Author: B

 No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. FraserCenter Point Trust 30,000 2.01 60,300.00 21.0% 2. China Merchant Pacific 47,000 0.98 46,060.00 16.0% 3. SembCorp Ind 9,000 4.19 37,710.00 13.0% 4. Vicom 6,000 6.30 37,800.00 13.0% 5. Ascott Reit 15,000 1.29 19,350.00 7.0% 6. Mapletree…

In one of my resolutions for this year, I have plans to read at least 12 books in a year which translate into a book a month. Over this weekend, I went to the Amazon to make my first step into purchasing these books and these are books with great reviews recommended by either friends…

I am vested with 15 lots of Ascott Reits since my last participation in their Rights Issue which they raised back in Nov 2013. If you are interested, you can view them here and here. Before that in Jan 2013, they have raised another private placement which you can view them here.   I don’t…

In the beginning of the year, I have always wanted to review and reduce the holdings in my portfolio which is now currently at 13 companies. My intention is to identify the weak performers, flush them out and concentrate on those with quality fundamentals because it doesn’t seem justifiable to spend the time and effort to monitor them.   Ascendas Hospitality…

2nd Chance is one of those stocks I used to own in the past because of the steady dividends they pay but have since divested them at around $0.455. They have given me quite a good appreciation and dividends over the past couple of years, so I must say it’s definitely good investment return for…

Real Estate Investment Trust (REIT) is one of the most popular investment tools for investors looking for stable income distribution. In a typical REIT structure, money is raised from unitholders through an IPO at the initial stage and is used by the company to purchase a pool of real estate properties. These properties are then…

Following up on my previous valuation post on Sembcorp Industries, some readers have expressed their concerns regarding the much lower intrinsic value I have estimated for SCI using the DCF valuation model as compared to the other analysts’ estimates, who were mostly targetting the stock at $5+ to $6.   In the previous post, I mentioned that one of…

Oil related companies make the headlines again as the trio of Keppel, SCI and SMM saw heavy decline with just less than a week of trading in the new year. Since this is now a hot topic and I am vested in SCI, I probably had more interest in it than the other two. I’ve…

You might have heard of the Modern Portfolio Theory developed by Harry Markowitz which optimized returns based on a given level of risk. This theory supports the concept that introducing uncorrelated asset classes into a portfolio improves the risk return profile. I recently came across an mobile application from the US called Acorns which helps investors, mainly…

Remember the days when you had an adrenaline rush of blood because you are excited over something? Don’t you simply love those moments and wish you could repeat those feelings? Life seems to be such a wonderful gift that you continuously thank your lucky star for having you to be here on this very moment….