well, i may not buy more now, but am definitely keeping.

us bond yield 2.368%; $ index 101.68.

as they decline, sgreit prices move up.

looking much better now.

there is also the question of DRIP.

individual can opt for cash or reinvest in full lots.

wud be messy or not applicable for an etf...?



btw.. anyone... i still can't find the counter!

what is stock code?

This post has been edited by AVFAN: Jan 16 2017, 10:57 AM

mine are all (except AIMS) on feb 27-28.

r u still buying with div?

after a few years of reinvesting the div, i think i will cash them out to RM for expense.

must enjoy the fruits and not keep planting like a wrecked farmer.

That bad...

Aimsamp still holding ok... hope it stays there...

yellen had previously said, "3 hikes in 2017".

the market has priced in high probability for rates hikes in june and dec, with a small prob one in march.

so, unless inflation runs out of steam in USA, chances are us bond prices will soften a bit more by year end.

so will sgreit prices.



well, on the other hand, SGD is approaching RM3.15!

u did well!

ex rate effect already +20% in <3 years.

but really, that is only preservation of purchasing power, not to get robbed due to some crooks' gross mismanagement.

RM will continue to slide... there is not a single reason in sight for it to go up at this time.

3.30 by year end... ok or not?

right. and that is at national level.

at the individual level, there are those who save and invest in strong currencies/markets vs those who borrow endlessly.

"rich gets richer, poor gets poorer" sometimes is due to crooked, greedy and irresponsible behavior, not "world injustice".

ya, a new all time rm-sgd record low.

in the last 1 year, 2 years or even 5 years, "slow n steady" for rm->sgd->sgreits would have been not as good a strategy as "fast n furious".

as the exchange rate went from 2.4 to 3.2.

given what we see and know at this time, it is my view that trend will continue for now.

This post has been edited by AVFAN: Feb 24 2017, 10:55 PM

when the cost saving is obvious, can surely do.

but not looking at small dark corners all the time to save pennies.

investing is like a running a biz - spend more time and resources on growing revenues rather than cutting costs!



yes, SGreits is simple. i sell when hugely positive, buy when hugely negative.

all dividends are significant, must not forego any if it!

sg reits yields aren't that low at this time.

my own basket, only kdc is now at 4.7%; the rest are all >5.8%.

moreover, the market has already priced in >80% chance of fed rate hike on mar 15.

no panic!

This post has been edited by AVFAN: Mar 10 2017, 12:20 PM

all eyes now on fed meeting next 2 days.

us 10 yr 2.615% now.

if fed hikes rate and comments hawkish on next hikes this year (predicted 3 total), reit prices will come under pressure.

no, i do nothing for now.

Google finance, yahoo finance... reliable.

not so much about $/SGD.

rate hike fever buildup this round probably overdone a bit.

now us 10 yr went <2.5%.

so, all reit prices go up.

but... with 2 more fed rate hikes expected for the year, things will keep bouncing around.

we should not let this fed thingy fully dictate reit buying or selling.

a good reit is a good reit is a good reit.

aims... i think it is a good reit.

u mean sgreits are in a bubble?

i think not, except for a few with exceptionally low yields - e.g. kdc and parkway life.

will need to watch them carefully.

i hope u did not sell off recently!

now, gotta wait for next opportunity if u want to buy big.

are local funds pumping it up?

since rm22bil in mgs left in the last 3 months.

can't be that foreigners dump mgs to put in bursa!

if bnm/mo1 is telling them not to take money out of country, dun sabotage the RM, that will be it.

4.5% yield sucks, even FD can get close. more so for a falling currency.

like that... u will be right to see a big kaboom coming!



ok, went off the road.. back to sgreits...