Top 5 Dividend Stocks or REITs I may buy in 2024 – for dividend yield / capital gains (as a Singapore Investor)
We’ve been doing quite a few macro focussed pieces the past few weeks. So I figured for this week – let’s go back to single stock level discussion. The recent rise in interest rates has provided a nice sell-off in dividend stocks (especially REITs) that has opened up interesting opportunities for long term investors. […]
Types of alternative investments
Types of alternative investments include Hedge funds Private equity Real estate Commodities Art and collectibles Venture capital Cryptocurrencies The performance of alternative investments varies by asset class and can be influenced by market conditions, geopolitical events, and other factors. Some alternative investments, such as hedge funds and private equity, have historically outperformed traditional […]
UOB Bank pays 5.8% dividend yield only – Buy DBS or OCBC instead for higher dividend yield? (as a Singapore Investor in 2024)
So I was reading this article from Beansprout recently. The article is titled “UOB offers lowest dividend yield amongst local banks. Switch to DBS?” It explains how UOB pays the lowest dividend yield compared to OCBC and DBS bank. And the conclusion was that “Against this backdrop, we would still look at the Singapore […]
Shopee shares jump 50% since I bought – Will I buy more Sea Ltd stock or take profit?
As shared in previous articles, I recently opened a position in Sea Ltd in Jan/Feb this year. My average buy in price is around high 30s. Based on latest closing price of $58.4, I’m up about 50% since my buy in price. Given the rapid move in share price (and latest earnings) – I […]
How I may invest $1 million in 2024 – Buy REITs, US Stocks, Commodities, T-Bills? (as a Singapore Investor)
As some of you may know, my belief is that active investing may outperform passive investing this decade. So when Saxo reached out to collaborate on a post on active investing, I was happy to share my views. If I had $1 million to invest for the rest of this decade. Adopting an active, multi-asset […]
DBS Bank jumps to all time high after Bonus Shares – At 6.2% dividend yield, will I buy more or sell? (as a Singapore Investor in 2024)
As many of you will know, DBS bank went ex bonus shares on Monday, 22 April. Interestingly, DBS shares have done very well since then. Here is the price chart for DBS (after adjusting for bonus shares). You can see the jump this week – hitting new all time highs at $34.79 (this would […]
CapitaLand Investment pays a 6.7% dividend yield – Will I buy this stock at 0.99x book value? (as a Singapore Investor in 2024)
I’ve noticed quite active discussion about CapitaLand Invesment among readers. So I wanted to release this FH Premium article written last month, to give an insight into my thinking. Note that this was written in early April, so some of the charts are slightly outdated – but the thought process remains relevant. If you find […]
Asian stocks jump as US sticks to rate cut plan
Fixed Income: In New York trade, U.S. Treasury yields experienced a slight decline and remained stable in Asia. Two-year yields stood at 4.59%, while 10-year yields were at 4.26%. The Federal Reserve maintained U.S. rates between 5.25% and 5.5% overnight, as anticipated, while raising inflation forecasts. The projection for three 25 basis point rate cuts […]
DBS Bank pays a 7.0% dividend yield after bonus shares – Better Buy than OCBC or UOB Bank? Will I buy Singapore banks in 2024?
We all know Singapore investors love banks stocks. It’s been quite a while since my last article looking at the Singapore banks. And we’ve had quite a few developments since: DBS announcing bonus shares Latest Q4 2023 earnings release Big changes in the macro space So I wanted to take a refreshed look at […]
Top 3 Growth Stocks I may buy in 2024 – for big capital gains? (as a Singapore Investor)
After Monday’s article on Shopee (Sea Ltd) stock. I received this great comment on the Telegram Chat: @Financial_Horse any articles on which boom stock to buy? like ARM or cyber security? nobody is interested in sh*t stock like shopee Ouch. But like with all good comments. They get you thinking. We cover a lot […]
