Sunday, 7 July 2019

What are you investing in right now?

As my regular reader know, I have a dividend portfolio made up of mainly SGX listed stocks and REITs that generated almost $40,000 last year.

When my account has $15,000, I deploy this back into the portfolio rain or shine. I feel that by not trying to time the market over a minimum 20 year period I should have a big enough pot to retire.

Presently, I'm having trouble decided where to allocate the latest bunch of juicy dividends. These are strange times in the markets with blue chip REITS overvalued, blue chip stock largely the same, gold is pricey and, to top it all off, a global recession is on the horizon. So, what to do in this situation?

I don't want to sit on he sideline holding cash, for this goes against my investment plan. I
d rather be in the game than out no matter what happens and collect dividends. But at this particular juncture, I'm really stuck.

The best I can come up with is defensive stocks such as Sheng Siong or Thaibev. That said, I'm already heavily invested in both.

Any thoughts people?


  1. First REIT and EC World REIT

    1. Did you read the motley fools? They recommended these 2 as well. In anycase, i bought more of EC after the married deal that crashed the share price earlier this week.

  2. Thanks for the comment. First REIT is actually my biggest holding. Why EC World?