STI ETF

[highsulphur]

Hitting 3 despite weaker US markets overnight

 

[revhappy]

CLR and STI are like inversely corelated now. STI is going up, CLR is going down. Rates going up good for banks and bad for REITs.

I think DividendWarrior will do okay because he choose REITs carefully and he has banks also. Need to be active in this market passive wont work. Give your money to a good fund manager and relax.

 

[发哨子2020]

STI drunk ?
Whole Asia red but it is green?

 

[yumsang]

experts say STI is useless
go for US market

 

[DevilPlate]

CLR and STI are like inversely corelated now. STI is going up, CLR is going down. Rates going up good for banks and bad for REITs.

I think DividendWarrior will do okay because he choose REITs carefully and he has banks also. Need to be active in this market passive wont work. Give your money to a good fund manager and relax.

Alot of so call correlation haywire one.

Between 2017 to 2020, int rates and reits rise together.

 

[DevilPlate]

STI drunk ?
Whole Asia red but it is green?

The main reason why I bought some ES3 to gain financial exposure. (close to 50%)

 

[Dividends Warrior]

CLR and STI are like inversely corelated now. STI is going up, CLR is going down. Rates going up good for banks and bad for REITs.

I think DividendWarrior will do okay because he choose REITs carefully and he has banks also. Need to be active in this market passive wont work. Give your money to a good fund manager and relax.

Yes, my friend. If you have been in the market long enough, you would remember what happened when US Fed actually hike rates. There would be lots of short-term knee-jerk reaction. Being vested in Banks and REITs is a balancing act.

When rates rise and reits weaken, nibble some quality reits. At the same time, ride on the rise of banks and hold.

When rates drop and banks weaken, nibble some banks. At the same time, ride on the rise of reits and hold.

If you go through enough cycle of this nibbling, your portfolio will grow bcos the general long-term trajectory is still upwards. Unfortunately, the holding part is actually the most difficult for people. They ask me how I built such a big portfolio. Well, I seldom sell!

Banks + REITs combo works well for me over 11 years. The foundation is built. Now I am adding another arrow to my bow - Mega cap tech

 

[DevilPlate]

Yes, my friend. If you have been in the market long enough, you would remember what happened when US Fed actually hike rates. There would be lots of short-term knee-jerk reaction. Being vested in Banks and REITs is a balancing act.

When rates rise and reits weaken, nibble some quality reits. At the same time, ride on the rise of banks and hold.

When rates drop and banks weaken, nibble some banks. At the same time, ride on the rise of reits and hold.

If you go through enough cycle of this nibbling, your portfolio will grow bcos the general long-term trajectory is still upwards. Unfortunately, the holding part is actually the most difficult for people. They ask me how I built such a big portfolio. Well, I seldom sell!

Banks + REITs combo works well for me over 11 years. The foundation is built. Now I am adding another arrow to my bow - Mega cap tech

Very similar investment journey although i started few years earlier than you....

However, I sell partial when interest rates normalised when i can get 2-3% returns from bonds/FD which does not make sense to hold reits paying 4-5%.

I am in the process of diversifying mega caps to Vwra and Eimi etf instead....can sleep better haha

 

[1a2a3a]

How come I never get dividends for my cpf trade with uob?

 

[Darth_Yang]

How come I never get dividends for my cpf trade with uob?

It'll go back to your cpf linked acc and back to your cpf... Wun see the cash de

 

[发哨子2020]

Good for the big 3 if interest rate rises.
The economy recovery should be on the way too.


Fed Chairman Jerome Powell said inflation is likely to rise as the economy recovers, but he thinks it will be temporary.
Without more durable inflation and a return to full employment, he said the central bank is unlikely to raise interest rates.
Bond yields climbed as Powell spoke as the market looked for more commentary on future policy.

 

[1a2a3a]

Just checked cpf account and it’s inside there.

Weird though, previously the money will sit in uob then have to manually transfer the money back to cpf.

It'll go back to your cpf linked acc and back to your cpf... Wun see the cash de

 

[发哨子2020]

Hopefully ES3 is steady and from here rises further next few months.
Of course Singapore economy too .
Most Singapore long term residents ( excluding below 16 ) should have the shots by then and more open up.

 

[Kojo0403]

The main reason why I bought some ES3 to gain financial exposure. (close to 50%)

that’s my take on ES3 too.

no point comparing sti etf with other global indices like s&p. sti composite is heavily geared towards banks and reits.
just keep it as a form of allocation to quality banks and reits exposure. invest into china or US tech for growth. maximizes your dividend earn from es3 that is not subjected to any tax.

you will be thankful during circumstances like this when tech sell off while interest rates rises.

 

[Dividends Warrior]

Good for the big 3 if interest rate rises.
The economy recovery should be on the way too.

Yes, rates are rising.... slowly

 

[highsulphur]

Huat ah!!!!

 

[gibson7]

STI good start to the week

Sent from Samsung SM-G988N using GAGT

 

[yumsang]

wah this Jardine Strategic up 19%?

 

[direbmem]

Seems like Buying STI ETF and banks is actually a hedge against REITs when interest rates rise. When interest rise, STI and banks up. When interest rates lowers, REITs rise.

 

[MangoTuna65]

Huat ah!!!!

Time to outperform the rest of the world!