*Official* MasterLeong Thread

[MasterLeong]

http://www.sharesinv.com/A17U/

A reit looking very attractive liao

near 1 times book already

too bad I no more cash, if not this would be my 6th reit along side

CMT/CCT/SUN/MCT/FCT


among industrial reits, Areit would be my top pick as its portfolio is really very diversified

http://www.ascendas-reit.com/en/our-portfolio/singapore

 

[goh6570]

Good luck DK!!

Ya......I also think REITs are firmly in the nibbling territory now

Dun wanna miss the boat, I better hoot some this week......really want to hit $1.6k per month divvy by end of 2017

 

[Genosis]

Power of BB!

Wa.....then ssi can do triple undercut liao!!!

 

[MasterLeong]

Ya......I also think REITs are firmly in the nibbling territory now

Dun wanna miss the boat, I better hoot some this week......really want to hit $1.6k per month divvy by end of 2017

treat it as xmas/year end shopping lor

ho ho ho

 

[Genosis]

Good luck DK!!

Thanks!!! U too!!!

 

[MasterLeong]

I am sitting on 2.5% gains on comfort delgro... may consider switching it for A reit


if so, will become 6 reits and 3 telcos and 3 banks

super balanced for sure hahahahaha

 

[goh6570]

Diversified

I am sitting on 2.5% gains on comfort delgro... may consider switching it for A reit


if so, will become 6 reits and 3 telcos and 3 banks

super balanced for sure hahahahaha

 

[MasterLeong]

http://ir.ascendas-reit.com/misc/AscendasReit-2QFY1617-Nov-2016.pdf

I now reading up on A reit again

 

[akwl88]

Wa.....then ssi can do triple undercut liao!!!

Ssi warriors' new tp - Always undercut ML, DK and DW

Huat ah!

Lol!

 

[MasterLeong]

A reit really solid track record , only had a dip during the GFC... which is understandable

 

[MasterLeong]

https://sg.finance.yahoo.com/echarts?s=A17U.SI#symbol=A17U.SI;range=2y

if look at 2 year chart

2.20 looks like a decent entry into A reit... in which I will look out for to swap CDG for Areit

 

[peacefulday]

Actually not much hor?

Singtel gave twice discount offer,
1st time at 1.90 using cpf
2nd round at 2.00 using cpf and in additional think can buy some 200 shares at 2.00 using cash same time.

Those STA cpf discount offer which hold till now and opt for max shares should have 1610 and collecting dividend throughout these years.

At any form of cpf interest rate return / investment %yield, that's a lot!

Look at %yield returned and not just principle figures

 

[yihao93]

My warchest is around $30k.....

I aim to allocate $10k per hoot......so can limit my choices to 3

Wah I also... 30% warchest left BUT unlikely to have new funds for the whole of 2017 ,

Seems like I need to learn how to rebalance portfolio Liao....
Can sic tips for ppl in my situation ?

Whack more etf?
Sell off small holding and switch to focus fire ?

 

[Genosis]

A reit really solid track record , only had a dip during the GFC... which is understandable

Ya......solid recovery

DPU raised back up to pre-GFC level liao!!!

(Vested)

 

[yihao93]

https://sg.finance.yahoo.com/echarts?s=A17U.SI#symbol=A17U.SI;range=2y

if look at 2 year chart

2.20 looks like a decent entry into A reit... in which I will look out for to swap CDG for Areit

Next support is 2.18
But ok la 0.02 diff
But with more rate hike may go even lower

Dilemma sia

 

[MasterLeong]

Next support is 2.18
But ok la 0.02 diff
But with more rate hike may go even lower

Dilemma sia

Usually the round numbers are more psychological levels
If u got see market depth
Generally more people will Q to buy at 2.20 rather than 2.19
So usually my TP i like to give near round numbers

 

[MasterLeong]

Ya......solid recovery

DPU raised back up to pre-GFC level liao!!!

(Vested)

Yup the dpu now growing very well for a reit
And they more diversified than before
Got stuff like data centers and biz/sci parks, more defensive

 

[Genosis]

Wah I also... 30% warchest left BUT unlikely to have new funds for the whole of 2017 ,

Seems like I need to learn how to rebalance portfolio Liao....
Can sic tips for ppl in my situation ?

Whack more etf?

30% investable cash should be enough for nibbling.....but if u dun expect new funds to come in, then ur TP becomes important. Dun buy with wild abandon. Remember, boat always comes back to fetch us. Be patient and limit ur hoots to maybe once per month...

I still think rebalancing is more suitable for those huge funds.....a 1 billion portfolio can reap more benefits from a rebalance than a 10k portfolio

Personally, I am not a big fan of STI etf......

 

[MasterLeong]

Wah I also... 30% warchest left BUT unlikely to have new funds for the whole of 2017 ,

Seems like I need to learn how to rebalance portfolio Liao....
Can sic tips for ppl in my situation ?

Whack more etf?
Sell off small holding and switch to focus fire ?

When market is cheap u should hold less cash and buy more
When market is expensive u could take some profits and keep thr cash into warchest

Now is the time to be using warchest

 

[Genosis]

When market is cheap u should hold less cash and buy more
When market is expensive u could take some profits and keep thr cash into warchest

Now is the time to be using warchest

Let the Force guide you......