Investments
Little Bum Bum Portfolio
By Dianxiang | August 8, 2018 | Updated: August 6, 2020
Portfolio Creation Date: 2018 Aug 08
Number of Stocks: 6 (Listed on SGX), 20 (Mainly US Markets) (As at 2020 Aug 06)
Portfolio Cost: S$6435.85 (SGX), S$2502.96 (Others) (As at 2020 Aug 06)
Portfolio Value: S$5518.65 (SGX), S$4071.88 (Others) (As at 2020 Aug 06)
Dividend Collected: S$410.87 (SGX), ~S$0 (Others) (As at 2020 Aug 06)
It has been nearly 2 years since this portfolio was created! Time flies indeed and I feel I did not spend enough time to update this page. Now Bum Bum has become a toddler and I can hopefully spend more time writing about his portfolio. I have picked up and refined ideas along the way and hope to share with my readers.
The COVID-19 crisis has caused Bum Bum's Singapore portfolio to suffer some temporary losses. But fear not, it is common to experience up and down cycles when investing for the long term.
I have recently expanded his portfolio to include stocks outside of Singapore (US markets). The initial portfolio was designed to be a local one, so it is a bold and calculated step to go out of Singapore. I can't wait to share with you about the thinking behind this move in another post .
Everyone please stays healthy and happy investing for you and your children!
What do you think of an easy-to-follow stock portfolio that provides safety of capital and growth that beats bank deposit & inflation? Little Bum Bum portfolio is one that does all that.
------
How it came about?
Our little boy (aka Bum Bum) was borned in June this year (2018). In July, Bum Bum had his full month celebration and has collected a sum of ang bao gift money from relatives and friends. We decided not to leave his saving with the bank as it will soon be eroded by inflation. My wife (aka Miss Teatime/Mum Mum) is supportive of me to invest Bum Bum's savings as long as there won't be any permanent loss in his capital. And so I created Little Bum Bum portfolio to do just that.
------
What is in the portfolio?
Little Bum Bum portfolio is made to produce reasonable gains over time while guarding against any permanent loss in invested capital. Initially, it was made up of only 3 types of stocks- Pillow, Balance Sheet and Dividend stocks. A 4th category called the Growth stock has been added on February 2019.
------
What are Pillow stocks?
Pillow stocks are so named because once you have added them into your portfolio, you can sleep on them soundly every night just like a pillow. There isn't any need to worry about these companies going burst and cause you to lose all your invested amount!
Our friend Mr Tortoise (
) loves to collect Pillow stocks and he will share with us whenever he finds them!
------
What are Balance Sheet stocks?
Balance Sheet stocks are so called because they have net positive values in their balance sheet (after subtracting all liabilities). In the event the company is sold off, shareholders are expected to get some money back. I call this amount the Expected Liquidation Value (ELV) of the stock.
Mr Sheepy (
) is an expert in computing ELV of stock which he promise to teach us in another article. He will also update us on new Balance Sheet stocks discovery.
------
What are Dividend stocks?
Just like bank deposits that give out interests regularly, certain stocks also pay out regularly in the form of dividends. We called these the Dividend stocks. There is a class of stocks called REITs (Real Estate Investment Trusts) that are mandated to pay out most of their earnings as dividends. Naturally REITs fall into the Dividend stocks category and because they are backed by physical real estates, they provide investors with some form of safety net.
Ms Chickety (
) loves to collect dividends and to see her dividends grow over time. She will share with us more on Dividend stocks in another post.
------
What are Growth stocks?
Growth stocks are businesses that show rising earnings and they are usually on expansion plans. They are likely to be smaller or recently listed companies and given time and favourable conditions should grow bigger.
Mr Mouse-tache (
) is an opportunist and hunting for Growth stocks is one of his favourite activities. He loves to catch them at the budding stage and wait for them to blossom eventually. Look out for his alerts when he detects such companies.
------
Little Bum Bum Portfolio Tracking
Investments
Little Bum Bum Portfolio
By Dianxiang | August 8, 2018
Updated: August 6, 2020
Portfolio Creation Date: 2018 Aug 08
Number of Stocks: 6 (Listed on SGX), 20 (Mainly US Markets) (As at 2020 Aug 06)
Portfolio Cost: S$6435.85 (SGX), S$2502.96 (Others) (As at 2020 Aug 06)
Portfolio Value: S$5518.65 (SGX), S$4071.88 (Others) (As at 2020 Aug 06)
Dividend Collected: S$410.87 (SGX), ~S$0 (Others) (As at 2020 Aug 06)
It has been nearly 2 years since this portfolio was created! Time flies indeed and I feel I did not spend enough time to update this page. Now Bum Bum has become a toddler and I can hopefully spend more time writing about his portfolio. I have picked up and refined ideas along the way and hope to share with my readers.
The COVID-19 crisis has caused Bum Bum's Singapore portfolio to suffer some temporary losses. But fear not, it is common to experience up and down cycles when investing for the long term.
I have recently expanded his portfolio to include stocks outside of Singapore (US markets). The initial portfolio was designed to be a local one, so it is a bold and calculated step to go out of Singapore. I can't wait to share with you about the thinking behind this move in another post .
Everyone please stays healthy and happy investing for you and your children!
What do you think of an easy-to-follow stock portfolio that provides safety of capital and growth that beats bank deposit & inflation? Little Bum Bum portfolio is one that does all that.
------
How it came about?
Our little boy (aka Bum Bum) was borned in June this year (2018). In July, Bum Bum had his full month celebration and has collected a sum of ang bao gift money from relatives and friends. We decided not to leave his saving with the bank as it will soon be eroded by inflation. My wife (aka Miss Teatime/Mum Mum) is supportive of me to invest Bum Bum's savings as long as there won't be any permanent loss in his capital. And so I created Little Bum Bum portfolio to do just that.
------
What is in the portfolio?
Little Bum Bum portfolio is made to produce reasonable gains over time while guarding against any permanent loss in invested capital. Initially, it was made up of only 3 types of stocks- Pillow, Balance Sheet and Dividend stocks. A 4th category called the Growth stock has been added on February 2019.
------
What are Pillow stocks?
Pillow stocks are so named because once you have added them into your portfolio, you can sleep on them soundly every night just like a pillow. There isn't any need to worry about these companies going burst and cause you to lose all your invested amount!
Our friend Mr Tortoise () loves to collect Pillow stocks and he will share with us whenever he finds them!
------
What are Balance Sheet stocks?
Balance Sheet stocks are so called because they have net positive values in their balance sheet (after subtracting all liabilities). In the event the company is sold off, shareholders are expected to get some money back. I call this amount the Expected Liquidation Value (ELV) of the stock.
Mr Sheepy () is an expert in computing ELV of stock which he promise to teach us in another article. He will also update us on new Balance Sheet stocks discovery.
------
What are Dividend stocks?
Just like bank deposits that give out interests regularly, certain stocks also pay out regularly in the form of dividends. We called these the Dividend stocks. There is a class of stocks called REITs (Real Estate Investment Trusts) that are mandated to pay out most of their earnings as dividends. Naturally REITs fall into the Dividend stocks category and because they are backed by physical real estates, they provide investors with some form of safety net.
Ms Chickety () loves to collect dividends and to see her dividends grow over time. She will share with us more on Dividend stocks in another post.
------
What are Growth stocks?
Growth stocks are businesses that show rising earnings and they are usually on expansion plans. They are likely to be smaller or recently listed companies and given time and favourable conditions should grow bigger.
Mr Mouse-tache () is an opportunist and hunting for Growth stocks is one of his favourite activities. He loves to catch them at the budding stage and wait for them to blossom eventually. Look out for his alerts when he detects such companies.
------
Little Bum Bum Portfolio Tracking