Lady, You Can Be Free

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• Exchange Kepland for Kep Corp is a good move. Now you still own 100% of ex Kepland + other businesses of Kep Corp.

• Hi CreateWealth8888,
  Hope so :-)

• Just curious, Are you fully invested all the times?

• Hi Ah John,
  No. I haven't been adding much positions over the past 2 year. I buy only if I find something interesting.

• Notice almost all eggs in one basket - M1.
  Now that it is as high as it likely will get and with 4th Telco coming, perhaps consider to take profit on some of the portfolio (say, 25%) and create war chest for other more up and coming investments (when timing is better)?

• Sorry, not M1 but Starhub.

• Hi ABC,
  Thanks for the advice. Am monitoring the implications of a 4th telco. At this point in time, I do not see the need to divest yet.

• Thanks for sharing.

  Could you share with me what software do you use for your report card?

• Hi Lai,
  Am using my broker's online software, I saw that they are upgrading their software right now. Check link here for the broker I am using.
  https://ladyyoucanbefree.com/getting-started-with-investment/

• Such a robust portfolio. I'm starting out on my journey and very nervous/scared but excited at the same time. Still learning and thanks for sharing, it's very inspirational. :)

• Hi Doppp,
  Glad you found inspiration from my blog. Start small and learn from mistakes. Once you get a hang of the patterns, it will not be that difficult or scary anymore. Good luck on your investment journey and keep me posted on your progress :).

• hi,

  can i know what program did you use to collect the stocks data..? thanks.

• Hi Ninja,
  You can find the answers here..https://ladyyoucanbefree.com/getting-started-with-investment/. Hope this helps.

• Can you share your view why you choose Apple and Facebook ?

• Hi Cory,
  I picked up Apple when they launch the iPhone. I saw that they were trying to disrupt the telecom scene with their iPhone which I think they did beautifully. Owning apple has been a roller coaster ride, esp during the transition of leadership from Steve Job to Tim Cook. Tim Cook seemed to have delivered. Moving forward, I hope to see Apple make it's mark in the Automotive, IOT space with their wearables, tablets and development kits. As for Facebook, I picked Facebook when they first IPO. It was also a roller coaster ride owning FB. They started with questionable revenue streams but alot of subscribers. I think Zuckerberg has done a fabulous job with some of his acquisitions (whatsapp, instagram) and advertising strategy. Now FB is challenging Google big time in the advertising revenue streams and they are also working on a couple of very interesting initiatives (internet.org, drones etc) that could potentially further disrupt the telecom / internet scene. To summarize, I invest in these tech stocks because I see that these companies are going to be potential growth stocks challenging the traditional businesses. I am however watching their execution very closely. Hope this clarifies.

  BTW, this article may interest you http://www.shareholderssquaretable.com/carl-icahn-issues-open-letter-to-tim-cook/