Time Weighted Return YTD: 73.08% (1.2mil sgd value) The substantial alpha is due to certain stocks that outperformed eg Dream Intl and Tencent.
Sg property especially OCR has experienced a 6 years bull run. From my own research, HDB BTO supply is expected to be ~55,000 units between 2025 and 2027. Private housing via GLS is projected at ~25,000 units during the same timeframe, with a pipeline in 2025 around 56,700 units. Combined, this totals around 80,000 units coming on stream within the next two years. There is definitely more supply now compared to last year, just check property guru listing of hdbs in any specific region, the listings have increased substantially. We might be in a buyers market now, but the price of resale has not budge much, my Glendale unit for example saw a transaction on July 2025 at S$1,766 psf. Rental range…
