*Official* MasterLeong Thread

[akwl88]

tot u tp 1.9?

Sent from Sony E6853 using GAGT

i tot 1.9 is at book value

http://www.sharesinv.com/J69U/

 

[MasterLeong]

will post updated portfolio in a few days time

have loaded heavy on reits....


my view is that reits already sold down 10-15% ahead of the rate hikes, downside limited.... and yields are attractive

the 5 reits I picked are of the best quality, providing me with a solid long term yield of 6%...

they also have a track record of growing DPU and NAV... I expect them on average to contiuning growing at around 3%-5% cagr

cheers

 

[lewissac]

will post updated portfolio in a few days time

have loaded heavy on reits....


my view is that reits already sold down 10-15% ahead of the rate hikes, downside limited.... and yields are attractive

the 5 reits I picked are of the best quality, providing me with a solid long term yield of 6%...

they also have a track record of growing DPU and NAV... I expect them on average to contiuning growing at around 3%-5% cagr

cheers

Me not greedy. As long as I got min 4.5 - 5.0% yield satisfied liao. Anything more than 5% is bonus.

 

[thenakedshades]

is ST/SH still at port? Looking to load them as well as some REITs that were discussed here

 

[MasterLeong]

is ST/SH still at port? Looking to load them as well as some REITs that were discussed here

reits and telcos all are cheap


telcos I already a lot, 30k m1 20k sh 20k st... will not be adding anymore


now mostly buying reits... cause i attacking 5 counters CMT/FCT CCT/SUN/MCT

 

[MasterLeong]

post shopping reit portfolio update

CMT 15,000 shares (value ~30k)
CCT 20,000 shares (value ~30k)
SUN 15,000 shares (value ~25k)
FCT 10,000 shares (value ~20k)
MCT 15,000 shares (value ~20k)

total value around 120k

cheers

 

[lewissac]

post shopping reit portfolio update

CMT 15,000 shares
FCT 10,000 shares
MCT 15,000 shares
CCT 20,000 shares
SUN 15,000 shares

cheers

So roughly $100k+ worth of shares?

 

[goh6570]

all filled

done shopping ^^

gxgx

 

[thenakedshades]

reits and telcos all are cheap


telcos I already a lot, 30k m1 20k sh 20k st... will not be adding anymore


now mostly buying reits... cause i attacking 5 counters CMT/FCT CCT/SUN/MCT

hahaha but don't have that much capital now. Will be picking a few to enter. Which would be a good entry to both Reits and telco? CCT and ST?

 

[MasterLeong]

So roughly $100k+ worth of shares?

updated

post shopping reit portfolio update

CMT 15,000 shares (value ~30k)
CCT 20,000 shares (value ~30k)
SUN 15,000 shares (value ~25k)
FCT 10,000 shares (value ~20k)
MCT 15,000 shares (value ~20k)

total value around 120k

cheers

 

[MasterLeong]

hahaha but don't have that much capital now. Will be picking a few to enter. Which would be a good entry to both Reits and telco? CCT and ST?

current prices already attractive to go in

I already go in riao

 

[lewissac]

updated

post shopping reit portfolio update

CMT 15,000 shares (value ~30k)
CCT 20,000 shares (value ~30k)
SUN 15,000 shares (value ~25k)
FCT 10,000 shares (value ~20k)
MCT 15,000 shares (value ~20k)

total value around 120k

cheers

Wah impressive! Assume flat rate 6% dividend yield, already can vacation @ taiwan for 1 week le. *hats off*

 

[MasterLeong]

GOLDEN POST OF THE DAY...

These 3 reits already down 10% in the last 3 months... mostly due to fear of rate hikes
Well... if you do not have the courage to buy reits when its cheap... then you might as well go DCA STI ETF...

 

[akwl88]

Wah impressive! Assume flat rate 6% dividend yield, already can vacation @ taiwan for 1 week le. *hats off*

$7200 dividends huat ah!

 

[luxcan]

I am still waiting to pick up the reits on the day fed hike is been announced. I will be looking at Keppel Infra and Suntec.

 

[MasterLeong]

I am still waiting to pick up the reits on the day fed hike is been announced. I will be looking at Keppel Infra and Suntec.

what if u wait and the reits go up higher and higher?

 

[madtari]

All along I thought TP is Target Price... yeah, can means buy or sell.

TP can mean both Take profit and take position right?

 

[MasterLeong]

All along I thought TP is Target Price... yeah, can means buy or sell.

yes, target price to buy or to sell also can

 

[madtari]

then LLST lor. haha. have to take risk mah. for those who board now, there's a risk of prices falling... for those who wait for lower price, there's a risk of missing the boat.

what if u wait and the reits go up higher and higher?

 

[MasterLeong]

I am still waiting to pick up the reits on the day fed hike is been announced. I will be looking at Keppel Infra and Suntec.

already said many times, reits already down 10%...

down 10% u can choose to wait for it to be down 20%... but the risk is there of missing the boat