最近，我再次受邀与 SmallCapAsia 进行了一场视频访谈（在这里也要特别感谢 Xinying 的邀请！）。

不过，这次的访谈和上一次有些不同——整个访谈都是以中文进行的！事实上，这也是我第一次用中文分享自己一路走来的投资经历，以及一些个人小小的投资心得。

在这段接近 30 分钟的视频中，我分享了多个与投资相关的话题，包括：

  • 是什么促使我创办投资博客《The Singaporean Investor》— 尤其是当年刚开始学习如何分析个别上市公司时所面对的一些困难，以及这些经历如何最终促使我创办这个投资博客。
  • 为什么我选择以建立一套能够带来稳定收入的投资组合为主要方向 – 以及为什么我的投资组合主要集中在两个领域：房地产投资信托（REITs）和银行股。
  • 自 2020 年以来，REITs 所面对的多重挑战 – 其中不少因素其实并非管理层所能控制。同时，我也分享了自己对 REITs 接下来走势的看法：经历了这些年的逆风之后，REITs 是否终于开始看到隧道尽头的曙光？
  • 为什么 REITs 在 2020 年至 2024 年期间整体表现较为疲弱，以及我对这个板块未来走势的看法。特别是在通胀压力再度升温的情况下，市场也重新担忧美联储（US Federal Reserve）可能再次加息，这又会对 REITs 带来怎样的影响？
  • 我在 2026 财年下半年仍然较为看好的 3 类 REITs，以及看好它们的原因。当然，这并不代表它们完全没有风险，因此我也在视频中分享了一些投资者需要留意的潜在风险。
  • 我是如何挑选 REITs 加入自己的投资组合 – 在分析一只 REIT 时，我主要会从 4 个关键方面进行评估。
  • 散户投资者最常犯、同时也是影响最大的错误之一 – 尤其是刚开始投资的新手，以及投资者可以采取哪些方法，尽量避免自己犯下同样的错误。
  • 作为一名散户投资者，这些年来我的投资思维和策略发生了哪些变化 – 在经历市场不同阶段的起起落落后，我特别分享了其中两个比较重要的转变。

你可以通过以下链接，在 SmallCapAsia 的 YouTube 频道观看完整访谈：

看完视频后，如果你有任何问题或想法，也欢迎通过以下链接给我留言，与我交流：

请点击这里给我发信息

Talking REITs, Income Investing & My Investment Journey – This Time, in Chinese!

Recently, I had the opportunity to sit down for another video interview with SmallCapAsia (and on this note, a big thank you to Xinying for the invite!).

This interview was a little different from the previous one, though – it was conducted entirely in Chinese! In fact, this was the first time I shared my humble 2-cents worth about my investment journey in the language.

In this close to 30-minute video, I discussed a range of topics, including:

  • What inspired me to start my investment blog, The Singaporean Investor – particularly some of the challenges I faced when I first started learning how to analyse individual companies, and how those experiences eventually led me to start the blog.
  • Why I decided to focus on building an income-oriented investment portfolio – and why my portfolio is largely concentrated in 2 sectors: REITs and banks.
  • The multiple headwinds that REITs have had to contend with since 2020 (many of which were beyond management’s control), as well as my outlook for the sector going forward. Could we finally be seeing some light at the end of the tunnel?
  • Why REITs generally delivered a weaker performance between 2020 and 2024, along with my thoughts on what could lie ahead for the sector, particularly as renewed inflationary pressures have once again raised concerns over the possibility of interest rate hikes by the US Federal Reserve.
  • 3 types of REITs that I remain optimistic about for the second half of FY2026, along with the reasons behind my views. That said, there are also several potential risks investors should keep a watch on, which I shared in the video as well.
  • How I select REITs for my portfolio, where my evaluation is centred around 4 key areas.
  • One of the biggest and most common mistakes I see retail investors make, particularly those who are new to investing, as well as what they can do to reduce the likelihood of making the same mistake.
  • How my investment mindset and strategy have evolved over the years as a retail investor navigating the ups and downs of the market, where I highlighted 2 key changes in particular.

You can watch the full interview on SmallCapAsia’s YouTube channel below:

Have any questions or thoughts after watching the interview? Feel free to reach out and send me a message here.

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