Recently, I downloaded all the past years annual reports of Fraser Centrepoint Trust (FCT) and did some analysis on them. The reason was because I thought of initiating a position in FCT and I was wondering at what price I should enter. FCT has always been on my radar screen and I had bought a … Continue reading My plan for Fraser Centrepoint Trust
SPH Reit is almost always the first company on my watchlist to release its results every quarter. This time, it took on an additional significance as it is my single largest holding currently. Thus, I was very keen to know how it performed in the last quarter. I heaved a sign of relief when the … Continue reading GREAT “Business as usual” for SPH Reit
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?
Following my last blog on my top 5 holdings, I have been receiving questions from readers on why SPH is on the top of the list (and by the way, it is still there today) There is no special reason - it was partly because I sold the previous top few Reits and then SPH started … Continue reading SPH: Is there a safe level to buy?
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
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
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
I just reviewed my index fund portfolio this morning and thought of sharing it with you. If you may remember I posted an article in March when I first set up the index fund portfolio. See link. I am glad to mention that since then, I have made good progress in shaping it closer towards the … Continue reading My Index Fund Portfolio – 2Q17 Update
This is just to share a few of my favourite reads recently in case you miss them and they may be useful for you on your investment journey. 1.Singapore—A Market Not To Be Underestimated Part 1 Singapore—A Market Not To Be Underestimated Part 2 " ... In explaining our continued positivity towards the Singapore equity … Continue reading Five Favourite Recent Reads
A colleague asked me recently if I invest in local small caps since I have been blogging about SReits, Oil, Bonds, ETF but not the small caps. Well, I do actually. It is just that I got burnt so badly by small caps and red chips in my earlier years of investing that I now … Continue reading Watching these few Small Caps