My investments in S-REITs are holding up nicely which gives credence to my strategy to overweight S-REITs in my portfolio. Their relative price stability and high distribution yields provide some solace in a volatile market.

A brief look at some of my larger investments in S-REITs:

1. AIMS AMP Capital Industrial REIT closed at $1.20 per unit. My cost per unit ranges from $0.775 to $1.10.

2. Sabana REIT closed at $0.97 a unit. I first initiated a long position at $0.93 in March 2011. I bought more as its unit price sank below $0.90. I am still holding on to those units I bought at $0.865.

3. First REIT closed at $0.90 a unit. This is an investment I have had for many years. My lowest entry price was $0.42 during the global financial crisis. I took part in its rights issue at ...