Just bought 6,000 share in Tower Reit. My portfolio is currently underweight in Real Estate. Need to rebalance it. Tower Reit, IMO is better than others.

Xuzen

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Added on September 12, 2011, 3:23 pmMy plan is to accumulate REITs until it is ard 20% of my portfolio.

Xuzen


This post has been edited by xuzen: Sep 12 2011, 03:23 PM

Today, bought 6,000 AMFIRST @ RM 1.12 with a DY of 8.6%. Trying to make 60:20:20 [equity:bond:REIT] in my portfolio.

Xuzen

To me UT that invest in share, I clasify as equities since their underlying asset class is the same.

Your 1st statement is false. The % of asset allocation is based on risk tolerance and is correlated with age grouping. It has no correlation with normal or abnormal.

Your 2nd statement is false. The measurement of risk is Standard Deviation from the mean. The datas that I have on hand indicate that risk of equity > reit > bond, and they are not that close.

Xuzen

This post has been edited by xuzen: Sep 30 2011, 01:35 PM

The D/Y for STAREIT even after dropping to the level is still not attractive for me.

So far I have in my portfolio: 7700 ARREIT, 6000 AMFIRST, 6000 TWREIT and will be collecting 6700 QCAP at the end of this month.

I am OVERWT on REIT & MYR Denominated BOND at the moment due to the volatility and uncertainty.

Xuzen

This post has been edited by xuzen: Oct 2 2011, 11:16 AM

My REIT collection continues.

ARREIT x 7700 in Jul-10
TWREIT x 6000 in Sep-11
AMFIRST x 6000 in Oct-11

Today [9/11/11]
add another
ARREIT x 8000

Was thinking abt QCAP, but too expensive liao. STAREIT next month perhaps.

Also, why is there so little analyst coverage on AHP?

Xuzen

This post has been edited by xuzen: Nov 9 2011, 04:21 PM

He he he .... REIT is just a portion of total portfolio.

My Equities and Bond belum kira lar...

Xuzen

RM 1.20

Xuzen

You dream on lar, I bought in Sep-2011, when the whole world is still having no balls to touch equities.

Xuzen

Any time is a good time.

Xuzen

Was already in those market during that time. Yeah, I remember buying TWREIT at RM 1.00 as well during those times.

But in early 2009, I went back into equities and got out in late 2009. Needed the money because my biz took a hit for the worse. Now time is better, going back in for some passive income.

Xuzen

I am in the prowl/hunt again... decisions, decisions, decisions....

Xuzen

No, but I have been eyeing STAR-REIT for the whole week...

Xuzen

Me too, I have been queing @RM 0.86 since Monday.

If she remains recalcitrant, maybe I'll have to up my ante. RM 0.865 or RM 0.87 also can consider.

I am quening for 20,000 units, you macam mana?

Xuzen

This post has been edited by xuzen: Dec 15 2011, 06:03 AM

My REIT collection continues.

ARREIT x 15,700 since Jul-2011
TWREIT x 6000 in Sep-11
AMFIRST x 6000 in Oct-11

Since Fri [16/12/11]
added STAR-REIT x 8000 @ RM 0.87, next week plan to get another 12,000 if the price drops to RM 0.86 or lowest RM 0.865.

Xuzen

My quota for REIT as an asset class has reached its target allocation. It shall be MYR Denominated Short Term Corporate Bonds starting from next month until I reach my targeted asset allocation weighting.

Sukuks anyone?

Xuzen

My accumulation towards my passive income continues:
In Dec-11 added:

i) Hektar x 5,000 @ RM 1.33
ii) PAVREIT x 6,500 @ RM 1.06

Xuzen

Yippee, money money money... ka-ching, ka-ching, ka-ching!

Xuzen

Woo hoooooo, passive income for me.

Xuzen

Yar lor... I am one of those sor-chai for buying Hektar at its peak.... @RM 1.37. But today Hektar annouced a 3cts distribution, so my actual cost is RM 1.34.

I still recall I bought my TWREIT @ RM 1.20 abt two mths ago. Now RM 1.37 liao ar? REITS should not behave this way, they are suppose to be like slow and steady wan wor....

But I am not selling it b'coz this section of my portfolio is to give me periodic passive income.

Xuzen

Another possiblity: People like WongMunKeong, Neo, myself et al have been buying this asset class and that is why the price has been going up up & up.

Serious reply: REIT as an asset class has been more in the radar of investor starting from 2011. There are more media exposure on this asset class. The StarBiz, The Edge and Personal Money all ran article on this asset class not too long ago.

Xuzen