How to invest in the current Covid 19 outbreak?

Many experts have given advice on how to invest in the current Covid 19 outbreak. Often experts will give a conclusion that it is too early to say that the virus' threat is over, and to adopt a wait and see approach.

If we wait till the worst of any particular crisis has passed and the economy starts to recover, the opportunity will also have passed us by.

The biggest difficulty in investing is making a bet on an uncertain future. Prices are always the lowest at the bleakest point in a crisis, where the level of uncertainty is at the maximum.

Research has shown that epidemics, terriorist attacks, and elections rarely have lasting impacts on financial markets.

- We want to focus on investing into quality stocks and quality ETFs. We want to invest into companies that are large cap, ability to grow and have competitive advantage.

- We only want to allocate less than 15% into new investment in this environment.

- If we only allocate 15% of portfolio to invest into quality stocks which have come down, risk - rewards will make sense.


In the past weeks, our clients have been buying into quality stocks:
• DBS Bank
• OCBC Bank
• Ascott Residence Trust
• China Gas Holdings (384HK)
• China Construction Bank
• Tracker of Hong Kong ETF (2800HK)
• Ping An Insurance
• AIA

Our clients had also done the following structured note:
• ELN on China Gas Holdings
• ELN on General Dynamics
• FCN on HKD ETFs 2800HK, 2828HK, 2822HK
• FCN on Ping An Insurance, AIA
• FCN on DBS, Mapletree Commercial Trust, Ascott
• FCN on defence companies Lockheed Martin, General Dynamics
• FCN on Australia banks ANZ, National Australia Bank, Westpac Banking
• Bonus enhanced note on Ping An Insurance, AIA, China Construction Bank

And buying into following bonds and bond funds:
• NN Asian High Yield Bond Fund (rated 5 stars by Morningstar) (5+% dividend yield)
• Legg Mason Macro Opportunities Bond Fund (5% dividend yield)
• Press Metal 4.80% 30Oct2022 (USD)
• Parkway Pantai 4.25% Perpetual (USD)


If you have SGD2mil to invest and looking to open a private bank account, please contact myself at metal.commodity@gmail.com.

Comments

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