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Thursday, June 11, 2020

My Starting 11 players on the Investment pitch

Since the stock market crashed in Mar 2020, I have taken opportunities to add on and re-balance my investment portfolios in CDP and SRS to brace for the new decade.

As football leagues across the world are restarting the season, just as the world economies reopen, I am unveiling my strongest 11 players on the investment pitch!


The formation is 4-2-3-1.

Goalkeeper: Netlink Trust as it is a monopoly business which is more static in terms of growth and share price movement.

Central defenders:
ST Engineering deals with defence business, Smart Nation, Internet of things, robotics etc. and is a relatively resilient business. Its weakness is the Aerospace sector which is heavily impacted by the pandemic.

Frasers L&C Trust owns a well diversified portfolio of freehold industrial, logistics properties and business parks in Australia and Europe and is a relatively solid and resilient Reit in terms of business operations of the tenants.

Left Back:
Ascendas Reit is a tough tackling, big sized and high stamina left back. It owns industrial properties in Singapore and business parks in the US and can give consistently increasing dividends while continuing to grow its portfolio.

Right Back:
Mapletree Industrial Trust is a young and speedy right back. It can give consistently increasing dividends and its numerous Man-of-the-Match performances have earned it place in the Straits Times Index national team.

Midfielders:
Aims Apac Reit is a well-managed small industrial Reit that provides consistent dividends. Despite its small size, it has stamina to sustain matches without incurring injuries and will throw occasionally in tackles to defend the ball.

Mapletree Commercial Trust is more of a box to box midfielder. It links up the defence and attack. It owns top quality properties that can thrive on the Greater Southern Waterfront in Singapore. It has proven to be consistently reliable in terms of providing increasing dividends and capital gain in share price. During a crisis, it will play safe and conserve stamina by retaining dividends.

Central Playmaker:
Capitaland Mall Trust is an all-rounder attacker who likes to provide assists. Owning high quality shopping malls all over Singapore, it provides the best locations for dining, shopping and relaxation. However, it is a victim of social distancing measures and shutting down of non-essential retail stores during the pandemic. During a crisis, it will play smart and conserve energy by retaining dividends. It has a never give up attitude and will blossom to become the greatest world class playmaker when the crisis is over.

Left Winger:
Capitaland Commercial Trust is a dependable winger who is going to retire soon. It will be merged with Capitaland Mall Trust. It owns top quality Grade A commercial skyscrapers in Singapore and is under immense pressure from the growing needs and popularity to WFH due to the pandemic.

Striker:
OCBC is a versatile, agile and speedy target man. No doubt it is suffering from low interest rates, slow growth in loans, its recent surging performances has depleted most of its energy. Time for a rest!

Right Winger:
UOB is an old school winger who likes to throw in crosses and bend free kicks like Beckham. Like the striker, its recent surging performances has used up most of its energy. Time to take a long rest after vomiting $0.75 CD and bounce back stronger as we overcome the health crisis.

Reserve bench:
Goalkeeper: Sembcorp Ind (Suffered long term depression but recovering well after deciding to kick its useless son, Sembcorp Marine out of the house)
Defenders: SATS (Broken foot and undergoing physiotherapy learning to walk again)
Midfielders: Far East Orchard, OUE, Guocoland, Suntec Reit
Strikers: Ascott Reit (Awaken from coma), Comfortdelgro (Injured), Keppel Reit

Thanks for reading!

Qiongster

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