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Showing posts from January, 2023

The first annual review of the stock picking portfolio

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Fundamentals 20-5: I established a stock picking portfolio at the start of 2022. This is the first annual review of the portfolio. Unlike the quarterly review, I will include dividends in the annual review. 

Do I swap my office REIT with Hektar REIT?

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Value Investing Case Study 38-1: A fundamental analysis of Hektar REIT to see whether it is beneficial to replace my office REITs with this.  

Was I wrong to invest in AmFirst REIT?

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Value Investing Case Study 37-1: A fundamental analysis of AmFirst REIT to determine what to do with this loss-making investment.