Reits & Business Trusts – Q3 review

With the dust settled on the results released by the Reits and Business Trusts in Q3, I spent some time to analyse the changes to Q2 and Q1 in hope of identifying any big themes to aid my investment decisions. I like to share my observations with you below. The table at the end of … Continue reading Reits & Business Trusts – Q3 review

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Q3 dividends declared by SReits so far are all lower – a sign of what to expect?

Q3 2017 results release season for Singapore listed company has started. Yesterday, SPH Reit reported its Q3 result that was within expectation. For SPH Reit 1.37 cents per share dividend was declared, slightly lower than Q2 of 1.40 cents Dividend yield is ~ 5.5%, in the middle of its historical yield range of 5.0% to … Continue reading Q3 dividends declared by SReits so far are all lower – a sign of what to expect?

Q2 Review: Swopped Reits to Equities

I spent the morning analysing and reflecting on the changes in my active portfolio in the last quarter. Some of my findings surprised me even. So thought of sharing it with you ... Surprise #1: STI has a rather subdued Q2 STI climbed from 3171.11 on 30Mar to 3226.48 on 30June, rising only 1.75%. This … Continue reading Q2 Review: Swopped Reits to Equities

July’17 SG Saving Bond Closing: A Friendly Reminder

A few more days to apply for Singapore Saving Bond. Time to act if you have not. This post is because I believe SSB is the best place to “park” your war chest – safe and sound 😊 Details of This month’s Offer Issue: GX17070V Closes: 9.00pm, 27 June 2017 Results: After 3.00pm, 28 June 2017 Year … Continue reading July’17 SG Saving Bond Closing: A Friendly Reminder

My 5 Biggest Stock Exposures by Value – Q2’17 Update

In mid March this year, the following companies were my five biggest exposures by value. Their respective weightage in my portfolio is also given below: As @ 18/3/2017 Soilbuild Reit 5.2% Ascendas Reit 4.2% Ascott Reits 4.0% Frasers Com Trust 3.6% SPH Reit 3.5% I believe the first thing that strikes you from this table … Continue reading My 5 Biggest Stock Exposures by Value – Q2’17 Update