UT Portfolio as of 12 May 2007

Asian indices presented much volatility in the past week due to mixed signals interpreted by investors. While some investors decide to take profit from the market, more decides to make some quick bucks from the bullish trend. This resulted in most Asian funds performing in both positive & negative region throughout the week.

In China, Investment advisers issued warnings of an overheated stock market this week as local markets propelled to new highs and throngs of new Chinese investors flocked to open accounts. To give you some statistics, a total of 4.79 million new A-share trading accounts were opened in April, 853,500 more than the combined total for the previous two years, according to statistics from the China Securities Depository and Clearing Corporation.

Unlike developed markets overseas, individual investors make up a majority of China's stock market, including a lot of retirees who risk losing their hard-earned savings. Besides retirees, university students are also joining the bull run.

With this in mind, investors should be cautioned that UT investments, like all other investment tools, are not meant for short term speculation. Professional advice should be seeked before punting hard-earned money into such investments.

Here's my scorecard for the week:

Sales Training from 14th May - 18th May 07

I am currently busy preparing training materials for next week's Sales Academy. Together with some of my other colleagues, we are supposed to conduct product training to the new batch of bankers who recently joined our organisation. I am conducting training in a few areas:

1. Property Financing
2. Insurance Overdraft
3. Renovation Loan
4. Insurance
5. Investment
6. Need-Based Financial Planning

The training will last for one week, of which i will be training for at least 3.5 days. :) I enjoy cross-sharing of experiences with new staffs as i get to learn more from others in this manner. Wish me luck!

Profit Taking AGAIN!

With a sea of red in Asian & European market yesterday, hence today's market will likely be volatile. This is mostly due to profit taking prior to FED's announcement. With the FED likely to maintain their rates, Dow came back from a double digit deficit to close single digit lost this morning. Overall growth trend in the markets have not been broken.

My Views:

Mid to long term - Europe
Short to mid term - Asia / Emerging Markets
Tactical Investments - Energy, Property, Agribiz

I Passed!

I received a call from a gorgeous lady, Dora, sharing with me my exam result. I passed! i have got another accreditation to my belt. :)

I am ASSOCIATE FINANCIAL PLANNER (AFPCM) qualified!

Can you get up to 2% return per day on your investments?

Haha..... A great fren of mine just called me to participate in a investment program with a daily return of up to 2% per day return. Minimum investment amount is at $5,000.




Should nothing goes wrong, i could cover my initial investment in 50 days. Else, potential loss will be 25% of capital invested. Keeping my fingers crossed on this.... :P

Bomb Blast in Thailand on late Saturday

Sigh.... just got emotionally wounded by my wife on my previous posting of Thai equity picking up speed after she became aware of the recent bomb blast.... so coincedentally that it happened after my posting. For the past few hours, she has been nagging on "not to count the eggs before they hatch". :(

UT Portfolio as at 05 May 07

While my wife is busy battling her Mahjong kakis, i am back home posting this blog. With a great week behind us, the market in the coming week might present some volatility, likely from Asian markets.

I expect Thai equity to pick up speed this week, following a good momentum from the last speculative "coup". I like Thai equity not only because i am 1/4 Thai myself, but the fact that valuations are cheap and market confidence is picking up. As seen from my last post, my virtual portfolio's growth is mainly contributed by Thai equity. :)

Anyway, here's my updated portfolio: