Category: STE Stocks Investing

1st HF 2017 – Net Worth and Portfolio Review

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Had seen
many bloggers busy updating their portfolio recently right after the last day of
June , allow me to come and join the party.

Thank GOD ,
there was no market crash in 1st HF of 2017 and in fact STI has
outperformed many regional peers with returned of close to 13% YTD ( excluding
Dividend Yield of around 3-3.5 % which is also one of the

HPH Trust : 一只让人又爱又恨的蓝筹股

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HPH Trust
has been one of the worst performer blue chips within the STI Index component. It
has created a hype during IPO in 2011 where investors being attracted with high
dividend yield and promising growth story of China’s export and full potential
of containerization.

But the
reality was that, with the increasing and fierce competition from

2nd Qtr 2017 : Dividend and Portfolio Update

The last company in my holding “ Accordia Golf Trust “ announced
the result and dividend on 25th May while I was still busy catching “Pokemon “ . Is time to calculate and tabulate my dividend & interest income to be received in coming months for 2nd Qtr 2017

Total Dividend & Interest Income for
2nd Qtr 2017 = $62,964.11

** Total
amount receive still about $972 lower than last

STE Smart Beta Update and Photos Sharing

It has been quite sometimes since my last update of STE
Smart Beta Index which was created on 28 Aug 2016 (
here ) and Yah !! Just for Fun  J

STE SM Index beat the STI Index by just 2 % points and if
take into consideration of dividend yield w…

A Tale of Diversification ( Part 2 )

In previous blog post , I have shared my experience of
diversification into Telcos and O&G industries which is still sitting on
paper loss of more than – $12 K ( here
). In today’s part 2 , I am going to further elaborate my story of
diversification into banking sector since 2016.

Some may still vividly remember that banking stocks has been
beaten-down in end 2015 and early 2016 due to

A Tale of Diversification ( Part 1 )

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As you may
notice from my portfolio (here
) which is very much skewed toward high yield counters like REITs and Business
Trust. I would recognize and think that this is not good 
in the long run as asset concentration in just one or two sectors in my portfolio , as
such , I try to diversify and accumulate some non-REIT or Business Trust

Do You Look At Management Fee in Selecting Which REIT to Invest ?

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We do
understand that most of the time, yield is the main consideration for investors
to investing in REIT and of course other than P/NAV , gearing , interest coverage
ratio, asset quality , occupancy rate etc.

Other than
normal property expenses such as interest & finance cost and operating
expenses , management fee is also the major cost for any REIT’s