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.  

 Bought 500 fct at 2.04. With 0.6136 half year dpu, full year dpu of 0.1272 at 2.04 will be a 6% yield. Fct is also training around 0.9 pb. It is a reasonable valuation for me, looking to buy more ste at 3.20

 Bought 1 more tranche of areit 500 @ 2.6. Avg cost now at 2.75. With 0.15745 dpu it will be a 6.06% yield on $2.6. Expect more reits and stocks to drop right now cict is 1.85 below my cost of 1.87 should be buying next. However, might be holding on a while more since reits haven been dropping a lot tdy might be expecting more drop. STE is approaching 3.2 fast should be buying 1 more tranche of STE at 3.2.

 Added 500 more mint at 2.32 which is a 6% yield. Looking to add more Mint 2.32 areit 2.58 fct 2.04 cict 1.86 for 6% yield

 I am 22 this year and about to ord in august. Since 19, I had a goal to accumulate 100k by 29. I gave myself 10 years to reach this goal.  In the past few years, I have been working on some part-time jobs and internship. After enlisting, I got a steady income of around $800+ per month and $300 from my parents as allowance. I decided that I would like to save and invest a large portion of the money and live frugally like how I was during my poly time. My goal is to accumulate 50k net worth by ord. Today as of 26/07/2022, my net worth finally hit 50k. I save and invest around 1k per month since I enlisted, for the past few months my net worth has been quite stagnant due to the correction in the market. However, these few days the markets bounced back and right now with the paper profit I hit 50k. Of course, paper profits fluctuate a lot. It might be a short-term thing. What is more certain is my dividends, my dividends from stocks rise from $37 in 2019 to at least 1.2k in 2022(...

  Half year alr can do a review on my stocks. China Construction Bank: Low valuation high dividend, highest roe among the big4 banks in China. Need to worry about China property market, subjected to do national service for ccp. (HOLDING) Genting Sing: On recovery, ongoing expansion of USS (HOLDING) ComfortDelGro: Based on personal experience, bus and mrt ridership increasing, more taxis around and returning of tourists. Still very Low valuation compare to pre covid (HOLDING/ADD) SPHREIT: Sponsor cfm not delisting, business recovering and tourist coming back.Low debt, good yield (HOLDING) MINT: solid sponsor and track record. SG manufacturing increases by 50% by 2030. Strong story for sg industrial. Need to take note of US DC occupancy rate. Good Yield. (HOLDING/ADD) UOB: solid business, acquisition of citi bank in south east Asia, good growth and yield (HOLDING/ADD <1pb and >5% yield) FCT: strong moat, good business, below 1 PB Low valuation and good yield. (AD...