Anyone willing to share their US market portfolio as well as SG market portfolio for reference?? - Seedly
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Anonymous

Asked 2w ago

Anyone willing to share their US market portfolio as well as SG market portfolio for reference??

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U.S.:

VGT SOXX SKYY FDN XBI ROBT FBT ARKG TMO INTC CSCO ZBRA KEYS PLTR SPNS DSGX AKAM MDT ROP NEOG NDSN ESRT MTRN

(recently sold to buy some property, but also beautiful: QQQ DHR ORCL)

Singapore:

Lion Phillip S-REIT ETF

China:

CQQQ KWEB KURE HK:3067 HK:2820 ​​​

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Sharon
Sharon

2w ago

I can't give a meaningful reply on the financials, since I don't like them so I don't bother (not going to invest in them anyway). For a more objective view, I'd suggest you research into their DPU and NAV to ensure that they are increasing over the years. If it's not, it's probably better to look elsewhere.
Question Poster

2w ago

Hello sharon, understood from your point of view. I will try to look more into it and at the same time, i hope esr is able to complete the merger with sabana as until now, there is uncertainty as I read that sabana side have some unfavourable about the merger.
Thank You!
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I took the individual stock picking route. Sharing my REITs/Trusts SG portfolio, which was built on 14 Oct 2019, after I attended a REIT course. It's like a mini REITs ETF. Dividend yield so far is around 6%.

Anyone who's reading this: Please do your own due diligence.

  1. Ascott Residence Trust (When I saw the dividend (Pre-Covid $0.0418 --> recent $0.0105), my heart just goes out for Ascott. It's a quality business but Covid-19 has dealt their entire industry such a heavy blow)

  2. Ascendas India Trust

  3. Cromwell European REIT

  4. CapitaLand Retail China Trust

  5. EC World REIT

  6. Frasers L&C Trust

  7. IREIT Global

  8. Keppel Infrastructure Trust

  9. Lendlease Global Commercial REIT (bought on my own; is not part of the portfolio built during the course)

  10. Mapletree Industrial Trust (held since 2010)

  11. NetLink NBN Trust

  12. Parkway Life REIT

  13. Sasseur REIT

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Question Poster

2w ago

Hi frankie, able to share whats the software you use for analysing??
Frankie Rappaport
Frankie Rappaport

2w ago

Hi, probably you mean for that chart creation? It is Bigcharts website. You could manipulate every single parameter with the 'advanced' window, even custom time intervalls on the drop down menu of 'time'. https://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=Stock&symb=tsla&time=8&startdate=1%2F4%2F1999&enddate=10%2F19%2F2020&freq=1&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=0&maval=9&uf=0&lf=1&lf2=0&lf3=0&type=2&style=330&size=4&x=41&y=13&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=9
Thank You!
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You can view my portfolio in detail here.

My current YTD returns is +38.1%.

Currently owns 25% Singapore stocks and 75% into US stocks.

Will be glad to share why I make certain investment decisions.

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YH
YH

2w ago

Brokers like firstrade/robinhood/webull which are US based are all not regulated by MAS. In fact, they are regulated by a bigger body in the form of US regulators SECC and it is also a member of FINRA + FDIC insured. It has an operating history of over 40 years in the US so i dont think credibility is a problem here. Yes! There are no charges when u buy or sell which is why i use it to purchase US stocks.
Question Poster

4d ago

Hi, for firstrade, will there be withdrawal or top up fee?? What do you usually use to convert sgd to usd for trading in the us market?
Thank You!
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My investment strategy is the core and satellite portfolio. My portfolio is constructed using ETFs. The reason I do not do individual stock picking although I know fundamental analysis is because most stock picker fails to beat the market. (Statistic did prove it too) I do not believe that stock picking can consistently beat the market for decades, yes some people did it, this is because of luck or maybe they are taking on more risk.

This is why the majority of my investment is in a low-cost global index.

Majority in Vanguard total world stock ETF(VT). This is a globally diversified ETF which is the core of my portfolio.

Rest(Satellite) in

QQQ- Mainly US Tech/ innovative companies

CQQQ- China tech companies

Syfe S-REITs- Singapore real estate companies

I'm still very young so I do not invest in bonds. I try not to be overconfident or be easily swayed by friends/news and invest in hot stocks or ETFs. Examples are Tesla and Nikola. (Btw Nikola stock price crashed)​​​

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Frankie Rappaport
Frankie Rappaport

2w ago

Hi, dear jw, you are completely right, I feel, single stock picking will not be as successful as tech ETFs on longterm thank you for your valid view ! Your portfolio looks like a condensed version of the things I favor. Super.
Jing Wei
Jing Wei

2w ago

Thank you
Thank You!
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Hello,

sgx: VL6 (For long term!), JYEU (Good potential!), C31(Feeling its undervalued)

US: SA's 30% risk (For growth?/diversification)

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Question Poster

2w ago

I think jyeu been dropping cos of covid. Cant wait for covid to be over, so that it can start to pick up soon
Chan Ze Ming
Chan Ze Ming

2w ago

Yup, i bought at one of their support hahah. It has potential, if inject jem etc. Sponsor not bad also.
Thank You!
Can you clarify
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