Denver’s Portfolio

$ComfortDelGro(C52.SI) Added more cdg with the proceeds from selling prime us reit. After adding cost should be $1.586. Right now is below 1PB, dividend should at least be a 6-7c, expected to collect 6-7c while waiting for a recovery.

Sold prime at a loss of -32.4% around $758.26 usd.  Painful lesson for me, the price that I am selling might be near the bottom but there’s too much uncertainty for me about the wfh trend, revaluation and tax laws.  I will be more careful in choosing reits to invest in the future. Most likely focused in sg and retail/log/ind. Possible counters to reinvest in are: My core positions: mint, fct, ste, cict Avg down position: cdg Make a comeback positions: Ascott, capland China, GE, link reit, valuetronics.