In the last few days, 2 blog topics caught my attention - one is about investment outside Singapore, particularly into the US markets and the other is about entering (Or not) the market when everyone is fearful. The first topic was posted by SG ThumbTack Investor on 14-Sep: To Infinity & Beyond? Nah! The second … Continue reading My portfolio aims for 50% local 50% international – Yours?
It is a nice change after several week of losses to see "Greens" emerging on my Singapore and Hong Kong portfolios again. The Hang Seng and Strait Times Index gained about 2% each. While the gain on my Hong Kong stocks was more broad-based, this was not the case for my Singapore portfolio. It's only the … Continue reading Random Thoughts about Last Week Happenings
IREIT is currently #20 in terms of holding in my portfolio. After doing some simple analysis yesterday, I have decided to add more IREIT units in the coming days. A simple intro and highlights of IREIT can be found at the end of this blog. IREIT attracts me because: (1) It has a track record … Continue reading IREIT attracts me
Let me first reflect on Aug 2019 before going to the main topic. It wasn't a happy month for many investors. Most indices across the world went lower, with Hong Kong being one of the worst. Guess what, Singapore wasn't far behind. These two trading hubs are bearing the backlash from the US-China trade war. … Continue reading Is dividend growth y-o-y a must? Am I too easily contended?
The uneasy peace in Hong Kong was broken yesterday. It just added more frost to the freezing winds that are blowing through the global markets since China and President Trump escalated the trade war tension in the last few days. (Sigh) Anyway, this blog is not meant to be a pessimistic one. It is one … Continue reading Thank you & Goodbye OUE Hospitality
Should I be surprised? Thanos Trump just snapped his fingers again and the US stock markets (and probably the rest of the world come Monday) had a rude shock and reacted violently. (Sign) ... how should we invest in such turbulent and uncertain times? Even big corporations are struggling with investment decisions now with so … Continue reading Investing In Uncertain Times
"Index Portfolio Delivering its Value" was the last time I wrote about my index portfolio many months ago. Then in the dark days in Dec 2018, my index portfolio stayed solid and was above the water when everything else seemed to be sinking. So fast forward to today, I thought I will do a write-up … Continue reading Index Portfolio ensures I stay invested in the market regardless
Following my post yesterday, some of you had inquired about my dividends. Sorry I am not comfortable to reveal the amount but I am happy to share my STAR dividend contributors in Q3 and also Year-To-Date. To Recap, my dividend yield year to date is 4.5% on cash investment. It is spread out relatively well … Continue reading My Star Dividend Contributors Revealed
The last company on my watchlist reported its quarterly results and dividend declaration on 14-Aug. Along with that, I was able to establish that my dividend yield on cash investment (up to today) is 4.5%. I do not see an issue meeting my 5.0% target by end of the year. My dividend yield received a … Continue reading 4.5% Yield Year-To-Date, helped by Leverage
For those who followed the local stock market, you would not have missed the big news that YangZiJiang (YZJ) Shipbuilding has requested for a trading halt after the Singapore Exchange (SGX) flagged “unusual price movements” in the company’s shares on Thursday 8/8/2019. It had fallen 20% or $0.26 to S$1.04 on heavy volume of 83.7 million shares … Continue reading The Importance of Diversification