Performance Indicators / Dividends YTD Time weighted return: 20.33%XIRR since portfolio inception in 2013: 14.70%Dividends collected: SGD 6,426.71Cum-Dividend: SingTel: SGD 421.60 Santa rally on the cards? November turned out to be a decent month for my portfolio. Overall portfolio value increased 3.4% to $176,102 mainly due to roughly $3.5k of capital gains and … [Read more...] about Portfolio @ Nov 2019
Blog
ESR’s Growth Ambitions
Early this week, an activist fund, Quarz Capital, called on ESR Cayman to merge ESR REIT with Sabana REIT. This news puts a spotlight on a phenomenon I noticed in the Industrial S-REIT space - ESR's ambitions in consolidating Singapore industrial REITs. In today's article, I lay out the various observations I have on this and my own take on this … [Read more...] about ESR’s Growth Ambitions
Mapletree Annual Lecture 2019 Highlights
One of the perks of being in an education institution again is the ability to attend certain talks held on campus. One such talk held last week was the Mapletree Annual Lecture. The lecture held annually by Mapletree Investments is open to the public but with limited slots. Professor Todd Sinai of Wharton Business School conducted this year's lecture entitled Recent Trends … [Read more...] about Mapletree Annual Lecture 2019 Highlights
Portfolio @ October 2019
Performance Indicators / Dividends YTD Time weighted return: 18.57%XIRR since portfolio inception in 2013: 14.55%Dividends collected: SGD 5,707.40Cum-Dividend: Starhill Global REIT: SGD 56.50Yuexiu Transportation Infrastructure: HKD 1,080Visa Inc: USD 8.40 A new high October went by in another blur. This month was signified by restructuring my portfolio and … [Read more...] about Portfolio @ October 2019
RnR Weekly 261019: Eagle Hospitality Trust Selloff, CMT & CRCT Earnings
RnR Weekly is a recurring series where I cover the past week's major news stories and earnings results in the markets from a SIngaporean perspective. In this week's edition, I discuss the Eagle Hospitality Trust selloff and go over Capitaland Mall Trust / Capitaland Retail China Trust earnings. How the Eagle has fallen Eagle Hospitality Trust (EHT) has had a horrible week. … [Read more...] about RnR Weekly 261019: Eagle Hospitality Trust Selloff, CMT & CRCT Earnings
RnR Weekly 201019: Life Updates, KORE Earnings, AA REIT placement and More
RnR Weekly is a recurring series where I cover the past week's major news stories and earnings results in the markets from a Singaporean perspective.In this week's edition, I discuss some life updates, KORE's recent earnings, AA REIT's secondary placement and more. Life Updates Some of you may be wondering where I've been over the past 2 months as I've been rather … [Read more...] about RnR Weekly 201019: Life Updates, KORE Earnings, AA REIT placement and More
Portfolio @ September 2019
Performance Indicators / Dividends YTD Time weighted return: 19.03%XIRR since portfolio inception in 2013: 15.08%Dividends collected: SGD 5,352.11Cum-Dividend: Yuexiu Transportation Infrastructure: HKD 1,080 The month that disappeared September kinda flew by for me. Between work, study and travel, I spent little time observing the markets. Good thing too as my … [Read more...] about Portfolio @ September 2019
RnR Weekly 080919: Identity Crisis at SingTel, Keppel Pacific Oak US REIT and More
RnR Weekly is a recurring series where I cover the past week's major news stories and earnings results in the markets from a SIngaporean perspective. In this week's edition, I discuss a bit about my perceived Identity Crisis at SingTel, some thoughts on Keppel Pacific Oak US REIT's busy week and other interesting news. Opinion - Identity Crisis at SingTel SingTel is the … [Read more...] about RnR Weekly 080919: Identity Crisis at SingTel, Keppel Pacific Oak US REIT and More
Portfolio @ August 2019
Performance Indicators / Dividends YTD Time weighted return: 19.49%XIRR since portfolio inception in 2013: 15.53%Dividends collected: SGD 5,110.92Cum-Dividend: Hang Lung Properties: HKD 340Yuexiu Transportation Infrastructure: HKD 1,080 Currency Cushion August was a bloody month as Trump manipulation trade war escalation reared its ugly head again. Combine that … [Read more...] about Portfolio @ August 2019
RnR Weekly 250819: HK Protests and US S-REIT results
RnR Weekly is a recurring series where I cover the past week's major news stories and earnings results in the markets from a SIngaporean perspective. In this week's edition, I take a belated look at the Hong Kong Protests and review the quarterly results of some US S-REITs. Commentary - Protests and HK's future Unless you have been living under a rock for months, you would … [Read more...] about RnR Weekly 250819: HK Protests and US S-REIT results
My views on REITs (Guest Appearance)
I was recently contacted by Kevin Shee, an entrepreneur and investor from Hong Kong via Facebook. Apparently, he found me through my Prime US REIT article on DrWealth. We chatted a few times about S-REITs and he thought it would be great if I were to share my views on his podcast, the Kevin Shee Show. The Kevin Shee Show is a relatively new podcast about entrepreneurship, … [Read more...] about My views on REITs (Guest Appearance)
Rekindling my Love of Learning
If you didn't know, I'm a bit of a nerd. Yup a real shocker. During my undergraduate days, especially in my final years, I would get excited about going to class and doing my tutorials. So you can imagine my excitement now that I'm embarking on my Masters next week! To think 10 years has passed since my freshmen orientation camp... god I feel so old. Yesterday was … [Read more...] about Rekindling my Love of Learning
My Favourite Finance related Shows
I always struggle when trying to educate friends and family with little to no personal finance and investing knowledge. As a result, I'm always interested in ways to introduce personal finance and investing knowledge to this group of people. One way I thought of is to introduce them to great shows / videos already out there in popular culture or on the Internet. In today's … [Read more...] about My Favourite Finance related Shows
Types of AGM Attendees
I attended my first ever SingTel AGM a couple of weeks back and was positively annoyed by the overly long proceedings. All that extra time allowed me to think back to some of the AGMs I've attended over the years and the types of characters you find at these events. Here's a Mr Men and Little Ms-themed list I came up with as part of this pointless mental exercise. Mr … [Read more...] about Types of AGM Attendees
How not to control your expenses
This week, I celebrated my 6th year in the work force and 31st on this planet. Regular readers would know that reaching milestones tend to make me reflect on the journey so far and what I could have done better. Last year, I shared a personal story about saving $100k by 30 and I thought I'll continue this tradition. I decided to go educational this time with the story of a … [Read more...] about How not to control your expenses