Saturday, 7 April 2018

2018 General Investment Plan - Watchlist of Stocks

For 2018, I hope to have an investment plan and goal to move towards and to be able to have more capital injection to boost up my portfolio. Right now, every month I am building up my cash with approximately $300.

So far, 2018 has been a very exciting and turbulent year for the stock markets. From the correction of the stock markets to the trade war between US and China and then Facebook's controversy, they have all contributed in one or more ways to how people reacted to the stock markets. For now, I am looking at a few counters and also STI ETF in my watchlist, observing them to see if it is a good time to get in.

In 2018 (even though 3 months have already passed HAHA) I hope to read up more on FA and know more on how to analyze stocks.

My current watchlist 

- CapitaMall Trust
- DBS
- OCBC
- SPH Reit
- Parkway Life Reit
- STI ETF
- Japan food




For CapitaMall Trust, awhile ago prices were at $1.95/share and I did not go ahead to purchase it at that price. Now, it has gone up to around $2.07/share.

DBS and OCBC are bank stocks and I want to own some share as they are cyclical stocks that will usually experience cycles of highs and lows.

SPH Reit actually has been in my watch-list for quite a long period of time, since last year because I like the 2 properties that they hold namely Clementi Mall and Paragon. Clementi Mall is near SIM and I have gone there a couple of times. It is crowded as many residential properties are around there. Also, the mall is located so near the MRT making it easily accessible.

Paragon on the other hand is a more upscale shopping center located at Orchard and I like that the upper floors operate as a medical center. I have gone there once for a checkup and I do like how they cater it as a medical center with shopping available at the lower floors.

Net Income and Dividends per Share for SPHREIT
The dividends per share has maintained even though the 1st quarter earnings have taken a decline for 2018. They have a 100% occupancy rate which is good in terms of rental revenue.

Portfolio overview for SPH REIT
Parkway REIT is also another REIT that I would like to go into as it is a healthcare REIT meaning that it specialises in renting out spaces for medical or healthcare facilities. I am currently holding First REIT which is my current most profitable stock so I would like to add Parkway REIT if the price is good. I like healthcare REITs as I feel that healthcare services tend to have leases that run longer or that they will stay long at a place as medical equipment and patients would be difficult to transport.

Last but not least, I would want to really add on more STI ETF as I have mentioned in my previous post. Most of the stocks in my watch-list are REITs and banks at the moment and I would like to also diversify and find stocks from other industries too. Will be looking out in the next few weeks but currently still quite busy in school so we shall see how it all goes.

4 comments:

  1. Good luck on your shopping list :)

    ReplyDelete
  2. Thanks for sharing. Personally I'm wary of too large an allocation towards the STI, because of concentration risk.

    I wrote an article on this previously, you can see if its relevant for your situation. :)

    https://financialhorse.com/sti-etf/

    ReplyDelete