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A tale of two investing styles: ERM and AWP portfolio results for 2023

Happy New Year! I am pleased to present the results of two portfolios! Here’s how they performed in 2023. 1) Early Retirement Masterclass For intermediate investors, the ERM portfolio is a low-beta, high-dividend portfolio with significantly less risk than the markets. It is a composite portfolio comprising 32 batches worth of students over the past … Read more

3 S-REITs that increased dividends in 2023

Increased interest rates and inflation pulled the rug from many Singapore REITs this year as REIT managers scramble to improve their debt management and cost of capital. To deal with the increased costs, many REITs lowered their dividend payouts (aka distribution per unit) in 2023. In the face of lowered dividends and the availability of … Read more