Welcome

Welcome to my investment blog where I share with you my analysis of REITs in Singapore.

I hope that my investment philosophy will bring me a steady stream of income apart from my job. I am aiming for at least $3,000 per month which can sustain the current expenses of myself and my family.

Do enjoy reading my blog and post any comments that you have. I welcome them because it is a time to learn from each other.

When I am looking at investing in REIT, here are some of the guidelines that I am looking at. Feel free to comment on it. I am willing to listen to ideas.

-> at least 8% yield.
-> Price that is lower than its NAV.
-> Low gearing (if possible)
-> High secured NAV.

Current Dividend income is $4,200/month.

Thursday, July 16, 2015

Current Investment Holdings at a Glance...

Hi everyone,

Just a summary of my investments just before all my investments start to report their results.

Total Investment Value = $172,692 (No equity loans)
Dividends for 2015 = $16,375
Dividend Yield = 9.48%

If we were to calculate all the assets and liabilities of all these holdings converted to number of shares I am holding, here is the statistics

Total Assets = $273,000
Total Liabilities = $65,000
Total Net Asset Value = $208,667
Secured NAV = $154,074 (89.2% of investment value)
Price-to-Book Ratio = 0.82

Well, not bad huh, considering that I liquidated some of my holdings to pay for my executive condo late last year. May not be as stellar as those who trade for a living but I am satisfied with my results. There are more news upcoming which I will update on this blog. :-)


10 comments:

  1. dividends to date? or expected dividends?

    ReplyDelete
  2. Thanks for sharing. You probably is aware of a recent research report from Ocbc Securities commenting on S-REIT "zero return" thingy - if that rings a bell on the relevant report. What is your thought?

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    Replies
    1. Hi FS,

      Is it possible to direct me to the report? I must have missed it. Thanks!

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  3. Can share yr portfolio that generates this div income?

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    Replies
    1. Hi Ronnie,

      My portfolio is stated in the J5Investment page in this blog :-)

      Delete