February 2023 Portfolio Update and Thoughts on Finding Purpose

Feb 23 Portfolio Update

Portfolio allocation as of Feb ’23.

• SG Shares: CDG, DBS, SGX, Valuetronics

• SG Reits: Syfe Reit+


Not much to update this month – I mainly added a small amount to my Syfe Reit+ portfolio, as interest rate fears once again put pressure on S-Reits. This is part of my regular DCA strategy as I work towards accumulating $20k in S-Reits on Syfe. I am clear that my objective is to just achieve market returns for S-Reits and thus will continue to build my position, even though the outlook for Reits may be rocky.

A few months back, I wrote that I was closely watching the US Office Reit sector, and was looking at Keppel Pacific Oak Reit (“KORE”) in particular. Against the backdrop of some office landlords defaulting on their loans

Author: jeserje

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