Which REITs is leading the race? End Nov 2020

                                                     #MINT lose 2nd spot to AREIT

                                           #MCT overtake MLT and CICT is coming up fast!

                                                      #No changes for this group

Group 1 race all 4 horses are losing stamina, did you bet on them?

As compare to early Nov. PLIFE drop 3.15%, AREIT drop 6.3% because of right issue, MINT drop 7.8% and lastly KDC drop 4.4%. What is happening to group 1, cooking something big?

Look like today is the start of market correction for Asia market, US market didn't show a sign yet. I may be wrong, just a prediction.

Group 2 race still going strong, except for MLT drop 5.29%.

Group 3 race also still going strong, except for CRCT drop a little due to right issue.

Are you planning to buy Group 1 REITs at the low?

I'm planning to buy MINT at around $2.85. In future, MINT may be listed in MSCI so good opportunity to buy at the low.

There are too many REITs, I only select these few for fun of racing.

Do your own research before buying, this is not a buying or selling advise.

My Portfolio End Nov 2020

Since my last portfolio there are many changes, as I'm re-position my portfolio. In my last portfolio, I mention that I make 2 bad choice in investing ESR and Starhill REITs. I have sold them away this month. Start investing from late April till now, earning only $2,172.00 dividend. Will try to improve on future dividend earning.

Stock	Holding	Unrealised P/L	Period of investment
SATS Ltd. (S58.SI)	6,000	40%	Long term
SIA Engineering (SIAE.SI)	6,000	14%	Long term
Mapletree Commercial Trust (N2IU.SI)	5,000	10%	Long term
CapitaLand Retail China Trust (AU8U.SI)	14,000	1%	Long term
Frasers L&C Trust (BUOU.SI)	5,000	12%	Long term
UMS Holdings Limited (558.SI)	16,300	6%	Short term
Frencken Group Limited (E28.SI)	6,600	15%	Short term

This month transaction

Sold

SIA Engineering sold 5,000 @$1.93 9% profit (planning to average down when price drop back)

Suntec sold all 4,000 @1.43 beak even 

Lendlease sold all @$0.66 cut loss 7.6% (planning to buy back when price drop to $0.60)

Starhill sold 11,000 @$0.47 break even

Starhill sold 11,000 @$0.49 1% profit

ESR-REIT sold all @$0.41 4% profit

Sembcorp Marine 27,000 @0.171 25% profit (use the money from Lendlease transaction, haha)

Buy

Sembcorp Marine 27,000 @$0.136

Frasers L&C Trust 5,000 @$1.24 

Future Plan

Planning to add MINT for long term investment.

From TA point of view, MINT price will drop further, planning to buy at around price $2.85.

Wanted to add more FLCT but boat left, will wait for next boat. Hehe

Which REIT is leading in the race?

   

Did you place the bet for these 3 groups?

Group 1 race is too high for me, I prefer under value and growing REITs. 

Group 2 race, my MCT is on the 3rd place, hopping to catch up MLT.

Group 3 race, I got FLCT and CRCT in the race. Switch out Suntec REIT to replace by FLCT. Sold Suntec REIT on ex date, buy FLCT at the low @$1.24.

There are too many REITs, I only select these few for fun of racing. 

Do your own research before buying, this is not a buying or selling advise.

Is this a best time to buy REITS?

SGX market is falling on Sept and Oct, price are getting lower. US election is not completed yet as of today 1/11/2020. Who will win? Will Monday continue to fall or rise? I think everyone is asking this question including me. What I think is this is the best time to buy good REITS at the lower price, and hence you get higher dividend yield.

Let compare which REITS on sales.

There are some REITs didn't change much, that's why I didn't add into the table. Most of the REITS are oversold, just waiting for buyers to come in to push up the price. The question is when, maybe Monday is the day? Nobody know, so do you own research. This is just a reference even for myself. 

I sold off my Suntec on Thursday during Ex Date, heng ah the price dip to $1.35 after I sold.

Happy shopping!