SRS Strategy

Updated as of 18 Jan 2015
This place documents Mr. IPO's strategy of investing using the SRS funds

Targeted Companies
Companies listed on SGX and Catalist

Investment Style
Fundamental analysis is the key foundation for this investment style. Charts are less meaningful. Stocks are selected using one of the following strategies:
  1. The stock generates a regular dividend or cash distribution (passive income)
  2. The stock is undervalued relative to its future earnings potential and target price (fundamentally attractive)
  3. The stock is screened using the CANSLIM method with a strong preference on the most recent quarterly earnings growth.
Investment Capital
The starting capital with effect from 1 Jan 2015 stands at $157,785 (consist of both capital contributions and retained profits).

The investment cost of each position will be between $20,000 to $50,000 

Each initial position will have a cut loss point of around 8% to 10%. This is because Mr. IPO recognizes that his initial analysis may be wrong and need to pay school fees for this.

Time Horizon
From weeks to months using a gradual upwards moving stop

Targeted Returns
5% to 15% annually. The effect of compounding is awesome!

4 comments:

  1. hi Mr IPO,

    do you actually contribute more than the SRS limit per year?

    coz the SRS program is <10 years, each years limit is only 15+k, but you already have 150+k in your starting capital?

    ReplyDelete
    Replies
    1. FC,

      Nope, i don't contribute more than i need to. I started contributing since 2006 while wifey started in 2013. the figure you are referring to is our combined capital.

      Delete
    2. Correction, the figure you see include profits i made over the years as well. :)

      Delete
    3. Ahhh, right... Makes sense now :)

      Awesome portfolio!

      Delete

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