想吃天鹅
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china portfolio too much nearly a quater. weak rmb n a flee of factory to asia. maple unlike capitaland is actively reducing its exposure to china reits by leaps n bound and increasing south asia portfoilo. It is positioning itself perfectly for growth. this management is not doing enough. china will be the biggest loser due to trump tarriff. my 5cents of non professional take.
Lazy Cat Invests
JABW
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Every investor needs to have his own view. Master Leong shares his own personal conviction/assessment and he shows his own buys/portfolio to back up his conviction; we just listen to judge if it makes sense. Ultimately, we are each fully responsible for clicking Buy or Sell. BTW, Master Leong already declared that he is a contraian and he see value in this currently "unloved" REIT. He looks at the longer term and openly shared that the results would still be bad for the near term.
Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry. Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry.
going toward 1.05, maybe next week
Hi, if today buy still can get dividend?
wtf keep dropping
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