Focus on Reits Yielding 5%

Many of you are aware that my long term target yield for my portfolio is 5%. I believe it is a sustainable yield and it has been a target that I have been working on for sometime for my passive income post retirement. Just to put some numbers in ... assuming my family need $80k …

Dividend Yield 4.6%

All in all, my portfolio has produced a yield of ~ 4.6% this year - a shade that lower my long term target of 5.0% but slightly better than my target of 4.5% set for this year.

Never too late to start your FI Journey

Met a colleague from another worksite for breakfast last Thursday. We have not met each other for years already. He contacted me earlier when he learned that my days in the company are numbered. It was a very nice gesture from him which I appreciated greatly. One of the things that we spoke about was …

SPH Reit Yield is Back

SPH Reit released their full year results yesterday and its DPU performance is BACK ! It announced a DPU of 1.58 cents for their last quarter before closing their book. This is a 14% increase from the DPU from the previous quarter. Their full year DPU also raised 98% year-on-year to 5.8 cents. This translates …

Awful Sep but good days ahead likely in Oct, Nov, Dec and Jan

Sep has been an awful month. Major stock markets around the world declined significantly. Even the US markets which have been on a phenomenal and relentless upward climb also crumbled. S&P dropped almost 5% in Sep alone. In the other two markets that I am vested in - HK and SG, they were no exceptions. …

I am even more cautious with AA Reit now

The deal looks done - AIMS APAC Reit announced that it had entered into a contract for sale agreement to acquire Woolworths Headquarters. The purchase consideration was S$454 mil and the site is fully leased to Woolworths Group Limited. The Initial Net Property Income (NPI) yield is 5.17%. I spoke about this possible acquisition in …

Impressive Track Record – Keppel DC Reit !

A fellow member in our telegram group asked: "For Keppel DC Reit, I bought some (at) $2.55 and my average price went up. Actually would averaging up make sense?" This question came as we were discussing about the merits nof averaging down Keppel DC Reit if its price share would come down further. Instinctively, I …

I would be cautious on AA REIT

Last Friday, I bought a few lots of AIMS APAC (AA) Reit. The trigger for the purchase was more speculative than fundamental. AA Reit share price has dropped 10%+ from its peak of $1.60. This peak price level was first reached on 2Aug and then again on 2Sep. I was holding the hope that it …

Falling HK + Marching towards Dividend Yield Target

Hong Kong market feels like a Falling Knife - Invest with Care Hong Kong market continues to underperform versus Singapore and US markets. We saw a 5.8% loss in Hang Seng index last week as investors continued to be spooked by China regulatory crackdown on the large online companies and fearing that it would spread …

Continued to buy HK + Top10 Holding

In the last 2 weeks, I continued to load up on HK shares and took profit on US shares. All these took place in the midst of Hang Seng index dropping 5% and S&P500 and Nasdaq gaining 4% over the same period. In the process, I added new HK stocks like Kuaishou, Tencent and AAC …