Mapletree Log Tr

$Mapletree Log Tr(M44U.SG)

Context: Industrial logistics REITs in Asia are experiencing short-term valuation compression, while operational occupancy rates and core rental yields remain fundamentally sound.

My trade: Holding 2,500 shares of Mapletree Log Tr (M44U) at an average cost of 1.182 SGD, tracking a mild unrealized drawdown of -3.55% while focusing on long-term dividend reinvestment.

Takeaway: Next time, I will set tiered buy orders around major technical support levels to average down my cost basis progressively during market pullbacks.

$Mapletree Log Tr(M44U.SG)

Context: Industrial and logistics REITs in Singapore are undergoing mild price consolidation amid broader interest rate expectations, offering steady yield stability despite minor capital fluctuations.

My trade: Holding 2,500 shares of Mapletree Log Tr (M44U) at an average cost of 1.182 SGD, tracking a minor unrealized drawdown of -1.01% while collecting consistent passive dividend distributions.

Takeaway: Next time, I will set dollar-cost averaging tranches near key support levels to lower my average cost basis during REIT consolidation phases.

Checking in my August 19 portfolio update!

I have officially expanded my SG basket to 7 holdings by initiating a new position in consumer staples leader Delfi (P34)! Sitting flat at -0.60% (-10.00 SGD) on entry, Delfi brings strong cash-flow stability and dividend yield to my long-term allocation.

Meanwhile, my growth leaders continue to generate steady returns:

Genting Sing (G13): +8.19% (+250.00 SGD)

Sembcorp Ind (U96): +7.28% (+164.00 SGD)

CapitaLandInvest (9CI): +5.20% (+130.00 SGD)

Singtel (Z74): +3.99% (+170.00 SGD)

Delfi (P34): -0.60% (-10.00 SGD)

Mapletree Log Tr (M44U): -1.86% (-55.00 SGD)

CapLand Ascendas (A17U): -3.20% (-80.00 SGD)

Adding defensive consumer strength while my top four performers generate heavy green gains keeps my overall equity curve exceptionally well-balanced. Trusting the process and compounding forward!

$Singtel(Z74.SG)$Genting Sing(G13.SG)$Mapletree Log Tr(M44U.SG)

Checking in with our August 18 portfolio update!

Genting Sing (G13) continues to lead my portfolio from the front, climbing higher to +9.83% (+300.00 SGD) and closing in on double digits. Meanwhile, Sembcorp Ind (U96) delivered another big leg up today, extending its strong green breakout to +7.99% (+180.00 SGD).

Here is how my positions stand today:

Genting Sing (G13): +9.83% (+300.00 SGD)

Sembcorp Ind (U96): +7.99% (+180.00 SGD)

CapitaLandInvest (9CI): +6.80% (+170.00 SGD)

Singtel (Z74): +4.22% (+180.00 SGD)

Mapletree Log Tr (M44U): -1.01% (-30.00 SGD)

CapLand Ascendas (A17U): -2.80% (-70.00 SGD)

With Mapletree Log Tr steadily narrowing its pullbacks and four core holdings generating heavy green returns, my growth drivers keep portfolio equity firmly elevated. Trusting the setup and letting the winners compound!

Checking in with my August 13 portfolio update!

CapitaLandInvest (9CI) continues to be the star performer of our Singapore basket, standing strong with a +10.00% gain (+250 SGD) on earnings day! Genting Sing (G13) also maintains its solid positive trajectory at +2.45% (+75 SGD).

Across the rest of the portfolio, we’re seeing some light consolidation:

Singtel (Z74) sits virtually flat at -0.23% (-10 SGD).

Sembcorp Ind (U96) is holding tight at -0.71% (-16 SGD).

Mapletree Log Tr (M44U) at -1.66% (-50 SGD) and CapLand Ascendas (A17U) at -2.40% (-60 SGD) reflect a brief dip in broader REIT sentiment.

Having a strong anchor like CapitaLandInvest doing heavy lifting keeps our total capital position well-protected during minor market shuffles. Staying patient, disciplined, and letting the strategy run!

Checking in with my latest portfolio update! Total Market Value now stands at $17,973.00 SGD, with total unrealized profit reaching +$411.00 SGD and a solid daily gain of +$19.00 SGD.

Here is how my core Singapore basket is moving today:

Genting Sing (G13) led today’s gains, jumping +1.58% (Daily P/L: +$50.00 SGD).

Sembcorp Ind (U96) maintained its strong upward trajectory, adding +1.06% (Daily P/L: +$24.00 SGD).

CapitaLandInvest (9CI) stayed positive with a +0.36% bump (Daily P/L: +$10.00 SGD).

Singtel (Z74) (-0.46%), CapLand Ascendas REIT (A17U) (-0.79%), and Mapletree Log Tr (M44U) (-0.83%) saw minor daily pullbacks, but our overall capital growth remains firmly intact.

Total portfolio profit holding strong past the +$400 SGD mark demonstrates the value of a balanced, well-hedged strategy. Staying disciplined and building for long-term compounding!

Closing out August 11 with a huge portfolio milestone as seen in my below position.

Sembcorp Ind (U96) has officially broken into positive territory at +0.53% (+12 SGD). With this move, zero holdings are currently in the red, marking a clean sweep across our core Singapore basket!

Here is how our positions are performing:

CapitaLandInvest (9CI) continues its strong run ahead of earnings at +8.80% (+220 SGD).

Genting Sing (G13) advances nicely to +3.27% (+100 SGD).

Singtel (Z74) holds firm post-ex-dividend at +1.17% (+50 SGD).

Sembcorp Ind (U96) officially turns green at +0.53% (+12 SGD).

CapLand Ascendas (A17U) remains positive at +0.40% (+10 SGD).

Mapletree Log Tr (M44U) sits solidly at break-even (0.00%).

Achieving zero red positions across the board highlights the power of patient accumulation and strong fundamental stock selection. Staying disciplined!

Closing out the week on August 7 with a solid portfolio assessment!

CapitaLandInvest (9CI) continues to be our standout growth engine, holding a firm +7.60% return (+190 SGD) as market focus builds ahead of next week‘s earnings release.

My Singapore holdings continue to maintain a very balanced defensive structure:

Genting Sing (G13) stays steady with a +1.63% gain (+50 SGD).

Singtel (Z74) holds its ground post-ex-dividend at +0.93% (+40 SGD).

CapLand Ascendas (A17U) remains positive at +0.40% (+10 SGD).

Mapletree Log Tr (M44U) sits right at break-even baseline (0.00%).

Sembcorp Ind (U96) maintains its tight recovery channel at -0.53% (-12 SGD).

With 4 out of 6 positions in the green, 1 sitting at flat, and our single negative position restricted to a tiny dip, the portfolio enters the weekend with great capital stability. Staying disciplined!