For many income investors today, the problem isn’t a lack of ideas. It’s knowing what to do when the market has changed.
Many of Singapore’s familiar blue chips, from banks to REITs, have done well over the years. But as valuations move higher, the question becomes harder. Are these still attractive buys, or are investors paying too much for the same income?
That’s where many investors feel stuck. Keep buying, trim positions, or sit on the sidelines and wait?
In this webinar replay, David Kuo, Co-Founder of The Smart Investor, walks through how to think about this situation in a calm and disciplined way. Instead of chasing higher yields or reacting to short-term moves, the focus is on what really matters in income investing: valuation, sustainability, and portfolio structure.
One part of the session that stood out was David’s use of a simple analogy.
He describes familiar blue chips as “elephants”. They are large, stable, and easier to understand. But when they become expensive, investors may need to look elsewhere.
That’s where the “fleas” come in. These are lesser-known opportunities that may be smaller, but have the ability to move in ways the larger names cannot, if approached with the right discipline.
The goal is not to replace one with the other, but to understand how both can play a role in a well-constructed income portfolio.
If you’ve been wondering whether to keep buying, trim your holdings, or wait, this session offers a practical framework to help you think through that decision with greater clarity.
We hope you enjoy the recording.
