Category: Equities

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 … Continue reading I am even more cautious with AA Reit now →

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Wk 10 – Still Interest Rate and Buy

The headline for this week investment community is still the interest rate and for me it is again to accumulate more shares at lower prices. Just when we thought that the risk from interest rate has subsided, Mr Fed Chief came on public media and shared that with economy reopening, we could expect some inflation. … Continue reading Wk 10 – Still Interest Rate and Buy →

End Jan 2021 Top-10 holding & Dividend Contributors

A short post to record the Top 10 holdings and dividend contributors (declared or went ex-div) as at end Jan 2021: Below is the table of Top-10 holding 1Suntec Reit 2OCBC3OUE Commercial Reit 4Ascendas Reit5UOB6Singtel 7IREIT8Netlink Trust 9Manulife Reit 10Hong Kong Land Key highlights (compared to end Dec 2020): DBS is out of Top10 holding … Continue reading End Jan 2021 Top-10 holding & Dividend Contributors →

Diversify to US and HK

In my first reflection post, I shared about my key learning this year. In second, its about strengthening my portfolio for passive income. This third one is about diversification beyond our local shores to reduce exposure risk. US & HK Markets Besides Singapore, the two key markets that I have sizeable positions are US and … Continue reading Diversify to US and HK →

4.7% Dividend Yield on Equity Portfolio

4.7% dividend yield is the final outcome after all the hardwork this year. Total dividend received in 2020 was 85% of 2019 amount - which is expected given this COVID year. This is actually better than the 4.5% yield that I was expecting back in July when I wrote about it. This outcome was helped … Continue reading 4.7% Dividend Yield on Equity Portfolio →

Thank you & Goodbye OUE Hospitality

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 →

Couldn’t resist the temptation … I touched even the untouchables!

First, I like to thank all the subscribers who have signed up for regular updates from this blog. This week, the number of subscribers surpassed 200! Thank you all for your support and I hope you will continue to find this blog relevant to your investment and F.I.R.E journey. It is another incredible week again! … Continue reading Couldn’t resist the temptation … I touched even the untouchables! →

In May, They Sold, I Bought & I hope I am right

In the investment world, there is a saying "Sell in May and Go Away".  May 2019 was no exception, if you had shorted STI index on 30 April and bought it back on 31 May, you would have gained 8% in value. And this saying seems to have some basis. According to Investopedia, the Dow … Continue reading In May, They Sold, I Bought & I hope I am right →

Equity Portfolio Dividend Yield is 2.9% Year-to-Date, > 5% Full Year Target Intact

A few of you have asked me to share more details about my portfolio since my last post yesterday. So, here it goes. Just on Equity Portfolio - Income & Growth CombinedI don't have shares of all 63 companies in my watchlist. Currently, I own shares of 50 of them. Still a lot, I know. … Continue reading Equity Portfolio Dividend Yield is 2.9% Year-to-Date, > 5% Full Year Target Intact →