Chairman and CEO of Berkshire Hathaway, Warren Buffett, released his annual letter to shareholders last week. People in the investment world would know that this annual letter summarises Berkshire's financial performance for 2019 and usually contains nuggets of investing wisdom. The letter was so influential that before the advent of the Internet, professional money managers … [Read more...] about Berkshire Hathaway 2019 Annual Letter Highlights
Archives for February 2020
Focus on the right Personal Finance areas
There are certain personal finance areas that is extremely popular among Singaporeans. This can be seen from the popularity and prevalence of websites dedicated to finding and shilling the best 'insert financial product here'. We Singaporeans lap all these information up as we love a bargain. 5% off my credit card spend? Awesome! Sign me up! 2% interest if I jump through … [Read more...] about Focus on the right Personal Finance areas
Start building your own Dividend Machines in 2020
Just a quick update - Dividend Machines by The Fifth Person is open for registration once again. Dividend Machines is an investment course that focuses on dividend and income investing. It is the course that I've personally attended to kick start my journey in understanding dividend stocks and REITs. Here's a quick overview. Course Details If you sign up here … [Read more...] about Start building your own Dividend Machines in 2020
CapitaLand Retail China Trust (CRCT) FY2019 Results Highlights
CapitaLand Retail China Trust (CRCT), another position of mine, reported their latest FY2019 financial results this week. Given that this REIT is operating in the epicentre of the Coronavirus outbreak, there was an added push for me to dive into the results announcement and analyst briefing recording. As usual, here are some highlights. Q4 DPU flat y-o-y, FY2019 … [Read more...] about CapitaLand Retail China Trust (CRCT) FY2019 Results Highlights
Manulife US REIT FY2019 Results Highlights
One of my core positions in my portfolio - Manulife US REIT (MUST) - reported its latest FY2019 results yesterday morning. Having gone through the announcement materials and attended a media briefing for the REIT, I thought I'll share a TLDR summary on its latest quarter and management commentary on certain aspects of the REIT. Adjusted DPU fell 1.3% … [Read more...] about Manulife US REIT FY2019 Results Highlights
Portfolio @ Jan 2020
Cash / SRS Portfolio Performance Indicators / Dividends YTD Time weighted return: 0%XIRR since portfolio inception in 2013: 15.52%Dividends collected: SGD 255.53Cum-Dividend: Ascendas REIT - SGD 59.62Ascendas India Trust - SGD 19.20Hang Lung Properties - HKD 1,180 Commentary My portfolio performance in January surprised me. Overall portfolio value … [Read more...] about Portfolio @ Jan 2020