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Simple HKSE portfolio - starting out

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  1. #21

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    2800 has a dividend of around 3%+ and gives you broader exposure to the HK market (HK and China banks / utilities / manufacturing etc).

    Link Reit - very specific exposure to a very specific segment (yes, its growing its dividend and offering value.. but it is a very focused business and may or may not reflect the overall HK market).


  2. #22

    following the suggestion of Manloonw, i was looking to implement in this Simple investment portfolio a percentage on Real Estate.

    What do you think of the HK Fund 823?

    market cap of 165K hkd sounds good to me (should i consider this amount safe?), plus the investment are both HK and China, and has a dividend of around 3%, same as the HS Index Fund.

    https://www.hkex.com.hk/Market-Data/...823&sc_lang=en

    you can purchase it through the monthly investment plan with HSBC so you avoid the payment of the transaction fee.



    Should i consider this fund as a normal ETF or is it a mistake ?


  3. #23

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    Link is not and ETF.

    Here's where you start your research:

    https://www.linkreit.com/en/corporateProfile/

    and

    https://en.wikipedia.org/wiki/Link_REIT

    They've done well. Stock if I recall is at multi-year highs. Some may say thats not a good time to buy, some may say it does not matter if you're looking for dividend income.

    Kronosoma87 likes this.

  4. #24

    Thank you Shri and Happy New Year!


  5. #25

    by the way, HK 823 Link Reit is the 14th fund in weight of the 2800 HK Fund.

    So Maybe i shouldn't bother buying it separately.


  6. #26

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    @Kronosoma87

    If you're chasing dividends, I'd suggest you do two things...

    1) Add a column in that spreadsheet, go to AAStocks and look up each ticker's 12 month dividend payment/current price - add that in there to get a better idea of where the dividend of 2800 might be sourced.
    2) Look at the Hang Seng High Dividend Index and compare the list on that with the top 10/20 in 2800.

    traineeinvestor likes this.

  7. #27

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    Quote Originally Posted by shri:
    @Kronosoma87

    If you're chasing dividends, I'd suggest you do two things...

    1) Add a column in that spreadsheet, go to AAStocks and look up each ticker's 12 month dividend payment/current price - add that in there to get a better idea of where the dividend of 2800 might be sourced.
    Forgot to add - consider that many of the China stocks in the 2800 list are linked to RMB exchange rates. Which is always an added risk, even though some of the payouts may look above average.

  8. #28

    One question regarding this portfolio Strategy:

    What are the consequences of the low liquidity for the funds 3140, 3101.
    Is it a moderately safe way to invest in Europe and US through the HKEX ?

    Or is it better don't waste money in this funds and use a broker and invest in other Exchange? for example London Exchange?

    In other words, what is going to happen in the worst case scenario to the funds 3140 and 3101?

    I have been reading here in the forum the concern of some people about the low liquidity of the two funds just mentioned.

    Thank you!


  9. #29

    Thank you **,

    I am going to read this Discussion!


  10. #30

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    Quote Originally Posted by Kronosoma87:
    Thank you **,

    I am going to read this Discussion!
    Look at this thread too, in particular the post by
    Original Post Deleted
    : https://geoexpat.com/forum/155/thread345137.html
    Kronosoma87 and TheBrit like this.