Tuesday, March 12, 2013

DW March 2013 Singapore Dividend Portfolio Update


No.
Stock
Lots
Average Price
Yield on cost
% of Portfolio
1
AIMS AIMP REIT
25
$1.236
8.1%
16.55%
2
Starhub
10
$2.467
8.1%
13.22%
3
Singtel
7
$2.983
5.3%
11.19%
4
SPH
5
$3.756
6.4%
10.06%
5
Frasers CentrePoint Trust
10
$1.70
6.4%
9.11%
6
M1
7
$2.413
6%
9.05%
7
CapitaMall Trust
7
$1.689
5.7%
6.33%
8
CACHE Logistics Trust
10
$1.115
7.7%
5.97%
9
PLife REIT
4
$1.99
5.2%
4.26%
10
Suntec REIT
6
$1.26
7.5%
4.05%
11
First REIT
10
$0.736
9.1%
3.94%
12
Sabana REIT
6
$1.07
8.7%
3.44%
13
HPH Trust
3
$1.02
7.9%
1.66%
14
K- Green Trust
2
$1.08
7.2%
1.16%

































Total dividends collected in 2013
S$2334.65
Total Invested Capital
S$186,485
Projected Annual Yield (2013)
7%
Average Monthly Dividends (2013)
S$778.20
Available funds for investment

S$1, 000
Unrealized Paper Gain (S$)

S$56,129


For the month of March, I received a total of S$776.19 in cash distributions.
  • AIMS AMP: S$645
  • HPH Trust: S$131.19
Unrealised capital gain has increased from S$46k to S$56k this month, thanks largely to Singtel, Starhub and SPH. My monthly passive income stays above S$700. If my portfolio remains unchanged, I am expecting to get S$1060 per month on average for FY2013. Technically speaking, I have sort of achieved financial freedom because my passive income is sufficient to cover my expenses.^^


I added K-Green Trust to my portfolio. It operates waste-to-energy power plants and a NEWater plant in Singapore. It is a stable business. I will not wake up tomorrow and find people of Singapore stop using electricity and water. Even during an economic downturn, we still need electricity and water in our daily lives. Catalysts will be new acquisitions this year. 

HPH Trust has just acquired two new deep-water berths. It will be yield-accretive. Contributions will be reflected in the next cash distribution. I bought HPH Trust as a proxy to the continued strong growth of China and Hong Kong. 


Recently, lots of retail investors are focusing on the fierce penny rally. Some of my readers told me that I can use my passive income to 'play' penny stocks. However, penny stocks do not interest me and I definitely do not 'play' with stocks. Just like my Mom used to tell me not to play with matchsticks, I adopt a rather serious stance when it comes to investments. I shall remain steadfast in my dividend investment strategy.  It has served me well so far. 

People say 'Cash is King'. DW says 'Cash Flow is King'. 

Create your own cash machine today and be rewarded!


Rock On!
Dividend Warrior

LinkWithin

Related Posts Plugin for WordPress, Blogger...