Alternate REITs Buy Trigger = Reversion to Mean Dividend Yield

First, I like to wish all my Chinese readers a very Happy New Year, 祝你 恭喜发财, 万事如意,  身体健康! A week has passed since the shocking week and guess what, the US stock markets have turned around and now marched steadily and confidently forward despite the 10 years Treasury yield rising to recent record levels which was the … Continue reading Alternate REITs Buy Trigger = Reversion to Mean Dividend Yield

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Dividend Updates for Watchlist (18-Oct)

Click here for the link to Dividend Table for Watchlist Companies Updated: 18 Oct 2017 Keppel Reit, Div = 1.4 cents, Rolling Yield = 4.9%, Last Div-Cum Date = 23 Oct ESR Reit, Div = 0.964 cents, Rolling Yield = 6.8%, Last Div-Cum Date = 23 Oct Today highlight: Keppel Corp Results …. but not … Continue reading Dividend Updates for Watchlist (18-Oct)

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