humankind's need for survival & basic instincts. Hence, as a group, these are evergreen businesses. Of course at individual level, some companies will fail, become obsolete, or bought over. All this is good creative destruction, as capital gets re-allocated to those that are most productive & relevant.<br /><br />ACWI is basically just mirroring companies on the MSCI All Countries World Index. You're investing into the human race. You can't get more simpler & purer than this.<br /><br />Just dump in & focus on your job, or other active income earning activities.<br /><br />If want to apply active investing strategies on ETFs also can --- potentially can earn more than just dump in & wait.<br /><br />But most people will lose more over 10-20 years with active investing because of fear & emotions.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-19021855812770452692017-09-05T15:11:55.487-07:002017-09-05T15:11:55.487-07:00Anon,
Guess you are the same anon.
That person i...Anon,<br /><br />Guess you are the same anon.<br /><br />That person is possibly one of the rare breed around in terms of 3M le. Defintely I 望尘莫及, no fight.<br /><br />That is active investing and prospecting at its height. Convinction calls, etc, all qualities I wanted. <br /><br />All the companies are not local companies. Perhaps for the benefits of the readers, u are share a thing or two about the criteria u used for the "offensive" and "defensive"Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-50596881981359022592017-09-05T15:07:34.845-07:002017-09-05T15:07:34.845-07:00Lol!! Ok
You are right then. It's a Comprehe...Lol!! Ok <br /><br />You are right then. It's a Comprehension with investment theme. Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-76917020167367720842017-09-05T08:19:41.702-07:002017-09-05T08:19:41.702-07:002 Words: Consumer Staples
Defensive stocks:
XLP -...2 Words: Consumer Staples<br /><br />Defensive stocks:<br />XLP -- $23 at pre-GFC peak Sep 2008, now about $54; dropped -22% during 2008-2009.<br /><br />Offensive stocks:<br />ITA -- $65 at pre-GFC peak Oct 2007, now about $169; dropped -60% during 2007-2009.<br /><br />Generic world stocks:<br />ACWI -- started only in Apr 2008 - reached pre-GFC high of $45 in May 2008; dropped -56% from 2008-2009; now about $67.<br /><br />Dumb investors who sit tight can do OK. But must invest in right stuff. STI still haven't recover to pre-GFC high.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-47107623471945772932017-09-05T08:02:43.914-07:002017-09-05T08:02:43.914-07:00Sillyinvestor,
Its a trick question ;)
I can'...Sillyinvestor,<br /><br />Its a trick question ;)<br /><br />I can't find any stocks in SGX with the name "Telco"; but I can find Singtel, M1, and Starhub.<br /><br />Are ALL of them defensive "telcos"?<br /><br />Evidently not all of them are affected the same by the 4th entrant ;)<br /><br /><br />Its like throwing words around like "Blue Chips" ;)<br /><br />What?<br /><br />This is an investment post?<br /><br />I thought its about england comprehension and semantics!<br /><br />;)<br /><br /><br />Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-5443747773342750762017-09-05T06:13:41.577-07:002017-09-05T06:13:41.577-07:00Telco provide constant dividends for years until t...Telco provide constant dividends for years until the 4th come and spoilt the market. Their earnings also more or less stable ... until ... <br /><br />As books say, market clash u still need to make phone call and use internet Ma. <br /><br />But well... defensive as a definition by textbooks will cover "Telco" or utilities .... sometime also media ... <br /><br />First time u join the fun in a "investment" post Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-28437203472714247002017-09-05T05:56:27.644-07:002017-09-05T05:56:27.644-07:00Sillyinvestor,
England comprehension and semantic...Sillyinvestor,<br /><br />England comprehension and semantics? How not to bite?<br /><br /><br />What is a defensive stock?<br /><br />According to Investpedia:<br /><br />A defensive stock is a stock that provides a CONSTANT dividend and STABLE earnings regardless of the state of the overall stock market. <br /><br />Because of the constant demand for their products, defensive stocks tend to remain stable during the various phases of the business cycle. (Which in simple england means non-cyclicals. My england power or what!?)<br /><br /><br />Now, are healthcare and telcos non-cyclicals? Hmm...<br /><br />Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-43744620700325796392017-09-05T04:13:22.917-07:002017-09-05T04:13:22.917-07:00Hi CW,
U go for defensible price first. LolHi CW,<br /><br />U go for defensible price first. LolSillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-1384896466890714252017-09-05T04:12:44.951-07:002017-09-05T04:12:44.951-07:00Hi Anon,
That person is dumb in 2009-2010, but sm...Hi Anon,<br /><br />That person is dumb in 2009-2010, but smart in 2017. <br /><br />That person if he does DCA and is happy because he knows what he is doing is highly intellectigent<br /><br />That same person throw 20k and forget is rich.<br /><br />That person who put 20k in 2007 and come out better in 2017 does not existsSillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-863522402381788702017-09-05T04:04:01.826-07:002017-09-05T04:04:01.826-07:00Well, even a dumb investor who puts $20K into a gl...Well, even a dumb investor who puts $20K into a global stock ETF at the top of the market in Oct 2007 will have more money today.<br /><br />Question is whether he can survive & sit still from 2008 to 2012?<br /><br />Another dumb person who puts into 60:40 global stocks & bonds, and rebalances annually will have done even better.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-14688492602525712972017-09-05T03:48:09.303-07:002017-09-05T03:48:09.303-07:00Quote : "What is defensible to u?"
&quo...Quote : "What is defensible to u?"<br /><br />"Defensive" stocks are available during market crashes. Still the same as in 18XX to 19XX.<br /><br />It is no trick at all to be right on the market. You always find lots of early bulls in bull markets and early bears in bear markets. - Jesse Livermore (1877 to 1940) Createwealth8888https://www.blogger.com/profile/08563834016250153049noreply@blogger.com