T-bills 3.98% p.a. yield and March strategy.

This blog is a continuation of my blog published last night titled: March dividends & SSB 3.15% p.a. The latest 6 months T-bill auction’s numbers are in. Cut-off yield: 3.98% p.a. In a recent blog, I said that the US$ has strengthened against the...

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Mar 03, 2023
Cromwell European REIT Review @ 3 March 2023

Basic Profile & Key Statistics Main Sector(s): Office, Industrial & LogisticsCountry(s) with Assets: Netherlands, Italy, France, Poland, Germany, Finland, Denmark, Slovakia, Czechia & EnglandNo. of Properties (exclude development/associat...

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Mar 02, 2023
Portfolio Transactions (February 2023)

Updates for my Portfolio for February 2023 I must really apologise for the hiatus in posting my regular updates. Quite a few things happened in life. In summary, a family member had to go surgery and required care.  I have gotten a rotational gig for...

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Mar 02, 2023
Top Glove Corporation – Unexpected loss

Excerpts from CGSCIMB report Top Glove Corporation (SGX: BVA) 1QFY8/23 core net loss of RM152.7m was a surprise, due to lower-thanexpected sales volume and ASP. We believe TOPG would still record losses in 2Q-3QFY23F due to weaker ASPs and slow deman...

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Mar 02, 2023
Added: CICT (Mar 2023)

Added 14,000 shares of CapitaLand Integrated Commercial Trust (CICT) at $1.88 on 2 Mar 2023. Reason for buying: 1) PB 0.91 2) 5.6% dividend I know 5.6% dividend yield doesn’t seem high in current high interest rate era. But given CapitaLand branding,...

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Mar 02, 2023
T Bills – Fundamentals, Strategies and Risks

This post first appeared on my substack page – 8percentpa.substack.com and I have repackaged and reproduced it here as this idea remains very palatable and perhaps relevant for everyone since T-bills are risk free. Your grandmother should buy T-bills...

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Mar 02, 2023