|
No.
|
Counters
|
No. of
Shares |
Market
Price (SGD) |
Total
Value (SGD) based on market price |
Allocation
% |
|
1.
|
Starhill Reit
|
377,000
|
0.755
|
284,635.00
|
30.0%
|
|
2.
|
Vicom
|
31,300
|
6.79
|
212,527.00
|
23.0%
|
|
3.
|
Netlink Trust
|
236,000
|
0.835
|
197,060.00
|
21.0%
|
|
4.
|
First Reit
|
152,000
|
0.98
|
148,994.00
|
17.0%
|
|
5.
|
The Hour Glass
|
106,900
|
0.80
|
85,520.00
|
9.0%
|
|
6.
|
Far East Hospitality Trust
|
3,000
|
0.67
|
2,010.00
|
1.0%
|
|
7.
|
Ho Bee Land
|
300
|
2.53
|
759.00
|
1.0%
|
|
8.
|
Warchest
|
1,000
|
1,000.00
|
1.0%
|
|
|
Total
|
|
|
|
932,505.00
|
100%
|
Greetings from JB!!
We are on a long weekend for the Easter week so I decide to bring my family to a nearby getaway to our neighbouring countries for some quick hit shopping, eating and playing time.
I was just catching up with fellow bloggers Thomas from 15 Hour Work Week and Chris from Tree of Prosperity two days ago over lunch and we talked about M Bison from the Street Fighter series and look what I’ve got in our Airbnb apartment! A Game Console!
 |
| Muahaha, I am surprised I still remember the special moves by all the character, including the famous M Bison |
Back to the portfolio updates now.
April has been a very good month for investors because the stock market continues to go up and most if not all my portfolio has benefited from the upward trend moves.
Two of my biggest holdings, Starhill and Vicom, have been doing superbly well this year so they are the main contributor to the increase again this month.
I have divested Manulife Reit at USD 86.5 cents because I think the general valuation overall is rather fair and I wanted to reduce my over-dependence on Reits which is taking the majority of the portfolio before the divestment. Looking at how Kep KBS reported good Q1 results and outlook recently, it seems like there are still room for the US commercials to go up.
With the proceeds, I took an interesting position at The Hour Glass, which I averaged a couple of times from 70 cents all the way to 74 cents, accumulating a total of 106,900 shares in the process. This is after the big move which seen big institutional play coming in on this stock a few weeks ago.
This is a relatively short term play because YTD results have been doing really well with margins marginally up to 25% from 24% last year but revenue line also increases. My estimation for FY earnings is THG will end the year with EPS around 9.3 cents which if we give a valuation of 10x PER, the target price will be around 90+ cents.
The share price has been up a few good times this week so my position is already up around 9% as it closes at 80 cents today, but between now and FY results I suspect there is another 10% upside.
On a smaller update, I took the DRIP for my Far East Hospitality Trust last quarter dividend which is priced decently att 63 cents. This is the reason why you see I have 3,000 shares in my portfolio. Since the amount is too small to make any action, I’ll just leave it there for now.
Networth Update
The portfolio continued to do well this year, which is up again from the previous month of $900,096 to $932,505 this month (+3.4% month on month; 29.8% year on year).
This is the 16th consecutive record month that the portfolio has broken a new record high.
I am coming due soon for my sabbatical D-day in May so I’ve got to make every returns count now while the bull lasts.
The hardest part being involved in the bull market is the expectation as investors we are giving ourselves to be performing better than the index.
To date, the return has been satisfactory as it is performing better than the index so I can’t ask for much more (i.e, if the stockscafe statistic is correct. I’ve had friends in my chatgroup who disputed the ES3 returns to date to be incorrect).
Next month will be interesting because we are in for a “Sell in May and Go Away” period so we don’t know if the market will fall for that legendary trap but we’ll have to cope and see.
Meanwhile, have a great long weekend and enjoy and celebrate the Easter this weekend.
Thanks for reading.
If you like our articles, you may follow our Facebook Page here
Congrats on another monthly increase! Out of curiosity, what will you do if the market crashes during your sabbatical? Decrease spending? Go back to work? Both?
Hi WGM
The sabbatical has no association with whether market is going to crash or not. The sabbatical is dependent upon a special savings fund used to tide over the entire sabbatical period until end of the year. In the longer run, the goal is to depend more on dividends. During recession, the objective is to make as much return as we can by taking an opposite direction of the market.
Hi Brian. Your warchest seems to be always at $1000. Do you stay invested as much as possible throughout?
Hi Boonhow
Yes for as long as I see opportunity. But I can go from 100% invested to 0% invested within a single day if I no longer see opportunity and the need to divest at some point.
Hi B
Congratulations.
1 million is just a corner away! =)
Hi MIM
Haha thanks for your early encouragement.
Hi
What are your thoughts on First Reit? 🙂
Fast cash offer for you today at just 2% interest rate,
both long and short term cash of all amounts
and currencies, no collateral required.
We give out from a minimum range of $2000 to a maximum of $20million.
We are certified and your privacy is 100% safe with us
Apply now for your instant approval and
transfer approval process takes just 24 hours. contact us now
Contact Us At : [email protected]
whatspp Number +918929490461
Mr Abdullah Ibrahim
��ARE YOU THROUGHLY IN NEED OF THE SERVICES OF A PROFESSIONAL HACKER?(CATCHING A CHEATING SPOUSE[Phone Hack], RECOVERY OF LOST FUNDS, CREDIT SCORE UPGRADE, WEBSITE HACK…)
When you wonder “which hacking company should I hire, the first aspect that should concern you is quality. Clearly, you want to embark for services that povides swift response, Thanks to our talented and Astonish Hackers , you are rest assured that your expectations will always be met. You’ll be glad to find out that our services Implies precisions and actions.
High prolific information and Priviledges comes rare as i would be sharing with you magnificent insight you wish you heard years before now. As it's been understood that what people don't see, they will never know. This post is definitely for those who are willing to turn their lives around for the better, either financial-wise, relationship-wise or businesses.
Welcome to the Global KOS hacking agency where every request on hacking related issues are met within a short period of time.
If your shoe fits in any of the required services below, you will be assigned to a designated professional hacker who is systematically known for operating on a dark web V-link protocol.
The manual Operation of this hackers is to potentially deploy a distinguished hacking techniques to penetrating computers and various type of database system to meet your request.
Penetration of computing systems are achieved using core software tools like Ransomeware, SQL/Keylogger injection. botnet, trojan and DDOS attacks.
Providing value added services to clients as a hacker has been our sustaining goal.
Are you faced with cyber challenges like
��Recovery of lost funds:✅It saddens our mind when client expresses annoyance or dissatisfaction of unethical behaviours of scammers. We have striven to make tenacious efforts to help those who are victims of this flees get off their traumatic feeling of loss. The cyber security technique used to retrieving back the victims stolen funds is the application of a diverse intercall XX breacher software enables you track the data location of a scammer. Extracting every informations on the con database, every requested information required by the Global KOS would be used to tracking every transaction, time and location of the scammer using this systematic courier tracking base method.
�� Hacking into the mobile phone of a cheating spouse.✅ This type of hack helps you track every movement of your cheater as we are bent on helping you gain full remote access into the cheater's mobile phone using a Trojan breach cracking system to penetrate their social media platforms like Facebook, whatsapp, snapchat etc. This spy processing is used via an HDSI folder which synchronizes the target mobile operating system into a clone S-Drive unit.
��Credit Score Upgrade:✅Due to our transformed changes on Equifax tracking , upgrading of credit score are backed by our cyber tech breaching licence, This hacking process drastically generates you an undestructive higher credit score which correlates to a higher level of creditworthiness. The time frame for upgrading a credit score requires eighteen(18) hours
��️ BITCOIN GENERATOR:✅ (Higher job profile). This involves using the ANTPOOL Sysytem drifting a specialized hardware and software implementing tool in slot even-algorithms to incentivize more coins into your wallet which in turn generates more coins exponentially like a dream at specified intervals.
The company is large enough to provide comprehensive range of services such as.
• Email hacks��
• Hacking of websites.��
• Uber free payment hacks.��
• website hack.��
Our strength is based on the ability to help you fix cyber problems by bringing together active cyber hacking professionals in the GlobalkOS to work with.
Contact:
✉️Email: clarksoncoleman(at)gmail • com.
Theglobalkos(at)gmail •com.
©Global KOS™
2030.•√