tag:blogger.com,1999:blog-8911815931562346570.post3495628018594136058..comments2023-06-19T10:37:49.372-07:00Comments on Yaruzi's Learn 2 Live: Oct 2020 - Yaruzi's Portfolio UpdateYaruzihttp://www.blogger.com/profile/00655103480152780191noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-8911815931562346570.post-36281457436514098172020-11-24T16:33:04.601-08:002020-11-24T16:33:04.601-08:00Thanks Yaruzi. Makes a lot of sense. It's pret...Thanks Yaruzi. Makes a lot of sense. It's pretty hard to find something of value to invest in these days given the market run up, but I've been toying with the idea of averaging down on RMG. It's certainly been a laggard in recent months. However, as you say, take the long term view on China in 10-20 years and the investment case becomes more solid.A. Lohttps://www.blogger.com/profile/12730133255258102050noreply@blogger.comtag:blogger.com,1999:blog-8911815931562346570.post-33474439742213841562020-11-24T04:33:29.426-08:002020-11-24T04:33:29.426-08:00Hi STE,
Thank you, I hope your portfolio do well ...Hi STE,<br /><br />Thank you, I hope your portfolio do well too during this time. Did you go shopping in September?Yaruzihttps://www.blogger.com/profile/00655103480152780191noreply@blogger.comtag:blogger.com,1999:blog-8911815931562346570.post-46243674316195838012020-11-24T04:31:38.012-08:002020-11-24T04:31:38.012-08:00Hi A. Lo
Thank you for dropping by. I always beli...Hi A. Lo<br /><br />Thank you for dropping by. I always believe that health care is not an option, but a necessity. As people get more affluent, one spending they won't avoid is in health care. Already happened in Singapore that medical cost inflation was higher than the general inflation. If Raffles Medical manage to grow in China, and I'm really optimistic about China 10-20 years from now, I think Raffles Medical will be a good long term investment for me. Based on my back of the envelope calculation, I think Raffles Medical is offering a good value at $0.70, so when it hovered around $0.80 I bought some.<br /><br />Job 2:4 - So Satan answered the Lord and said, “Skin for skin! Yes, all that a man has he will give for his lifeYaruzihttps://www.blogger.com/profile/00655103480152780191noreply@blogger.comtag:blogger.com,1999:blog-8911815931562346570.post-5880276097121443702020-11-23T19:54:18.007-08:002020-11-23T19:54:18.007-08:00Hi Yaruzi,
Congrats !! just a step away from havi...Hi Yaruzi,<br />Congrats !! just a step away from having $1 Mil in TTL portfolio value ...I think your dividend income will "explode" from now onwards.<br />Cheers !! :DSTEhttps://www.blogger.com/profile/03171270652249099828noreply@blogger.comtag:blogger.com,1999:blog-8911815931562346570.post-90662338836410337442020-11-23T17:28:56.027-08:002020-11-23T17:28:56.027-08:00Hi Yaruzi, love following your blog! Quick questio...Hi Yaruzi, love following your blog! Quick question, what's your thesis for averaging down on Raffles Medical?A. Lohttps://www.blogger.com/profile/12730133255258102050noreply@blogger.comtag:blogger.com,1999:blog-8911815931562346570.post-50976324327458665542020-11-23T04:14:56.899-08:002020-11-23T04:14:56.899-08:00Hi 1MSREITs,
Thank you, I hope to cross the $1M s...Hi 1MSREITs,<br /><br />Thank you, I hope to cross the $1M soon.Yaruzihttps://www.blogger.com/profile/00655103480152780191noreply@blogger.comtag:blogger.com,1999:blog-8911815931562346570.post-59414845802509102412020-11-22T18:59:15.127-08:002020-11-22T18:59:15.127-08:00Only $80k more to cross the million dollar mark, c...Only $80k more to cross the million dollar mark, congrats!1MSREITshttps://www.blogger.com/profile/07629979814326558542noreply@blogger.com