*Official* MasterLeong Thread

[Weaboo]

if I had to rank my 5 reits in terms of risk

lowest risk to highest risk

CMT
CCT
MCT
SUN
FCT

y fct highest risk? i feel its wun wun jiak bee hoon leh...

 

[Daimon]

I went to look at STI max:

you can see linear or log, no matter what, it looks like a long term upward trend to me, though there are periods of overshoot and undershoot. The 3 visible undershoots are 1) asian financial crisis, 2) dot-com bubble burst, and 3) subprime, aka global financial crisis. It seems that we are currently somewhere around the mean. This oil crisis doesn't seem to be as big as the media presented.

Every story has a counter example.

Look at Nasdaq 1999 chart.

 

[MasterLeong]

After brexit, trump victory and Italy voting result, most of yield based counters already went down a lot.

IMHO, yield based related sectors in US and SG already priced in the Rate Hike. Now the key thing is how auntie Yellen project the thesis of rate hike for year 2017

Last year up 0.25% also didn't crash much The major correction was due to China side

This time round maybe down for 1 trading session then CXG again. just saying nia.. don't flame me

P.S: Take it with a pinch of salt

i think good good chance STI can CXG and KKJ shoot pass 3000

I pray for the best

 

[MasterLeong]

y fct highest risk? i feel its wun wun jiak bee hoon leh...

CMT CCT blue chip

MCT SUNTEC future blue chip (both top in reserve list STI 30)

FCT is non blue chip

 

[MasterLeong]

y fct highest risk? i feel its wun wun jiak bee hoon leh...

however the 5 reits in my portfolio, i have selected to form a basket that is of top quality and provides a decent yield of 6% overall

 

[tanjiakpeng]

All these hedging stuff really confusing.....

Bro, dun mind me asking......so is the 98% hedge by PLife got use or not? Or just pointless?

yup got use they would be paying a fixed rate.

however as ML mentioned depends on what fixed rate they swap to. if u swap to a high fixed rate and u are paying at that high fixed rate vs someone else who is paying a lower fixed rate on a vanilla loan - then you are worse off.

 

[neoartz]

i think good good chance STI can CXG and KKJ shoot pass 3000

I pray for the best

got cxg or no cxg it's okay.. i will just continue to collect $$ from my cheapo portfolio. Holding on to my avg 5% Yield (Combination of SG + US portfolio) and get free 1 x Fish and Co platter for every month.

 

[MasterLeong]

got cxg or no cxg it's okay.. i will just continue to collect $$ from my cheapo portfolio. Holding on to my avg 5% Yield (Combination of SG + US portfolio) and get free meals for every month.

me too

i collecting 5% on a 320k portfolio

so getting around 16k per year as base returns

if no capital gains I will not feel sad


if got capital gains is bonus wahhahahaha

 

[thenakedshades]

Today DBS tio profit taking?

 

[thenakedshades]

if I had to rank my 5 reits in terms of risk

lowest risk to highest risk

CMT
CCT
MCT
SUN
FCT

ML, do you think CMT and CCT boat still at port to squeeze me in?

 

[neoartz]

me too

i collecting 5% on a 320k portfolio

so getting around 16k per year as base returns

if no capital gains I will not feel sad


if got capital gains is bonus wahhahahaha

Haha cannot fight with u and dk but it's okay.. both of you took years to build up

Don't worry i come in here to learn from everyone.

 

[MasterLeong]

ML, do you think CMT and CCT boat still at port to squeeze me in?

I can only say boat has left port... dont chase ba

if boat comes back.. have the courage to board

if boat never comes back, learn from mistakes

 

[wiz]

actually the basic of all reits is carry trades

a carry trade means u borrow low and invest high

reits borrow at 3% and buy properties of 99 years that yields 5% or more

Excellent information here Thanks!

 

[thenakedshades]

I can only say boat has left port... dont chase ba

if boat comes back.. have the courage to board

if boat never comes back, learn from mistakes

Shi de, will wait for boat to come back to pick me up

Now on DBS speed boat, feeling a little bumpy due to rough sea

 

[Asphodeli]

MBKE MIP executed...bought SCI, SMM, KepCorp.

 

[Genosis]

MBKE MIP executed...bought SCI, SMM, KepCorp.

Wa......aggressive chiong O&G!!!

 

[Daimon]

I can only say boat has left port... dont chase ba

if boat comes back.. have the courage to board

if boat never comes back, learn from mistakes

Or titanic sinking.

Hit an iceberg.

 

[thenakedshades]

Anyway, any bros here can recommend what kind of books should I read to gain more investment knowledge? I am halfway through One Up on Wall Street. now

 

[Daimon]

Anyway, any bros here can recommend what kind of books should I read to gain more investment knowledge? I am halfway through One Up on Wall Street. now

Read books by practitioners. Avoid journalists or finance planner with no real life experience.

 

[lewissac]

Anyway, any bros here can recommend what kind of books should I read to gain more investment knowledge? I am halfway through One Up on Wall Street. now

The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham.