Dividend Investing: Finding the Best Income Options in Today’s Market | COL Investor Summit 2023

COL Investor Summit 2023: Investing Strategies for the Smart Investor
Dividend Investing: Finding the Best Income Options in Today’s Market
Joyce Chan, CSR, CIS, CUSP | COL Head of Customer Support
Recorded on June 10, 2023

- Introduction [0:00]

- Strategies on how to invest and profit from the stock market [2:30]

- What is Dividend Investing? [2:58]

- Dividend Investing Strategy [4:31]

- Who makes use of Dividend Investing? [6:02]

- What are the risks that come along with Dividend Investing? [6:38]

- Options for Dividend Investing [7:21]

- How REITs are made [7:54]

- How REITs work [8:36]

- COL Top Picks for REITs [9:06]

- What to consider with REITs [11:42]

- Why should we consider REITs? [13:35]

- How Preferred Shares work [14:25]

- Preferred Share Picks to Consider [16:13]

- What to consider with Preferred Shares [18:26]

- Why should we consider Preferred Shares? [19:44]

- Summary of Joyce's segment [20:59]

- Joyce's Own Investing Journey [21:45]

- In a high interest rate environment, the property sector is challenged. How does that affect our view on REITs? [30:03]

- How do you distinguish between REITs and Preferred Shares? Is it a one or the other type of investment? Can you have both? [32:32]

- What is a more dependable source of dividends? REITs or Common Stocks? [35:42]

- If I am right in my understanding, preferred shares seems to have similarity with bonds. If not, what are the differences? [36:35]

- How easy is it to buy/sell preferred shares compared to a common stock? [38:23]

- If the interest rates start to go down, it seems the expected price of REITs will start to rise. What can we expect then of its dividend yield? [40:21]

- What percentage of my investments should I allocate for REITs in my portfolio? [41:50]

- What are the red flags of a REIT that make it to be a Dividend Trap? [43:25]

- What is your view on FILRT? Why is it heavily down compared to other REITs? [45:35]

- Is it better to buy the REIT or the mother company? [47:30]

- Aside from liquidity, what would be the advantage of REITs and Preferred Shares against Pag-Ibig MP2? [49:20]

- What is your view on DDPR? [52:48]

- Is dividend stock investing a more appropriate approach to compound wealth? [54:05]

- Do perpetual preferreds share indicate that you can buy it anytime and hold for as long as you want with your capital preserved and fixed dividends? Are these readily available on the market? [56:42]

- MREIT and FILRT are not among your top REIT picks. Do you see any weaknesses for these 2 REITs compared to your top picks? [57:55]

- On REITs, is it not better to buy when the price is lower so as to be able to have a higher yield?[59:15]

DISCLAIMER:

This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.

The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.

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