The 'Humanisation of Pets' is a macro trend that I've been observing that I've not put any of funds towards in the past. Early this year, I decided to do a deep dive into the largest cap proxy for this trend - Zoetis. Today, I'll share my stock analysis and why I invested in the company early this month. The Humanisation of Pets The Humanisation of Pets … [Read more...] about Stock Analysis: Zoetis
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Endowus CNY Referral Special
Happy Year of the Rat! As we start a new year, I thought I'll share what my Feng Shui master says how your zodiac sign will affect your 2020 investing performance. So good right. If you're fired up by your investment predictions, Endowus is currently running a referral promotion for CNY to help you huat gao gao for the Year of the Rat. CNY Referral Promotion As … [Read more...] about Endowus CNY Referral Special
Earn interest on crypto with BlockFi
Cryptocurrencies burst into our collective consciousness with its meteoric rise in value in 2017, as well as its subsequent catastrophic collapse. As a millennial, I'm always interested in new technology and unbeknownst to readers, I do check in on the crypto-sphere from time to time to understand any new major developments in the space. While I've always had a slight … [Read more...] about Earn interest on crypto with BlockFi
Endowus Review – Best CPFIS Product?
Ever since I wrote My Guide to the CPF Investment Scheme (CPFIS) last year, there has been a new product introduced to the CPFIS universe - Endowus received approval to become the first digital financial advisory firm to be approved to offer its services for CPFIS.This caught my attention as Endowus was one of 2 digital financial advisors offering Dimensional Funds to … [Read more...] about Endowus Review – Best CPFIS Product?
2019 Performance Scorecard
With 2 tradings days remaining in 2019, its once again time to review how 2019 went for me. 1. Career The hospitality trading environment was challenging this year. With political unrest in various countries and the US-China trade war, travel demand was dampened. Consequently, my employer should not have performed up to expectations this year. We'll see when the latest … [Read more...] about 2019 Performance Scorecard
Personal Lessons from 2019
It's the holiday season. As I cruise through the gift exchanges, Christmas gatherings and festive merrymaking typical of December, it is also usually the time I think about the year I've had and the lessons I've learnt. As we send off 2019 (and the decade) into the sunset, here are my personal lessons of 2019 which I will bring forth into the new year. On … [Read more...] about Personal Lessons from 2019
Evaluating Accordia Golf Trust’s Divestment Offer
Accordia Golf Trust (AGT) recently received a non-binding proposal from its Sponsor to buy out its golf courses. After a lengthy 3 day trading halt, I was quite underwhelmed when the Trust decided to announce a single figure with a distinct lack of concrete details: JPY 63,167 mil OK it was a 2 page announcement, but the only relevant parts were 1 or 2 lines surrounding … [Read more...] about Evaluating Accordia Golf Trust’s Divestment Offer
Portfolio @ Nov 2019
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
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