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 $3,800/month.

Monday, February 27, 2017

Last Purchase in completing my investment plans

Hi everyone,

I just want to update another investments that I have made.

Asian Pay Television Trust 
I have increased my shareholdings of Asian Pay Television Trust from 32,000 shares to 100,000 shares at $0.45 two weeks ago. Again, I was watching this for a while and regretted not buying when it was below $0.40. However, I am still consoled because it continues to rise to $0.47. With high yield, trading at a deep discount and a possibility of comparison when Netlink Trust is going to be listed, I believe the pricing will be adjusted accordingly.

Moving Forward
I have completed my investment plan and increased my passive income to $3,700 which is great for me. It is just like having another person working for me and my family. Moving forward, I will just be tweaking some of my portfolio especially those whose yield are not so high or price-to-NAV is reaching one.


3 comments:

  1. Was just wondering what website do you use as a base in regards to all the companies info etc etc Divident payout and NAV?

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  2. You do not track the weighted average cost of your investment. You could be losing your capital outlay if you don't track it. Cumulated Dividend yields could be wiped out by capital losses. Your 2 biggest investments in Global Investment and Asian Pay TV have been seeing sharp drop in share value over the past months and you should therefore factor this in. These 2 counters are not safe stocks to invest in given their high gearing ratio and declining NAVs. Just my thoughts.

    ReplyDelete
    Replies
    1. Hi REITs Trader,

      Thanks for your concern. I have been investing in Global Investment for a few years already and I haven't made any capital loss. For Asian Pay TV, most of my investments are made recently when their price is very low so it has averaged out.

      When I analyze my portfolio, I analyze it based on their current price so that it is a better reflection of my current situation. Moreover, I take a long term view so unless fundamentals change according to my criterias, usually I don't sell even when the price drop.

      Delete