本週操作：
本週沒有主動操作活動。
與對大市對比：
Chart by Visualizer
一週回顧：
本週所持有的Reits中，股價表現繼續是美國的Reits升幅最好，香港及星加坡Reits略為微跌。繼續安心持有Reit和債券，定期收息。
總結數字：
未實現盈利： 10.03%
現金水平：1.92%
平均年收息率： 5.32%
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$ 67.007 | HK$ 68.4000 | HK$ 68.4000 | 0.00% | 4.24%Ê | 2.08% | 5.66% |
 | 2778 | Champion Reit | HK$ 4.229 | HK$ 4.1900 | HK$ 4.1100 | -1.91% | 3.092%Ê | -2.81% | 3.88% |
 | 435 | Sunlight Reit | HK$ 4.186 | HK$ 4.5400 | HK$ 4.5900 | 1.10% | 2.723%Ê | 9.64% | 3.80% |
 | 778 | Fortune Reit | HK$ 6.792 | HK$ 8.0000 | HK$ 8.0000 | 0.00% | 6.19%Ê | 17.78% | 3.78% |
 | 405 | Yuexiu Reit | HK$ 3.621 | HK$ 3.7100 | HK$ 3.6700 | -1.08% | 3.248%Ê | 1.36% | 3.69% |
 | M44U | Mapletree Logistics Trust | SG$ 1.689 | SG$ 2.0200 | SG$ 1.9800 | -1.98% | 4.259%Ê | 17.26% | 4.18% |
 | N2IU | Mapletree Commercial Trust | SG$ 1.916 | SG$ 2.1400 | SG$ 2.1400 | 0.00% | 4.435%Ê | 11.71% | 4.08% |
 | A17U | Ascendas Reit | SG$ 2.729 | SG$ 3.0400 | SG$ 3.0500 | 0.33% | 4.944%Ê | 11.75% | 3.95% |
 | ME8U | Mapletree Industrial Trust | SG$ 2.426 | SG$ 2.7500 | SG$ 2.7300 | -0.73% | 4.762%Ê | 12.52% | 3.91% |
 | RW0U | Mapletree North Asia Commercial Trust | SG$ 0.87 | SG$ 1.0100 | SG$ 0.9850 | -2.48% | 6.269%Ê | 13.23% | 3.79% |
 | O | Realty Income Corporation | US$ 61.64 | US$ 69.6600 | US$ 71.7500 | 3.00% | 3.6%Ê | 16.40% | 4.05% |
 | SPG | Simon Property Group Inc | US$ 87.219 | US$ 140.2200 | US$ 145.1400 | 3.51% | 3.789%Ê | 66.41% | 3.73% |
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$ 110.6150 | US$ 109.5690 | -0.95% | 7.01% | 3.02% | 5.53% |
 | MBI 7.15 07/15/27 | MBIA Inc | BA3/NR | US$ 84.876 | US$ 104.4550 | US$ 104.3680 | -0.08% | 6.25% | 22.97% | 5.27% |
 | ENVA 8.5 09/01/24 | Enova International | B2/B- | US$ 80.668 | US$ 101.9281 | US$ 101.8000 | -0.13% | 7.80% | 26.20% | 5.14% |
 | GEL 6.5 10/01/25 | Genesis Energy | B1/B+ | US$ 95.027 | US$ 101.8150 | US$ 99.2180 | -2.55% | 6.73% | 4.41% | 5.01% |
 | PEMEX 9.5 09/15/27 | Petroleos Mexicancos | BA2/BBB | US$ 114.212 | US$ 117.6070 | US$ 117.9930 | 0.33% | 5.92% | 3.31% | 4.88% |
 | LINTA 8.5 07/15/29 | Liberty Media LLC | B2/B | US$ 87.483 | US$ 112.4900 | US$ 111.6340 | -0.76% | 6.61% | 27.61% | 4.61% |
 | NAVI 5.65 03/15/29 | Navient Corp | BA3/B+ | US$ 90.54 | US$ 95.6830 | US$ 97.4290 | 1.82% | 6.08% | 7.61% | 4.03% |
 | M 7.875 03/01/30 | Macy's Retail Holdings LLC | BA2 | US$ 105.77 | US$ 113.7000 | US$ 114.5620 | 0.76% | 5.72% | 8.31% | 3.16% |
 | TACN 6.5 03/15/40 | TransAlta Corp | BA1/BB+ | US$ 80.615 | US$ 116.0000 | US$ 117.9170 | 1.65% | 5.07% | 46.27% | 2.71% |
 | CACC 6.625 03/15/26 | Credit Acceptance Corp | BA3/BB | US$ 88.984 | US$ 104.6880 | US$ 104.5300 | -0.15% | 5.47% | 17.47% | 2.40% |
 | ARLP 7.5 05/01/25 | Alliance Resource Operating Partners LP | B1/B+ | US$ 93.535 | US$ 102.7500 | US$ 101.8000 | -0.92% | 6.93% | 8.84% | 2.34% |
 | PBFX 6.875 05/15/23 | PBF Logistics LP | B2/B | US$ 99.455 | US$ 98.0890 | US$ 98.1100 | 0.02% | 8.17% | -1.35% | 1.80% |
 | PBFENE 9.25 05/15/25 | PBF Holding Co LLC | BA3/BB | US$ 102.631 | US$ 96.5000 | US$ 98.0000 | 1.55% | 9.91% | -4.51% | 1.80% |
| NAVI 6.25 09/15/29 | Navient Corp | BA3/B+ | US$ 94.968 | US$ 99.3690 | US$ 98.5410 | -0.83% | 6.48% | 3.76% | 0.90% |
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