Li_Guang_Sheng - Portfolio

@opy

09/30/23 21:11

3Q2023 Portfolio Update
- 2023 September 30
#OPYPortfolioUpdate

‌

‌3Q was action packed, unexpectedly. I jumped too early, expectedly...

‌Portfolio size touched peak of +14.6% and closed at +12.4% with +9.6% willing-cash pumped. All dividend…

@Egg_Farmer

10/02/23 10:14 Edited 10/02/23 10:53

My 3Q2023 Report Card

As comparison, can also refer to my 1H2023 Report Card at https://www.investingnote.com/posts/2646658. In the latest chart, 1H2023 are in ( ).

In a nutshell (I may write a longer reflection…

@lynlynnakamori

10/03/23 14:05

LIVE TRADING WITH LYN LYN
this is the chart for $Hang Seng TECH Index(HSTECH.HK)
using SOCGEN DLC $HSTECH 7xLongSG240402(CXMW.SI)

@Happily

10/01/23 15:17 Edited 10/01/23 15:24

These few years had been really bad for reits. So i pull out my portolio data over last 4yrs and lets see for ourselves if its really worth to invest for dividend income (aka Cashflow…

@opy

10/03/23 14:56 Edited about 4 hours

$STI(^STI.IN)

#OPYPortfolioUpdate

Week 40
- 百忍成金，我忍！
- added $BAC 26, $DIS 81, $NKE 95
- added $CapitaLandInvest(9CI.SI) 3.03 (ubs, goldman, citi, jpm, dbsv)
- added $Lendlease Reit(JYEU.SI) 0.505 (abn)
- added $Frasers Cpt Tr(J69U.SI) 2.12…

@Spinning_Top

10/01/23 17:23

3rd quarter 2023 round up : Bye Bye ESR Logos REIT

$ESR-LOGOS REIT(J91U.SI)

Mooncake 🥮 festival is over and
I have finally sold off ESR Logos REIT after holding it for…

@Sporeshare

10/03/23 14:58

$Lendlease Reit(JYEU.SI) I think 50 cents/ 49.5 cents is coming any moment! High gearing may cause the finance costs to increase and lower the distribution income and dpu. Pls dyodd. https://sporeshare.blogspot.com/2023/10/le...

@Happily

about 5 hours Edited about 5 hours

Axed 2 under-performers. Headcount is under 20 now. i think can still be more lean and mean. lol

@Sporeshare

10/03/23 09:24

$CapLand IntCom T(C38U.SI) She is hovering at the support of 1.81-1.80 , yield is more than 5.8%. Awesome! I think boat is back! Pls dyodd. https://sporeshare.blogspot.com/2023/09/ca...