Portfolio Starter Pack

[killer]

Lets say the next crisis drop is aro 2017.

Before any big drop, there is also a big rise.. 股市大起了才会大落。

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....

 

[kebinu]

The rally is not crazy and bullish enough yet. Bear is not as close as what we think. Wait when everyone is so bullish then we may start to see the real bear.

If you understand this, can start to invest now, but remember to cash out then. Don't hold all the way and average down at 15% correction from the top yet so easily.. take your time.

 

[Lost_Found]

Come sep don noe if reit will have another sell down not or maintai it current level??

 

[Shiny Things]

So, DW happily choose his favorite flavors, strawberry (Singtel), mint (starhub), orange (M1). The owner asked, "what is this ice-cream called?"

DW replied with a big smile, "I call this 'Power of CD' ice-cream"
(...)
So, you have to ask yourself, do you prefer to choose your own flavours or you dun mind having all 30 flavours?

Yeah, I get where you're coming from. Thing is, though: you're not eating this icecream, you're buying it to sell to other icecream owners. What if icecream buyers' tastes change, and they all start demanding rainbow (Google), "big" blueberry (IBM), and apple (guess. go on, guess)? You're going to be left holding a lot of strawberry, mint and orange icecream that nobody wants to buy from you. If you've got all 30 flavours, you won't be left with all your inventory tied up in flavours that nobody wants.

The upside of DW's strategy is that unlike icecream, dividend-paying stocks don't melt while you're waiting for a buyer to come along.

(I'm having trouble fitting REIT asset-price erosion in an environment of rising interest rates into the icecream analogy. I feel like "it's the height of summer, so there's high demand for icecream and prices are high, and big owners of icecream are taking advantage of summer to flog vast amounts of icecream to small investors who think winter is never going to come" is a bit of a stretch. Anyone want to have a stab at it?)

 

[Dividends Warrior]

Yeah, I get where you're coming from. Thing is, though: you're not eating this icecream, you're buying it to sell to other icecream owners. What if icecream buyers' tastes change, and they all start demanding rainbow (Google), "big" blueberry (IBM), and apple (guess. go on, guess)? You're going to be left holding a lot of strawberry, mint and orange icecream that nobody wants to buy from you. If you've got all 30 flavours, you won't be left with all your inventory tied up in flavours that nobody wants.

The upside of DW's strategy is that unlike icecream, dividend-paying stocks don't melt while you're waiting for a buyer to come along.

(I'm having trouble fitting REIT asset-price erosion in an environment of rising interest rates into the icecream analogy. I feel like "it's the height of summer, so there's high demand for icecream and prices are high, and big owners of icecream are taking advantage of summer to flog vast amounts of icecream to small investors who think winter is never going to come" is a bit of a stretch. Anyone want to have a stab at it?)

You are good at story-telling too, Shiny Things.

 

[simon_84]

want to buy reits, wait till sept 17 & 18.
there is a likelihood that there will be another sell down for the reits industry.
whether small or major, no one knows

 

[mjboon]

want to buy reits, wait till sept 17 & 18.
there is a likelihood that there will be another sell down for the reits industry.
whether small or major, no one knows

Can't wait for the opportunity to load more quality REITs during the sales

 

[simon_84]

Can't wait for the opportunity to load more quality REITs during the sales

yup, hoping to faster sell my reits off and buy in at a lower price.
looking at FCT, CMT, AREIT and PLIFE plus the no upside singpost.

now whether the fed says anything, the reit sector will dip...

 

[eveee99]

now whether the fed says anything, the reit sector will dip...

Why? Pls share

 

[genie47]

TS, if you intend to get STI ETF, why do you want to get Singtel as well?

STI ETF already has Singtel. The STI ETF is to spread your risk in a basket and with the addition of Singtel, you literally created Singhell.

Don't replicate whatever that is in the ETF or don't get the ETF.

 

[Carnesir]

With the market so high now... It is only worth 3 of your 13k.

Dun go all in. Your not Adidas. Will die if crash one.

3 k can buy 2 good reits or dividend paying stocks.

10k spread next 3 years buy. Average out your risk.

Even if market crash at 2017 when your 13k fully vested, on sure u will have fresh funds aldy

 

[kebinu]

TS, if you intend to get STI ETF, why do you want to get Singtel as well?

STI ETF already has Singtel. The STI ETF is to spread your risk in a basket and with the addition of Singtel, you literally created Singhell.

Don't replicate whatever that is in the ETF or don't get the ETF.

If one wants more of ST, it's still viable.

 

[simon_84]

Why? Pls share

based on market sentiments, for reits below 1.50, i believe their price is almost closed to bottom already especially the maples, cache, starhill global and FEHT.
singpost though not a reit, is a unique one as it hasn't go back to 1.25

suntec is also holding up at 1.58, closest support 1.55 ?

the coming fed meeting will most likely hit those counters that are above 1.50, you can see that cmt, fct, plife and Areit has recovered quite a bit so targeted group will most likely hit them.
even if fct and Areit are defensive in nature, there will still be sell down for them so defensive counters are not spared.

disclaimer: please note this is my own personal assumption.

 

[cHAmy27]

hmm I will think since you are 26, still young, you can assess your risk appetite 1st
how much you are willing to "lose" 5% , 10%, 15% ?
With a higher risk stock, you also have the upside gain potential.

with limited fund, 13K, you may want to narrow down counters below $1.50 , so that you have a variety of counters in your nest. Maybe abit on reits, abit on commodities, a bit on industrial, logistic to diversify the exposure.

And you need to figure out if you are looking for hedge, long term capital gain, dividend, purely speculation purpose

And eventually quite clear on identifying why you are buying that stock for and that will answer your 1st set of question for a start.

 

[Darkzi0n]

based on market sentiments, for reits below 1.50, i believe their price is almost closed to bottom already especially the maples, cache, starhill global and FEHT.
singpost though not a reit, is a unique one as it hasn't go back to 1.25

suntec is also holding up at 1.58, closest support 1.55 ?

the coming fed meeting will most likely hit those counters that are above 1.50, you can see that cmt, fct, plife and Areit has recovered quite a bit so targeted group will most likely hit them.
even if fct and Areit are defensive in nature, there will still be sell down for them so defensive counters are not spared.

disclaimer: please note this is my own personal assumption.

how do u know they are close to bottom? most REITs used to trade at a yeild of +1 to 2% compared to current level 2 years ago.

 

[simon_84]

how do u know they are close to bottom? most REITs used to trade at a yeild of +1 to 2% compared to current level 2 years ago.

look at the support, if not use what to gauge ?
if FA is your cup of tea, then i have no comments.

if you are hoping that they go back to the lowest price during 2011, well you better hope for recession soon.
during recession, i will just stay at the sidelines until there are positive indications for me to go in, else i certainly wont want to catch a falling knife again.

 

[Darkzi0n]

look at the support, if not use what to gauge ?
if FA is your cup of tea, then i have no comments.

if you are hoping that they go back to the lowest price during 2011, well you better hope for recession soon.
during recession, i will just stay at the sidelines until there are positive indications for me to go in, else i certainly wont want to catch a falling knife again.

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?

 

[magna_strike]

currently i have only 12k invested in stocks bought over time:

-1 lot SATS
-2 lots K-green trust
-6 lots First Reit

not sure if the bros here think its wise to put so much money into reits at the moment, but the dividend yield is just too tempting compared to other stocks like telcos.

 

[simon_84]

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?

most fears has already been factor in as reflected in some of the prices, besides most of the money has already flow out of sg since june and july...how much sell down are you still expecting ?
i believe only a recession can bring the price further down, if not the coming fed meeting will only see minor sell down.

 

[Carnesir]

currently i have only 12k invested in stocks bought over time:

-1 lot SATS
-2 lots K-green trust
-6 lots First Reit

not sure if the bros here think its wise to put so much money into reits at the moment, but the dividend yield is just too tempting compared to other stocks like telcos.

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