tag:blogger.com,1999:blog-401742767867047481.post8904083304459314742..comments2024-03-28T18:36:46.828+08:00Comments on $$$ KPO and CZM $$$: New Singapore Budget, New REIT Strategy!CZMhttp://www.blogger.com/profile/02040796250676928758noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-401742767867047481.post-35983161750711000382018-03-05T13:29:48.209+08:002018-03-05T13:29:48.209+08:00I did a research after I post this comment. I foun...I did a research after I post this comment. I found that Maybank Kim eng and poems both provide regular savings plan. I will also look into SCB Priority Online Trading Platform.Anonymoushttps://www.blogger.com/profile/01390093920570826688noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-86910807838944383112018-03-05T08:31:10.546+08:002018-03-05T08:31:10.546+08:00This comment has been removed by the author.Anonymoushttps://www.blogger.com/profile/01390093920570826688noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-63590607695694920962018-03-04T20:17:41.858+08:002018-03-04T20:17:41.858+08:00Hi Dean,
A good broker is pretty subjective. You ...Hi Dean,<br /><br />A good broker is pretty subjective. You got to research and decide yourself. Personally, I think that cost/commission might be an issue since there isn't any regular savings plan at the moment. A typical cash upfront account charges around $10 minimum commission per transaction while the others can go as high as $20-$25 minimum commission. Alternatively, one can DCA every KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-46660683000427677142018-03-04T00:43:51.526+08:002018-03-04T00:43:51.526+08:00Good to know that the 17% tax is removed. I'm ...Good to know that the 17% tax is removed. I'm also interested in doing DCA on Lion Global Lion-Phillip S-REIT ETF. Could you recommend a good broker which I can my this ETF monthly? Anonymoushttps://www.blogger.com/profile/01390093920570826688noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-39813715453661972342018-03-02T21:25:45.506+08:002018-03-02T21:25:45.506+08:00Honestly, I have no idea how they are going to do ...Honestly, I have no idea how they are going to do it but a few guesses would be selling other REITs to rebalance the whole portfolio or using the cash on hand. If you look at the indicative holdings, you will see that they do hold cash and it is calculated into its NAV.KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-86376690210958923272018-03-01T20:49:47.534+08:002018-03-01T20:49:47.534+08:00Hi,
regarding the rights issues.
where is the ET...Hi,<br /><br />regarding the rights issues.<br /><br />where is the ETF going to get the funds to take up the rights?<br />RPhttps://www.blogger.com/profile/17695303458973909485noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-62669558463598056412018-03-01T00:31:24.549+08:002018-03-01T00:31:24.549+08:00Exactly, you brought up a very valid point! There ...Exactly, you brought up a very valid point! There will always be trade-off and time is definitely much more valuable! One would no longer have to worry about those corporate actions when buying/investing in the REIT ETF.KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-78664003462805786822018-03-01T00:27:18.091+08:002018-03-01T00:27:18.091+08:00No problem! I believe they will/should subscribe t...No problem! I believe they will/should subscribe to whatever rights issues that is allocated (to avoid diluting the existing holdings), as to whether they will oversubscribe, I have no idea.<br /><br />I am not concern with the low trading liquidity. To be fair, it is a very new ETF and it is not that bad compared to some stocks I have seen. I can see the units increasing overtime and with the KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-44449116069949687422018-03-01T00:15:09.827+08:002018-03-01T00:15:09.827+08:00There is... Just not as much as Lion-Phillip S-REI...There is... Just not as much as Lion-Phillip S-REIT ETF.KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-3242462038058820522018-02-28T22:38:47.716+08:002018-02-28T22:38:47.716+08:00I like the idea of investing in Lion Global Lion-P...I like the idea of investing in Lion Global Lion-Phillip S-REIT ETF for passive income even though its attract more fees than buying individual reit where i would need to invest my precious time to gain just slightly higher return. I rather invest my time in hunting for US stocks generally much higher return. While doing so, i have reit etf to generate passive income for future to pay my bills Anonymoushttps://www.blogger.com/profile/07895311334912543244noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-77694373184655459052018-02-28T20:36:30.839+08:002018-02-28T20:36:30.839+08:00Oops deleted my post cos I left out something. Fir...Oops deleted my post cos I left out something. Firstly, I see, that is true! I am leaning quite towards index/lazy investing, and the point about safety is very relevant for REITs given some examples such as the one you mentioned. I will do more research before deciding about this, thanks a lot! But in the meantime, do you know about how they settle rights issues, and are you concerned with jyhttps://www.blogger.com/profile/00492875590331104406noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-3356734404602766012018-02-28T20:33:49.658+08:002018-02-28T20:33:49.658+08:00This comment has been removed by the author.jyhttps://www.blogger.com/profile/00492875590331104406noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-9164730762061441482018-02-28T09:29:18.248+08:002018-02-28T09:29:18.248+08:00yikes... ok.. so there is no effect on the phillip...yikes... ok.. so there is no effect on the phillips ETF. <br /><br />but i guess the strategy is different for both etfs, since their components are different too.foolish chameleonhttps://www.blogger.com/profile/05964116916697053495noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-29205656702234515182018-02-27T23:02:19.100+08:002018-02-27T23:02:19.100+08:00Hi Jia Ying,
Hahahaha. There will always be cheap...Hi Jia Ying,<br /><br />Hahahaha. There will always be cheaper alternatives in life right? Investing in STI ETF vs REIT ETF is different to begin with. STI ETF gives market return while REIT ETF give you passive income. I can also argue that 0.6% is cheaper than StashAway at 0.8% but we know they are different.<br /><br />Like you pointed out yourself, investing in REIT ETF is not only the 'KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-22924457344464448112018-02-27T22:51:27.515+08:002018-02-27T22:51:27.515+08:00Hi foolish chameleon,
It affects Phillip SGX APAC...Hi foolish chameleon,<br /><br />It affects Phillip SGX APAC Dividend Leaders REIT ETF too but to a much smaller extend. The tax transparency is only for REITs listed on SGX. Phillip SGX APAC Dividend Leaders REIT ETF has REITs from other countries right? <br /><br />Took a quick look and these are the top 5 holdings:<br />Link REIT 10.98% HongKong<br />Scentre Group 9.16% Australia<br />KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-63238136763166490102018-02-27T21:06:32.062+08:002018-02-27T21:06:32.062+08:00Hi, do you feel that the management fees are a tad...Hi, do you feel that the management fees are a tad too high? Even if we compare to the STI ETF (G3B and ES3), the fees for this REIT ETF are almost double, taking quite a big of the dividends (practically 10% of the yield even after the 17% DWT is removed). Was looking to invest in this as a 'lazy' option but was concerned about the fees!jyhttps://www.blogger.com/profile/00492875590331104406noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-7326962699631328552018-02-27T11:41:05.806+08:002018-02-27T11:41:05.806+08:00how abt the philips reits ETFs? compared to the li...how abt the philips reits ETFs? compared to the lion-philip reit etf... <br /><br />and does this new tax rule, affect the philips reits etf too?foolish chameleonhttps://www.blogger.com/profile/05964116916697053495noreply@blogger.com