www.re-thinkwealth,sg, www.re-thinkwealth.com

Hi, my name is Chris Lee Susanto – you can call me Chris! I’m the Founder of Re-ThinkWealth (Est. 2015) – A Value Investing and Options Selling Blog Founded in Singapore & Focused in United States Stocks.

Welcome to my humble blog! 🙂

I Specialize in profiting using mispricing based on the methodology of Value Investing and Options Selling for the U.S. stock market. And I am planning to leverage on these two methodologies to run my equity fund in the future.

What do you think value investing is? Do you think it is a sustainable method to profit from the stock market in the long run? I for one am of the belief that it is a sustainable method to profit over the long run from the stock market.

Fundamentals of a company is the life vest in the irrational world filled with speculators we often live in. Investment is most intelligent when it is most businesslike.

 www.re-thinkwealth,sg, www.re-thinkwealth.com

What Makes Re-ThinkWealth Different?

  1. We provide only the highest quality articles from real-life practitioners focusing on value investing and options selling. These practitioners must already manage a sizeable amount of money.
  2. 100% guarantee that our articles are never outsourced to any third party. It is common practice in this industry to pay someone to write, with a minor edit, they pass it as their own.

Welcome To The Re-ThinkWealth Experience!

Who is Re-ThinkWealth For?

For Singaporeans who have 0 experience in stock investing. And is looking to learn a way to sustainably generate & grow their income & wealth for decades to come. Believes in long-term time horizon (at least 3 years) and using only spare cash (not borrowed money) to invest. Believes that the most effective way to truly learn AND apply value investing and options selling is through 1 to 1 mentorship.

Get Started With These Articles!

  1. What is Value Investing? – An article I wrote for Value Walk describing in summary what exactly is value investing.
  2. What is Options Selling? – An article by Fidelity that gives a pretty good picture on selling calls and puts options. Including the risks and rewards involved with it. On a personal note, options selling to me should only be done once one understood how to apply value investing well.
  3. The 100+ Most Intelligent Investing Quotes of All Time – I love quotes. Especially quotes by value investors who had been wildly successful at managing their funds. These lists are consistently updated.
  4. Here Are My Reflections After 3 Years 7 Months in The Stock Market – I constantly write short posts on my reflection in the stock market. This is the latest one.
  5. Here’s My Opinion on Bitcoin – I predicted that Bitcoin is not an investment worthy asset more than a year back on 8 December 2017.
  6. Value Investing And Behavioural Finance – An article I wrote about value investing and why understanding behavioral finance is important too.
  7. 8 Financial Terms That Everyone Should Know – This is the basic 8 financial terms that I feel everyone should know. A quick 2 mins read!

About Chris, Founder at Re-ThinkWealth.com

Chris started investing in Singapore and U.S. stock market utilizing value investing & options selling strategies when he was just 21 years old. 

His hobbies include watching meaningful movies, eating good food (especially spicy ones!) and catching up with friends over a good cup of coffee. He also loves reading. Some of his favorite books include The Intelligent Investor by Benjamin Graham, How to Win Friends and Influence People by Dale Carnegie and Principles by Ray Dalio. For news source, he likes CNN, Channel News Asia and Straits Times. He is also subscribed to The Wall Street Journal and read it daily.

As of the end of Quarter 3 of 2018, he manages a Value focused U.S. stocks six-figure portfolio – making 25.84% annualized IRR since inception (March 1, 2015) from capital gains, dividends and options premiums beating the S&P 500 annualized IRR of just 13.26%. He tracks his return on a quarterly basis.

In the year 2015 at just the age of 22, he established Re-ThinkWealth.com – a blog where he often shares USA based value investing insights and options strategies.

He also guests blog in renowned U.S. fund focused investing websites such as Value Walk and Singapore investing sites such as The New Savvy, Investment Moats, Forever Financial Freedom and Dollars and Sense.

In 2017, he was invited to share his insights on the art of value investing for students from Strategos in NUS Tembusu College and on entrepreneurship and investment for a graduating Diploma in Business cohort at Singapore Polytechnic.

In 2018, he was invited to be a mentor in the Youth Innovation Challenge organised by Singapore Management University (SMU) Institute of Innovation & Entrepreneurship and to Singapore Polytechnic to talk to a group of graduating Banking students on How Traditional Investments Vehicle/System Will Be Further Disrupted by Fintech.

He was also featured in the NUS Investment Society Year Book in 2018 sharing about his experience applying value investing to generate above market returns. He was featured along with David Gerald, Founder, President & CEO of Securities Investors Association (SIAS, Singapore).

His focus today is on running The Value Investing Mentorship Club well, starting a hedge fund focusing on value investing & options selling and of course, to deliver Alpha sustainably.

 


His Value Investing Philosophy

  • Mispricing
  • Inversion
  • Charlie Munger’s two-track analysis
  • Warren Buffett’s value investing philosophy
  • Multi-strategy of buying and selling stocks and options

Investment Track Records

Equities & Options [Long-Only, Bottom-Up Approach]

Note:  The image shows the investment return performance if you have put your money in the S&P 500 and in my united states stock portfolio. They are calculated using a net asset value principle using the time-weighted factor of the deposit and withdrawal of funds (if any). It includes all realized profits from past capital gains, options premiums and dividends and current unrealized overall portfolio profit/loss.

25 February 2015 was the first day that I put in money in my US brokerage account.  The start of the tracking date of my relative annualized investment return is seven days after I first put money in my US stock portfolio brokerage account starting on 1 March 2017.

This is for ease of tracking as the S&P 500 total return tracking date starts at 1 March 2017 – and do not have 25 February 2017. I used the S&P 500 total return as a benchmark which is inclusive of capital gains and dividends.

Subsequently, the additional deposits date – an important factor in calculating the annualized investment return – are considered in counting the XIRR (relative average annual compounded gain return).

Disclaimer: The figures here are an approximation based on my personal calculation at spot exchange rate at the time of the trade and may not be 100% accurate.

What some people say about me:

“Chris has the Value Investing gene in him. I have seen his Impressive Investment Analysis in action. I believe that All Value Investors Will Benefit by listening to his insights!” – Justin Tjoa, Co-founder and CEO of Algo Merchant Pte Ltd

“Great guy. Mature for his age and Good Insights. Would Recommend that People Subscribe to His Newsletter – useful!” – Kevin Lim, Associate Director – Portfolio, Strategy and Risk Group at Temasek Holdings

“I’ve been very impressed with Chris as someone who sets goals for himself and works hard to realize each of them. In particular, he’s impressed me with his knowledge of the finance world – particularly Value Investing and Options Selling – and I have found his Investing Newsletter to be Very Informative. He’s also a genuinely pleasant and gracious person – and very grounded – someone I enjoy talking with whenever the opportunity arises. I’m excited to see where life is going to take Chris – what opportunities will come his way – I believe his level of initiative is going to take him far.”- Tom Estad, Academic Director, SUTD-SMU Dual Degree Programme at Singapore Management University

If you wish to know more about my premium learning solutions (online) offering, drop me a WhatsApp at +6583946824 or Email me at chris@re-thinkwealth.sg.

If you have no clue what value investing is, I highly recommend that you read this article I wrote for Value Walk first. After that, you may come back to re-thinkwealth.com to read the rest of my posts.

Blog

10 Reasons Why We Should Rethink How to Build Our Wealth

I am 25 years old this year and I am always fascinated by how a change in our thinking can result in a huge change in our wealth. I am convinced by the notion that how we think creates the wealth that we have. And writing has been an integral part of it all because it gives me an avenue to pen […]

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Here’s My Quick Thought on Starbucks Stock

Starbucks is a company that needs not much introduction. I am sure that most of us have drunk Starbucks coffee before. And many of us have studied or did some work or caught up with a friend there. Starbucks is a familiar company that is in almost every airport around the world. Their story though started back in Seattle […]

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Sony – Deep Value?

Sony is at an inflection point after years of restructuring. Having shed and restructured loss-making business units, it comfortably exceeded its 2014 medium-term plan to deliver an ROE of 10% and operating profit of JPY500bn in FY17. The company is seeing a number of tailwinds for games, music, and the semiconductor segments […]

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Sustainability of Dividends

First, we must understand that business conditions are dynamic. Occasionally, different cycles will cause earnings to fluctuate up or down and it affects the business’ ability to pay out dividends. As investor, we must never have the expectations for dividends to remain the same forever […]

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Warren Buffett Often Talks About Intrinsic Value: What is it?

Warren Buffett often talks about intrinsic value. But what exactly is an intrinsic value? Knowing what is intrinsic value is the FIRST step for any aspiring investors who want to be a practitioner of value investing. UNDERSTANDING what is intrinsic value is, of course, the second step for aspiring value investors. Because […]

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My Thoughts on Qualcomm Q1 2018 Results

Yesterday’s was Qualcomm’s release of its quarter 1 2018 results. You can view its SEC filing here. It is for the quarterly period ended March 25, 2018. A short background, Qualcomm is simply the company behind most of the smartphones that we are using – in terms of the chips or you can call it, the “brain” […]

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Good Result and Yet The Stock Fell 10+% – GameStop’s So Unloved

The stock hit fresh near 13 year low despite the company doing pretty well during the earnings call on 28 March 2018. It closes at 10.39% down. It is not an easy day for any GameStop holders (except the short sellers), from my end, I am thinking where I could have gone wrong – or is the market wrong. I am more than willing to […]

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5 Reasons Why Having The Long-Term View is Vital in Stock Investing

Having a long-term view is important in stock investing. And the reason is not just because many of the world’s most successful and richest investors such as Warren Buffett and Seth Klarman say so. “If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes” – Warren Buffett […]

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Is GameStop Doomed? I Visited Their Stores in NY to Find Out

As of the market close on 11 January 2018 at $19.96, I am at a 7.81% paper gain excluding of realized gains I received via dividends and options premium. And GameStop consists of 30.80% of my portfolio – second on the list – with the first being Qualcomm at 40.60% of my portfolio. Naturally, going down to GameStop stores in New […]

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Contact

Chris Lee Susanto often travels to and fro Singapore and Jakarta.

WHATSAPP
+65 83946824

EMAIL
chris@re-thinkwealth.sg