本週操作：
與對大市對比：
Chart by Visualizer
一週回顧：
本週香港Reits全線下跌，似是資金有所轉換，或者由於港股全遍下跌，令到投資者失去信心，有部分資金流出。領展、冠君、越秀、陽光及置富分別下跌4.85%、8.75%、10.17%、6.41%及5.03%，跌幅以Reits來說算是驚人。若長線部署的話，我認為現在是好的時機可以增持香港Reits。
星加坡Reits及美國Reits變動不大，SPG更是上升了2.63%。
總結數字：
未實現盈利： 10.24%
現金水平：1.81%
平均年收息率： 5.48%
前週記錄：
歡迎在這裏查看我上週的持倉記錄。
房地產投資信托基金持倉記錄
| Company logo | Stock code | Stock name | Cost price | Closing price last wk | Latest price | %increase w/w | Distribution yield | % increase overall | % share of portfolio |
|---|---|---|---|---|---|---|---|---|---|
 | 823 | Link Reit | HK$ 67.018 | HK$ 70.0500 | HK$ 66.6500 | -4.85% | 4.351%Ê | -0.55% | 5.55% |
 | 435 | Sunlight Reit | HK$ 4.187 | HK$ 4.9900 | HK$ 4.6700 | -6.41% | 5.589%Ê | 11.55% | 3.89% |
 | 778 | Fortune Reit | HK$ 7.011 | HK$ 8.1500 | HK$ 7.7400 | -5.03% | 3.173%Ê | 10.41% | 3.68% |
 | 2778 | Champion Reit | HK$ 4.229 | HK$ 4.2300 | HK$ 3.8600 | -8.75% | 6.466%Ê | -8.73% | 3.67% |
 | 405 | Yuexiu Reit | HK$ 3.621 | HK$ 4.0300 | HK$ 3.6200 | -10.17% | 6.315%Ê | -0.03% | 3.66% |
 | M44U | Mapletree Logistics Trust | SG$ 1.71 | SG$ 2.0900 | SG$ 2.1000 | 0.48% | 2.987%Ê | 22.79% | 4.47% |
 | ME8U | Mapletree Industrial Trust | SG$ 2.438 | SG$ 2.8900 | SG$ 2.9300 | 1.38% | 4.048%Ê | 20.20% | 4.23% |
 | N2IU | Mapletree Commercial Trust | SG$ 1.916 | SG$ 2.0900 | SG$ 2.1200 | 1.44% | 4.476%Ê | 10.66% | 4.08% |
 | A17U | Ascendas Reit | SG$ 2.75 | SG$ 3.0800 | SG$ 3.1200 | 1.30% | 4.182%Ê | 13.47% | 4.07% |
 | RW0U | Mapletree North Asia Commercial Trust | SG$ 0.87 | SG$ 1.0100 | SG$ 0.9900 | -1.98% | 6.237%Ê | 13.80% | 3.84% |
 | O | Realty Income Corporation | US$ 61.411 | US$ 67.9200 | US$ 67.6800 | -0.35% | 3.814%Ê | 10.21% | 3.54% |
 | SPG | Simon Property Group Inc | US$ 88.269 | US$ 127.9000 | US$ 131.2700 | 2.63% | 4.571%Ê | 48.72% | 3.40% |
債券持倉記錄
| Company logo | Stock code | Stock name | Credit rating (Moody's / S&P) | Cost price | Closing price last wk | Latest price | %increase w/w | Yield to maturity | % increase overall | % share of portfolio |
|---|---|---|---|---|---|---|---|---|---|---|
 | LUMN 7.995 06/01/36 | Lumen Technologies | BA2/BB | US$ 106.361 | US$ 108.3850 | US$ 108.1600 | -0.21% | 7.15% | 1.69% | 5.51% |
 | MBI 7.15 07/15/27 | MBIA Inc | BA3/NR | US$ 84.876 | US$ 103.8360 | US$ 104.4020 | 0.55% | 6.26% | 23.01% | 5.32% |
 | ENVA 8.5 09/01/24 | Enova International | B2/B- | US$ 84.918 | US$ 101.7500 | US$ 102.6000 | 0.84% | 7.52% | 20.82% | 5.22% |
 | GEL 6.5 10/01/25 | Genesis Energy | B1/B+ | US$ 95.027 | US$ 99.0000 | US$ 99.7490 | 0.76% | 6.57% | 4.97% | 5.08% |
 | PEMEX 9.5 09/15/27 | Petroleos Mexicancos | BA2/BBB | US$ 118.962 | US$ 120.2950 | US$ 120.2500 | -0.04% | 5.56% | 1.08% | 5.01% |
 | LINTA 8.5 07/15/29 | Liberty Media LLC | B2/B | US$ 87.483 | US$ 115.5500 | US$ 114.3500 | -1.04% | 6.22% | 30.71% | 4.76% |
 | NAVI 5.65 03/15/29 | Navient Corp | BA3/B+ | US$ 91.011 | US$ 96.5710 | US$ 96.9500 | 0.39% | 6.15% | 6.53% | 4% |
 | M 7.875 03/01/30 | Macy's Retail Holdings LLC | BA2 | US$ 109.707 | US$ 110.0000 | US$ 114.9000 | 4.45% | 5.69% | 4.73% | 3.19% |
 | TACN 6.5 03/15/40 | TransAlta Corp | BA1/BB+ | US$ 80.615 | US$ 115.1250 | US$ 117.7080 | 2.24% | 5.09% | 46.01% | 2.72% |
 | CACC 6.625 03/15/26 | Credit Acceptance Corp | BA3/BB | US$ 92.297 | US$ 105.2700 | US$ 105.3160 | 0.04% | 5.30% | 14.11% | 2.44% |
 | ARLP 7.5 05/01/25 | Alliance Resource Operating Partners LP | B1/B+ | US$ 93.535 | US$ 101.6000 | US$ 102.9990 | 1.38% | 6.57% | 10.12% | 2.38% |
 | PBFX 6.875 05/15/23 | PBF Logistics LP | B2/B | US$ 99.455 | US$ 98.2550 | US$ 98.2250 | -0.03% | 8.02% | -1.24% | 1.82% |
 | PBFENE 9.25 05/15/25 | PBF Holding Co LLC | BA3/BB | US$ 102.631 | US$ 92.4690 | US$ 91.0000 | -1.59% | 12.26% | -11.33% | 1.68% |
| NAVI 6.25 09/15/29 | Navient Corp | BA3/B+ | US$ 98.093 | US$ 100.5950 | US$ 100.0030 | -0.59% | 6.25% | 1.95% | 0.93% |
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