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Showing posts from March, 2016

Stocks, Hidden Treasure or Poison?

There are many financial instruments that can give a substantial abnormal return Indonesia other than save deposit. One instrument that made the hype was Futures market, but its reputation is starting to get dim due to the lack of ethics and mismanagement from the company. From these type of problems, people have made an assumption that the futures market are a scam and fraud with a catch phrase "get rich quick". Other investment vehicle that are big interest among the Indonesian people include precious metal, such as gold and silver, land, and of course property/real estate such as apartment and boarding houses or flats. People have no hesitation on gold because it has a history of its own and it is one of the oldest financial instrument among others. Investment on land/property and real estate also have its own characteristic - just like gold, it has a very long and unique history. The Indonesian have become very comfortable with the two instruments because they are ...

Saham, Harta yang Terpendam atau Racun?

Sebetulnya masih banyak instumen finansial yang dapat di gunakan di Indonesia selain deposito yang dapat memberi abnormal return lebih tinggi. Salah satunya yang sempat booming adalah Futures trading atau berjangka, namun reputasi bisnis ini sudah mulai pudar karena banyak di salah gunakan oleh pihak perusahaan, dan dari situ banyak masyarakat yang mengira bahwa futures trading ini adalah penipuan atau scam dengan iming-iming " get rich quick ". Investasi lain yang masih banyak di minati masyarakat adalah logam mulia seperti emas, tanah dan properti/Real Estate seperti apartemen dan kos-kosan. Masyarakat tidak ragu dengan emas karena emas memiliki sejarah tersendiri, dan merupakan instrumen finansial tertua. Investasi tanah/properti dan real estate juga memiliki karakteristik yang menyerupai emas, dimana sejarahnya sangat tua dan unik. Kedua alat finansial ini merupakan instrumen yang sangat kaya dengan sejarah dan memiliki reputasi-nya tersendiri, maka dari itu masyarakt ...

Global Economic Slowdown, Cut Rates Eveywhere!

The price of oil is not even funny anymore at this point, the global economic starts to feel the contraction and the slowdown. The Federal Reserve decided to keep the current interest rate unchanged, with federal funds rate at 0.25% to 0.5% in to anticipate the slowdown in China and the price of oil, which have created a nail biting situation among investors 1 . The Swiss National Bank also keeps the interest rate unchanged, which is at their record low of between -1.25% and -0.25% 2 . Bank of England also keeps the interest rate unchanged due to its slow growth on the second half of last year and a rough start of 2016 3 . On another note, Norway’s central bank cuts their key interest rate to a record low of 0.50% and a possibility of further cuts in the future due to the lower price of oil which impacted Norway’s oil and gas industry to slowdown 4 . In Indonesia, the Central Bank decided to cut their interest rate by 25 basis point to 6.75% due to the economic slow down 5 . The slowd...

Overview A&Co Portfolio

So, I decided to create an overview of A&Co portfolio - after 3 years of trading that is. After trading a little more than 14 stocks in the Jakarta Stock Exchange (JKSE) for 3 years, despite the horrendous lost during the first year of trading, I just realized that the portfolio constantly beat the market 2 years in a row. The portfolio is design to be more positioned in terms of trading than day trading, I like to hold my stocks for more than 4, up to 12 months, depends on the performance of the stocks. I don't really dwell on mini corrections, all I see are the long term of the stocks, where the fundamental support of course. Here are are the overview of A&Co portfolio for the last 3 years period, and currently holding 4 stocks, 1 in consumer goods, 1 financial, 1 in oil and mining, and last but not least...tech company. Data per 3/2/2016             1 Month 3 Month 6 Month 1 Year 2 Years 3 Y...