Seeing the shrinkage of the portfolio, it is no wonder that no one is heartbroken.
But, there will be a rise after a fall.
Don't forget, some stocks that you once had a bullish view on, you didn't buy because the price was too high, now is the time to plan how to open a position.

For me, this adjustment is still quite small. I also realize the importance of a safety margin and the solid herd effect.
Don't let emotions affect you, do some more research before going long.

Have you entered the market?

The latest quarter is not ideal.
But 0.0453 cents is the highest dividend in the history of 1H.
It has been half a year since I first shared Pavreit.
At that time, when everyone despised it, I quietly entered at a low point.
So, what exactly is the attraction of REITs?
Look, now Pavreit's borrowing rate is over 4 cents.
The upcoming interest rate cuts can bring good news to these highly-leveraged REITs. Pavreit's revolving credit is short-term maturity, so it can be repriced continuously.
Of course, if Pavreit can achieve such results in a difficult high interest rate environment, it will certainly be even more powerful in a low interest rate environment!

Based on my entry price, there should be enough margin of safety, so I can be worry-free.
It also gave me an extra sense of satisfaction when I visited the pavilion 😍

Many people have been questioning why invest in KIPREIT?? The stock price doesn't fluctuate much, so what's the point of investing?

Stable, nothing but stable.
Reasons to invest in KIPREIT: Over 7% dividend yield + consistent distribution + active expansion efforts.
This season we have seen the contribution of Kota Warisan and the pipeline as well as Dpulze shopping centre in cyberjaya.

Don't forget, we also received a salary increase this quarter. Grateful 🥹

#DividendInvestment [topics]# #REITs [topics]# #InvestingInMalaysia [topics]#

Lululemon has always been challenging my mental fortitude.
I buy and it drops, then buy again and it drops.
I went out for a walk on the weekend and had a flashback,
1. Now on the eve of interest rate cuts, I personally believe that once the interest rate is cut, people's consumption capacity will be released, and consumer stocks can make a comeback as kings.
2. Lululemon's international expansion still has a lot of potential, with a long way to go before reaching fullness.
3. Lululemon's pricing/quality should be almost bulletproof. If you think it's expensive, it's your problem. Others always talk about cheaper alternatives and say that Lululemon is going down.
In business, there will always be someone cheaper than you, and there will always be other competitors.
4. The recent decline is due to other investment banks lowering Lululemon's target price, which has nothing to do with its fundamentals.
5. The current PE ratio is at its lowest point in nearly a decade, which is unbelievable. Is it going down?
I just want to use this post to remind myself to focus on long-term goals, ignore other noises, and just wait for the return of the east wind!
#lululemon

Time flies, and now it's already August.
The portfolio has been gradually achieving good performance.
Aeoncr, matrix's salary has been credited, just waiting for August's Reit salary to buy more.
In fact, the stock price of REIT has seen good growth over the past year, providing a significant margin of safety for my entry price.

Also waiting for the explosion of timecom, has everyone forgotten that it is the ancestor of DC? With its fundamentals, I should buy without hesitation and wait for other dividends to buy more 🥹

AEONCR's stock price has had some pullback, which is relatively healthy for long-term climbing stocks. At my entry price, I will not buy more for now.

But to be honest, I really don't care much about the price fluctuations of these stocks anymore. After all, if I sell them, where else would I invest?

Non-moving Ming Wang, taking passivity as proactivity.

#DividendInvestment

It's almost the first week of March, and time flies by. Nothing happened more recently than EPF announcing a 5.5% dividend. As far as I am concerned, I am already satisfied, and I have taken another step forward on the path of financial management. Damn, if my own dividend portfolio gives me every year and the amount EPF gives me, early financial freedom is just around the corner. I still believe that EPF's snowball will be a safe haven for me/all of us. I continue to invest about 30% of my monthly gross salary. It seems that the number before age 40 will be impressive. For example, when our capital base exceeds 100k, the time you need to reach 200k will be shorter than the previous 100k, which is the charm of snowball 😎 Last week, the combination of FPI and KIPREIT was added. KIP remained unchanged as usual, but FPI gave me 5 green candles and reached 3.11 . Thanks. Of course, if you buy FPi, you have to wait until April to get dividends. AEONCR was unusually weak and ushered in a pullback, but my purchase price was 5.57, so I should be able to survive this wave of pullbacks. Invest in stocks, beat fast, happy Friday 🎉

Time flies, February has passed. This month, there have been some adjustments. Malakoff, which cannot be supported, has once again announced dismal performance. Its management team is truly disappointing. After the performance announcement, I decisively cleared my holdings. The dividends from these past few years just about offset the losses. Consider it a loss in terms of time cost, but I don't want to waste any more thoughts on this incompetent stocks! Coincidentally, with the arrival of funds, I invested in KIPREIT. It's a super stable REIT. A few years ago, I sold it all at 0.9, but it's still there now. Don't forget that its performance continues to grow. Holding it as a backup is also quite satisfying, with a dividend yield of almost 7%. I believe its stock price increase is only a matter of time. Another small position I entered is FPI, with a 7.7% dividend yield. Its cash volume is a big highlight, and it is also developing AI speakers. Hopefully, this can bring about another wave. 😎 Taking it slow - step by step. January income - Matrix. February income - IGBREIT and PAVREIT. Have a great Friday, everyone! 😀 #InvestingInMalaysia #IGBREIT #KIPREIT