$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$I am a great fans of Singapore incorporated REITS for their consistent healthy payouts year on year. It's highly regulated as our government mandates 90% of the net gains to be distributed to the unit holders. Many of them I accumulated since IPO days. This is one of them. Dividend yield currently stands at > 5%, not bad at all. Watching and awaiting the 'technical buy' signal confirmation to accumulate more 🤗!
It is no surprise that Singapore tops 2022 World Most Expensive City this year accordingto EIU (Economist Intelligence Unit). Supplychain disruption due to China's zero Covid policy and Russia-Ukraine war had driven theworld's inflation by and large. Singapore being a premier world investment hub has the most expensive car ownership price due to government's strict control in car number. Heavy duty is also imposed in alcohol and tobacco. It is indeed the most expensive city for foreigners to live in. However, for the local residents, we have our own way of surviving. The public transport is easily accessible, affordable and convenient. Car ownership is therefore not a strict necessity. Most of us could also do witho
$NVIDIA Corp(NVDA)$ I once accumulated 100+ NVDA shares @$120+ and repeatedly sold calls thereafter. Finally it was exercised at $132. I then started selling short term put @$125 strike price. So far I only managed to collect premiums but not the shares at the target price desired. I am long term bullish for this stock. However I am expecting short term volatility in either direction. Prior to the earning announcement, I took the following actions: 1. Buy Jan 17 $140 call 2. Sell Nov 22 $160 call 3. Sell Nov 22 $125 put The premiums for my shorts are lucrative due to the market volatility. My view is, the stock is
$NVIDIA Corp(NVDA)$ Right after the earning announcement, the stock price fluctuated between $140.70-$152.89. My original estimate was $145-$155. I suppose I am not that far out. I reviewed the strategy I setup prior to the earning session. All 3 options are in the 'green/profitable'. I did further adjustment accordingly: Long Jan 17 $140 call - keep it running Short Nov 22 $160 call - rollover to Nov 29 $155 call, captured gain Short Nov 22 $125 put - little value left, likely to expire worthless. So leave it as it is for potential full value capture. After all I don't mind buying at $125 for long term investment. Will monitor and adjust the s
I remember I once went to the community center with my 9-year old daughter to browse through some holiday short courses. She chose 'Business Concepts for Young Children, 8-12 year old'. After the 3-hour course, she excitedly explained to me 'capital outlays', 'compound interest', 'risk management' with some business case studies using simple hand made charts, graphs and cardboard tools. I was pleasantly surprised how much knowledge she gained through fun learning. Today my daughter is in her early 30s and is a business entrepreneur. I suppose there's no model answer whether to teach the young children 'investment' or 'business' or any subject. Ultimately it boils down to the children's aptitude and interest. I'm glad I
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Today there's dividend exercise of $0.07873 per share. Share price had been soften by 7-8 cents. Will keep this for longer term.
I don’t currently own the stock. There’s nothing for me to hold. Nevertheless, the stock’s volatility is suitable for option swing trade. I just did one and closed within the hour for some small gain [Smile]
$NVIDIA Corp(NVDA)$ Last week my option call was exercised at a strike price of $132 against an average cost of $120+. That's about 10% profit margin realized. Not bad at all. This Monday it continued to run up beyond $135 😅! Anyway I sold an option put of $125 strike price with an expiration date of Oct 25. 2 possibilities: the put option either expires without the stock price pulling back to the $125 mark. It then means I get to keep the premium or it gets exercised when it falls below $125 on Oct W25. For the latter scenario, it means I have to pick up the shares @ $125. Either way works for me 🤗!
$GoPro(GPRO)$Got this as a courtesy fromTigers (thanks 😄) after doing a survey. Long term business growth not that positive. Nevertheless, no issue since it comes free and nothing to lose anyway 🤗!
$CapLand IntCom T(C38U.SI)$Adding this to my long term portfolio while the market is pulling back.Simple consideration: REITs with regular dividend output, currently stands at > 5%. Reasonable PE ratio on par with other REITs in comparison. Singapore economy is in post covid recovery state with property and land prices appreciating fast. In other words, there is near term capital appreciation opportunity. Most importantly, this is spare cash that I do not need for daily living expense and hence no stress for short term price fluctuation 🤗!
$APAC REALTY LIMITED(CLN.SI)$Added this to my long term portfolio. This company deals with property services, 8000+ agents. Current PE ratio is less than 7 with dividend rate of 10.7%. Tomorrow there will be an exercise of $0.035 dividend. With property prices and sales volume on an uptrend in a recovery economy, I am expecting the commission and service charges to be correspondingly trending up.
$PROPNEX LIMITED(OYY.SI)$For Singapore market, I normally focus on banks and REITs primarily. This is the first time I bought a 'property brokerage' stock.Reasons being: a. Gpod fundamental (PE < 10, dividend about 8% annualised)b. Singapore economy in recoveryc. Properties sales are increasing in price atthe macro level of 2 to 3%. In other words, this company's commission should correspondingly increase over time. This is not an investment advice but a personal and logical investment decision.
$Tesla Motors(TSLA)$I was guessing its 12/17 ending price as $885, longer term, by 2022 Q1 $770. Some tigers believe it would go up to $1,600 soon. Interestingly, an experienced Tiger recommended last week to sell 12/17 put on strike price $850. From hindsight, he’s proven right. There are 2 schools of thoughts. Some are extremely bullish with target >$1,600 around the corner. Meanwhile, I’m the pessimistic bearish one. I agree its business model is on the right direction. However, looking at the waves generated by Elon Musk selling his shares, the fundamentals and by technical analysis, whichever microscope I deploy to
I am not a football fan but it reminds me of my late beloved father. In the 70s, whenever there's football live matches being screened, my dad would be in front of the black and white TV, watching and cheering, 'goal, goal, goal!!!' My mom would be mumbling away being deprived of her dramas for the time being 😝. I joined the cheers watching footballmatches as that's the way to enjoy and interact with my father then.
$DBS Group Holdings(D05.SI)$ This stock pulled back for the past few days. I decided to accumulate more with my spare cash. In fact, I started accumulating this stock since more than 20 years ago @$18+. I also likewise accumulated shares for the other 2 Singapore banks. I stopped accumulation about 10 years ago and practically leave the stocks self run. The dividends collected so far amounting to more than the original investment amount. Meanwhile, the stock value stands at 3 times of the original investment value. The nest egg has grown considerable size, definitely beats the inflation rate. I call this, 'the golden goose that lays gold
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Moving up steadily as projected. Tomorrow they will announce the financial earnings. To hold for longer term or sell, decide by then. Keep fingers crossed 🤗!