*Official* MasterLeong Thread

[starfish.starfish]

total investment portfolio is around 500k due to the addition from sale of 30% stake in private business but the sales proceed were not put into stocks

stocks I already a lot and I think I have bought at a good price already, so balance is put into FD/SSB and bonds to strike a balance between equities&fixed income and to collect passive income for semi-retirement

cheers

Makes sense.
Good to see this time you did not all in. Lol

 

[Genosis]

why China? china must buy crct, also cheap now

Sent from 穷小子 using GAGT

CMT holds 122.7 million units in CapitaLand Retail China Trust (CRCT) , which translates to an approximate 14.55% stake as at 31 December 2015. The fair value of CMT's investment in CRCT represents 1.8% of CMT and its subsidiaries' (CMT Group) total asset size as at 31 December 2015. Through its investment in CRCT, CMT's Unitholders are provided with an opportunity to enjoy the upside from China's growth potential without CMT's risk profile being significantly altered.

 

[MasterLeong]

Makes sense.
Good to see this time you did not all in. Lol

sometimes I shout all in is say say only hahahahaha lol

 

[madtari]

MasterLeong, DK, and anyone else who is bullish or have investment in REITs, especially in retail ones... care to comment on whether the author's article make any sense or trying to instill fear?

http://fifthperson.com/the-retail-steamroller-has-arrived/?inf_contact_key=b0df2a317c2649515521af518ca6664bd96707d88d2d70918d9a49aac43ac79d

Currently I am not holding any REITs at all but interested in starting some exposure... no doubt the div yield is attractive! but at the same time concerned over the talks about rate hike, increased cost in borrowings, dwindling retail income etc....

Reit portfolio

15,000 CCT
15,000 Suntec

15,000 CMT
10,000 FCT

almost 50k in Commercial reits and 50k in Retail reits

average passive income from this portion is near (5-6%) 5-6k a year

cheers

 

[MasterLeong]

Yup, feel the time is ripe to hoot CMT.

On a side note, I just checked and realised I had incurred a total of 3.8k brokerage fee for the year. These money sucker.

how come u trade so much?

that around $300 commission a month or 10 trades a month!!!!

maybe xmas your broker will send u a turkey hehehe

 

[MasterLeong]

MasterLeong, DK, and anyone else who is bullish on REITs, especially in retail ones... care to comment on whether the author's article make any sense or trying to instill fear?

http://fifthperson.com/the-retail-steamroller-has-arrived/?inf_contact_key=b0df2a317c2649515521af518ca6664bd96707d88d2d70918d9a49aac43ac79d

Currently I am not holding any REITs at all but interested in starting some exposure... no doubt the div yield is attractive! but at the same time concerned over the talks about rate hike, increased cost in borrowings, dwindling retail income etc....

shopping malls and offices will always be needed

ppl need to go malls not for shopping of goods only

malls will be more towards services

like

food
massage
salon
movie
chill at starbucks
especially food food food, singaporeans love food~!!!!!

 

[Takodoro]

how come u trade so much?

that around $300 commission a month or 10 trades a month!!!!

maybe xmas your broker will send u a turkey hehehe

Too trigger happy.

But a good investment journey. Feel like I had leveled up gao gao now.

 

[MasterLeong]

MasterLeong, DK, and anyone else who is bullish or have investment in REITs, especially in retail ones... care to comment on whether the author's article make any sense or trying to instill fear?

http://fifthperson.com/the-retail-steamroller-has-arrived/?inf_contact_key=b0df2a317c2649515521af518ca6664bd96707d88d2d70918d9a49aac43ac79d

Currently I am not holding any REITs at all but interested in starting some exposure... no doubt the div yield is attractive! but at the same time concerned over the talks about rate hike, increased cost in borrowings, dwindling retail income etc....

by having zero reits u are missing out so much on one of the best investment types sg markets has to offer

 

[cronoficator]

REITS wish-list -

Maple-family: Bought MGCCT cos their WALE and occupancy rate quite solid. Bought MLT cos want to move into logistics + Amazon.

Capita-family: Now eyeing CMT, and when to add more into CCT.

Fraser-family: Watchlist on Fraser Centrepoint Trust, FLT, and FCL.

 

[MasterLeong]

Too trigger happy.

But a good investment journey. Feel like I had leveled up gao gao now.

continue to level up more and soon u can become MasterTakodoro and help contribute to this thread too

alongside with master average and master genosis

 

[MasterLeong]

REITS wish-list -

Maple-family: Bought MGCCT cos their WALE and occupancy rate quite solid. Bought MLT cos want to move into logistics + Amazon.

Capita-family: Now eyeing CMT, and when to add more into CCT.

Fraser-family: Watchlist on Fraser Centrepoint Trust, FLT, and FCL.

nice

all these 3 family reits are in general pretty good for long term investment, as the parent has good track record and reputation

for new investors i would always advise them to stick to reits under these 3 groups and avoid all other reits until they become exbirds

 

[goh6570]

how come u trade so much?

that around $300 commission a month or 10 trades a month!!!!

maybe xmas your broker will send u a turkey hehehe

 

[Average]

Yup, feel the time is ripe to hoot CMT.

On a side note, I just checked and realised I had incurred a total of 3.8k brokerage fee for the year. These money sucker.

its hard to imagine... i think mine is in hundreds of dollars

Sent from 穷小子 using GAGT

 

[Average]

CMT holds 122.7 million units in CapitaLand Retail China Trust (CRCT) , which translates to an approximate 14.55% stake as at 31 December 2015. The fair value of CMT's investment in CRCT represents 1.8% of CMT and its subsidiaries' (CMT Group) total asset size as at 31 December 2015. Through its investment in CRCT, CMT's Unitholders are provided with an opportunity to enjoy the upside from China's growth potential without CMT's risk profile being significantly altered.

omg, gg. my portfolio is heavy on chinese malls exposure

Sent from 穷小子 using GAGT

 

[Genosis]

MasterLeong, DK, and anyone else who is bullish or have investment in REITs, especially in retail ones... care to comment on whether the author's article make any sense or trying to instill fear?

http://fifthperson.com/the-retail-steamroller-has-arrived/?inf_contact_key=b0df2a317c2649515521af518ca6664bd96707d88d2d70918d9a49aac43ac79d

Currently I am not holding any REITs at all but interested in starting some exposure... no doubt the div yield is attractive! but at the same time concerned over the talks about rate hike, increased cost in borrowings, dwindling retail income etc....

Generally speaking, sub-urban malls near MRT stations and bus interchange within a large residential catchment area are more defensive (that's why I am much more heavily vested in FCT than CMT).....

IMO, even though e-commerce is definitely a rising threat to traditional retail (especially clothing & electronics), I still believe there are still enough businesses which require 'brick & mortar' presence.....examples - Starbucks, McDonald's, KFC, BreadTalk, Toastbox, Supermarkets, bank branches, food courts, restaurants, Cinemas, hair salons/beauty centres/slimming centres etc etc

An experienced management combined with a huge portfolio of assets (a massive scale allows the malls to better negotiate with major tenants) will be able to deliver stable DPU....

But if you are looking for huge short-term DPU growth, CMT and FCT probably not suitable...

 

[Genosis]

omg, gg. my portfolio is heavy on chinese malls exposure

Sent from 穷小子 using GAGT

I am not too confident on mainland China's malls..... it is the No. 1 e-commerce market in the world and still growing at a fast pace!!!

I prefer HK malls bcos they tap on both rich Chinese tourists as well as local shoppers so I vested in MGCCT...hehehe

 

[eveee99]

shopping malls and offices will always be needed

ppl need to go malls not for shopping of goods only

malls will be more towards services

like

food
massage
salon
movie
chill at starbucks
especially food food food, singaporeans love food~!!!!!

I agree. Even though I shop online a lot, I still like/need to go malls for food, movies , salon and massages.

 

[Genosis]

its hard to imagine... i think mine is in hundreds of dollars

Sent from 穷小子 using GAGT

Mine too.....

 

[JuzMobile]

Die la, stuck with lao ya reit now. Dont know what to do.
SB Business Reits

 

[Genosis]

continue to level up more and soon u can become MasterTakodoro and help contribute to this thread too

alongside with master average and master genosis

Wa......Average didi attained Master level liao?!?!?