Unlike my other posts where I review about listed companies, this post is a review of myself. In particular, you will find my most candid thoughts on a number of things – my book writing journey, stance on dividend investing, EC World REIT, the Equities Digest initiative, YouTube channel, being a guest contributor on The Smart Investor, a lack of material progress on the rebuilding of my US investment portfolio, opportunity to look at things from the lens of the management, my journey as a financial blogger so far, as well as my outlook for 2025 for the Singapore and US markets…
Key Takeaways from the 9th Annual REITs and Real Estate Investment Summit 2024
The Singaporean Investor had the honour of being an official media partner for the 9th Annual REITs and Real Estate Investment Summit 2024, held yesterday (03 October 2024). The event focused on the theme, ‘Profiting through Sustainable Technology and the Net Zero Imperative.’ In this post, you will find some of the key takeaways from the presentations and panel discussions, which I hope will offer you valuable insights into the significance of sustainability…
5 Singapore Stocks with Strong Economic Moats
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…
