Posts by roland

Neat way to filter good Singapore REITs

REIT Price/NAV vs Dividend Yield If you like me is a visual person, will like the below graphical representation of all the Singapore REITs in a single chart. Framed by Price/NAV on the X-axis and Dividend Yield on the Y-axis.   In my earlier article, I talked about why I use the 2 criteria as my…

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Time to invest in S-REIT now? Which counter stands out?

lippo mall Reit price chart

Time to invest in REITs? Two months ago we saw one of the fastest drop of our STI index the last few year. It came down about 10% in just short one month time frame. Practically wiping out all the gains we had from the beginning of the year. Since then the index have recovered…

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What should I do with my counter with 70% paper lost?!

No body likes to be holding on to losing stocks. Those are hard earn money, but unfortunately it is part and parcel of stock investment. Even the best investor will get surprised once in a while. The more important question is what are you going to do about it. Will you shun the stock market…

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How to build your own Value Investing portfolio

A week ago I was invited to a Value Investing Sharing Session by Aggregate Asset Management (AAM). They are a local boutique fund management company specializing in value investing. Their flagship fund, the Aggregate Value Fund, does not charge annual management fees and clients only pay performance fees for absolute returns. I find this very refreshing because they really structure the fund…

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Review of Jeff and Kane’s Industry Rockstars preview

As part of my entrepreneurial learning journey, I went to the 2 days free preview and was quite impressed with the content and more importantly they seems quite sincere in trying to help you.  The event is not all about sales as both of them offer quite a bit of good content. Great for anyone who is thinking…

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Skillshare- my dream start-up

Damn it!! They stole my start-up idea!! Argghhh..  I think i need to go kick myself! That was my reaction what I chance upon Skillshare.com. I am always into technology and into education, so when I was dreaming up start up ideas, the concept  of enabling millions of teachers/experts teaching millions of students over the web came up.  But it…

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Lippo Mall REIT giving 6.7% yield. Buy or Bye?

My criteria to REIT selection: Dividend yield > 6% This is main reason why we invest in REIT. When doing my homework, I don’t expect the price of the shares to go up. I am more concern about the under lying assets that the REIT holds. Price to NAV < 0.7 The primary value of a REIT…

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2 good investment opportunities and 1 big warning after QE3 announcement

It was 1:15am last Thursday night when my fellow investing friend apps me that QE3 is “ON!”. Straight away I logged into my CFD account and bought Silver. Even though Silver has ran up quite a bit in anticipation of the QE announcement, I think there are more upside. By now most of the readers already know about the QE3…

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