*Official* MasterLeong Thread

[Dividends Warrior]

Lol dw and ml finally on same side liao

We practice the 'Rule of Two' in Sith. ML is the Master Sith. I am just the Sith apprentice.

 

[Dividends Warrior]

Lol... why the striker so cui... likedat how to score?

The two strikers were trained at the highly-acclaimed Frasers and Mapletree soccer academies. The solid defence and midfield will provide them with support.

 

[lewissac]

what are your views on CMT after reading this?
http://fifthperson.com/the-retail-steamroller-has-arrived/

plan to buy CMT if price drop till 1.85 leh..

Online shopping is booming. But that means retail shops and owners are at risk. I'm pretty sure the government is trying to balance something. Otherwise, you'll have alot of empty space, which doesn't look good on the govt themselves.

 

[only_lonely]

So far how frequent cmt and mct pays dividend?

 

[limjq44]

Dbs drop 10 cents you excited??

$1 then get excited ma

hahaha first time investing mah... made a huge mistake.

 

[MasterLeong]

Just a quick question:

why is mct traded at a premium to its book value as compared to cmt/fct? Is it really the lowest risk?

MCT premium due to the diversification maybe... got shopping mall, office and biz park

http://www.mapletreecommercialtrust...perties/MCT/Singapore/Mapletree-Business-City

also their assets are very new, especially the biz park... people bullish on tech big names moving in

MCT i really like the quality but best is not pay too much premium to book to be safe

max I pay is 5-10% premium to book and no more


one must look at the whole reit portfolio.. if pick 10 reits.. all 10 reits also pay premium to book... like that sure die... everything also over pay

if pick 10 reits... 3 premium, 7 discount to book... overall still trying to pick value.. should be fine

 

[Dividends Warrior]

So far how frequent cmt and mct pays dividend?

Quarterly payment. Every 3 months. 4 times a year.

 

[MasterLeong]

so how long u guys hold till which point it looks good can sell? 1month? 1 year?

in general the plan is to hold the portfolio of stocks and collect a min return base on dividends... for now my portfolio yields around 5%

so market goes up and down, if i never sell... I get 5% dividends for the full year


however if certain stocks rises a lot... say 20%, which is FOUR YEARS worth of dividends... I may consider divesting


that's my style.. and its pretty logical... at the end of the day, when to sell is up to u

 

[L'oreal Paris]

ML's 5 Tiger General Reits Portfolio

CMT - Guan Yu
CCT - Zhang Fei
MCT - Zhao Yun
FCT - Ma Chao
SUN - Huang Zhong

may we win this war in 2017
huat ah $$$$$$$$$$$$$

Meaning I huat liao ar haha 4/5 matching

 

[MasterLeong]

Think the dividend is enough for you to survive even if market crash, at most eat instant noodles until market recover.

last year STI down 15% i already eat maggie mee till sianz liao hahahaah

hope 2017 is DING TAI FENG year LOL

 

[mazatsushi]

We practice the 'Rule of Two' in Sith. ML is the Master Sith. I am just the Sith apprentice.

Like this?

 

[MasterLeong]

So far how frequent cmt and mct pays dividend?

quartely

most reits pays once every 3 months

some reits like CCT pays semi annually

 

[only_lonely]

in general the plan is to hold the portfolio of stocks and collect a min return base on dividends... for now my portfolio yields around 5%

so market goes up and down, if i never sell... I get 5% dividends for the full year


however if certain stocks rises a lot... say 20%, which is FOUR YEARS worth of dividends... I may consider divesting


that's my style.. and its pretty logical... at the end of the day, when to sell is up to u

I see. Just calculated if invest 10k then probably have to wait about 1-2yrs only can see the earning...

 

[MasterLeong]

waiting for dk picks.

http://dividendknight.blogspot.sg/2016/12/dividend-knight-income-portfolio-update_11.html

he hoot already

he is like 60% in reits or something?

AIMS
MLT
FCT
Plifereit
Areit
KDC reit
CMT
FLT
SUN
MCT



those that me and DK have in common are
FCT CMT SUN MCT

only mine CCT he dont have

so he has 4 out of 5 of my tiger generals too

huat ah ###$$$$$$$$$$$$$$$$$$$

 

[MasterLeong]

I see. Just calculated if invest 10k then probably have to wait about 1-2yrs only can see the earning...

think about returns in form of percentage is easier

invest in blue chips should be able to get at least 5-10% yearly returns on average ba

slowly grow your money, give yourself a decade to hit half or 1 mil

 

[Weaboo]

I worried got more downside for reits man. I understand that their price already quite depressed liao, but if sti drop to 2700 levels, will we revisit feb levels for reits?

 

[MasterLeong]

I worried got more downside for reits man. I understand that their price already quite depressed liao, but if sti drop to 2700 levels, will we revisit feb levels for reits?

no idea man... if reits break new lows so be it

many of us on board the ship already

those with ammo, they will average down for sure if STI comes to 2700 level

 

[travmufc]

Tong for 1 more month. Panadol coming for most REITs soon...

 

[lewissac]

I worried got more downside for reits man. I understand that their price already quite depressed liao, but if sti drop to 2700 levels, will we revisit feb levels for reits?

If it drop; I don't care. I just want my dividend. Am not a FIFO person either. Otherwise I won't be holding long term.

 

[Shawny88]

I worried got more downside for reits man. I understand that their price already quite depressed liao, but if sti drop to 2700 levels, will we revisit feb levels for reits?

Time in market > Time the market