Japan is rising from recession. Produced by NHK Int'l.
In my last blog, we saw that I made some changes in my S-REITs portfolio in 1Q 2017. Regular readers might recall that the quarter also saw some changes in my non-REITs portfolio.
I made the following changes to my non-REITs portfolio:
1. Increased my investment in APTT and then sold it within 2 months.
See: Sold APTT at higher price.
2. Increased my investment in QAF Limited.
See: What is QAF really worth?
3. Invested in Kingsmen Creatives.
See: Kingsmen Creatives Limited.
4. Increased my investment in Religare Health Trust.
See: Increased investment in RHT.
5. Invested in Centurion.
See: Centurion Corporation Limited.
6. Invested in Guocoland.
See: Guocoland and Mr Quek.
Eco World, GuocoLand to hold 27% stake each.
Quite a few changes, I must say, and, naturally, my cash position is very much lower now. Off the top of my head, cash is probably at less than 20%.
More than 80% invested is a big deal to me. It is probably a big deal for any regular retail investor who believes in always having a war chest ready.
Unless Mr. Market should throw me prices much lower than the current levels, all else remaining equal, I really wouldn't be adding.
I received income from the following non-REITs in 1Q 2017:
1. Singtel
2. Tai Sin
3. APTT
4. APSF
5. Croesus
Total income received from non-REITs, with Croesus Retail Trust being the biggest contributor, in 1Q 2016 is:
$13,543.31
This gives me about $4,514 a month.
Together with income received from S-REITs, I suppose 1Q 2017 turned out pretty well.
I get enough to cover all my expenses and more. So, I am able to do voluntary contribution to my CPF account and also put some money in my war chest. Now, back to my game.
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See: Make $1 million investing for income? |
1Q 2016 income from non-REITs.