Usually, at this stage of the year, many will be making a New Year resolution for 2021 (myself included) and all the goals they will be working towards for the year. January is the best time to do that because we are starting a brand new year and we’d like to get ourselves pumped for…
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Lendlease Global Commercial REIT – Q1 FY2021 Business Update Review
Lendlease Global Commercial REIT announced its Q1 FY2021 business update this morning which I will quickly go through below. As some of you might already know from my previous update, Lendlease REIT remains one of my biggest portfolio holdings and I am cautiously confident it will continue to become a good investment for the mid…
Oct 2020 – Portfolio & Transaction Updates
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % Category 1. Comfortdelgro 80,000 S$1.47 117,600.00 26.0% Recovery 2. Micro-Mechanics 18,000 S$2.57 46,260.00 10.0% Dividend 3. Tencent (HK) 400 HK$560 40,727.00 9.0% Compounders 4. Starhill 90,000 S$0.44 39,600.00 9.0% Recovery…
Liquidity and Network Flywheel Causes Multiplier Effect On Business and Shares Valuation
One of the most important elements of a tech platform business model is the ability to create multiple expansion network effects. A network effect is often described in economics and businesses as one of the key pillars of success as it depicts a contagion behavior of one additional usage of products or services that will…
Standard Chartered Home Loan Promotion At 1%!
The pandemic we are experiencing today has pushed interest rates to record low across the globe, with some nations already headed into negative interest rates. For homeowners, this is a blessing in disguise because the fall in home loan rates means owners will get to save more on interest payments. 3M Sibor has dropped significantly…
Why Are High Income Earners Struggling Too With Wealth?
An interesting article from TODAY (Link Here) shows why for the majority of people, even a highly paid career such as a pilot – they continue to struggle and face the crunch to survive when these are considered high-income earners. The article interviews a random selection of 12 pilots, and while the sample number is…
Sep 2020 – Portfolio & Transaction Updates
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % Category 1. Comfortdelgro 40,000 S$1.50 60,000.00 26.0% Recovery 2. Wilmar 10,000 S$4.40 44,000.00 19.0% Momentum 3. Micro-Mechanics 18,000 S$2.24 40,320.00 17.0% Dividend 4. Lendlease Reit 55,000 S$0.70 38,500.00 17.0% Dividend…
Where Do You See Yourself In 5, 10 or 20 Years Down The Road?
“Where Do You See Yourself In 5, 10 or 20 Years Down The Road?” This is a favourite question that is often posed to a candidate during an interview process. But do you ask that about your own personal life? Frankly, not many people have thought of it deep enough to make a serious call…
The Singapore Market Still Provides Immense Value To Investors
Patience is one of the key traits in investing. But we hardly see them after the resurgence of tech investing these days. Patient investing does not necessarily mean you have to hold the shares in your portfolio for the long term or infinity period. I get a sense that many people are misinterpreting this as…
3 Little Encounters I Have With Apple This Week
Apple Inc. became the first U.S company to hit a milestone of market value above the $2 Trillion on the 20th Aug 2020. Since then, the shares have led the general correction retreat close to 20% since hitting the peak of $134.18 on the 1st Sep 2020. It closes at $112 on the Friday trading…