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United Hampshire US REIT 2H DPU Drops 27.9%! Should You Be Concerned?

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Introduction  It's no secret that the US Retail REIT comprises the majority of my portfolio. It could even be said that my portfolio IS UHREIT, and I can safely say that this will continue to be the case. If you're a regular reader of my blog, then you may recall in a previous post that I mentioned the fact that I would cut my UHREIT holdings if it reached 0.60 USD per unit . Obviously, that never materialised and instead of shooting up to 0.6, it has recently fallen to 0.44. Hence, in the spirit of doing things in an "opposite" sense, I believe this calls for a time of accumulation, foolish as it may initially seem.  United Hampshire US REIT's Logo (Source: UHREIT's LinkedIn Page ) The headline of UHREIT's 2H DPU drop of 27.9% is  scary . I mean, it's understandable. Living on $60,000 per year of income is extremely different from living on $45,000 per year, so investors are naturally spooked by the seemingly dire results posted by the REIT. However,

Keppel FY23 Results! Keppel Valuation & Performance Review

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Introduction Keppel Limited (SGX: BN4) is a stock ticker I hold dearly to me. I went all in on the counter just around the time when the Seatrium spin-off was announced and I must say it's been an extremely rewarding journey. I've been looking forward to whatever updates the conglomerate has provided and since it's been a while since the last time I took a look at Keppel, I wanted to see if it's still a BUY .  In this brief article, I'll cover Keppel's FY23 Financial Performance and how it holds up against previous years, Balance Sheet health, and find an approximate fair intrinsic value of Keppel.  Keppel Limited's Logo (Source: Keppel Youtube ) Overview of FY23 Keppel FY23 Financial Results (Source: Keppel FY23 Investor Presentation Slides ) To sum it up: - Keppel Corp's 2H23 Dividend increased by 5.5% to $0.19 as opposed to last year's $0.18 -  2H23 Net Profit from continuing operations was $440 million, 9% higher YoY. - Excluding discontinued op

2023 Portfolio Performance & Thoughts

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Author's Notice: Hello everyone! Before I begin this post, I would just like to point out that I recently started a Youtube Channel , rebranding myself as "The Incipient Investor", and have posted a rather comprehensive analysis & valuation of Raffles Medical on there so do check it out if you've missed that! I'll be creating videos to accompany every blog post now moving forward, even this one ! Thanks for the support! To start off this post, I'd just like to say that I know I'm rather late when it comes to analysing my portfolio performance for 2023.  I'd first like to commemorate an important milestone that my portfolio has crossed, which is the 20K figure, only achieving it just recently during the final days of December when equities significantly rallied due to the Federal Reserve singing more dovish tones, resulting in the market starting to price in multiple interest rate cuts starting as early as 2H FY24.  My Portfolio Holdings End of 202

Raffles Medical - Health For You And Me, What About For Our Portfolios?

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Introduction In recent times, we've seen the rather fierce comeback of REITs, evident from the fact that the iEdge S-REIT index rebounded by approximately 14% from its recent October 26 lows. If you ask the average Singaporean investor, they'll tell you that the Singapore stock market is only renowned for two assets: The trio of banks, alongside S-REITs. However, with the recent run S-REITs' prices have undergone, I can't help but wonder if there are any other quality stocks our little red dot can offer. After all, we don't want our portfolio to simply consist of real estate and financials now, do we? Raffles Medical Logo (Source: Capitaland Mall Website ) Now, I'd like to implore you to take a moment and consider Raffles Medical , a healthcare stock that is more likely than not, no stranger to you. The company has numerous outlets offering a variety of different medical services, all dotted across the island. It is certainly not uncommon to see a Raffles Medica