Life Term Strategies

1. Huge Gains in Long Term
- Receive significant capital gains
- by investing in corporations
- (with wide economic moat & average peers’ net margin)
- In very very long term

2. Strong Periodic Cash Flow
- Maintain self-sufficient monthly cash flow
- Through dividend, gains on derivative & short term trading
- For re-investment to item # 1 mentioned above

3. Mind for Risk Management
- Ensure strong cash position
- Maintain low risk by continue monitor, analyze & feel:
economic trend & environment,
market condition & investors emotion
corporate performance & outlook
asset allocation & direction

4. Be a holy Christian investor:
- Invest in wisdom & varies ways, but consistent & not over nor under of what the Holy Bible expects a Jesus follower should be
- Keep regular & long term spiritual growth
Continue experience God @ finance market
Aim for life transform opportunities
- Even though it may not teach Billy & Bilibala what stocks to invest nor how to make more, more & more $

3.21.2011

Performance - 03/21/11

Return % Comparison as of 03/17/11:
(2010 YTD, vs peak, 6 yr average)

· Bilibala (3.1%), (4.1%), 20.3%
· USA up 1.7%, (18.8%), 0.9%
· Canada up 2.6%, (10.0%), 6.6%
· HKG up (3.2%), (30.2%), 7.5%
· China down 3.6%, (52.5%), 14.2%

ð Bilibala portfolio took the hit in Mar 11 as four of its top holding fall mainly trigger by the Japan earthquake - China Mobile (4.8%), China Life (3.5%), Google(8.5%), Manulife (8.3%).
ð Manulife down was directly impacted as 6% of its account value & 4% of its sales come from Japan. As I mentioned in the previous sharing, I think the max claim will be $1B (assume unclear leaking situation will not get any worse). China Mobile & China Life fall were due to funds being pulled from Hong Kong to Japan or to those who invest in HKG by borrowing from Japan. That’s the reason why HKG stock market fall even crazier than Japan. As the situation get stabilize, I think HKG stock market will recover by that time.

Top 5 holdings by sectors:
· Insurance 26.5%
· Banking 16.5%
· Telecom 15.6%
· Information Technology 9.8%
· Energy 9.2%
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The information provided in the entire blog is not intended to provide legal, accounting, tax or specific investment advice. The information presented was obtained from sources believed to be reliable; however, I cannot represent that it is accurate or complete. I assume no responsibility for any losses, whether direct, special or consequential, that arise out of the use of this information. This information is subject to change without notice. Stock performance are not guaranteed, their prices change frequently and past performance may not be repeated. Please do your own investigation, or contact your own professional advise, before investing.