If you’re familiar with Warren Buffet’s investment philosophy, you’ll know he emphasises on investing in companies with a ‘strong economic moat’ – which describes a company’s ability to sustain a competitive advantage over its competitors, hence protecting its long-term profits and market share. In this post, you’ll find 5 Singapore-listed companies that, in my opinion, has a ‘strong economic moat’…
2H 2024 Outlook: REITs, Banks, Interest Rates, and Top Stock Picks with InvestKaki
Last Friday (16 August), I had the pleasure of being invited onto InvestKaki’s YouTube channel once again, this time for an in-depth discussion on what retail investors can expect in the 2nd half of 2024 and beyond. From Singapore REITs and banks to interest rate forecasts and top stock picks, we covered all the based in this 40-minute video. Whether you are curious about potential interest rate cuts (a hot button topic right now!), looking for asset types ready to shine, or seeking stock recommendations with strong growth potential, this conversation has something for you…
Insights, Mistakes, and Future Plans: My Chat with the Experts on BagHolder Pod
Recently, I had the honour of being invited to the BagHolder Pod (a popular YouTube channel hosted by 4 of the very best in the investment industry in Boon Tee, Chi Keng, Eric, and Kelvin). In this video, which is just under an hour long, I shared on a range of topics, including what I was doing prior to becoming a full-time retail investor and trader, mistakes made early on in my journey, outlook of interest rates and REITs, how I am intending to re-build my US investment portfolio, and more. You can find the entire video here…
My Retail Trading and Investing Journey: An Interview with InvestKaki
Deeply honoured to be invited by James Yeo, the founder of InvestKaki.com, for a video interview on Tuesday (11 June 2024) where I shared my journey as a full-time trader and investor. In this 40-minute video, I talked about the pivotal moments that sparked my interest in investing, criteria I use to evaluate companies, 4 key aspects I look at in a company’s annual report, along with addressing questions posed by the InvestingNote community…
‘building your REIT-irement portfolio’ Now in Local Bookstores
Some of you have asked if my book, ‘building your REIT-irement portfolio’ can be found in the local bookstores. I’m happy to announce that it is now available for sale in the bookstores in Singapore and Malaysia, made possible by AceMedia Sdn Bhd. More details in this post…
Jun Yuan’s 2023 Year in Review
Time flies, Christmas is just 6 days away, and 2024 just slightly under 2 weeks away. Just as I have been doing in previous years, I will do a review of my year around this time, and this year is no different – in today’s post, you will find a review of my investment portfolio’s performance, along with lessons learned as a presenter, speaker, and also as an author (all of which totally new to me). On top of that, I’ll also be sharing some of the plans I have for the year 2024 ahead…
3 Key Lessons I have Learned as a Retail Investor
Just like anyone who is starting out to build his/her long-term investment portfolio, the journey is anything but ‘smooth sailing’. Chance are the obstacles you are faced with are exactly the same, if not similar to what I have faced. In today’s post, you will find 3 key lessons I have learned in the last 3+ years as a retail investor which I hope you will find useful, and at the same time, inspire and motivate you to get started (if you are still sitting on the fence)…
Opinion: Should REITs Invest Solely in Properties in Singapore?
For those of you who have studied the latest results released by the REITs listed in Singapore, you will notice that apart from higher borrowing costs, for those with properties overseas, unfavourable foreign exchange as a result of a strong Singapore dollar (where the REITs report its financial figures in) is another reason for the weaker distribution payout (compared to last year.) On the latter, one of the questions asked by a number of unitholders is whether the REITs should divest the overseas properties and focus solely in Singapore. In today’s post, you will find my take on this…
7 Different Types of Assets Owned by REITs
REITs, which is the short form for Real Estate Investment Trust, are popular among retail investors due to its relatively high dividend yield (most of them above 4.0%), along with its regular payout frequency (either quarterly, or half yearly). One of the most common questions asked by those who are new to REITs is, what do they invest in, and how they derive their income? In today’s post, you will learn about the 7 different types of assets which the REITs listed on the Singapore Exchange invest in…
3 Things You Need to Keep in Mind when Building Your REIT Investment Portfolio
I totally understand the amount of work required when you are just starting out to build your REIT investment portfolio, but please do not let this deter you from starting out on this journey. For those of you who are just getting started (congratulations for making the decision to do so), here are 3 things you need to keep in mind – they are based on my personal experiences and I hope you will find the advices presented within useful…
