tag:blogger.com,1999:blog-7944902213075756335.post1770414816606439799..comments2024-03-29T19:12:08.223+08:00Comments on A Singaporean Stocks Investor (ASSI): 2Q 2022 passive income: Stronger with changes.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger20125tag:blogger.com,1999:blog-7944902213075756335.post-26075281056304999552022-10-24T18:49:11.111+08:002022-10-24T18:49:11.111+08:00Latest video in my YouTube channel on Hang Seng Te...Latest video in my YouTube channel on Hang Seng Tech ETF:<br /><a href="https://www.youtube.com/watch?v=WtyeZWiD5i8" rel="nofollow">Chinese high tech stocks crashed! How like that? What to do?</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-29005518140945723172022-08-17T21:05:02.443+08:002022-08-17T21:05:02.443+08:00Hi S A,
Alamak.
AK is lazy lah and also crazy.
...Hi S A,<br /><br />Alamak. <br /><br />AK is lazy lah and also crazy.<br /><br />Just talking to myself only.<br /><br />OK, this blog might be an interesting read for you:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2022/06/largest-investments-updated-2q-2022.html" rel="nofollow">Largest investments updated (2Q 2022.)</a><br /><br />Gambatte! :DAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-56489140679155703722022-08-17T20:55:33.230+08:002022-08-17T20:55:33.230+08:00Hi AK, thanks for your reply. I'm slowly build...Hi AK, thanks for your reply. I'm slowly building up investment. Hope to learn more from your blog.<br />Would u mind sharing a list of your stocks and watchlist with 6% yield less leveraged biz good for investing for income. 😀 Many thanks!!S Ahttps://www.blogger.com/profile/13325204903155144748noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-5582295751831568102022-08-17T16:48:31.067+08:002022-08-17T16:48:31.067+08:00Hi S A,
I looked at Del Monte Pacific some time a...Hi S A,<br /><br />I looked at Del Monte Pacific some time ago and the debt to equity was so high.<br /><br />Even back when the interest rate environment was more benign, it was pretty scary.<br /><br />Now, with interest rates rising rapidly, I would rather err on the side of caution.<br /><br />Especially since I could get a 6% dividend yield with less leveraged businesses. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-86379042753133528812022-08-17T16:17:56.890+08:002022-08-17T16:17:56.890+08:00Hi AK, didn't see u blog about DEL MONTE PACIF...Hi AK, didn't see u blog about DEL MONTE PACIFIC. I wondering if u have any considered b4 and any reviews can share? ThxS Ahttps://www.blogger.com/profile/13325204903155144748noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-90466650029788339062022-08-17T16:15:51.401+08:002022-08-17T16:15:51.401+08:00Hi AK, am wondering if u got consider DEL MONTE PA...Hi AK, am wondering if u got consider DEL MONTE PACIFIC? It is also food. What are your review on this? ThanksS Ahttps://www.blogger.com/profile/13325204903155144748noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-88183006234876900292022-07-07T23:15:07.224+08:002022-07-07T23:15:07.224+08:00Hi Qiongster,
I don't have any interest in Di...Hi Qiongster,<br /><br />I don't have any interest in Digital Core REIT just like I don't have any interest in Keppel DC REIT.<br /><br />I don't think they were very attractive and I still don't think they are.<br /><br />The distribution yields were too low for investments which distributed all their operating cashflow to investors.<br /><br />Our local banks were offering AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-81877226729273572222022-07-07T22:39:15.346+08:002022-07-07T22:39:15.346+08:00Hi AK,
The share price of Digital Core Reit has dr...Hi AK,<br />The share price of Digital Core Reit has dropped by almost 20% below IPO price due to fears of its bankrupt tenant and perhaps sizeble floating loans. Will you be able to talk to yourself on this Reit please. Appreciate it. Thanks.<br />Regards,<br />QiongsterQiongsterhttps://www.blogger.com/profile/10587390590797874302noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-54976241457362384092022-07-07T22:07:11.916+08:002022-07-07T22:07:11.916+08:00Hi SN,
I have a tiny legacy position in Starhub w...Hi SN,<br /><br />I have a tiny legacy position in Starhub which, unfortunately, was purchased at a much higher price.<br /><br />I had thought that Starhub could cope with its high level of debt in the face of challenges but Mr. Market didn't think so and that was when interest rate was relatively low.<br /><br />Today, Starhub still has a relatively high level of debt.<br /><br />With cost AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-24875852762606877282022-07-07T17:16:42.421+08:002022-07-07T17:16:42.421+08:00Hi AK,
Thanks for the reply :)
I have been looki...Hi AK,<br /><br />Thanks for the reply :)<br /><br />I have been looking at Starhub in recent months. do you think Starhub is currently undervalued? <br /><br />currently dividend yield is at 5.12% based on today's closing price of $1.25. <br /><br />although their dividend rose from $0.05 for FY20 to $0.064 for FY21, share price has remained roughly the same for the past two years.<br /><br SNhttps://www.blogger.com/profile/07678062705403391706noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-32962886322184564762022-07-06T16:49:40.553+08:002022-07-06T16:49:40.553+08:00Hi SN,
Welcome to ASSI. :)
Interest income from ...Hi SN,<br /><br />Welcome to ASSI. :)<br /><br />Interest income from cash holdings and CPF savings is not included in my quarterly passive income updates.<br /><br />So, cash and CPF savings are not considered part of my portfolio.<br /><br />However, in recent years, I have included CPF savings in my largest investments updates to drive home a point on how having meaningful CPF savings should AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-66643506414105637702022-07-06T14:12:28.248+08:002022-07-06T14:12:28.248+08:00Hi AK,
I'm new to your blog :)
just curious,...Hi AK,<br /><br />I'm new to your blog :)<br /><br />just curious, when planning your portfolio allocation, do you include cash/CPF when tabulating the % of portfolio?<br /><br />(i.e. 0.5% in bitcoin is 0.5% of all your investments, or including cash/CPF as well?)<br /><br />Thanks.SNhttps://www.blogger.com/profile/07678062705403391706noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-13227202714818812002022-07-05T13:53:47.246+08:002022-07-05T13:53:47.246+08:00Hi Airman,
Turning 60 and thinking of investing f...Hi Airman,<br /><br />Turning 60 and thinking of investing for income?<br /><br />Maybe, read this blog:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2018/08/retirement-adequacy-for-late-bloomers.html" rel="nofollow">Retirement adequacy for late bloomers 101.</a><br /><br />Gambatte! :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-80012529416453467352022-07-05T11:14:11.392+08:002022-07-05T11:14:11.392+08:00Hi! AK,
What do you recommend to someone turning ...Hi! AK,<br /><br />What do you recommend to someone turning 60 and have yet to embark on income investing strategy?Airmanhttps://www.blogger.com/profile/10274763664653431340noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-57422632619619215032022-07-03T08:05:35.585+08:002022-07-03T08:05:35.585+08:00Hi Rellangis,
I have a feeling that interest rate...Hi Rellangis,<br /><br />I have a feeling that interest rate could go up another 1% or so rather quickly and the coupon for SSB should follow.<br /><br />So, I am in no hurry.<br /><br />Also, comparing SSB with equities isn't like for like.<br /><br />I would compare it with fixed deposits or even the CPF. :)<br /><br />Reference:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-74011336476000668872022-07-02T23:08:50.226+08:002022-07-02T23:08:50.226+08:00Hi AK, Aug SSB is 3% now. Do you think it is worth...Hi AK, Aug SSB is 3% now. Do you think it is worthwhile to get some or focus on equities instead ? Rellangishttps://www.blogger.com/profile/13808095863635266236noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-1562507096668211842022-07-02T15:15:11.669+08:002022-07-02T15:15:11.669+08:00Hi Unknown,
Thanks for letting me know.
I am hap...Hi Unknown,<br /><br />Thanks for letting me know.<br /><br />I am happy that talking to myself has been helpful. :)<br /><br />Investing for income is not a sexy get rich quick route to financial freedom but it works.<br /><br />It mostly takes discipline and time will do plenty of the heavy lifting.<br /><br />How much passive income we need as individuals will vary.<br /><br />So, talking to AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-8367293077728677892022-07-02T13:05:23.320+08:002022-07-02T13:05:23.320+08:00Thank you AK for your long sharing to yourself. :D...Thank you AK for your long sharing to yourself. :D<br /><br />Have been your long time reader and followed your model to build a passive income portfolio for myself, till it can finance basic monthly living expenses. Still a long way to reach your huge amount of quarterly passive income, but able to see the possibility of achieving it eventually, with continuous dividend income building.<br /><brUnknownhttps://www.blogger.com/profile/05571262707805958394noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-85368876419566241242022-07-02T06:57:43.542+08:002022-07-02T06:57:43.542+08:00Hi TDT,
Blogging has been pretty sporadic as a ho...Hi TDT,<br /><br />Blogging has been pretty sporadic as a hobby in recent years.<br /><br />I feel that Singapore banks are trading at fair prices and it is probably not a bad thing to pay fair prices for good businesses.<br /><br />However, Mr. Market could go into a depression and they could become bargains.<br /><br />So, keeping some powder dry is a good idea. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-47178557245467735262022-07-01T18:15:34.455+08:002022-07-01T18:15:34.455+08:00LOL. It has been a long time since I see such many...LOL. It has been a long time since I see such many words in your post. <br />Good to be active again ah hahaha, tired yeah but can't be too complacent in this quick changing world. <br />I makan some CLCT as well. The banks....ah ...so expensive...I guess I ll wait, for a while. The Dreamzola Travellerhttps://www.blogger.com/profile/15728824984872072804noreply@blogger.com