Saturday, October 10, 2020

REITs Portfolio Update (Sep 2020) - $543K

 


Transactions in Sep 2020:

  • Accumulated 5,000 shares of Ascendas REIT at S$3.20
  • Accumulated 14,000 shares of Frasers L&C Trust at S$1.35
  • Accumulated 15,000 shares of Prime US REIT at US$0.815
  • Portfolio Market Value: S$542,652

I'm a huge fan of Dividend Warrior (dividendsrichwarrior.blogspot.com) and his dividend portfolio strategy. While I probably started buying REITs on my own, following his blog over the years gave me confidence that such a strategy would work if I hold on to the REITs and reinvest the dividends received consistently.

I realized that the current portfolio market value of my REITs exceeds his REITs market value of $522K. This is because Dividend Warrior had focused more on non-REITs investment such as banks, since 2019, to diversify his portfolio. His total portfolio market value today is an impressive $643K over 10 years. I hope to be able to catch up with him soon, haha.

He had paid much more attention to the REITs market, and was able to catch the rapid growth of the Mapletree REITs and Keppel DC REIT. I've only managed to buy a small amount of Mapletree Industrial Trust back when it was still $1.50 (today's price is $3.27), and completely missed out on Keppel DC REIT. Part of the reason is that I only research which stocks to buy when I accumulate enough savings, or during bonus periods, which is probably only about 3 to 4 times a year.

I guessed I've never thought that attaining F.I.R.E. (Financially Independent, Retire Early) is possible, and that investing is only to help me accumulate sufficient retirement funds. Catching up and reading all your investment blogs during COVID-19 circuit breaker has changed my mind, maybe it's possible to dream about F.I.R.E. when this REITs portfolio hits $1 million.

A huge thanks to the investment bloggers community out there who are sharing your investment journey and portfolio data. It has given me renewed interest in taking my investment more seriously, and the possibility of leaving the rat-race one day to pursue my other interests.

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