Investment in Templeton way

MilkTeaBro
07-12

John Templeton investment philosophy focuses on constantly searching for the markets that are depressed and looking for quality stocks that are beaten down and overlooked by investors.

I invested in Singapore dividend stocks, Hong Kong and Emerging markets ETFs in Templeton way, followed the pace of the Fed's interest rate hikes, buy more when the price drops, and bear the 'humiliation' for three years. Now the interest rate is at its highest point, but the expectation of rate cuts is just around the corner. Today I reap the fruits of my labor, both capital gains and dividend income.

I have collected 30k plus dividend in these 3 years, and reinvested them in stocks.

I am not jealous of US stocks AI and high-tech stocks. High-tech is not my cup of tea and I can't hold them, usually sell out too early. And they have never been cheap in the past few years.

I stick to my strategy which fits my character, finally I can get a good result. I locked high dividend yield stocks even though they don't go up, I still have dividend income. High interest rates is very good filter, those companies insisted on generous dividend payment in continuous years really have solid balance sheet and business profits model.

Hope everyone can find out his own style.

Appreciate Tiger Brokers provides a low cost and efficient platform. Tiger coins and cash vouchers encourage my investment and interaction with Tiger community.

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Excel sheet update on 30 Jun 2024

Better YTD and Dividend: Will You Invest Big Banks?
High-dividend stocks are an essential sector in investments. Besides stock price appreciation, dividends can provide investors with stable annual income. Major banks like Goldman Sachs, JPMorgan Chase, and Citigroup, which have achieved YTD returns of 27.6%, 23.49%, and 26.63% respectively, outpacing the S&P 500, Apple and Microsoft. They also offer attractive dividend yields of 2.23%, 2.19%, and 3.25%, which surpass those of top tech stocks. ------------ Big Banks: Better YTD, Better Dividend! Would You Invest? Any other good choice for high dividend and safe plays?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Jenny_Li
    07-12
    Jenny_Li
    good article, will you share it?
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