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 …

Wk 28: Dividends from SPH Reit was the Highlight!

Was extremely delighted to see that SPH Reit increasing its quarterly dividend distribution again! Below is the chart from SPH Reit that shows the profile of its dividend distribution in the last seven quarters. Understandably, COVID19 had hit it and its shareholders hard in 2020. We had to accept 1/4 of the typical quarterly dividend …

Wk 27 : Loading up on HK Stocks

It has been a while since my last blog in mid May. Looking back at the last few weeks, it is amazing to see the US market on an incredible climb to new records every few days. It has increased 4.0% since start of June and outperformed the local SG market and the HK market …

Wk20: Ahead of Schedule – Overseas Holding hits 28%

As the saying goes, change is the only constant. In the early part of this year, SG market has been outperforming the rest. But from my last blog to today, SG market is the worst performer among the 3 markets that I track closely. STI lost 4%, HK Hang Seng lost 3.5% and S&P was …

Wk16: When RE already hit home with FI only half done

Many of us blog here about our own FIRE journey (Financial Independence Retire Early) but deep down we know it is difficult to achieve. And perhaps that is precisely the reason why we aspire towards this seemingly "unreachable" goals, encourage others along this same journey and receive encouragement from others to continue to persevere on. …

Wk 14 & 15 : Taking Profit

S&P 500 rose 5.2% since the beginning of April and I took profit off the table more than I invested my capital. I sold US counters like Square, Peloton, VMWare and Pfizer whose share prices had increased quite spectacularly in the last 2 weeks. I still believe in the growth story of these companies but …

Surprise! STI is the Best Performer

Surprise! Surprise! Over the last two quarters, STI was the best performer compared to Hang Seng Index and even S&P500! It gained 28% over the last two quarters with 2/3 of that gain made in the Oct-Dec 2020 quarter. In comparison, Hang Seng gained 22% and S&P 500 18%. Wow, nice job STI! Like the …