Maybank KE Singapore issued a note on 6 Feb 2018 suggesting that traders may have put the cart before the horse in the inflation-induced sell-off. I reproduced it here:
The following are Reits with increasing DPU. Some of them have pretty low dividend yield, which I have to wait for a major correction before collecting.
- Parkway Life (wait for major correction)
- First Reit
- Mapletree Ind
- Keppel DC (wait for major correction )
- Capita Com
- Mapletree Com
- Mapletree GCC
- Fortune (wait for major correction)
- Ascendas HTrust
Or a better question is : when will sell my dividend stocks?
My current portfolio allocation is roughly about
- 50% corporate bonds,
- 20% reits,
- 15% stocks
- 15% cash.
When people think market will crash, it will not crash.
When no one thinks that the market will crash, it will unexpectedly crash (Ian Low)