In this Dr Tee 1hr video education (4 Singapore Defensive Dividend Stocks and REITs), you will learn:1) Formation of Defensive Stock Portfolio 2) Singapore Stock Market Outlook– Short term, medium term & long term 3) Singapore Dividend ETFs– Singapore Index Fund: STI ETF (SGX: ES3 & G3B)– Singapore REIT Fund: CSOP Singapore REITs ETF (SGX: SRT) 4) 4 Singapore Defensive Dividend Stocks and REITs:– CapitaLand Integrated Commercial Trust / CICT (SGX: C38U)– Mapletree Industrial Trust / MIT (SGX: ME8U)– OCBC Bank (SGX: O39)– Challenger Technologies (SGX: 573) 5) Defensive Investing Strategies with Low Optimism Giant Stocks– Kiasu Personality (Average Down)– Kiasi Personality (Average Up) 6) Bonus / Q&A–

GSS: SG Stocks to Look at this Season Facebook0Pinterest0TwitterLinkedinReddit0 Jeremy Chua, Dealing Jeremy graduated from Nanyang Technological University with a Bachelor’s Degree in Business and is a member of the largest dealing team in Phillip Securities. He strongly believes in the importance of staying invested in the financial markets and evaluates stocks using fundamentals to make informed investment decisions. In his free time, he enjoys researching on market events and disruptive investment themes to generate new investment ideas for the short and long term. Benjamin Tay, Dealing Benjamin graduated from the State University of New York at Buffalo with a Bachelor’s degree in Business Administration. He believes that a strong foundat

Happy 20th anniversary to S-REITs! Back in 17th July 2002, CapitaMall Trust was listed on the Singapore exchange. Today, there are 38 S-REITs, with a combined market cap of over S$100 Billion.    Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 828.74 to 792.62 (4.36%) compared to last month’s update. The REIT Index broke the 800 psychological support and current testing the trend support at about 792. The 20-day and 50-day Simple Moving Average (20 SMA and 50 SMA) are about to crossover, the 20 SMA dropping sharply in the past month. The REIT Index failed to break the 200 SMA Resistance in August, and is now on a short-term downtrend. Support Lines: Blue Resistance Lines: Red Short-term direction: D

Singapore real estate investment trusts (S-REITs) have had a tough time in 2022. With central banks increasing their interest rates to curb the high inflation rate, investors seem to be spooked that the higher interest rates could lead to lower distribution per units (DPUs) that they generally rely upon. We explore how Singapore REITs have performed thus far and what are some of the REITs with the highest distribution yields on the Singapore Exchange (SGX). How Singapore REITs Performed In 2022 Year-to-Date Firstly, we can look at how the iEdge S-REIT Leaders Index has performed in the 2022 year-to-date period to get a sense of how Singapore REITs, in general, have done unit price-wise. The iEdge S-REIT Leaders Index measures the performance of the most liquid REITs listed on the Singapore

1.  Mapletreelog Trust  --  21st Jul 2022  (Business Update)2.  SATS  --  22nd Jul 2022  (Business Update)3.  MapletreeInd Trust  --  25th Jul 2022  (Business Update)4.  Keppel DC Reit  --  25th Jul 20225.  SIA Engg  --  25th Jul 2022  (Business Update)6.  Keppel Reit  --  26th Jul 20227.  Frasers Cpt Trust  --  26th Jul 2022  (Business Update)8.  Capitaland China Trust  --  26th Jul 20229.  Suntec Reit  --  27th Jul 202210.  Kep Infra Trust  --  27th Jul 202211.  Keppel Pac Oak US Reit  --  27th Jul 202212.  Kep Corp  --  28th Jul 202213.  SIA  --  28th Jul 2022  (Bus

Stocks on Singapore’s Straits Times Index (STI) are generally known for paying a relatively decent dividend. As of 29 July 2022, the STI’s dividend yield was 4.0%. Why we say this is relatively high is because other major country indexes, such as the Hang Seng Index (HSI) in Hong Kong or the S&P 500 index in the U.S. pay only about 2.3% and 1.5% currently. While the dividends that STI pay are attractive, this only paints half (or less) of the picture. This is because we’re not looking at the growth of the index – aka, its total returns that also include price appreciation. Again, if we look at the HSI or S&P 500, they have an annualised return of -3.2% and 11.2% in the past five years. This compares to the STI’s 2.7% annualised return in the same timeframe. Read Also

Happy National Day!!  To celebrate 57 years of Singapore’s independence, I’ll be offering free portfolio review consultation! For a limited time only. https://calendly.com/kennyloh/portfolioconsult   Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 807.47 to 828.74 (2.63%) compared to last month’s update. The REIT Index has reversed to a short-term uptrend, with the 20-day and 50-day Simple Moving Average (20 SMA and 50 SMA) now on an uptrend. The 200 SMA has acted as a resistance for the past 10 days. However, these are small changes as the REIT Index is still moving on a sideways direction in the long-term (see 2nd chart below). Support Lines: Blue Resistance Lines: Red Shor

Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 820.69 to 807.47 (-1.61%) compared to last month’s update. The REIT Index is currently in a downward Parallel Channel, having broke the 800 support (false broke out last time) between June 14th and June 21st, but rebounded from the 800 support (which tested for 3 occasions). Support Lines: Blue Resistance Lines: Red Short-term direction: Down Medium-term direction: Sideways Long-term direction: Sideways Immediate Support at 800, followed by 775 Immediate Resistance at 890   Previous chart on FTSE ST REIT index can be found in the last post: Singapore REIT Fundamental Comparison Table on June 5th, 2022.   Fundamental Analysis of 39 Singapore REITs Th

My investments into Keppel DC REIT have been a horrendous experience thus far. I am currently looking at an unrealised loss of <12.79%> after the recent deep dive in market valuation. The other pure Data Centre REIT- Digital Core REIT ("DCREIT")- fares no better at its current poignant valuation of US$0.76 per unit as at 4 July 2022 and depending on your timing of purchase, one could be starring at as much as a whopping <36.7%> plunge in valuation if you have purchased it on 17 Jan 2022 at US$1.20 per unit. If you have subscribed for DCREIT during its maiden IPO and is successful in your allotment at US$0.88 per unit, then you will still be staring at a loss of <13.6%>. Given the terrible performance and worsening market sentiment, is it the time to throw in the towe

The astounding news that the 5th largest tenant of Digital Core REIT ("DCR") has filed for bankruptcy protection in the US sent out shockwaves to many investors out there who believed that Data Centre REITs are super resilient in earnings and with some proclaiming the nature of data centre REIT to be equivalent to government bonds. DCR's unit price which has been gravity defying since its IPO finally dropped below US$1 per unit to an intra-day low of US$0.95 per unit at one point, during market trading on the week of 22 April 2022. Keppel DC REIT itself is also not spared the bloodbath and in fact, its unit price suffered a worst fate than DCR and plummeted to a 52 week low of S$2.060 per unit. What ever happened to these data centres REITs once proudly proclaimed as precious jewels and in

The last 2 months has been a blood bath for my investment portfolios in banking stocks and REITs. The net assets for investment thus went down to S$630k from the S$640K during my last review at the end of April'22. The good thing about being an income focused investor is that I am not too worried about the fluctuations in valuation due to market volatility as well as unrealised losses. My only concern is whether the stream of passive income from dividends/distributions from investee companies will be drastically impacted if there are fundamental changes to the business. Expected dividends per annum now approximates S$60K at gross level and S$51.2K at the net level after accounting for financing charges from utilization of my margin facility with Maybank.The COVID downturn that happene

Stock Market is a dangerous place. However, placing money in the bank would also erode value as the bank interest is near to nothing. Portfolio Restructuring 2021:A. Foundation Stocks (3, max 10%):1. SGX2. ParkwayLife Reit3. UOBB. Core Stocks (10, max 5%):Decent dividends and healthy safety margin (%) from my break-even cost (including dividends):1. Keppel DC Reit (102%)2. OCBC (41%)3. FCT (31%)4. Frasers L&C Tr (77%)5. AIMS APAC Reit (38%)6. Mapletree Com Tr (43%)7. Ascendas Reit (23%)8. Starhill Global Reit (35%)9. ST Engg (18%)10. Mapletree Indust Tr (0%) (new addition in 2021, no safety margin built up yet)C. Reserved list for Core Stocks (4, max 5%):Decent dividends with healthy safety margin (%) from my break-even cost (including dividends). Not buying more and holding

Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 853.56 to 820.69 (-3.85%) compared to last month’s update. FTSE REIT Index is currently trading within the 800-822 range. Support Lines: Blue Resistance Lines: Red Short-term direction: Sideways Medium-term direction: Sideways Long-term direction: Sideways Immediate Support at 800 Immediate Resistance at 822, followed by 890   Previous chart on FTSE ST REIT index can be found in the last post: Singapore REIT Fundamental Comparison Table on May 1st, 2022.   Fundamental Analysis of 39 Singapore REITs The following is the compilation of 39 Singapore REITs with colour-coding of the Distribution Yield, Gearing Ratio and Price to NAV Ratio. The Financial

Lifetime Membership Special Offer! Since the start of the year, stock market sentiments have been pretty much bearish. The US Federal interest rate hikes, combined with the Russia-Ukraine conflict, have created much uncertainties for the market. For this reason, it is not surprising that the unit price of Keppel DC REIT (SGX: AJBU) turned sluggish, falling by 17% year-to-date. Several members of SG Wealth Builder have written to express their concerns on the falling Keppel DC REIT unit price. From $3.00 in January 2021 to the current $2.05, the correction in Keppel DC REIT unit price has lasted for more than a year. As the plunge started before the events unfolded in 2022, the drop is indeed puzzling. In this regard, unitholders have every reason to be concerned. Some of them are also wond

Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 864.41 to 853.56 (-1.25%) compared to last month’s update. The Singapore REIT index reached a high of 873 on April 5th, before falling into the 850-862 range since April 7th, staying in that range ever since. Support Lines: Blue Resistance Lines: Red Short-term direction: Sideways Medium-term direction: Sideways Long-term direction: Sideways Immediate Support at 850, followed by 807. Immediate Resistance at 862, followed by 890   Previous chart on FTSE ST REIT index can be found in the last post: Singapore REIT Fundamental Comparison Table on April 3rd, 2022.   Fundamental Analysis of 40 Singapore REITs The following is the compilation of 40 Singapo