Cory Diary : Reits/Trust Portfolio Review Mid-May Period and Performance Report

In 14th April article, I did a Reit/Trust Portfolio review. Here's the link. Since then how has my portfolio goes ? This article needs to read contingent to this link which I won't be repeating here but will be better to have more complete read.

ASCENDAS-ITrust
Some return on this. Took 50% profit and leave the rest for longer term investment. Rationale is Business Park is lesser impacted and DPU will not be badly hit. There is some future DC play but I like to get some buffers.

ACCORDIA GOLF TR
Hold decision looks right as the price is stable. Is still a speculative and asset play. They are a bit slow in the offering which probably due to Olympic delay and trying to time for cheaper price with Covid situation in Japan.

AIMS APAC REIT
Riding with the market. Quite please with the quarterly report.Due to risk allocation I could not expand

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