AK shares his views on Singapore Banks, REITs and IREIT Global for 2024

Рет қаралды 56,181

Күн бұрын

In 3Q 2023, AK's portfolio generated S$84,942 in dividends. We chat with AK once again and ask him questions about the latest moves and updates to his portfolio. What are his views about Singapore banks for dividends? Which bank did he add a position to recently? Why does he like IREIT Global despite the uncertainty? Does he reinvest his dividends? If so, how much does he set aside? We ask him all this and more in this latest episode!
00:00 Introduction
01:56 Singapore banks
08:05 Singapore REITs
11:33 IREIT Global
23:54 War chest
📖 FREE EBOOK - A Quick-start Guide to Winning the Game of Stocks
fifthperson.com/ebook/
💻 FREE TRAINING WEBINAR - How to build a profitable income portfolio
TheIncomeStrategy.com
📈 OPEN $0 COMMISSION TRADING ACCOUNT
fifthperson.com/moomoo
Here are a few more investing tips and tutorials to help you out:
💵 HOW TO INVEST IN DIVIDEND STOCKS
• How To Invest And Make...
🏢 HOW TO INVEST IN REITS
• How To Invest In REITs...
🏖️ HOW TO GROW YOUR CPF FOR RETIREMENT
• How To Grow Your CPF F...
📄 HOW TO READ A FINANCIAL REPORT
• How To Read A Financia...
_________________
📊 Get more investment insights, tips, and company analysis from our blog (100% free).
FifthPerson.com
🎙️Also on Spotify: podcasters.spotify.com/pod/sh...
📢 Say 'Hi!' on Social
Facebook: / fifthperson
Instagram: / thefifthperson
Telegram: t.me/thefifthperson

Пікірлер: 69

@plantedtrees4193 7 ай бұрын

AK brings so much value to this channel. Enjoyed this episode tremendously. Please bring him back soon.

@TheFifthPersonChannel 7 ай бұрын

We will!

@lendleasereit6797 6 ай бұрын

I second this strongly. And it's even better their chemistry is great. Love their ping pong two way dialogues. This is the perfect host for AK. Love listening to AK + fifthperson combi.

@TheFifthPersonChannel 6 ай бұрын

Haha! We've known each other for more than 10 years. Glad you like our combo!

@zainalabidin1835 7 ай бұрын

Tq...great to hear from AK

@FoodieWarrior 7 ай бұрын

I always watch an episode with AK in it. If interest rates fall, REITs should fly.

@kevinlai6851 7 ай бұрын

Awesome to see AK again. very much appreciate his viewpoints and humour. does remind me a bit of buffett and munger.

@Aki-wq6xh 7 ай бұрын

Love this. So useful. I subscribed after this

@valuabletips560 7 ай бұрын

Agreed on ireit global, i am also invested in it, their spain assets were also under rented meaning the rental yield is below market rate and they are already earning profits on it which is a plus since it can usually only go up

@ivanp9222 7 ай бұрын

AK is a good chap ❤

@64ytb 7 ай бұрын

Thanks for all the good tips. God bless. I realised that making money is also a skillset I can learn, just like any other skills. At the end of the day, you really can’t bring money to your grave, it’s good to know that AK is doing something good for the needy students. I can only hope more rich people are like that.

@curioushamster4616 7 ай бұрын

AK single handedly prop up DBS and IReit - the only greens among all the red today!!! 😂😂 Thank you, Fifth Person, for the all the good content!

@TheFifthPersonChannel 7 ай бұрын

Thanks for watching!! 📈

@karenlye4493 15 күн бұрын

Thanks to Fifth person for the good content. AK brings so much value to investors.Hope to c u again.

@TheFifthPersonChannel 15 күн бұрын

Our pleasure!

@henrywong9529 7 ай бұрын

Good to see AK again 😊

@TheFifthPersonChannel 7 ай бұрын

Indeed!

@simcn73 7 ай бұрын

Well said AK .. interest rate will not be near zero again in the near future

@karenlye4493 5 ай бұрын

Always enjoy listening. Thanks for sharing.

@TheFifthPersonChannel 5 ай бұрын

Thanks for listening, Karen!

@Eilyfu 6 ай бұрын

Thank you AK and Fifth person for the insightful sharing !

@TheFifthPersonChannel 6 ай бұрын

Our pleasure!

@tomasboba8327 7 ай бұрын

the charlie munger of sg! thank you for having him again!

@TheFifthPersonChannel 7 ай бұрын

Haha. I think AK would be the first to say that he is far far from Charlie Munger (RIP).

@garypeanuts622 7 ай бұрын

actly AK not working can use BLUE CHAS card @ pte dental clinics which is cheaper than poly.

@jacksonyang2577 7 ай бұрын

I always enjoy listening these interviews, especially the jokes from guest like AK ASSI

@TheFifthPersonChannel 7 ай бұрын

Thanks, Jackson!

@shienchuan 6 ай бұрын

What is the capital?

@Connoisseur-lv6ny 7 ай бұрын

Been following AK since 2014. Please bring him back again for his valuable insights 👍🏻

@TheFifthPersonChannel 7 ай бұрын

We will!

@labopanalop2016 7 ай бұрын

For the right context, have you asked him how much capital depreciation during the same period in Reits and in bank shares?

@sassy19a 7 ай бұрын

Haha love his participation, very funny always

@TheFifthPersonChannel 7 ай бұрын

"Rusmin say funny can already, don't need substance." -- AK

@ryanwilliams989 7 ай бұрын

The banking situation is a reminder that Fed hikes are having an effect, even if the economy has held up so far,” It’s precisely at times like these that investors need to be on guard against the next certainty. First SVB, then signature bank and now first republic bank, these are all the signs of yet another 2008 market crash 2.0

@mohdnizam5244 6 ай бұрын

Ak how about gold investment

@Curbalnk 7 ай бұрын

I remember when everyone said that you can't go wrong investing in REITs. Maybe so but -58% is many years worth of yield poof! GONE! Lost about $160k because of this madness still thinking if i should sell or still hold.

@abdulhalimmohamedanwar1087 7 ай бұрын

Haha! Can produce a bloopers compilation edition?

@MrBoliao98 7 ай бұрын

I disagree about banks. They were good during Covid and now still. But there will be a repeat of 2016 2017, and then you see the bank stock. Doesn't mean I will ever let go, but I will wait to add to my position.

@acathia 6 ай бұрын

I like Adam's definiton of stingy/frugal!

@TheFifthPersonChannel 6 ай бұрын

If you are stingy with yourself, you are frugal. If you are frugal with others, you are stingy! 😂

@panamood7455 2 ай бұрын

Whats the name of the s-reit 100% japan, being named in min 20:00 ?? Im having issues understanding. Thank you!

@TheFifthPersonChannel 2 ай бұрын

Saizen REIT was the only Singapore REIT which had a 100% Japan portfolio. It delisted in 2017.

@panamood7455 2 ай бұрын

@@TheFifthPersonChannel thank you 🙏

@tumelomiatumelomia8239 7 ай бұрын

Hi, is it ireit global or ireit global europe that AK is invested. Thks

@TheFifthPersonChannel 7 ай бұрын

IREIT Global (SGX: UD1U)

@tumelomiatumelomia8239 7 ай бұрын

Hi. Thank you so much .

@superconnie5003 2 ай бұрын

Mr AK holds 80000 DBS?

@kichia-lk4ql 7 ай бұрын

"You think I am funny? Funny how?!" - Joe Pesci The not so subtle tension and jab at the end is obvious. 😁

@TheFifthPersonChannel 7 ай бұрын

Nahhh.. we're all good. We rib each other all the time 😁

@poorpotato7623 5 ай бұрын

Worrying is genetic la, cannot change one. Solve one problem liao another will pop up to worry about.

@wtan1851 7 ай бұрын

I won't invest in IREIT Global. Europe is not the place to put your money as most economies there go into recession.

@SGMaleKaren-si3gw 7 ай бұрын

AK's sharing about the various future risks to consider got me thinking about the question of political risk. With the growing discontent on the ground with the ruling party due to cost of living, perceived overspending, COE prices etc., I worry about what will happen to our currency, our economy, and our share prices if and when the PAP gets voted out. Could you do a video discussing the possible what-ifs to consider in such a scenario please? Whether the change in govt happens in 2025 or another year in future, I still worry about the impact. Thanks!

@bigno1900 7 ай бұрын

dun worry la, pap will never lose an election by majority because of GRC and gerrymandering.

@taeyeonist1462 7 ай бұрын

there will not be a change in govt in 2025..unfortunately