Performance Indicators / Dividends YTD Time weighted return: 14.15%Dividends collected: SGD 929.91Cum-Dividend: Keppel Corp: SGD 195DBS: SGD 60Capitaland Mall Trust: SGD 109.44AIMS APAC REIT: SGD 170.50Frasers Logistics and Industrial Trust: SGD 495.60Hang Lung Properties: HKD 1,160Yuexiu Transport Infrastructure: HKD 1,440 Grinding Higher The positive start to … [Read more...] about Portfolio @ April 2019
Archives for April 2019
Follow-up on Keppel-KBS US REIT AGM homework
Last week I attended the Keppel-KBS US REIT (KORE) AGM and left feeling a bit uneasy about some of the responses given during the AGM. As such, I gave myself a little homework to verify / cross check some of these responses. Here are my findings. On Rights Issue Circumstances It was represented during the AGM that the reason they had to issue rights at a huge … [Read more...] about Follow-up on Keppel-KBS US REIT AGM homework
Hype, Trust and Greed do not make good investment strategies
Over the 6 years of my investing journey so far, I've seen a decent number of examples of how people suffer significant losses of their investment capital. It can be due to company mismanagement and excessive debt. It can be due to buying way overvalued stocks. In more nefarious cases, it can also be due to fraud. 3 common causes stands out from these cases: Believing in … [Read more...] about Hype, Trust and Greed do not make good investment strategies
Keppel-KBS US REIT 2019 AGM & Results Highlights
Keppel-KBS US REIT (KORE) held its inaugural AGM yesterday afternoon at Suntec Convention Centre. It also announced its Q12019 results the day before. KORE is one of my newer positions in the portfolio that has performed pretty well this year. Management had drawn a lot of flak due to its dilutive rights issue last year, as such I will need to keep a closer eye on this … [Read more...] about Keppel-KBS US REIT 2019 AGM & Results Highlights
Capitaland Mall Trust FY2018 AGM Highlights
AGM Season is upon us. Companies with December year ends are all having to their AGMs so that they can meet ACRA reporting deadlines and approve their final dividend payouts scheduled in May. As such, I'll be taking some half days of leave to attend a couple of the AGMs of companies / REITs that I own. The first AGM I attended this year is Capitaland Mall Trust (CMT) which … [Read more...] about Capitaland Mall Trust FY2018 AGM Highlights
Flash Note: OUE Commercial REIT and OUE Hospitality Trust Merger
OUE Commercial REIT (C-REIT) and OUE Hospitality Trust (H-Trust) announced a mega merger that involves C-REIT absorbing H-Trust. Given OUE's dodgy history as a REIT sponsor, I was interested to see if this merger would be beneficial to C-REIT and H-Trust Unitholders. Here are my findings. Merger Summary Merger announcement information can be found here (C-REIT) and … [Read more...] about Flash Note: OUE Commercial REIT and OUE Hospitality Trust Merger
Earn Cashback / Miles on your public transport expenses with SimplyGo
Since starting work all those years ago, I've always been finding ways to charge my public transport expenses to my credit cards to earn cashback. My first hack was to use an EZ Link card with EZ Reload activated such that it will automatically charge my reload to my credit card. The downside was a 25c admin charge per reload, however this would be more than offset by the … [Read more...] about Earn Cashback / Miles on your public transport expenses with SimplyGo
Singapore Savings Bonds (SSBs) – May 2019 Issue
At Risk N Returns, I'm passionate about promoting sensible DIY investing through sharing my thoughts or documenting my investing journey. While I love to take calculated risks, I recognise that most Singaporeans don't. So here's a relatively risk free way to invest your warchest or emergency funds with almost no lock-up period and generally higher yields than fixed deposits … [Read more...] about Singapore Savings Bonds (SSBs) – May 2019 Issue