Wednesday, December 6, 2017

About myself

I am over 40 years old, and I have been investing since college graduation. My first attempt was using value investing strategy but turn out that I lost most of my money gained from warrants product (HK) during 2008 economic tsunami. My second attempt was learning option strategy and have substantial gain in different catalyst driven event. After working 17 years in the telecommunication field, I decided to quit my job simply because the fact that my passive income surpass my active income by more than 200%. I call it financial freedom status and I can pursue the life that I want to live in and do research on topics that I am interested in. 

And now my investment strategy is to defend my portfolio by maintain exposure in dividend stocks which gives me stable income regardless of economic environment. At the same time, may be my background is from IT&T, I love to invest in technology companies (eg FANG) which have huge upside and I imagine these companies will conquer the world by disrupting existing business using new business model.

I hope that this blog will help me to capture performance for companies that I have invested in. I will  observe, research, analyses, and record. I would welcome any comment or suggestion from the reader.


Existence for this page

This page will serve as a record for myself and constantly remind me about stick to the investment theme. Half of the stocks will be purely dividend play and the other half are aggressive growth stocks.

Definition for dividend stocks must have the following qualities:-
1. long history, listed at least 5 years
2. consecutive increase of dividend payout- longer the better
3. sizeable and have liquidity - over 1 billion usd market capital and turnover at least 5x my holding size

Definition for aggressive growth stock (aka Conquer the World)
1. innovation - constantly develop new business model
2. potential to become the leader for one or more category
3. stay within a major trend which will carry in the next 5 years