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2024 Year End Reflections & Personal Updates

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      Hi everyone, it's been a while since my last post which I do apologise for since my life has been rather busy with work and external commitments. I wanted to make this quick post to reflect on my investment journey in 2024, and some key points that I've learnt along the way.      Overall, my investment portfolio significantly underperformed the broader market, returning only approximately 10% throughout the year compared to the S&P500's 25%. I believe my biggest loser was Raffles Medical whereas my biggest winner is still United Hampshire US REIT.      My core portfolio holdings comprises of the following stock tickers (not in any particular order):     - Keppel (With distributed Keppel REIT)     - United Hampshire US REIT     - Sheng Siong     - DigiCore US REIT     - Raffles Medical     - Microsoft       My biggest holdings are still UHREIT and Keppel,...
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A Relook at Sheng Siong's Valuation

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Introduction      Hello everyone! It's been quite a while since I updated my blog given the fact that I was busy with my work, but I'd like to think that I've learned a lot about Fundamental Analysis during this period.  It has been a rather tumultuous period for the Singapore stock market as of late , so it is only appropriate that I review a stock that I've recently taken a small position in (although I've previously reviewed it here ); Sheng Siong! Sheng Siong's Logo (Source: BrandsoftheWorld )      To start off , let's conduct a quick recap with regards to what exactly Sheng Siong's core business is; In essence, Sheng Siong owns and operates a chain of supermarket retail stores (70 in Singapore and 6 in China) primarily residing in neighbourhood heartlands or local malls focused on providing a great value proposition for the day-to-day Singaporean. Its outlets are particularly known for delivering fresh live-seafood options ranging from clams, a...
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