Author: A Path to Forever Financial Freedom (3Fs)

Recent Action – Far East Hospitality Trust

With the proceeds from the divestment from Comfortdelgro which I blogged earlier, I had also purchased 125,000 shares of Far East Hospitality Trust (FEHT) at a price of 68 cents. This is a company that I once used to own, then divested, then move the funds around, and now back again to the same company. I am looking for something with a decent yield, predictable near term both organic and inorganic growth outlook and preferably a Reit, so I thought this company fits the bill for now. I am also bullish on the sectors as I think the Revpar...

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Reits Symposium – 19 May 2018

Readers of this blog would know that my strategy in investing has a preference towards investing in dividend companies and because of this, REITS would be one of the assets that I look at closely as it will continue to form a big part in my portfolio. On the current equity portfolio, 41% of the assets is allocated to REITS, which shows the level of confidence I have in this asset class. One of the main reason I like about REITS is it is a proxy to investing in real estate asset class with affordability and almost anyone can...

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Recent Action – Comfortdelgro & Vicom

I just want to fill in quickly an update I just made since I just made a portfolio update not too long ago for the month. I divested all my position at Comfortdelgro at a price of $2.09 today for an overall -9.1% loss (inclusive of dividend). Year to date however, this divestment has returned me a positive 5% gains since the start of the year. I’ve been reading and following the development about Grab and Uber since last year and to be honest there are structural issues which I was slow to act upon. With the advent of...

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"Apr 18" – SG Transactions & Portfolio Update"

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Comfortdelgro 85,000 2.08 176,800.00 27.0% 2. M1 75,000 1.73 129,750.00 20.0% 3. Fraser Logistic Trust 100,000 1.10 110,000.00 17.0% 4. Ho Bee Land 30,000 2.51 75,300.00 12.0% 5. Starhill Reit 100,000 0.73 73,000.00 11.0% 6. Vicom 8,000 6.04 48,320.00 7.0% 7. Singtel 7,000 3.42 23,940.00 4.0% 8. Tuan Sing 40,000 0.42 16,800.00 3.0% 9. Warchest – –          0.00 0.0% Total 653,910.00 100% It it time for another month of reporting which means an update on the portfolio. I’ve not been...

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Financial Independence Is Utterly Overrated

Since this blog was started about 8 years ago, the recurring theme has always been about advocating the real incentive behind achieving financial independence and how much benefits we could derive from achieving it than not. We’ve always pictured financial independence as having the options to do the things that we want rather than the things that we’re forced to do and having that autonomy gives us the flexibility to become happier naturally. As human beings, I understand that we tend not to like being controlled and we like to define our time according to our own needs. Best still, we could arrange our very...

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Sasseur Reit IPO Analysis

Sasseur Reit is the latest investment trust to file a lodging to list in the attractive Singapore Reits platform, is offering 266.6m units at 80 cents per share. This comprises of 252.8m placement shares, which are mostly taken up by institutional investors and  public tranche of 13.8m which are available for the public. Public can start bidding from the 21st March and closes noon on the 26th March. It is expected to commence trading on the 28th March. Business Overview Sasseur Reit will debut with an initial portfolio comprising of 4 retail outlet malls located across the growing city...

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"Mar 18" – SG Transactions & Portfolio Update"

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Comfortdelgro 85,000 2.00 170,000.00 27.0% 2. M1 75,000 1.80 135,000.00 21.0% 3. Fraser Logistic Trust 100,000 1.08 108,000.00 17.0% 4. Ho Bee Land 30,000 2.55 76,500.00 12.0% 5. Starhill Reit 100,000 0.73 73,000.00 11.0% 6. Vicom 8,000 6.05 48,400.00 8.0% 7. Tuan Sing 40,000 0.445 17,800.00 3.0% 8. Singtel 4,000 3.35 13,400.00 2.0% 9. Warchest – – 2,000.00 1.0% Total 644,100.00 100% I’m updating the portfolio rather earlier than usual during the month as I’ll be heading off to my Taiwan trip next...

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Ho Bee Land – FY17 Results & Review

Ho Bee has just released their full year results for FY17 which I’d do a quick review on. Full year net profit for FY17 came in at $249.3m, which is about 15% year on year increase. This was broken down into operating profits of $72m, share of Shanghai JV associates profits of $99.3m and a fair value gain of $78.1m. Rental income came in stronger this year at $147.4m, which is a slight growth from the previous year. Q4 rental income came in stronger at $37.7m, due to purchase of Lombard street during the financial year. If we annualize...

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Are Your Friends or Families Supportive of Your Early Retirement Goal?

Early retirement is often a key word that is casually used in a conversation that interchangeably means the same as being financially independent. For sure, the community knows we are not talking about a real time retirement that sits away your idle time staring at blank space. Early retirement, until today, remains a relatively vague concept that most people on the street finds it unfamiliar. When I started writing my first few posts on this blog about 8 years ago, it was a relatively new concept to the scene. For sure, there were some early warriors who were even...

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Why DCA Investing Singtel Can Be Bad For Your Portfolio

You might have attended many classes that advocate Dollar Cost Averaging method and thought DCA investing in a good company can be a sure win strategy over the long term. Dollar Cost Averaging is a strategy where you spread out your money over a period of time, entering the company at different intervals. During good times where valuation is higher, you get lesser units while during bad times you get more units. You can read this similar strategy employed by one of our community friend here. He’s been doing it for over a year and has accumulated 7.5 lots...

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Snackfirst – Review

I’ve known Jes for a long time since she started blogging donkey years ago. The good thing about being in the community is you get like minded people who goes through different stages of life together. When we became parents, we shared tips on where to get the cheapest stroller, and how to get a good nanny and babysitter and many more. Last year during the Investfair, I even had a chance to share the same stage with her. We talked about the segment investing in our 30s. Jes left her job last year and started her own snack business....

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"Feb 18" – SG Transactions & Portfolio Update"

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Comfortdelgro 85,000 2.00 170,000.00 27.0% 2. M1 75,000 1.80 135,000.00 21.0% 3. Fraser Logistic Trust 100,000 1.08 108,000.00 17.0% 4. Ho Bee Land 30,000 2.43 72,900.00 11.0% 5. ST Engineering 20,000 3.24 68,400.00 10.0% 6. Vicom 8,000 5.83 46,640.00 8.0% 7. Tuan Sing 40,000 0.44 17,400.00 3.0% 8. Singtel 4,000 3.38 13,520.00 2.0% 9. Warchest – –   2,000.00 1.0% Total 633,860.00 100% What I thought to be an easy January month turned out to be different as we head towards the...

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10 Thoughts On Panic Market Selling Today

It’s been a long time since we saw markets behave the way they are like this. The last time was sometime during 2014 if I recall but the volatility fell short as market continues to go up thereafter. Since, it’s been an easy ride for investors as the stock market goes one way higher and higher. I promised to keep moments like this so that I can look back a few months or years later. Here are 10 of my thoughts of the market today: 1.) The market goes up in a steady manner but goes down jumping a...

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Child Portfolio – "Feb 18 – SG Transactions & Portfolio Update"

Back in 2014, we created a dividend portfolio for Baby B1.0 when he was born. The whole idea was pretty simple – we wanted to take advantage of the power of compounding by investing early and reinvesting all the dividend income received into purchasing another basket of dividend companies. Our idea back then was to eventually instill a habit and lead by example by teaching him the importance of investing from young which we will be certainly be involving him as he gets older. Since it is evident that his time horizon is longer than us and it is...

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The Days Are Long The Years Are Short

The days are long but the years are short. This is what parenthood has to offer and those who are parents yourself will understand where I am coming from. My younger son turns 1 tomorrow and coincidentally he shared the same birth date and year as the son of one of the community blogger, LP (Happy birthday Zef!). 4th year of parenthood This is technically my 4th year of parenthood since I become a parent in 2014 when my elder son was first born. Back in the days, some days feel extremely long with the changing of the diapers, frequent...

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