My portfolio...

APM is still growing, expanding to...Vietnam

DLADY and Nestle still growing healthily...

Maybank also still got some growth...

Ok, 8/12 are more or less stagnant

But I dun wan touch property, construction and industrial products that are beyond layman knowledge...how wor

This post has been edited by Pink Spider: Feb 22 2014, 12:37 PM

In investment there is always a cycle from/to dividend stock (including reit) and growth stocks.

Well at least you got some exposure to growth stocks... otherwise...

Those who hoo haa a 100% reit portfolio all jumping in joy in 2012/2013 .. now all silent jor... see what i mean?

This post has been edited by gark: Feb 22 2014, 12:39 PM

If u assess based on yield on COST, you shouldn't fret at all.

If u assess based on valuations and/or hit on net worth, of course will lor...

Well, to me, when u invest in REITs and divvy stocks like Telcos, u shouldn't be expecting your net worth to double or triple whatsoever...your aim should be passive cash flows.

This post has been edited by Pink Spider: Feb 22 2014, 12:41 PM

when ppl silent, i silently collect.. i hope more bear come in, with more than 50% cash currently

Including my unit trusts while excluding my emergency reserves, I've only 30% bonds and cash left

This post has been edited by Pink Spider: Feb 22 2014, 12:45 PM

if your 70% can generate alot of income and can tahan market cycle then it is good, im still new in investment, fresh grad, not much $ flow from both my investment and salary

Well if kaboom happens, I'd be taking that 30% to hantam lo

Wah holy manyak cash ooohh..

Collect slowly on the cheap then.

yea like what unker gark said, heart must steady

Steady enough to hantam when opportunity comes!

Scared u all, when the TIME actually comes no guts to hantam... but wait further and further weakness which never come... then suddenly recover

Or get caught with falling knifes and bouncing cats or panic sells...

Not so easy as everyone says it is...

or otherwise if it is so bad, you be more worried on your job rather than share market.

This post has been edited by gark: Feb 22 2014, 01:07 PM

When shit happens, your daily more is more of a concerns than monitoring the market already.

giving scary story....


When u buy let us know..we also buy...

we all steady one.

I still remember SP Setia's CNY commercials - featuring Ben Thanh and floating market

You wanna invest in SP Setia or Parkson? But I don't recommend the latter lah
I went to Parkson Plaza in Saigon last November - very quite

ur remark regarding Vietnam or Reits or SP Setia or Parkson or Parkson Plaza ???

A number of Reits have touch 52 weeks Low this week namely Amfirst, Cmmt, Igbreit, Qcapita, Uoareit n Ytlreit
Time to buy...

What do you all think of this video?

http://www.youtube.com/watch?v=iFDe5kUUyT0

Excellent!!! We should avoid tax... but how? Reits div will be taxed + GST....

Reit div is not subjected to GST.
In fact, any dividend is not subjected to GST.

It is only management fee paid incurred GST. But it can be used as GST input tax.
For trading of stock or reit stock, brokerage commission is subjected to GST.

Average rental rates RM/psf of major listed malls..

Gurney Plaza @ RM 137.03
Sungei Wang Plaza @ RM 161.02
The Mines @ RM 100.02
East Coast Mall @ RM 89.95
Sunway Pyramid @ RM 139.58
Pavilion @ RM 255.40
Mid Valley Megamall & The Gardens @ RM 167.68


Hmm if you want to set up business, which mall you rather rent...

Source

This post has been edited by gark: Feb 24 2014, 10:54 AM