my REITS on negative now are:
IGB REITS; PAVILION REITS; amfirst; UOA reit; SUNREIT ....

That's only good if they keep coming down...

but at current interest rate environment, I think u r righ

Actually, i hv all reits except KLCC.... collected slowly since years ago...DIVERSIFICATION.

It's getting hard to find anything decent with DY above 4% nowadays

Yeah I'm monitoring that Wah Kor stock now...but spread between buy/sell is...

I actually put in 10 lots buys this morning...then cancel.

Lucky I cancelled...else I get only 2 lots matched

They also got other clientele...though rokok is biggest clientele. They got Bolehland, Kangarooland and Vietmoiland rokok contract

I think it might take some time for such legislation to go thru...

And it's actually bigger than Dai Boh Ji...margins and growth also similar if not better. Can buy lar

If Kangaroo rokok market kaboom, still got Bolehland, Vietmoiland, Kiasuland to support though it will take a hit, Kangarooland is biggest single market

Unker is advocating to take the Seller's price NOW

Plus, they got the BAT contract for 7 years at 2008...means just 2 more years to go

I dun think BAT will wanna always change supplier kua

But I read they only got the contract at 2008? Means even prior to that (2008), they already on contract?

There are different levels of diversification. Having many REITs counters is also diversification vs putting all funds in just 1 REIT counter.

Similarly having all your funds in a diverdified portfolio of just stocks can also be said putting all your eggs in 1 basket unless U also put funds on real estate, precious metals (like gold, silver), FDs, etc. f market crash and all your funds in a diversified portfolio..........there goes your retirement and year-end holidays...and then everyday can afford to eat maggie mee for breakfast, lunch and dinner only.

So gark, what is negatively correlated to REITs?

Actually, REITS is only part of my portfolio. Collected from years ago.. and did not really look at the dividend yields until lately. Also hv cigg, carlsberg, gab, banks, consumers, prop even PANANMY FROM a decade ago.. and lots of LOST and LOSING  money shares egg SAAG, ...
I even got real estate collecting rental, gold pass book..unit trust, even INSURANCE SAVING PLANS... dabble into FOREX once.. but too time consuming, hence I do keep some foreign FD, even local FD's.

So, that is my idea of diversification. Also IPOs... but I do not keep these, its only for short term. Except MAXIS, still having. but sold some with intention to buy DIGI..to diversify the TELCO PORTFOLIO.

this year DEC quite free, maybe will sit down and evaluate again my SHARES PORFOLIO... sometimes get unexpected gain . EG: P.I.E been keeping for years for the good dividend, but suddenly few months from RM 4.00 it goes up to RM 6.. nearly touch RM 7.00....

so, continue keeping or TAKE PROFIT? The most difficult decision staring into SHARE MARKET is, do we sell when the price go up or do we keep buying when the price goes down.

I tried setting a disipline cut loss at 20% ... but then, not easy to bypass our OWN EMOTIONAL MIND. with the hope that it will rebound.

look like Total Net worth elea88 > gark 

Bonds also negatively correlated to REITs right?

Principle same as FD? Interest rate up, safer alternative for money income, demand for REITs go down?

Only bonds already issued though no?

Newly issued bonds with the new interest rate would be negatively correlated, yes?

Oooo.... aight thanks for sharing. Got a lot of thinking to do.

Still can't figure out what kind of portfolio allocation I should be going for haha.

What category is Reit / Buisness Trust ? Equity or bond or property?

SIFU GARK,
MSG wont go up anymore or Qe Tapering no more media manipulation?

recently see you updating buying alot reits ?
share share....

Last week i attend Maybank IB - workshop of reits - the speaker wong wei sum highlight 2014 reits expect Volatile becoz of interest go up.

oi what happened to AXISREIT??? 3.20...dropped 4%???