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, July 17, 2017

Hi everyone,

I have made some changes to rebalance my portfolio and achieving higher yield.

OUE Commercial Trust

Last week I sold off my holdings of 30,300 shares at $0.715. Well, their yield is at a low of 6% so I was thinking of getting something which has a higher yield. 6% is really too low for me and I think I can get something of higher yield and risk.

Sabana REIT

With this sale, I actually waited for a while before I purchase 100,000 shares of Sabana REIT. I should have purchased earlier at $0.45 and actually have to spend additional $1,000 just to purchase them (buying at $0.46). After their EGM, things are more settled and I think their valuation is quite attractive. Their yield is also a good 7.7% despite lots of negative reports.

With all these changes, here is my current portfolio.

No comments:

Post a Comment