Isnt this move dangerous?You will end up collecting bad stock.

U maintain the same portfolio throughout 2018 till early 2019?

Why? What did you do then?

What do you mean? Withdraw funds from EPF to purchase?

How much is the return so far for stashaway for 2019?

That is kinda low right for 2019?

Need to pay taxes on the profit?

this stashaway can see past performance trend of similar risk appetite?
what is the 2018 performance?

like my port made me >14% YTD, but my port also lost abt 12% in 2018 too

Manu Reits started to drop even before the rate cut announcement....

Amasia Pac reits faired better (more resilient)

No big deal, bro,... move on,... you are an investor. Obs closely, learn hard,... you'll get it right the next time,...

Usually rate cut is due to slowdown in business. So the effect will somehow possible to trickle down and have an effect to REIT

Bros,...

There are just too many scenarios,.... and certain scenarios are specific for certain sectors and companies/REITs...

But in general, from my experience...

1) rate cuts will enable REITs to spend lesser for financing expenses, less financing expenses means more distributable income, which in turn may mean more dpu. REIT investors want more dpu. So, more investors buy REITs.

2) BUT,... rate cuts also signal a slowing economy, and a slowing economy gives rise to,.... for REITs....

i) lower rental reversions, hence lower growth in distributable income, which will normally translate into lower dpu growth.
ii) lower occupancies, which translates into low dpu.
iii) defaults in tenancies, which translates into loss of dpu..

I evaluate my REITs individually to see which will be affected in which way.

Added : One more,... iv) re-negotiation of agreed rentals earlier, translating into lower dpu.

Raising what huge money, bro ??

On SG REITs, the latest event is the MS has just concluded a consultation activity on how to raise the gearing limit from 45% upwards,...

M-o-M [ Jul 2019 ] result is in:

Algozen™ ver four made a loss of 0.33% M-o-M.

Manureits is the worse performer. Not sure why, I thought rate cuts would be better for reits as I understand it, REITS are heavily geared and rate cuts means lower cost of borrowing. It should have been positive for REITS.

Ponzi 2 also made a loss.

Losses were mitigated by Bond and US exposure.

Xuzen

not sure why....but using FSM chart center.....I noticed that the ROI of Amreits is better than ManuReits for the past 1 month. manuReits seems to be laggard since last month by 2.x%

Managed Portfolio’s return for July ranged between 0.7%  to 0.9% as the Conservative portfolio recorded the highest return while the Aggressive portfolio recorded the least.

Market has be surprisingly quite resilient this morning. I was expecting a worse drop looking at dow last night hmmm

The STI dropped by 2% this morning, and at noon, by 1.5%,....