Saturday, October 20, 2012

DW October 2012 Singapore Dividend Portfolio Update

No.
Stock
Lots
Average Price (SGD$)
Yield On Cost
% of Portfolio
1
Starhub
10
$2.467
8.1%
17.36%
2
SPH
5
$3.756
6.4%
13.21%
3
Singtel
6
$2.948
5.4%
12.45%
4
Capitamall Trust
7
$1.685
5.7%
8.3%
5
M1
5
$2.29
6.3%
8.06%
6
FCT
7
$1.586
6.6%
7.81%
7
AIMS AMP REIT
11
$0.968
10.3%
7.49%
8
Plife REIT
4
$1.99
4.8%
5.6%
9
Suntec REIT
6
$1.26
7.3%
5.32%
10
First REIT
10
$0.736
8.7%
5.18%
11
Sabana REIT
6
$1.07
8.2%
4.52%
12
IHH
3
$1.28
0%
2.7%
13
CACHE 
3
$0.95
8.3%
2.01%


Total dividends collected in 2012
S$6265.65
Total Invested Capital
S$142,123
Projected Annual Yield (2012)
6.8%
Average Monthly Dividends (2012)
S$626.57
Available funds for investment

S$3000
Unrealized Paper Gain / Loss (S$)

S$34, 300


For the month of October, I did not receive any dividends from my Singapore stocks. However, it is still going to be a hectic month as I await the result announcements from the REITs. So far, things are looking fairly good. Sabana REIT and CapitaMall Trust (CMT) had reported good results. CMT has really good expertise in managing shopping malls. I believe It will continue to Booomzzz in 2013 and 2014. 

  • JCube and Bugis+ are operating fully now. Full rental contribution will come from Bugis+ in the next round of distributions in 2013. 
  • AEI works at The  Atrium@Orchard will be completed in November 2012. Rental income to start rolling in 2013. 
  • New rental space at Clarke Quay Block E opening in December 2012, offering local food delights. Rental income to start rolling in 2013. 
  • AEI works at IMM Building will be completed in May 2013. 30 outlet brands to be available.
  • And Finally....... Westgate Mall and Westgate Tower in 2014. 



Peace Out,
Dividend Warrior

10 comments:

Anonymous said...

Hi! Do you think now still can buy CMT?

Dividend Tech Warrior said...

Hi Anonymous,

Personally, I think CMT is rather expensive now. The yield is less than 5%.

However, you can buy when XD comes and the price falls below $2.

This is a REIT that requires patience. ^^

Anonymous said...

my dividend per months is S$4200...good luck!

WiRuS said...

Hi, do u think there is any REITs worth buying now? It seems that all the REITs are rocketing sky high now.

What are your takes on this?

aaron said...

Hi

I have the same question as WiRus. Is the REITs worth buying now or are they overpriced?

Thanks.

Anonymous said...

Hi DW,

Any thought on Starhub, take profit or wait for next entry? its price is weakening now, need catalyst to break $3.70... :(

(vested)
KK

Anonymous said...

with just 4k dividend what to boast about as mine dividend is s$9600 per mth since 2005.

Dividend Tech Warrior said...

Hi WiRuS,

The prices of REITs are high now.

AIMS AMP is still worth a buy.

DPU will increase 15% next year due to the new property at 20 Gul Way. ^^

Dividend Tech Warrior said...

Hi KK,

I prefer Singtel below $3.20

Dividend Tech Warrior said...

Hi Anonymous,

I have no idea what you are talking about. Seriously.