Monday, September 21, 2015

The first few rocky steps of investing

 Hello! So you want to earn money? Now we already have something in common.

(Disclaimer: This article is not about stock analysis nor recommendations. I am talking about very basic investing and at this point business students should have probably evacuated.)

I am not a business student nor exposed to the workings of the economy from a young age. In fact, just a couple of years ago I have no idea what are securities, equities etc. Just seeing anything about 'shares' or 'stocks' made me shun the article displaying it. This should give you the idea that I am not a hardened veteran in the finance world, just like you.

"These are too difficult to understand" is more or less the thought that resonates every time I come near anything investment-related. The only way I know how to grow my money is the 0.05% annual rate that the bank gives. It wasn't until when I realize my money isn't going to multiply itself naturally that I braced myself and jumped into the world of investments.

The initial implications were terrible. I was hit by technical jargon left and right, I had absolutely no idea what does 90% of the word in 'help articles' means. Hearing so much about financial and annual reports, I proceeded to download one off Singtel. It served no purpose in furthering my knowledge because the numbers and terms in it made about as much sense as a 'level 90 paladin tank' is to someone who doesn't play World of Warcraft - nothing.

I hope I didn't frighten you too much from the investment world. Many people my age doesn't do investments, that's understandable. Why would anyone throw their (or their parents) hard earned money into something that is virtually nonexistent? Most people my age would either spend their earnings having fun such as going to clubs, splurging on branded goods, holidays, and much more. Some of their parents are very wealthy and can afford their huge expenditure, sure. However, people like me and pretty sure a vast majority out there, don't. 

Given my observations, I would say everyone should invest, but investing isn't for everyone. Do not misunderstand that I am dissuading anyone from investments, by 'isn't for everyone' I mean that any regular layman who have no knowledge about investing shouldn't invest blindly. Of course I learned it the hard way, but I wouldn't call my previous actions 'investing'.

What does 'investing' really means? It is a extremely broad word that has many meaning coming from different people and the dictionary defines it as 'expend money with the expectation of achieving a profit or material result by putting it into financial schemes, shares, or property, or by using it to develop a commercial venture.'
Basically it means using money to earn money. Lets say that you bet a specific number on roulette, if you're right, the payout is 35:1 - meaning a straight up 3500% return on capital. 
"But that's gambling!", many would argue, and they are not wrong. Gambling is a very intrinsic characteristic of investing. By buying a stock or share that you have no idea of - you might be better off playing roulette.

That said, personally I feel that investment shouldn't be gambling. One should only invest when he/she has sufficient understanding about the company/shares that they are buying into. 'Sufficient understanding' in this case, would be referring to the huge amount of fundamental and technical analysis that you should have done prior to spending money in investments. An, perhaps not that professional example would be one I did on Raffles medical (Link).

And a few final tips:
If you have no idea what are EPS, EBITDA, balance sheets, dividends etc. you shouldn't invest. 
If you are looking to double your capital within a month or a year, you shouldn't invest. 
If you can't accept any losses to your capital, you shouldn't invest.

One must also evaluate their own finances, risk appetite and emotions prior to investing, and do so accordingly.

Thanks for reading and I hope to see you as a successful investor one day.



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