The European football season is finally upon us after an exhilarating World Cup 2018! I am a huge fan of the English Premier League (EPL). This season, fans are in for a treat. We have been blessed with 6 elite managers at the top 6 clubs. All of them have unique philosophies in how football should be played in order to achieve the end goal – silverware. Pep Guardiola with his ‘tiki-taka’. Jurgen Klopp with his ‘Gegenpressing’. Jose Mourinho with his ‘park the bus’. Maurizio Sarri with his ‘Sarri-Ball’. Constructing a football team is akin to building a portfolio. You need an over-arching investing philosophy/strategy. Next, you need to find the balance between offense and defence. If certain players are off-form or injured (companies facing headwinds), you must be ready to make substitutions.
Without further ado, this is my investment team!
Philosophy/Strategy: Dividend Investing with focus on logistics, healthcare, data centres & finance
Formation: Classic Diamond Midfield 4-4-2 (Who doesn’t like the classics, right? :P )
Substitutes: MCT, CMT & Suntec REIT
War chest are those reserves sitting on the bench at the sideline. No? :-)
Ah yes, that's another interesting way of looking at spare cash :)
Would u consider First reit, since Parkway Life REIT is severely overvalued?
Hi wei long,
First REIT's sponsor, Lippo, seems to be facing some financial problems. So, I'm not considering First REIT for now.
Not sure if RMG is a good pick to start your first eleven...
in terms of ripping dividends, it is very poor.
Hi Tomas Boba,
RMG is for dividend growth. It has the potential to be a dividend champion in the future. Cheers! ^_^
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