S-T Portfolio Update

The market has been in  a " slump " mode few weeks back with anticipation of  Fed bonds gradual reduction  with 85b which FOMC would have their minutes coming out on 21 Aug .

http://www.bloomberg.com/news/2013-08-19/u-s-stock-index-futures-little-changed-edwards-jumps.html

How would Mr Market react ? Would he slump or stabilise ?

U.S. housing starts rose 5.9% from June to a seasonally annual rate of 896,000 from June’s revised figure of 
846,000. This was less than expectations of 900,000.

Consumer confidence unexpectedly dropped in August from a six-year high as Americans faced rising interest rates.

With news of tapering and rising interest , Reits  have been hit hard . Had divested Both Feht and Clt to cut loss. The yield has started to be attractive i would say but the risk of uncertainty looms . 

Would seek opportunities in the upcoming months but not probably in Sept . 

S-T Portfolio Update

Alright will receive advanced distributions of approximately 1.9 cents from Feht and earlier on from Clt in the month of Aug and Sept .

Things to take note would be the tapering from Fed as the the jobless reduced.,http://www.bloomberg.com/news/2013-07-06/u-s-employers-added-more-workers-in-june-than-forecast.html  and the declining PMI of China .

Fed Meeting

"Fed officials next meet July 30-31 in Washington, yet they will not update their economic forecasts, and Bernanke isn’t scheduled to hold a press conference after that meeting. By the time of the September meeting, the Labor Department will have published jobs reports for July and August, giving the Fed more information to make a decision."

PS: This would certainly sounds an "uncertainly danger. " 

Missed the boat of Neratel that shot up from 0.61 to 0.73 within a week (Neratel has high chance of winning the official bid from Telenor and Ooredoo through their past supplied services with them . Both of Telecoms need lots of support from their supplier base such as Neratel as Both Telecoms target to cover 75% voice services and 50% data services within next 5 years of Myanmar .Neratel has also been deploying payment solutions terminals in the biggest bank operating in Myanmar.  )

S-T Portfolio Update

Loaded Cache Logistic Trust .  Below  shall do the illustration :

Properties under Cache 

-Strategically located near the logistic ports such as Changi Airport , PSA Terminals , Jurong port  for Singapore .  While ermm for China , Shanghai , (near to Hang Zhou Bay ? But quite a distance to the Airport  ).

Strong and Diverse Demand by Underlying End-Users

-Cache's portfolio enjoys a high underlying occupancy by end-users, majority of which are multinational corporations. The end-users are also diversified by trade sectors such as industrial and commercial goods, commodities and chemical sectors, food and cold storage, aerospace, healthcare, courier services and hospitality.

Stability of Cash Flows from Long Term, Triple Net Master Leases

-12 properties are on master lease agreements. Only APC Distrihub is a multi-tenanted property. The triple net ("NNN") master lease agreements provide for long lease tenures ranging from three to 10 years with locked-in annual rental escalations, providing Cache with a stable income stream. Multi-tenancy properties, on the other hand, provide potential positive rental reversions, which contribute to organic income growth within the portfolio.

High Occupancy in Underlying Portfolio

-Cache enjoys a 100% occupancy level, which means no expiry of lease issues . ( When you see your report card is 100% , you will also feel happy ).

Source:http://www.cache-reit.com/property_overview_of_portfolio.html

On a side note , the month of may and onwards will be volatile as FED Chairman  Bernanke's words of QE tapering , reducing of bond purchases , amid of Central Banks from Toyko to Europe declines to add stimulus  swept through the market . 

Crossed fingers as there are currently no clear instructions according to the situation seen . 

Ps: The bloodbath ( which actually to some people is not even consider yet) had taught me to have patience and be more disciplined . Nevertheless , i am targeting at some stocks given at the ideal price for me to invest again . In courtesy of  Dividendswarrior 's " Keep Calm and Carry on " .  Mine would be :