Posts byJun Yuan

My name is Jun Yuan, and I am the owner of The Singaporean Investor. I am a full-time retail investor and trader since April 2017, and in this website, I'd be sharing with you my personal analyses of Singapore-listed companies, along with advices relating to investing, as well as trading.

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CSOP Hang Seng TECH Index ETF (SEHK: 3033): A Closer Look at its Portfolio, Risks, and Performance

If you’ve been looking for a way to get exposure to China’s biggest technology names (including Tencent, Alibaba, Meituan, etc.) without having to hand-pick individual stocks, the CSOP Hang Seng TECH Index ETF (SEHK: 3033) is probably one of the first names that comes up. It’s the original and largest ETF tracking the Hang Seng TECH Index, and it’s become something of a go-to vehicle for investors who want concentrated exposure to Hong Kong and China’s ‘New Economy’ companies. In this post, we break down what this ETF actually holds, how it’s built, what it’s paid out in dividends over the years, and the risks you should be aware of before adding it to your portfolio.

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Why Market Crashes Test Your Mind More Than Your Portfolio

Market crashes are often viewed as a test of our financial strength, but the biggest challenge may not be the losses on our portfolio. Instead, it is whether we can remain patient, rational, and disciplined when fear starts influencing our investment decisions. In this post, let us explore why managing our emotions during a downturn can be just as important as choosing the right investments.

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VanEck Semiconductor ETF (NASDAQ: SMH): An ETF to Ride on the AI and Semiconductor Boom?

The rapid growth of artificial intelligence (AI), data centres and advanced computing has put the semiconductor industry firmly in the spotlight, with companies such as Nvidia Corporation, Taiwan Semiconductor Manufacturing Company and Broadcom benefiting from strong investor interest. But instead of picking individual semiconductor stocks, investors who want broader exposure to the sector can also consider an exchange-traded fund such as the VanEck Semiconductor ETF (NASDAQ: SMH). In this post, I will take a closer look at how the ETF is constructed, its largest holdings, how it provides exposure to the AI boom, its dividend payouts, historical performance, as well as some of the key risks investors should be aware of before investing.

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The Psychology of Investing: The Hidden Mental Traps Every Investor Should Avoid

Many investors believe that achieving investment success is simply about having the right information and making the right analysis. However, even with thorough research and sound investment knowledge, emotions can still influence our decisions and lead to costly mistakes. Understanding the psychology behind investing is therefore just as important as understanding the numbers. In this post, we explore some of the common mental traps investors face and how we can overcome them to become better long-term investors…

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Amova SGD Investment Grade Corporate Bond Index ETF (SGX: MBH): A Closer Look at its Portfolio, Yield and Risks

For investors looking to diversify beyond equities while generating a regular stream of income, bonds are one asset class worth considering. Instead of investing in individual bonds, a bond ETF provides an easier way to gain exposure to a diversified basket of bonds through a single investment. In this post, I’ll take a closer look at the Amova SGD Investment Grade Corporate Bond Index ETF (SGX: MBH), including what it invests in, how its bonds are selected, its portfolio composition and dividend payouts, as well as the fees and key risks investors should be aware of before deciding whether it deserves a place in their portfolio.

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The Real Reason Investors Buy High and Sell Low

Why do so many investors buy when prices are soaring, only to sell after markets have already fallen? More often than not, the answer lies in investing psychology. Discover the behavioural biases that influence investment decisions and learn how mastering your emotions can help you become a better long-term investor…

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iShares MSCI ACWI ETF (NASDAQ: ACWI): Is the ETF a Global Alternative to the S&P 500 ETF?

Investing across different countries can provide useful diversification, but researching and buying individual overseas companies may be difficult. The iShares MSCI ACWI ETF (NASDAQ: ACWI) offers a simpler option by giving investors exposure to more than 2,000 large- and mid-sized companies across developed and emerging markets. In this post, I will examine the ETF’s benchmark, largest holdings, geographical and sector exposure, fees, dividends, historical performance, and key risks. I will also compare some of its features with the SPDR S&P 500 ETF Trust (NYSE ARCA: SPY).

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Fireside Chat with SmallCapAsia: My Journey, Lessons Learned, and Market Outlook

What is it really like being a full-time retail investor and trader, and what are some of the lessons I’ve picked up along the way? In a recent fireside chat with SmallCapAsia, I shared my investing journey, some of the mistakes I made when starting out, my approach towards analysing REITs, as well as my thoughts on opportunities in the Singapore market and one important piece of advice for investors navigating today’s market.

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EC World REIT (SGX: BWCU): 2Q & 1H FY2026 Results Review

EC World REIT (SGX: BWCU) focuses on income-producing assets supporting e-commerce, logistics, and supply chain management activities in China. Its portfolio currently comprises 7 properties, all located in the country. Trading of the REIT’s units has remained suspended since 31 August 2023, with distributions to unitholders also halted since 2H FY2023. Earlier this evening (13 August), the China-focused, Singapore-listed REIT released its results for 2Q & 1H FY2026. In this post, I’ll review its latest financial performance, portfolio occupancy, and debt profile, before sharing my thoughts on the REIT’s latest developments and outlook…

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CapitaLand Integrated Commercial Trust (SGX: C38U): 2Q & 1H FY2026 Results Review

Originally listed as CapitaLand Mall Trust in July 2002 with a portfolio focused on retail properties in Singapore, the REIT was subsequently renamed CapitaLand Integrated Commercial Trust (SGX: C38U), or CICT, following its merger with another CapitaLand-sponsored REIT. Today, CICT is Singapore’s largest REIT by market capitalisation, with a portfolio comprising 21 properties in Singapore, 2 in Germany, and 3 in Australia. Earlier this morning (12 August 2026), CICT released its results for 1H FY2026. In this post, I’ll be reviewing its latest financial performance, portfolio occupancy and debt profile, distribution payout, as well as sharing my thoughts on its latest set of results…

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