This asset class is a fallen angel - time to buy?
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Bonds are supposed to be a stable asset class to a portfolio. Yet, it has been one of the worst performers today. So why have so many investors fallen out of love with them? What's more, when is it a good time to sell a stock? And what's the difference between a temporarily bashed down stock and a genuinely broken investment play? I unpack right here on MoneyFM89.3's Michelle Martin show: Sometimes, investing can be simple. Willie Keng, CFA Founder, dividendtitan.com P.S. Like this issue? Click HERE to join other dividend investors reading my DT Compound Letter. I send my regular letters to your inbox. |
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“Hi Willie, can you have lunch at my home on Thursday? Restrictions kicked in for my office and I’m trying to avoid crowded places and malls at this time… I’ll pack some lunch from Muji.” This was in 2021, just after COVID-19 pandemic aftermath. Sitted across his small round table at the corner of his studio apartment was a man I know worth at least a commercial property in Singapore. He’s a friend and reader of my blog. His “liquid” portfolio is $5 million. Of course, he tells me he can...
Things might get ugly. The Fed has finally hiked rates. Higher interest rates ought to have sent Singapore REITs down to record low levels - but it didn’t happen. Instead, more people were buying Singapore REITs in a big way. Out of the top 20 stocks that recorded the highest net retail buying, net retail investors bought ~S$1.06 billion worth of Singapore REITs (see YTD NRF S$M column). Credit: Singapore Exchange Many investors fall into the same trap here today. They become overly...
AI and cloud demand are driving record interest in Singapore data-centre REITs. But if you think the biggest name or the highest yield is the obvious buy, think again. Our contributor, KC, put three pure-play Singapore REITs - Keppel DC REIT, Digital Core REIT, and NTT DC REIT - head-to-head across eight key metrics. Is the battle-tested blue chip still the safest bet? Or is an unpolished newcomer with an ~8.4% yield about to steal the crown before the AI boom prices it in? KC broke down...