The bull market has been rampant in the past 10 years that our wealth gets accelerated function exponentially. This leads us to think that wealth can only move in one direction and it leads to that much easier to achieve financial independence by pro-rating your financial model accordingly. The risk is decluttered as one grows…
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Setting Foot in REITs 2018
Real Estate Investment Trusts (REITs) is a popular investment vehicle favored by local investors in the recent years. Even with the volatile market outlook, REITs is expected to perform in a stable trend with higher returns. However, with the recent rise in interest rate, should investors look at rebalancing this asset class within their portfolio?…
Recent Action – Far East Hospitality Trust
With the proceeds from the divestment from Comfortdelgro which I blogged earlier, I had also purchased 125,000 shares of Far East Hospitality Trust (FEHT) at a price of 68 cents. This is a company that I once used to own, then divested, then move the funds around, and now back again to the same company. …
Reits Symposium – 19 May 2018
Readers of this blog would know that my strategy in investing has a preference towards investing in dividend companies and because of this, REITS would be one of the assets that I look at closely as it will continue to form a big part in my portfolio. On the current equity portfolio, 41% of the…
Recent Action – Comfortdelgro & Vicom
I just want to fill in quickly an update I just made since I just made a portfolio update not too long ago for the month. I divested all my position at Comfortdelgro at a price of $2.09 today for an overall -9.1% loss (inclusive of dividend). Year to date however, this divestment has returned…
“Apr 18″ – SG Transactions & Portfolio Update”
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Comfortdelgro 85,000 2.08 176,800.00 27.0% 2. M1 75,000 1.73 129,750.00 20.0% 3. Fraser Logistic Trust 100,000 1.10 110,000.00 17.0% 4. Ho Bee Land 30,000 2.51 75,300.00 12.0% 5. Starhill Reit 100,000 0.73 73,000.00 11.0% 6. Vicom 8,000…
Financial Independence Is Utterly Overrated
Since this blog was started about 8 years ago, the recurring theme has always been about advocating the real incentive behind achieving financial independence and how much benefits we could derive from achieving it than not. We’ve always pictured financial independence as having the options to do the things that we want rather than the things that…
Sasseur Reit IPO Analysis
Sasseur Reit is the latest investment trust to file a lodging to list in the attractive Singapore Reits platform, is offering 266.6m units at 80 cents per share. This comprises of 252.8m placement shares, which are mostly taken up by institutional investors and public tranche of 13.8m which are available for the public. Public can…
“Mar 18″ – SG Transactions & Portfolio Update”
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Comfortdelgro 85,000 2.00 170,000.00 27.0% 2. M1 75,000 1.80 135,000.00 21.0% 3. Fraser Logistic Trust 100,000 1.08 108,000.00 17.0% 4. Ho Bee Land 30,000 2.55 76,500.00 12.0% 5. Starhill Reit 100,000 0.73 73,000.00 11.0% 6. Vicom 8,000…
Ho Bee Land – FY17 Results & Review
Ho Bee has just released their full year results for FY17 which I’d do a quick review on. Full year net profit for FY17 came in at $249.3m, which is about 15% year on year increase. This was broken down into operating profits of $72m, share of Shanghai JV associates profits of $99.3m and a…