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 Singapore REITS, S-REITS

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Showtime747
post Dec 4 2016, 02:25 PM

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QUOTE(Hansel @ Dec 4 2016, 01:26 PM)
I shall add another two sentences in this following posting in order to ensure that my statements are not to be misinterpreted as an allegation here : This is just a personal opinion. Readers are advised to exercise due diligence when reading this, prior to taking or not taking any actions.
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Bro, don't worry about your legal responsibility. This is a forum. You are not charging readers anything. There is no contract or client-advisor relationship.

Speak freely without worrying all those bulls**t. The readers won't hold you accountable for being wrong. They are responsible for their own action. If they want to act on online advice, then they are not that naive thinking they can hold you responsible

So, shoot away your opinion at will thumbup.gif
Showtime747
post Jan 16 2017, 09:21 AM

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QUOTE(Ramjade @ Jan 15 2017, 03:17 PM)
Guys, what's your opinion about SGX S-REIT 20 index ETF? It tracks the 20 biggest REITS listed on SGX. Is it available for buying? Is it worth buying instead of buying 1 REIT at a time? hmm.gif
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Bro, with your philosophy of saving every penny, don't bother to look at anything which involves professional management. FSM, Philips, any UT or ETF do not fit into your portfolio. DIY is the way to go. Do your own homework and invest yourself. Much more fulfilling and sense of success

I am DIY proponent too. And over the years, I can beat >95% of those professional investors
Showtime747
post Feb 17 2017, 06:38 AM

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Is it only me ? There is no counters which attract me to buy now because of the high price compare to last year. Almost everything looks so expensive now compare to just a few months ago. And the risk of a sudden jolt or shake up looks like coming soon. Just my feelings...

Last year was like a big sale promotion on hindsight biggrin.gif
Showtime747
post Feb 17 2017, 08:39 AM

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QUOTE(wongmunkeong @ Feb 17 2017, 08:12 AM)
hehe - similar feeling & thinking here too, either "too high"/low value stocks/ETFs or just bad forex impact if bought now.
I've not been sitting on so much % waiting to be deployed since 2006/2007.
Hm.. may be a good thing?  laugh.gif
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Ya same here my cash % has never been so high.

I comfort myself holding cash now earning almost 0% return is better than -ve return (if market suddenly drop) biggrin.gif


Showtime747
post Feb 17 2017, 08:45 AM

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QUOTE(kyone @ Feb 17 2017, 08:22 AM)
That's due to fed hike(if you're talking about Dec last year). Wait for another batch of sale if you think too expensive then.
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Ya...since trump and fed hike, the before and after :

KLCI 16xx --> 17xx

STI 27xx --> 31xx

DJI 17,8xx --> 20,6xx

ASX200 51xx --> 58xx

Have to wait now for major news, or some stupid trump action biggrin.gif
Showtime747
post Feb 18 2017, 10:01 AM

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QUOTE(gark @ Feb 17 2017, 10:27 AM)
Yes, SReits is relative expensive now, but still way much better than the bonkers anti-gravity MReits..  hmm.gif
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Ya, Mreits yield is too low now. But I still keep a few counters bought years ago. So the yield is still ok based on acquisition price. Not worth to buy now.

The only KLCI counters I play now is penny stocks biggrin.gif
Showtime747
post Feb 18 2017, 10:07 AM

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QUOTE(Hansel @ Feb 17 2017, 10:43 AM)
The thing is, there is also the saying - high can go higher. The indices above may keep climbing higher and higher,...and we miss the opportunities to go in, until much later, when it's much too expensive already. This then, becomes the loss of opportunity cost.

Secondly, if we are holding MYR, then we are losing out on the currency end too, because the outlook is really not good for the MYR. The MYR keeps weakening and weakening, if the time should come for us to want to invest, we will need to convert over our large hoard of MYR notes at a killing rate. If we are 'hoarding' the SGD or the AUD or even the USD, then it's a different story,...

Like I said earlier, I could be investing right into the beginning of an upswing in the Aus economic cycle,.. this looks to be shown in the ASX/S&P200 above too,... perhaps you guys should try this too,... may not be into the ASX, into the SGX and the DJIA are fine too,...
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Ya...nobody knows what will happen in stock market. Otherwise, records high and low won't be broken.

Maybe because still got un-deployed funds, that's why I "wish" the price can come down...and regretted being too careful last year sweat.gif
Showtime747
post Mar 1 2017, 07:02 AM

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QUOTE(Ramjade @ Feb 28 2017, 09:36 PM)

You cannot always win. But if you are investing for long term, I believe entry price won't be much of an issue.
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If entry price is not an issue, then transaction cost lagi no issue biggrin.gif

Lately this thread concentrated more on how to save costs which broker is cheaper etc....

Discussion on which counter to buy, which counter to avoid have been lacking...

Guys, any changes to your portfolio lately ? Anything you bought and/or sold ?

For me, I wanted to add, but just waiting a little longer because I see prices may adjust soon...
Showtime747
post Mar 1 2017, 08:48 AM

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QUOTE(Ramjade @ Mar 1 2017, 08:13 AM)
For me of course if possible want best price. But if cannot get best price? JUst queue slightly lower than market price.
I bought only 2 of each and did not focus 100% in SG. Left 4 more counters to buy then I start averaging down the price. (use dividend gathered to buy in small amount)

Going the proxy reit manager route by getting Fraser Logistic and Manulife US (with no holding tax since is not listed on ASX/US)
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Your investment strategy is different from mine.

I invest based on how I value the reits. If I am happy with the returns and valuation, I will pay what is on offer and buy straight off without queueing. I always have a target price to buy and sell. When the target reach, then I transact. The 0.005 or 0.01 difference is immaterial if you look at the yield %. Make a calculation yourself then you will understand. I am talking about long term investment, not trading.

The brokerage etc is not my concern too. They are too little to require my attention. When a stock rally, you will be more than happy to pay the brokerage
Showtime747
post Mar 1 2017, 03:44 PM

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QUOTE(wongmunkeong @ Mar 1 2017, 08:51 AM)
same here - filtered stocks & target price 1st loading, 2nd loading, 3rd loading (to my values wanted)

i suspect us older folks dont have the patience to nego/chase for "best price"  laugh.gif
anyhow, WTFish is "best price" anyway - $0?
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Haha, I usually no 1st 2nd 3rd loading....I terus sai lang when the price fits my calculation biggrin.gif
Showtime747
post Mar 1 2017, 03:50 PM

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QUOTE(elea88 @ Mar 1 2017, 09:21 AM)
Save cost is there is why not...? A dollar save is a dollar earn.
Ya, cheapest is still the best. But my point is 99% of share investment effort should be spent on research on a stock, instead of worrying on the brokerage fee etc which is <1% of the share price biggrin.gif


QUOTE(elea88 @ Mar 1 2017, 09:21 AM)
waiting to add FRASER COMM .

and add whatever that hv huge negative... i find investing in SG REITS very simple.

Div for Feb all in liao.. My strategy is add those coming dividends...

since next div sometime April. so, will purchase within this month.
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Ya...same strategy. Now no hurry to buy anything since dividend season just over. Casual look see look see only
Showtime747
post Mar 1 2017, 03:52 PM

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QUOTE(Hansel @ Mar 1 2017, 10:51 AM)
Showtime,... yr posting here is a great consolation for me,... tq,...

Had a bad day today,...  vmad.gif broker, private banking summore,.. bloody well queued late for me,.. had to buy a stock at 2.2% higher,.... vmad.gif  vmad.gif  vmad.gif

But yeah,.. from yr posting above, since we are long term, then will make back the money lar,...
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Nevermind....tomorrow stock price up another 2.2% biggrin.gif
Showtime747
post Mar 7 2017, 05:05 PM

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QUOTE(Ramjade @ Mar 7 2017, 11:05 AM)
So if I want MGCC, Croesus and Fraser Logistic, better I wait?
Before this just buy cause don't want to waste dividend collection.
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For your target counters, list down the previous years ex date (not payment date). They will likely declare dividend on the same month every year (but not necessarily)

Then you know your deadline to buy in order to enjoy the next dividend

Some pay twice a year, some 4 times a year.

For non-reits counter, some 1 time per year.

I think the next reit dividend seasons is still 2 months away. So you have plenty of time. And knowing you, you can leave in your fund in your bank to enjoy interest biggrin.gif
Showtime747
post Mar 7 2017, 09:39 PM

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QUOTE(kyone @ Mar 7 2017, 09:17 PM)
Oh the balance of my prefunded account increase (previously looking at paper monthly statement). But how to look for transactions so I can know which date they cash in?
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Ya, if CDP, then your bank statement will show the money on 28th. But for nominee account, takes a few days to reflect in your trading account balance. So your nominee account statement on 28th won't show the dividend. Have to wait for next month's statement


Showtime747
post Mar 8 2017, 08:52 PM

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QUOTE(Hansel @ Mar 8 2017, 10:25 AM)
Bro,... you did not tell him that as everybody thinks of the pauyout, as time approaches the 'targetted XDate', the share price of unit price may go up, ie more expensive.
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Ya.....true also...because market is always smarter thumbup.gif
Showtime747
post Mar 10 2017, 05:21 PM

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QUOTE(Ramjade @ Mar 10 2017, 12:10 PM)
Hansel or as Showtime747 said if value is good, just buy at market price  devil.gif
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I got say such thing meh ? biggrin.gif

I think what I meant was if I think the value is good, don't queue for 0.005 or 0.01 bargain (which is what you practice). Buy at the price the seller offers.

I am now holding about 30-40% in cash. Earning zero return. Waiting for prices to come down to a more sensible region. But my neck is quite long already biggrin.gif
Showtime747
post Mar 10 2017, 05:35 PM

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QUOTE(elea88 @ Mar 10 2017, 05:25 PM)
put in CIMB.sg bank can earn 1% haha.  its still money u know the 1%....
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Ya...but need to keep some amount to keep my RM happy. I think my account still earn 0.xx% but I don't bothered to find out. Waiting for the next suitable structured product. Maybe should just keep the minimum AUM and transfer the rest to CIMB. But need to open a CIMB account first. To maximize return / save cost like ramjade biggrin.gif

Showtime747
post Mar 14 2017, 01:06 PM

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QUOTE(elea88 @ Mar 14 2017, 10:46 AM)
wish its that easy... But i think maybe all costed in.

So, its sell now buy back next week?
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Tempted to do that also....but what if the price never come down ?

Always the dilemma in uncertain market....

So, I stay put. Look see first. Only decide when market more stable
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post Apr 4 2017, 10:48 AM

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QUOTE(elea88 @ Apr 4 2017, 10:06 AM)
i still hv my own spread sheet... which is something like what SGX CAFE has.
but then.. sgxcafe.. is really good. however worried since its a free thing.. anytime can be shut down.
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Yes SGX cafe is excellent thumbup.gif

Everyone with SGX should use it. Hope they will expand to other bourses, then I think I don't need to maintain my spreadsheet anymore
Showtime747
post Apr 4 2017, 03:54 PM

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QUOTE(gark @ Apr 4 2017, 03:13 PM)
If you buy stock $1, divvy 5 sens.. now the stock price is $1.10, you have equivalent of 2 years worth of divvy in gains.  tongue.gif

INR = Indian Rupee

The HP thingy, already reflected in price, everybody know already, even if they announce, I see no impact.  tongue.gif
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Ram's problem is he queued to buy at 0.98 instead of buying outright at 0.99. Should he bought at 0.99 without queueing, he would have made $0.11 + dividend

His account opened in Jan when STI was 28xx-29xx. Now 3182. He should have poured everything in on the first day he can trade

Of course, on hindsight, everything is 20-20 biggrin.gif



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