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.

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?

    ReplyDelete
    Replies
    1. Hi FS,

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

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

    ReplyDelete
    Replies
    1. Hi Ronnie,

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

      Delete