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, April 2, 2018

Updates on my Portfolio - Still creeping up in terms of passive income.

Hi everyone,

Here are some of my updates on my portfolio since July.

ESR REIT

Much earlier this year aka in January, I have increased my holdings in ESR REIT by 55,000 shares. Thus, I was holding to about 113,000 shares. Then, I have subscribed to their rights issue and applied for excess rights issue which I am surprised that I am being allocated to all that I have applied. Thus, it seems that I am overweight on ESR REIT with 190,000 shares with an annual yield of $7,600 (about $635 monthly)

 Global Investment Limited

Not much movement for this except that I have subscribed to dividends in scrip which pushes my holdings to 1,100,000 shares, giving a yield of $13,362 (about $1,113 monthly)

With that, here is my updated portfolio as of 29th March 2018, giving me $4,900 passive income monthly which is fantastic. It is like having another person working at home. (There are some purchases which I have made with 0% credit card instalment and I have placed them here as well.)




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10 comments:

  1. EislandApril 3, 2018 at 11:48 AM

    Hi,

    I would like to ask one question. Why do you decided to put all the money in reits? Or this is just part of your entire portfolio? And why not invest some equity and bond?

    Thanks a lot.

    ReplyDelete
    Replies
    1. jc.education.sgApril 3, 2018 at 1:20 PM

      Hi,

      I started with REITs because it is a business which a novice investor can understand. In my opinion, it is much easier to understand than other businesses. I haven't have time to look at other sectors so I am still in REITs only. :-)

      Delete
    2. EislandApril 11, 2018 at 12:11 PM

      Thanks for your reply.

      Delete
  2. SecretAApril 3, 2018 at 2:50 PM

    more accurately is REITS, Business Trusts and high yield Singapore shares. I also sama sama

    ReplyDelete
  3. 熊待臨April 9, 2018 at 7:10 PM

    Reits like lippo malls, asian pay....have been dropped a lot....high yield now but im afriad there would be dividend cuts....

    ReplyDelete
  4. 熊待臨April 13, 2018 at 10:36 AM

    Hi,
    Recently Lippo mall drops a lot due to the new tax imposed by the gov…..even its yield is getting high, but my concern is if it will cut the coming dividend, still hold it or sell it?
    Thanks.

    ReplyDelete
  5. UnknownApril 17, 2018 at 10:54 PM

    Hello :) I’m also starting to concentrate my portfolio on reits, saw your eat and clear table, you don’t have a column to see if the unit price falls?

    ReplyDelete
  6. StefanApril 23, 2018 at 3:20 PM

    Hi could you add a column showing the current market value of these holdings please?

    ReplyDelete
  7. RonanMay 11, 2018 at 10:08 PM

    Bro, i not quite understand this statment in the GIV latest QR, can explain your view?

    With effect from 1 January 2018, the Company and its subsidiaries (the Group) has adopted IFRS 9.

    Thanks

    ReplyDelete
  8. RonanMay 11, 2018 at 10:49 PM

    the interim div for 2018 is 0.5cent, whole year likely 1 cent, which give only ~7% DY at current price.

    ReplyDelete

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