For the last 3 weeks, fears of a global liquidity crisis have sent the US markets into a downtrend. The S&P 500 Index has fallen 148 points from a high of 1554 points to 1406 points currently, a drop of 10%. There is a great possibility that the market will probably correct at least another 4-5% downwards for the rest of the third quarter.
US MARKET – S&P 500
This has created a knee jerk reaction to the Singapore market, represented by the Straits Times Index which has fallen 15% from a high of 3690 points to a current 3138 points, with probably a lot more downside to go. So when all the newspapers focus on people’s fears, losses and talk of doom and gloom, people are often surprised when they see me (and many of my Wealth Academy students) SMILING.
Singapore Market – Straits Times Index
So, why do I love downturns? Well, for the last 24 months, the market has been on a super bull run, with stocks returning double to triple digit gains, allowing all major markets to clock in record highs. While I did make lots of money on the way up, I actually sold everything I had about 3-4 months ago while the market was starting to run out of steam (all my students would have heard me say this many times) . I knew that the market run up was way due for a correction, as whatever goes up must first come down (it’s called a retracement) before moving up again.
When the market was at the peak, I didn’t know what to do with all the spare cash I had. There were no stocks to buy has everything was overpriced. Now with this market correction (I hope it goes all the way doooooowwwwn…Ha Ha Ha), all the great stocks that I want to buy will finally be at bargain basement prices again. Great stocks like AIG, UNH, PG, SAY and JNJ are way undervalued. By scooping them up when they hit rock bottom, I have the chance to make all those gains in profits all over again. IN fact, it was reported that investing Warren Buffet is already getting raedy to take advantage of this correction as he reported buying up more stakes in some of thes egreat companies. And of course, my Wealth Academy students will have the benefit of knowing when the right time will be to enter again and what are these great stocks to buy.
At the same time, I also love downturns because the market tend to DROP FASTER than it rises. By buying lots of PUT OPTIONS (which I talked about in my book, Secrets of Millionaire Investors), I have been making a nice profit as the market went down. Just last week alone, I made US$9,800 with Put Options on the S&P 500 Index. I know to many professional traders (like Conrad) this way seem very little, but I am just doing trading in my spare time as a hobby…so not bad lah.
The importnat lesson I want to share wth everyone is that business and the market environment is only RISKY when you do not know what to do about it. To people with no training in investing and business, everything will seem like challenges and problems. However, when you invest in your financial education, then every challenge, every problem and every downturn will be a great opportunity to make even more money. When you know what you are doing, there is NO RISK only RETURNS $$$$.
Funny that I didn’t notice how my students were also a happy bunch when the rest of the world is frowning! Indeed, downturns are a great opportunity to grab a fresh portfolio but its even a greater opportunity to grab profits while we’re on the way down.
$9K is nothing to sniff at. Its a safe and respectable profit by any measure, for the time your trade was on the board. I would love to make that kind of money any day. Well done and Roti Pratas all round!!
Whether we like it or not, Money is highly prized in our society. It’s Important. And we attach a lot of feeling to it. How will you feel when you see thousand of dollars go up in smoke in front of you? The issue here is “expenses” are part of the game.You have to lose some and to win some more. There is no holy grail……
Thanks to you Conrad and Adam….. I’ve learn how to play the game ……
We can’t change our relationship with Money……Focus instead on the numbers…
Think “Average risk to reward ratio”.Think” Potential profits versus maximum points risked”
For me now is to concentrate on getting the numbers right and the money will take care of itself….
Cheers …Prata on the Table…
Yo Adam, $2 coffee hor that you owe me ahaha. You were right at the first part of the market on 15/08 when you said that the market will go up. But im not wrong to say that the market will close at FLate or Down. And YESH !!! it closes down down haha … So tHankS for PratA and CoFFee haha …
Seriously speaking im not happy even when i make money in a downtrend as alot people especially the american are suffering from the subprime/credit issues which force them to be homeless or bankruptcy. Pray that God will take care of people who suffer from the current event.
I love great downturns. It is so fast and present tremendous opportunities waiting for the right people to know its intrinsic value to scoop them up like Warren Buffett. Let’s be a little patience and rewards will come.
Thanks Adam and Conrad.
I expect the downturns currently as I feel that the uptrend of the stock market is at a high point, hope that the downtrend will be a short one, and the uptrend will revive soon.
Keep your loss at level that you can take it.
thanks to conrad and adam’s strategies in the book.
Dear Adam, i’m interested to know more whatever it takes to be sophisticated investor…i’ve owned several of your books including the book w Stuart Tan. I hv query on the AIG/other shares to enter, will Lion Singapore Balanced / Lion unit trust/others that invest in Asia will highly recommended to buy into or other market as u mentioned those above SP 500. i’m keen to shortlist those unit trust i can buy in asap during the downturn….ps advise…appreciated very much for your reply.
I am inspired by your articles~ and seriously, i know i will sound really silly over here, knowing the experts are reading this.. i know nuts about shares and stocks trading!
i read both ur “secret” books and recommended to all my frez and family members, great works ! …..i too predict this downturn after read ur book but now it’s the tricky part…we all know it’s good time to scoop some good stocks during the down turn, but when will be the right time ? are we at bottom yet ? 🙂 u know, as a small rookie investor, i got limited capital, want to stay as min risk as possible !!! the process is still painful (which i have started accumulated some good fundamental stock, but also start feel the pain as last few days was volatile 🙂 even though i know long term i’ll gain…..)
jenys – it is better to know nothing than know something. It is always the something that will kill alot of novice investor and trader.
calvin loi – It is better for you to do your own research. If you think that AIG is a very fundamentally strong stock then go for it. Wait for the market to be stable and come back abit then buy in. When you read or wait for news without doing your own research, you will always be the Latecomer.
KS – There are no really right time for buying a stock. Some stock perform best when the market go downward, example beer company as lots of people will turn into drinking to let go of their frustration in losses. If you are going to buy a fundamental sound good stock, now is a better time as compare when the market is at the peak. Most of the fundamental sound good stock will take about roughtly 1 – 3 years to see the maximun profit gain. So then again depend on how long you intend to hold ?
I hope that my suggestion will help you guys to have a better trade. Education is the most important thingy that you can invest. If you have more knowledge in investing, you will be better in reducing your risk of investing. Thus making and maximise your profit.
[…] The title of this post actually came from my wife. She has been asking me day after day if it is the right time to buy the stocks that are at very attractive prices now. And we have been spending time looking through stocks to find good ones to buy when the time is ripe. We totally second Adam Khoo’s stock investing philosophy. […]
I totally agree with Adam. Now is the right time to go in!
Adam,
Timing is everything. right? My wife and I just returned from an investing seminar in Myrtle Beach where the guys needed you to help them. Thanks and to know your ideas we didn’t even have to leave home.
Let’s await the next “wave”! Kudos to Adam.
Digged up this interesting post. Wonder when’s the next downturn for such opportunity again.