Tuesday, November 29, 2022
HomePassive IncomeLargest investments up to date (1Q 2022).

Largest investments up to date (1Q 2022).


It has been some time since I final revealed a weblog like this.

I’ve been lazy.

So, what’s new, proper?

In my protection, I did publish a few blogs on my largest REIT investments.

For instance:

Largest REIT investments up to date.

Anyway, readers who’ve been following my blogs recurrently in all probability won’t get a lot out of this weblog. 

They’d have already got a tough thought how my funding portfolio has morphed within the final 2 years or so and likewise the explanation why.




For what it’s price, here’s a fast replace.

$500,000 or extra:

CPF

Sure, I do know that some will chortle at this.

It’s OK as a result of I’m laughing too.

Laughter is nice for our well being.

So, chortle away, regardless of the cause. ;p

See:
$1.1 million in CPF financial savings.

My CPF financial savings is the funding grade bond element of my portfolio.

It’s my final security internet.





From $350,000 to $499,999:

AIMS APAC REIT

IREIT International

This bracket welcomes a brand new member, IREIT International.

AIMS APAC REIT is my longest enduring high funding and has witnessed all of the adjustments in my portfolio.

It sounds a bit spooky once I put it this manner.

Completely freed from value for fairly a while already, it’s nonetheless producing good revenue for me.

I hope IREIT International might be good to me similarly too.

Time will inform.

New readers is perhaps on this weblog:

AIMS APAC REIT or IREIT International?




From $200,000 to $349,999:

ComfortDelgro 

Centurion Company

DBS

OCBC

UOB

Wilmar Worldwide

ComfortDelgro is the weakest place on this bracket no because of the pandemic however even with the massive decline in its share worth, the market worth of my funding remains to be above $200,000.

I do count on issues to enhance from right here.

See:
ComfortDelgro: AK replies to feedback.




Centurion Company is a a lot bigger funding for me at the moment and it’s near being promoted to the following bracket.

I blogged about Centurion Company not too long ago and in the event you do not keep in mind, see:
1Q 2022 passive revenue.

Like ComfortDelgro, I count on issues to enhance from right here for Centurion Company.

UOB is a brand new member on this bracket as I solely turned invested within the financial institution over the last bear market.

My investments in DBS, OCBC and UOB are very near being promoted to the following bracket as their market values have ballooned.

I’ve not added to my positions for the reason that final bear market.

So, that is principally as a result of larger costs of their frequent inventory.




To cut back my reliance on REITs for revenue, constructing lengthy positions in all three native banks has confirmed to be rewarding to this point and I hope it continues to be so.

See:
Larger dividends from DBS, OCBC and UOB.

Wilmar Worldwide is one other new member on this bracket.

Extra precisely, it’s a returning member.

Wilmar strikes into this larger bracket principally for a similar cause because the banks.

Its share worth has appreciated meaningfully.

Nonetheless undervalued although its share worth is far larger now, it may presumably go larger.

After all, it may additionally keep undervalued.

See:
Wilmar was $7.11 a share.




From $100,000 to $199,999:

Sabana REIT

Sabana REIT is my one and solely funding on this bracket now.

The REIT returned as certainly one of my largest investments in late 2020 after the low ball provide by ESR REIT was rejected.

Having activist traders on my facet may be very reassuring. 

I stay up for extra worth being unlocked.

See:
Sabana REIT to the rescue.




As promised, that is only a fast replace.

OK, possibly, I’ll nag somewhat.

Keep in mind, AK doesn’t put on a coat.

So, no coattail to journey on.

Driving on coattails will be very harmful particularly if we wouldn’t have insurance coverage. ;p

References:
1. Largest investments up to date (4Q 2019).
2. Investing with some frequent sense.

Not too long ago revealed:
Mendacity flat…




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