Mum retirement portfolio

[KopiKat]

The price when I bought when yielding abt >10%.
My initial capital was $100k

I understand your Yield @ Cost is much higher. But, we're puzzled about your REIT Market Yield. From your data,

REIT (AIMSReit, FraserComm, Suntec) : value-$100k/dividend-$7k

1. Market Value of REITs = $100k
2. Total Dividend from REITs = $7k

This means Yield (at Market Price) of REITs = $7k/$100k = 7%

But, this is not mathematically possible as the current individual REIT Market Yield are,

a) AIMAMPReit = 6.3% @ $1.80
b) FCOT = 5.26% @ $1.535
c) Suntec = 4.74% @ $1.905

ie. none is above 7% Yield @ Market Price

Therefore, as pointed out by 'HitandRun',

The yield for the 3 counters are lower than 7%, so either your market value is understated or your yield is overstated....