Portfolio Starter Pack

[Dividends Warrior]

y recession? dosent a good economy in US pose more threat to the S-REIT now? good economy = interest rate may hike (2014 or 15?) interest rate hike = higher financing cost + yield spread.
secondly, with US doing better, money may flow out of asia back to US?

I am having similar thoughts.

When economy is bad, interest rates are super low, good for REITs because people will chase for yield.

When economy is good, interest rates increase. Demand for goods and services will be high, REITs can increase rental. So, also good for REITs.

As long as the REITs can meet their refinancing needs and roll over debts, the party continues!

 

[woshihuaren]

Pls, anything by keppel is good except for k green. Lol

I second that.

 

[antonpoh]

We had our big rise isn't it? Of cos high can get higher. But looking at the number of ipo recently, esp in reits....

Yup, we had seen some big rise for reits and property stocks but not for some other good stocks. Lately i see some good warehousing and logistics stocks moving up too.

Let's all create one 'Stock starter pack' option here and see which portfolio can gain most by 31st July 2014. Everyone can start with 13k.

Anyone want to start?

 

[Dividends Warrior]

Yup, we had seen some big rise for reits and property stocks but not for some other good stocks. Lately i see some good warehousing and logistics stocks moving up too.

Let's all create one 'Stock starter pack' option here and see which portfolio can gain most by 31st July 2014. Everyone can start with 13k.

Anyone want to start?

Are dividends included?

 

[antonpoh]

Are dividends included?

For you, we will include the dividends.. but it won't be allow to reinvest back as stock.

 

[Dividends Warrior]

For you, we will include the dividends.. but it won't be allow to reinvest back as stock.

Ok. I shall participate.

Will post my list shortly.

What's the closing date for submission btw?

 

[Zef]

let's put a submission date with last done price?

maybe the winner can get free dinner from DW?

 

[Zef]

limited to those listed on SGX or any market?

 

[Dividends Warrior]

limited to those listed on SGX or any market?

Only SGX

 

[Dividends Warrior]

let's put a submission date with last done price?

maybe the winner can get free dinner from DW?

If I am the winner, I treat myself.

 

[magna_strike]

Pls, anything by keppel is good except for k green. Lol

how come? i know its a trust and not a reit so it doesn't have to pay out 90% of its profits, but the yield currently at this price is quite a lot, at 7% annually. and at least up till 2015 its supposed to be quite consistent in its profitability and payouts? pardon me if i missed something u gurus noticed about this company, still learning as a newbie.

 

[antonpoh]

Ok. I shall participate.

Will post my list shortly.

What's the closing date for submission btw?

Closing date is next Friday. 2 weeks for all to pick and setup their best portfolio.

Those who participate with treat the winner. Winner choose a local place to eat.

 

[antonpoh]

limited to those listed on SGX or any market?

All here staying in sg, so we just see how good we can do with local market. Buy in price set base on market closing price. Like if SATS is in my portfolio, the buy price would be at $3.19 net. No brokerage fees, Misc or GST.

Portfolio starter 13k full amount must start on a same day. Long term play. In between can sell and lock in profit but can't use it to buy in again. Fair?

 

[Mecisteus]

the buy and sell prices must be set on pre-determined dates. then the returns will be calculated between these 2 dates.

 

[antonpoh]

the buy and sell prices must be set on pre-determined dates. then the returns will be calculated between these 2 dates.

Buy in must start from now to next Friday closing. Everyone starts together. Take this as a long term portfolio like investment funds. Close to a year we see the result.

 

[Dividends Warrior]

Buy in must start from now to next Friday closing. Everyone starts together. Take this as a long term portfolio like investment funds. Close to a year we see the result.

I am busy selecting stocks now!

 

[knightdreamer]

sound like ndp fun pack

 

[antonpoh]

Ok, let me start 1st.

Anton Starter Fund of 13k

5 lots Cordlife - $1.115 ($5575)
5 lots China Fishery - $0.375 ($1875)
40 lots Freight Links - $0.134 ($5360)

So total amount use: $12,810

 

[Dividends Warrior]

Ok, let me start 1st.

Anton Starter Fund of 13k

5 lots Cordlife - $1.115 ($5575)
5 lots China Fishery - $0.375 ($1875)
40 lots Freight Links - $0.134 ($5360)

So total amount use: $12,810



DW (Sleep like a baby) Starter Fund of 13k

2 lots of SATS - $3.12 ($6240)
2 lots of M1 - $3.15 ($6300)
1 lots of 800Super - $0.270 ($270)

Total capital amount: $12, 810

Ok. Added mine.

 

[Carnage]

Carnage Starter Fund of 13k
21 lots of CDW ($3,399)
2 lots of Auric Pacific ($2,950)
13 lots of 800 Super ($3,510)
2 lots of Sarin ($3,160)

Total: $12,959