Because ETF contains lousy companies like Boeing, IBM, ford, GM, intel, airlines and I don't support those companies. Why bother invest to invest in those companies? Buying etf means you are indirectly supporting those companies. I choose to put money into quality companies Vs trash companies.

If you are talking about sg reits, why bother with ETF when you can choose the best 10 high quality reits and DIY ETF, earn more dividends Vs what the ETF can give you?

This post has been edited by Ramjade: Sep 28 2022, 01:55 PM

Cause market saved by BOE money printer and they expect feds to start back money printer soon.

Yes.

For singapore REIT, you can use IBKR. But keep in mind s-reit likes to ask for money (rights or placement) Vs Malaysia reit. Some rights or placement cannot be sub via IBKR. If you want a platform that let you sub for rights and placement online, use FSM SG. You pay more per trade I think SGD10 Vs Ibkr of SGD2.50 by going FSM SG route. If you don't care about subscribing for rights and placement fine to go via IBKR.

Avoid Malaysian brokerage. You pay higher commission than above, you dividend fee and you pay higher exchange rate. Not worth it.

Not only that. See what's the min they charge, how's the exchange rate. Use xe as guidance.

Like ibkr minimum is sgd2.50. What's kenanga minimum?

Not cheap enough for me yet.

If something on good discount I will buy. Waiting for Fraser's and mapletree logistics to hit my target of 0.9x and 1.0x respectively.

I did. Only you missed out. I said few days ago I added.BLK, visa, google, msft. CNI, Adobe, amd.

Will load up again once paycheck comes in at the end of the month.

When so many things are on sale, choose the best stuff to buy.

This post has been edited by Ramjade: Oct 13 2022, 09:59 PM

I did. I loaded up on united, prime and keppel kbs. Never let an an opportunity goes to waste.

This post has been edited by Ramjade: Oct 14 2022, 09:13 AM

Loaded up what I could afford. It paid off. I am getting free 2.x-3 months salary from them every year.

But not sure how with all this increase rate increase, maybe dpu drop until say 2 months salary.

This post has been edited by Ramjade: Oct 14 2022, 09:15 AM

What I will say, I will continue buying my Google, Microsoft, Adobe. BlackRock, CNI, Visa, AMD, KLAC, BIP over any sreits.

I don't have unlimited ATM machine so will pick where my money can work the best.

Sekian.

You will thank yourself that you keep buying the dip. I did last time. No regrets today. You can never buy at the bottom. Near the bottom is good enough.

This post has been edited by Ramjade: Oct 16 2022, 10:28 AM

That's the way to go. I keep buying the dip. Once the rebound happen, it's going to be glorious.

Some of my stuff have rebounded. Wealth is made in a bear/red/down market.

The lower the price, the higher the margin of safety.

This post has been edited by Ramjade: Oct 18 2022, 02:19 PM

Always ask yourself any change in fundamentals? How's the occupancy? How's their debts?

For me I got better fish to catch hence I already abandon my sreits. Those there I just keep. Won't add more. Won't sell. Just hold.

Before you ask, what am I collecting, they are US counters and here's the answe.
BlackRock, visa. Microsoft, Google, Adobe. Brookfield infrastructure, Canadian national railway, AMD, Tesla (not listed in any orders)

Ok.

So you can pick up more? My guess is their Europe component. AK picked up some.

If it can drop to 0.9x, will pick up some. Quality asset like flct don't go on discount often.

This post has been edited by Ramjade: Oct 20 2022, 11:57 AM

Not fire sale yet. You want to see fire sales see march 2020 and 2008. That's fire sale.

That's why I said very old fashion. You can go for drip in western country without the need for address in that country.

Depends on what you want.
Pan Asia is retail + office - SG, HK. Korea
Industrial - warehouse + factories + datacentre with their warehouse and factories majority in sg.
Logistics - basically warehouse quite diversified

For me I will buy the logistics. But not at current price. Maybe another. 10-20c drop. I would want to pick it up more at yield if 7%p.a rather than now 5.9%p.a

This post has been edited by Ramjade: Nov 1 2022, 10:43 PM

You can try the following
https://www.drwealth.com/7-high-quality-rei...sing-dividends/

Prime still ok right? Prime IMO > Manulife.