投资组合 - 30/09/2011

Counter	ABP	Ratio	30/09/2011
SunReit, 5176	0.83	19.22%	1.11
PBBank,1295F	13.43	9.29%	12.34
GAB, 3255	9.82	12.69%	9.923
BKAWAN, 1899	14.22	4.50%	14.96
Maybank, 1155	8.23	9.17%	8.00
Vitrox,0097	1.38	16.01%	0.915
CASH	-	29.11%	-

1/1/11 ~ 30/9/11 回酬  = -1.64% （比较大市 -8.66%）

投资记录：

• Share vs Cash: 70.89% vs 29.11%
• DIV SunReit Ex:26/08/2011; PD:21/09/2011
• Buy GAB 10, Dividend purpose.
• Buy BKAWAN 14.22, Dividend purpose & market sharp drop.
• Buy GAB 9.45, Dividend purpose & market sharp drop.

How Values Help You

source: http://www.investalks.com/forum/redirect.php?goto=findpost&ptid=1849&pid=791965

How Values Help You

Values exist, whether you recognize them or not. Life can be much easier when you acknowledge your values – and when you make plans and decisions that honor them.

If you value family, but you have to work 70-hour weeks in your job, will you feel internal stress and conflict? And if you don't value competition, and you work in a highly competitive sales environment, are you likely to be satisfied with your job?

In these types of situations, understanding your values can really help. When you know your own values, you can use them to make decisions about how to live your life, and you can answer questions like these:
• What type of investment will work best for me?
• What job should I pursue?
• Should I accept this promotion?
• Should I start my own business?
• Should I compromise, or be firm with my position?
• Should I follow tradition, or travel down a new path?

So, take the time to understand the real priorities in your life, and you'll be able to determine the best direction for you and your life goals!

Tip:

Values are usually fairly stable, yet they don't have strict limits or boundaries. Also, as you move through life, your values may change. For example, when you start your career, success – measured by money and status – might be a top priority. But after you have a family, work-life balance may be what you value more.

As your definition of success changes, so do your values. This is why keeping in touch with your values is a lifelong exercise. You should continuously revisit this, especially if you start to feel unbalanced... and you can't quite figure out why.

As you go through the exercise below, bear in mind that values that were important in the past may not be relevant now.



Defining Your Values

When you define your values, you discover what's truly important to you. A good way of starting to do this is to look back on your life – to identify when you felt really good, and really confident that you were making good choices.

非常有用的NLP技巧之一

source: http://www.investalks.com/forum/redirect.php?goto=findpost&ptid=1849&pid=791148

NLP Perceptual Positions - also known as NLP Meta Mirror

What is Perceptual Positions or Meta Mirror in NLP?

This is a simple yet incredibly powerful technique for changing your perception or viewpoint about an experience in order to gather more information. It involves dissociating from the experience so you can get a different take on things.

In traditional NLP there are three positions, or steps, within the process. However, Robert Dilts added a 4th which some trainers do not use. At Certain Change we tend to include the 4th position as we find it beneficial but the choice, as ever, is yours.

Reasons for using Perceptual Positions

You can use perceptual positions to see the point of view of other people and to disassociate yourself from emotions that may 'cloud' your perception of a situation. For example, there may be someone at work you don't get on with particularly well. You can do the perceptual positions exercise using them in position 2.

The Steps in Perceptual Positions

There are 4 key steps, or positions, to work through:
Position 1. Through your own eyes
Position 2. Through the eyes of someone else
Position 3. Looking down on the whole scene (meta position)
Position 4. Meta to the meta position

The Process of Perceptual Positions

Position 1. Imagine standing in front of the person you don't get on with. Be yourself and tell them exactly how you feel, what you're thinking, what you think the problem is
When you have said absolutely everything you want to say move from where you were standing and break your state

Position 2. Now stand in the place you imagined the other person and take on their physiology, voice tonality and pretend to be them. This pretend version of that person has just heard everything you said to them so now is their chance to respond. Just say whatever comes. When you have said everything you want to say as that person move from where you were standing and break your state
Position

3. Now put yourself in a position where you can 'see' the interaction that went on between the two people and say what you are thinking and feeling as you look at the scene having heard what was said by both parties
When you have answered the questions about what you are thinking and feeling break state

Position 4. In this position you can gain a view on all three positions as though you were not involved at all. You can pretend to be a fly on the wall or an expert in the field of x. What would you recommend or advise you in position 1?

5. Go back to position 1 and see how you feel different now.

The Ultimate Success Formula

source: http://www.investalks.com/forum/redirect.php?goto=findpost&ptid=1849&pid=789470

Beliefs

The first thing that affects us is our beliefs. Your beliefs are like the operating system to your brain. They determine almost everything in your life. When you believe that something is possible, guess what, you set a target to go achieve it. If you believe that it’s possible to earn a million dollars, you set a goal to earn a million dollars. If you don’t believe that you can possibly achieve anything beyond the average you won’t even dare set the goal.

So the beliefs drive the goals you have. What you believe determines what you want. Your beliefs also determine what you do in your counter failure. In other words, if you believe that you’re stupid for example, if you believe that things are just too difficult, will you change your strategy? No. When you get failure you just give up and blame everyone else because you may have believe that it was not your fault.

Values

The second thing that affects us, our life values. Your values are the emotional state that you move towards and away from. They are the things that really drive our behavior every single day. But know this, if your values are in conflict with your goals, or your values in conflict with your behaviour every single day, you will not consistently get what you want. So values are the second component that drives the ultimate success formula.

Success

The third component, is another form of beliefs and is the belief of who you are and what you stand for and this is your identity. In other words, do you believe you deserve success? Or do you believe that you are just an average person. What is your identity, who do you think you are? Do you believe you’re someone who’s exceptional? Do you believe you are a champion or winner? Or do you believe you’re someone who is a loser. So again your beliefs, your identity and your values drive what you want in your life, they drive you strategies, they drive your actions and they determine what you do when you fail. And this is called the ultimate success formula.

Feedback

There is no failure in life. There is only feedback.


The law of requisite variety

So what is the law of requisite variety?

The law of requisite variety says that as long as you continually are flexible enough to change your strategy, you eventually get what you want.


The Power of Commitment

Are You Committed To Succeed?

How many of you are committed to succeed?

When you’re committed to do something, it becomes a must. It’s not a should, it’s not a could, it’s not a like to, it’s a must. Because when something is a must for you, you opt it from a very different frame of mind. When something is a must, guess what, you will do whatever it takes to get it done, provided it
is ethical, it’s legal, and it’s moral.

Unfortunately, many people don’t work from this frame of mind. Most people only wished to succeed. So they only do things as long as it’s within their comfort zone. As long as they feel comfortable, as long as it is not too painful, and every time you pushed them beyond the comfort zone, guess what they will do, they will keep within their comfort zone, giving a lot of excuses, and they say, “You know I can’t do it because I don’t have the time, I don’t have the energy, I don’t have the money, I don’t have the resources, I am not young enough” for example.

如何选择优质的股息股

source: http://www.investalks.com/forum/viewthread.php?tid=1849&page=34#pid223121

基本上是以三个标准来选择优质的股息股：

1）可靠、可信赖而且有稳定基本面的公司
坚持只选择久经考验、真正有诚信的公司，其资产负债表上有大量（很多很多）的现金，相对较低的债务，良好的销售和有利可图的业务营运。

2）公司有经济周期不敏感的业务
公司会受经济周期影响包括银行股，汽车，产业公司，消费品类股。

3）公司一定要有强势品牌
我不会在乎经济无论是上升、下降或横着走。只要有强势品牌的公司总是能够做得很好。

股息支付率是对收入的百分比支付给股东的股息。股息支付率 = (全年每股股息 / 每股盈利) = (股息 / 净利)

股息支付率提供了一个很好的理念，一间公司有多好的盈利来长期支持支付股息。较成熟的公司往往有较高的股息支付率。

「股息」是不会说谎的。它显示了一间公司是否一间强大并且赚钱的公司。它显示出对股东的承诺和代表目前的”有形付款” (tangible payment)。

投资的总回报 (Investment Total Return) = 股息 (Dividends) + 股息增长 (Dividend Growth) + 资本收益 (Capital Gains)

每年增加股息的公司，它的股价是很有可能升值（可能性非常非常高）和带给你资本收益。除非业务表现良好，不然管理层是不太可能每年提高股息。

Read more: http://www.investopedia.com/terms/f/freecashflow.asp#ixzz1Wn8TBTdW

Must be a Free Cash Flow counter - It can also be calculated by taking operating cash flow and subtracting capital expenditures.

投资组合 - 31/08/2011

Counter	ABP	Ratio	31/08/2011
SunReit, 5176	0.83	18.74%	1.08
PBBank,1295F	13.43	9.85%	13.40
PCHEM, 5183	5.23	0.00%	6.53
MHB, 5186	5.87	0.00%	6.64
Maybank, 1155	8.23	6.73%	8.72
Vitrox,0097	1.38	18.77%	1.07
CASH	-	45.90%	-

1/1/11 ~ 31/8/11 回酬  =  1.11% （比较大市 -4.72%）

投资记录：

• Share vs Cash: 54.10% vs 45.90%
• DIV PBBank Ex:05/08/2011; PD:17/08/2011
• Sell PCHEM 6.53, election & global unstable. Plan to return in 18 months.
• Sell MHB 6.60, election & global unstable. Plan to return in 18 months.