Sri Lanka Equity Forum
Dear Reader,

Registration with the Sri Lanka Equity Forum would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
Sri Lanka Equity Forum

Discussion Forum for Stock Market Investors in Sri Lanka

සිංහල පරිවර්තනය
Submit Post
Submit Post
Market Place

Add an ad

View all ads

Latest topics

» Market will test 4700
by karuna2 Today at 12:25 pm

» Keep eye on Politics
by samaritan Today at 11:49 am

» CSE from Dawn of Peace to Rebirth of Terrorism
by Yahapalanaya Today at 9:59 am

» EAST Steady at 18
by mark Today at 9:25 am

» Pakistan’s trade with Sri Lanka comes to a halt
by Yahapalanaya Today at 8:59 am

» New Support Level 5300
by hammurabi Yesterday at 8:47 pm

» LIOC upward curve
by hammurabi Yesterday at 7:14 pm

» UNION BANK (UBC) to be takeover by Union bank of india
by Lucky Gamage Yesterday at 6:26 pm

» SEC yet to publish its 2017 Annual Report
by Teller Yesterday at 5:10 pm

» Why AAIC Should trade above RS.50/-
by wisdom79 Yesterday at 1:44 pm

» HNB Assurance March net down 83-pct
by Teller Yesterday at 1:18 pm

» PABC net down 13-pct in March; loans contract
by Teller Yesterday at 1:15 pm

» Indian stocks jumped to record highs
by Teller Yesterday at 1:13 pm

» modi wins-India to no1 in the world
by Teller Yesterday at 1:07 pm

» Hayleys revenue up 34% YoY to Rs 219 bn in FY 18/19
by Teller Yesterday at 1:02 pm

» undervalued stock
by Teller Yesterday at 1:00 pm

» CIND , 10% guaranteed return
by Teller Yesterday at 12:57 pm

» INVITATION TO FORUM MODERATORS
by Agape Yesterday at 8:52 am

» Reputation???
by Uaecoindubai Wed May 22, 2019 7:12 pm

» Daily Stock Market Update
by Insights Equity Wed May 22, 2019 6:47 pm

» INVEST ON AAIC, HASU, UAL.... YOU WILL NEVER WORRY......
by wisdom79 Wed May 22, 2019 5:56 pm

» AIA INSURANCE DE-LISTING (CTCE)
by lokka1 Wed May 22, 2019 12:55 pm

» Sri Lanka’s Top 10 Imports
by Gajaya Wed May 22, 2019 11:16 am

» Top 10 Small Scale Business ideas & Opportunities in Sri Lanka 2019
by Gajaya Wed May 22, 2019 11:15 am

» when bank lending rates put down ?
by nuwanmja Wed May 22, 2019 11:01 am

» Sri Lanka’s largest pension fund EPF return to Colombo Stocks
by wisdom79 Tue May 21, 2019 10:46 pm

» Sri Lanka's EPF enters stock market with blood in the streets
by God Father Tue May 21, 2019 8:21 pm

» Sri Lanka caught in the big power conflicts
by God Father Tue May 21, 2019 8:16 pm

» High Profile Selling at EAST
by Uaecoindubai Tue May 21, 2019 4:43 pm

» A Trader’s Guide to FIX Engine
by Brenda John Tue May 21, 2019 11:24 am

» Reasons for market to crash
by Uaecoindubai Tue May 21, 2019 10:08 am

» ගෙවුම් ශේෂය, වාහන බලපත් හා ඩොලරයේ මිල
by ChooBoy Mon May 20, 2019 5:59 pm

» Terrorism and its Impact on the Sri Lankan Economy
by ChooBoy Mon May 20, 2019 5:41 pm

» Sri Lanka Equity Market Place
by Sstar Mon May 20, 2019 4:36 pm

» Sri Lanka Equity Market Talk
by Sstar Mon May 20, 2019 12:23 pm

» Sri Lanka Equity Market Help
by Sstar Mon May 20, 2019 12:18 pm

» LOFC IN FOR A BIG RUN
by stockback Sun May 19, 2019 5:20 pm

» Look PAP Amazing company
by Uaecoindubai Sun May 19, 2019 5:13 pm

» Sri Lanka Equity Market Place
by Uaecoindubai Sun May 19, 2019 5:13 pm

» CSE NOW AND AFTER ELECTION
by Ahcha Sun May 19, 2019 4:40 pm

» Do not be greedy, rely on small profits Guide to the markets
by Asoka Samarakone Sun May 19, 2019 12:11 pm

» 6 % of EPF funds in stock market
by hammurabi Sat May 18, 2019 3:47 pm

» Weekly Stock Market Roundup
by Insights Equity Sat May 18, 2019 12:54 pm

You are not connected. Please login or register

Sri Lanka Equity Forum » Stock Market Talk » Is SWP better than dividend plan?

Is SWP better than dividend plan?

Go down  Message [Page 1 of 1]

1Is SWP better than dividend plan? Empty Is SWP better than dividend plan? on Tue Sep 04, 2018 3:29 pm

wasimraza


Stock Trader
Hello guys! I’m a quite a beginner investor in the stock market and planning to invest a fund which can give a regular flow of return on monthly basis. But, I’m quite confused about the systematic withdrawal plan and dividend plan. Some of my colleagues suggested me to invest in the SWPs since it provides a consistent flow of returns on a consistent interval of time (weekly, monthly, and quarterly). Moreover, it is up to the investor to decide on the amount and period of time.
Plus, there is no guarantee to get consistent dividends from dividend mutual funds since it is based on the realized gains. Since I am invested in the stock market I opted out the financial advisory services of Advisorymandi. So, I asked the same question to my financial advisor and he suggested to me the same thing to invest in the systematic withdrawal plan.
But, I’m still confused over this. After all, I can’t just simply invest big capital in anything. So, plz help me out on this one. 

http://www.advisorymandi.com/

2Is SWP better than dividend plan? Empty Re: Is SWP better than dividend plan? on Fri Sep 07, 2018 11:59 pm

DS Wijesinghe


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Welcome to the Sri Lanka Equity Forum WasimRaza

I really do not know the SWP you have mentioned but as you seem to be a beginner to stock market let me tell you that you are entering at one of the best times to buy from CSE. Market is struggling for the past 3 1/2 years giving you a better opportunity to buy stocks of great companies at bargain prices

Remember wealthy investors are made through investing in bear and economic recession times rather than in Bull markets

I would summarise and share with you some of the key points recommended by Alexander Graham for a defensive/conservative investor like you. 

1. Do not allocate more than 50% of your investment portfolio to stocks. Keep 50% in safer bonds+FDs

2. Buy stocks of well managed large, conservative companies only 
3. The companies must have a sound dividend track during the past 5-7 year period
[ltr]
4. ALWAYS RE-INVEST THE DIVIDENDS RECEIVED. Remember re-investing dividends is one of the most powerful strategies of sound stock market investing
[/ltr]
[ltr]
5. The companies should have a minimum of 10% compounded annual growth rate in Earning per share(EPS) during the past 5 years
[/ltr]
[ltr]
6. The companies should have a minimum of 10% compounded annual growth rate in net Asset value per share (NAVPS) during the past 5 years
[/ltr]
[ltr]
7.  Always try to buy cheap. Don’t over pay. Check out average and lowest Price Earning ratios when you decide on price point to buy. 
[/ltr]
[ltr]
8.The companies of your portfolio always have to be from the industries you like and familiar. For example don’t buy Ceylon Grain Elevators if you don’t eat chicken meat. If you hate smoking don’t buy Ceylon Tobacco. If you actively care for environment and don’t like plastics don’t buy ACL Plastics

Please get the research divisions of your chosen stock broker to give you the calculation for 5, 6 & 7 above. Sit with your stock broker for at least every 6 months review your portfolio.

If you are planning to be a more enterprising young aggressive investor, always start with small quantities such as 100s and 200s the most.  Don’t try to beat the market at the  beginning but Check out how your judgement works before you start making substantially large investments.


Happy investing in the Colombo Stock Market
[/ltr]

3Is SWP better than dividend plan? Empty Re: Is SWP better than dividend plan? on Sat Sep 08, 2018 8:40 am

Champ is Back


Senior Equity Analytic
Senior Equity Analytic
@DS Wijesinghe wrote:Welcome to the Sri Lanka Equity Forum WasimRaza

I really do not know the SWP you have mentioned but as you seem to be a beginner to stock market let me tell you that you are entering at one of the best times to buy from CSE. Market is struggling for the past 3 1/2 years giving you a better opportunity to buy stocks of great companies at bargain prices

Remember wealthy investors are made through investing in bear and economic recession times rather than in Bull markets

I would summarise and share with you some of the key points recommended by Alexander Graham for a defensive/conservative investor like you. 

1. Do not allocate more than 50% of your investment portfolio to stocks. Keep 50% in safer bonds+FDs

2. Buy stocks of well managed large, conservative companies only 
3. The companies must have a sound dividend track during the past 5-7 year period
[ltr]
4. ALWAYS RE-INVEST THE DIVIDENDS RECEIVED. Remember re-investing dividends is one of the most powerful strategies of sound stock market investing
[/ltr]


[ltr]
5. The companies should have a minimum of 10% compounded annual growth rate in Earning per share(EPS) during the past 5 years
[/ltr]


[ltr]
6. The companies should have a minimum of 10% compounded annual growth rate in net Asset value per share (NAVPS) during the past 5 years
[/ltr]


[ltr]
7.  Always try to buy cheap. Don’t over pay. Check out average and lowest Price Earning ratios when you decide on price point to buy. 
[/ltr]


[ltr]
8.The companies of your portfolio always have to be from the industries you like and familiar. For example don’t buy Ceylon Grain Elevators if you don’t eat chicken meat. If you hate smoking don’t buy Ceylon Tobacco. If you actively care for environment and don’t like plastics don’t buy ACL Plastics

Please get the research divisions of your chosen stock broker to give you the calculation for 5, 6 & 7 above. Sit with your stock broker for at least every 6 months review your portfolio.

If you are planning to be a more enterprising young aggressive investor, always start with small quantities such as 100s and 200s the most.  Don’t try to beat the market at the  beginning but Check out how your judgement works before you start making substantially large investments.


Happy investing in the Colombo Stock Market
[/ltr]

Fair & good advise.
Really agree with one of the best time to enter in CSE.

Back to top  Message [Page 1 of 1]

Permissions in this forum:
You cannot reply to topics in this forum