Your one stop portal for finance & investing in Singapore
I last did an update on my largest investments in early April.Since then, there have been quite a few changes.I have reduced my investment in Centurion Corporation since that update.See:Reallocate as interest rate rises.andCenturion: A smaller…
[[ T…
I increased my investment in Wilmar, averaging up in the process, as it seems to fall out of favor with Mr. Market once again.The last time I increased my investment in Wilmar was in August last year at a similar price level.Back then, I said I was pre…
Not too long ago, I said I trimmed my position in Centurion Corp.If you don’t remember or if you missed it, see:Reallocate as interest rate rises.Centurion Corp. is now one of my smaller investments because I went on to trim my position further as its …
I got into Chinese tech in the middle of April this year.I had no interest in Chinese tech for the longest time because I thought they were trading at crazy high prices.There is also the fact that I am an ignoramus when it comes to tech stocks.Sigh, th…
Sabana REIT was trading at a huge discount to NAV when I increased my investment significantly at the end of 2020 and the start of 2021.Today, it is still trading at a 13.5% discount to NAV.If we think a 3.1 cent DPU is sustainable, then, at 45c a…
…
This is just a quick update on my investment in Frasers Logistics Trust.I didn’t do anything to my investment in Frasers Logistics Trust since I got in at 92.5c a unit in January 2017.At least I don’t remember having done anything to it since…
[[ Th…
I have always liked industrial S-REITs.Long time readers would remember blogs like this:Office REITs versus Industrial REITs.Industrial REITs having much higher distribution yields made the decision to invest heavily in them easier too.We will…
[[ T…
This is not something you would expect to read here in ASSI.AK is known for investing for income.AK doesn’t invest in innovation and tech.AK is boring.Hey, AK put some money in Chinese tech and even Bitcoin recently.OK, ok, it is true that my…
[[ Th…
I have decided to publish my reply in response to a reader’s comment that AA REIT’s gearing level is at 51% as a blog.This is because I have received similar comments in recent months.Having my response published as a blog will make it easier for me……
During the pandemic induced bear market, as the dust was settling, within a few weeks, I made a relatively large investment in UOB. The plan was to get my investments in DBS, OCBC and UOB to be on equal footing with each other.Mr. Market’s severe…
[…
