- Distribution for 1st Q Year 2012 = $1750
- Current Market Value = $102,289
- Market Value-to-book Ratio = 0.7119
- Gearing of Portfolio = 37.14%
Distribution is $450 lower than expected because of the dilution effect of both LMIR and K-REIT which has not been factored in. Since it is a one-off event, I am still expecting $2200 distribution for the coming quarter.
This two months is also exceptional because my portfolio has appreciated 12% in line with the increase in ST Index. Combining with the dividends, my portfolio has went up by 13.81% which I think is very impressive. I consider myself lucky that I manage to catch the bull run since the start of this year and now enjoying the increase in portfolio size. As usual, every appreciation in portfolio is a bonus to me.
Traditionally, Jan and Feb are months which I don't invest as I will be keeping some cash for insurance premiums which are due in June. When my bonus comes in March, that is when I will have some cash to look into increasing my portfolio. Looking at the market closely now to see which is the best REIT to invest.
Traditionally, Jan and Feb are months which I don't invest as I will be keeping some cash for insurance premiums which are due in June. When my bonus comes in March, that is when I will have some cash to look into increasing my portfolio. Looking at the market closely now to see which is the best REIT to invest.
LippoMall is doing well currently. My analysis http://mystocksinvesting.com/singapore-stocks/lippo-malls-reit/lippo-malls-indonesia-retail-trust-lmir-undervalue-reit-for-dividend-investing/
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