Most of the time, I don’t really shares the companies that I have owned as I don’t want to mislead people. Many may also think that I only invest in REITs as most of the recent time I have only shared my REIT purchases in X (formerly Twitter). I have shared REITs recently only because…
Tag: Portfolio
Demise of REITs and do you still believe in REITs?
Reporting season is coming now. HIGHER financing costs due to the rising interest rate will continue wreak havoc on Singapore-listed real estate investment trusts (S-Reits). Distribution per Units (DPU) will drop which will result the drop in share prices, which currently many of the REITs are already dropping in price even before the results. iEdge…
Treasury Yield so high. I am fearful. So I sold all.
The 10yr and 30 yr US treasury yield is very high now – 5%. REITs are highly sensitive to interest rate. I am fearful, so I have decided to sold all on 20 Oct 2023. I am scared and worry with huge paper losses. You can see below.
Capitalizing on Market Volatility: War Chest dipped below Critical Point!
Recently, the treasury yields have been increasing. Yield increase means higher cost for businesses who borrows (many businesses do borrow), which indirectly means bad for equities. The risk-free rate for 10 years US treasuries has reached 4.8% this week which spooked out many investors, especially REITs Investors! Cut loss and wait time To many people…
Yield Curve inverted for the longest time! What’s next?
Imagine for the longest time you stretch and stretch a rubber band, what happened eventually? Initially nothing will happened, the rubber band will be stretch and stretch until the pressure is too high and then snap! Let me post a few charts. 2-year Treasury yield touches highest level since 2006 as Fed signals it’s not…
Recent Action to Financial Freedom
I sold something yesterday. Now more cash waiting for deploying… Waiting for opportunities to add good companies again. Should be very soon. Be patience. Today Mapletree Log Dividend. Huat everyone! It’s a pity that I didn’t get anything from the holy grail of being rich and financial free yesterday!