*Official* MasterLeong Thread

[madtari]

2.2. I'm greedy...

whats ur tp?

 

[MasterLeong]

nope, not yet. still far from my TP and I wanted to wait till fed hike outcome then see how.

current valuations I feel is ok liao

if you put too low TP, the odds of missing the boat may be higher

 

[MasterLeong]

Need a few rate hikes?

next year see how lor, I think eventually DBS can go back to $20

as long as earnings keep improving and nav per share keep going higher

 

[MasterLeong]

2.2. I'm greedy...

good luck to u bro heheheehehe

 

[MasterLeong]

I already both feet on board the boat, waiting for boat to leave heheheheehe

 

[akwl88]

2.2. I'm greedy...

wow that was like recent weeks lowest i think

below 2.3 i jeep liao

 

[MasterLeong]

2.3 and 2.15 looks like good level to hoot A reit

I am not sure

 

[madtari]

Tks. haha. I'm prepared to miss the boat on this one. For others Reits I have lower TP, some almost reaching... just need a push (hopefully after hike). Ppl like me if missed the boat, can only arm dui... cannot come here kbkp if not will kenna shoot up down left right.

good luck to u bro heheheehehe

 

[MasterLeong]

DBS $18.00 LIAO HUAT AH $$$$$$$$$$$$$$$$

 

[madtari]

ya... if it drops to 2.28 my fingers might start to itch... who knows.

wow that was like recent weeks lowest i think

below 2.3 i jeep liao

 

[MasterLeong]

Tks. haha. I'm prepared to miss the boat on this one. For others Reits I have lower TP, some almost reaching... just need a push (hopefully after hike). Ppl like me if missed the boat, can only arm dui... cannot come here kbkp if not will kenna shoot up down left right.

I will only advise you

dont try too hard to time the market


look and focus on valuations


if a 6% solid yield meets your return, go ahead and have the courage to press buy

it may go lower it may go higher you do not know

but it meets your target returns at this level, then just buy lor

 

[MasterLeong]

for me, my basket of 5 reits gives me about 5.5-6% yield along with an expected DPU growth rate or maybe 3%+

sure.. I could had wait for lower prices.. wait for 6-7% yields or even 7-8% yields... I can wait longer but that increases my risk of missing the boat

if reits now crash 10-20% from here, I am not scared... will still hold and collect my 5.5-6% returns for sure ^_^

 

[MasterLeong]

TIME IN MARKET

BEATS

TIMING THE MARKET

 

[MasterLeong]

just look at the recent group of people who missed DBS big time

when DBS fell from $21 to $14, a BIG 35% DROP!!!!

many people were saying the same thing like

TP $12, TP $10.... always waiting for lower prices

no surprise that they ALL MISSED THE BOAT



what I did for DBS? I seperated my funds into a few bullets and kept buying as it when down
$16 buy some, $15 buy some, $14 bought some

and nope i did not catch the bottom of $13

yet I am still sitting on 20% paper gains on DBS


this thread is for u to learn how to make a DECENT return, not the HIGHEST returns

 

[madtari]

I understand and agree on what you said... but I have another POV... if let's say I am prepared to forgo the 6% dividend that I can get by holding 1 year, I have a 1 year time frame to 'time' my purchase. A question which I ask myself... given from now till 1 Dec 2017, what's the probability of its price dropping more than 6%? I can't say for sure, but it is not hard for it to drop 6%. On the other hand, if the price start rising say 10%, then my opportunity cost would then be 16% if I buy immediately after the 10% hike. If I delay more, my loss will be more.

for me, my basket of 5 reits gives me about 5.5-6% yield along with an expected DPU growth rate or maybe 3%+

sure.. I could had wait for lower prices.. wait for 6-7% yields or even 7-8% yields... I can wait longer but that increases my risk of missing the boat

if reits now crash 10-20% from here, I am not scared... will still hold and collect my 5.5-6% returns for sure ^_^

 

[MasterLeong]

I understand and agree on what you said... but I have another POV... if let's say I am prepared to forgo the 6% dividend that I can get by holding 1 year, I have a 1 year time frame to 'time' my purchase. A question which I ask myself... given from now till 1 Dec 2017, what's the probability of its price dropping more than 6%? I can't say for sure, but it is not hard for it to drop 6%. On the other hand, if the price start rising say 10%, then my opportunity cost would then be 16% if I buy immediately after the 10% hike. If I delay more, my loss will be more.

I have seen many people who miss the boat, only to board at way way much higher prices instead and missing out on much dividend payouts

so i wish u good luck and all the best lol

time in market beats timing the market

 

[Layers]

if u really like industrial assets, i think its ok to hoot areit already

Thinkimg of swapping aims with areit or FLT

Sent from Sony E6853 using GAGT

 

[MasterLeong]

http://forums.hardwarezone.com.sg/e...der-sues-fathers-estate-$10-6m-5524504-2.html

 

[MasterLeong]

Thinkimg of swapping aims with areit or FLT

Sent from Sony E6853 using GAGT

Your aims sitting on gains or losses?

Think DK still holding on to aims

 

[Tooi Kono Machi De]

Thinkimg of swapping aims with areit or FLT

Sent from Sony E6853 using GAGT

Only thing that is preventing me from adding more of FLT is:

1) Forex Risk
2) Already one of my biggest positions
3) Moi wanna save ammo to add more MCT (Hopefully fall more leh)

But FLT at current price like attractive >.<