Under SRS portfolio this week, l have added QAF 3 lots. Not sure whether l have gone in too early to re-invest into QAF within the same week its poor 3Q12 results. Its share price drop saw a significant drop (8.12% or $0.065) a day after its 3Q12 results but its share price drop seems to have slowed as of Friday's market close. I do not think there is any fundamental issue with QAF but it's just
like any other companies releasing poor results around the same time in
Oct/Nov.
I have invested into Cache Logistics 3 lots in this week under SRS portfolio. If Cache continues to pay dividends at annual rate of $0.08 then this represents 10.8% returns based on my invested funds. Cache is currently enjoying 100% occupancy in both master and multi-tenanted leases. 2% of its leases portfolio are expiring in year 2013. And even if there is failure on the 2% leases renewals then this is easily covered by annual rental hike of between 1.25% to 2.5%.
Portfolio walk since previous posting :-
+$1,871 Total Returns as of 9 Nov
-$1,329 Unrealised positions worsened
+$542 Total Returns as of 16 Nov
previous posting :- SRS - Closing status 9 Nov
I have invested into Cache Logistics 3 lots in this week under SRS portfolio. If Cache continues to pay dividends at annual rate of $0.08 then this represents 10.8% returns based on my invested funds. Cache is currently enjoying 100% occupancy in both master and multi-tenanted leases. 2% of its leases portfolio are expiring in year 2013. And even if there is failure on the 2% leases renewals then this is easily covered by annual rental hike of between 1.25% to 2.5%.
Portfolio walk since previous posting :-
+$1,871 Total Returns as of 9 Nov
-$1,329 Unrealised positions worsened
+$542 Total Returns as of 16 Nov
previous posting :- SRS - Closing status 9 Nov
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