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$3,106.65
|
Total Invested Capital
|
S$186,485
|
Projected Annual Yield (2013)
|
7%
|
Average Monthly Dividends (2013)
|
S$776.66
|
Available funds for investment
|
S$2, 000
|
Unrealized Paper Gain (S$)
|
S$59,288
|
For the month of April, I received a total of S$772 in dividends from M1 and CACHE Logistics Trust (CLT). I just love getting paid to invest. ^^
- M1: S$560
- CLT: S$212 (advance distribution)
 |
| *Click to enlarge picture |
Over the next few weeks, various S-REITs will be releasing their quarter results. I started reviewing the S-REITs in my portfolio since the previous quarter. I shall continue to do so. Generally, I am expecting a good quarter. So, stay tuned.
Even after a record rally in 2012, the prices of S-REITs continue to rise. If you want to enter the REITs world now, I am afraid you are very late to the party. Careful selection is paramount now. Do tread with caution. Choose REITs that have future catalysts. For example, Suntec REIT still has room to grow after its AEI is completed in 2015. Starhill Global is collecting more back-dated rental from Toshin.
Push On,
Dividend Warrior
11 comments:
Hi DW,
Although a large part of my portfolio is still made up of S-REITs, I have diverted a significant proportion of my resources towards investing in undervalued stocks as undervalued REITs are harder to find now.
Do you have any plans to do the same to possibly bolster the returns from your investments this year?
Hi AK,
Yes. I have been looking at other stocks besides REITs. However, none of them meet my investing criteria yet.
Value is just one of the factor I use to choose stocks. I also use major social demographic trends to guide my investment.
IMHO, there are 2 major trends over the next 2 decades. Aging population and the rise of regional hubs in Singapore. E.g. Jurong, Woodlands and Marina Bay.
Hi DW,
I'm in my early 20s and i have about $5.5k saving, planning to invest in blue-chip to collect some dividend. Tho its a small amount, I hope it will grow slowly while I accumulate more saving ;)
Do you have any advise on which lot i should take ?
1 lot of singtel and maybe either smrt/singpost ?
Or I should just invest in 5 lots in smrt/singpost?
Thanks!
Analysis on Industrial S-Reits :
Cache Log , Mapletree Industrial and Aimsampi Reit are going below 6% yield real soon , don't miss out !
(Cambridge Reit is already below 6% yield , A-Reit and Mapletree Log are already below 5.5% yield .)
Yo DW!
Huat ah! Congrats!
You remind me of myself, of the days where my portfolio far exceeds my available investment amount by lots!
Jia You!
HI DW.
Im 20yo. Trying to start investing with about 5k. But i know nuts about investing. How do i open a account for me to start investing? And what advices do you have for me?
Thanks!
Nice to see all the dividend stocks providing good income ! and nice Spartan warrior picture by the way
How do you calculate yield on cost?
Hi DW,
Congrats on your successful portfolio. I wish to start similiar portfolio like yours to generate some passiv3 income. Hope you can give me some advice.
I'm in my 30s but knows nuts abt investment. How do I start and where can I find info on market trend.
Thank you
Hi Warrior Dividend, recently the price for gold drop a lot. And in your opinion, is investing in Lion Gold or GLD 10US$ a good time? N which is better? thanks ;p
Dear Mate,
I was posted to Singapore not too long ago and realized that inflation here is extremely high. I was looking for some investments so that my savings will not be eroded by inflation. Was searching around the internet and found that REITs are doing quite well in Singapore. Also found your blog while searching and seems that you have a good portfolio and very well verse in REIT dividends. I am very impressed by your knowledge and wondering whether you can help out a newbie like me. I am not well verse in the local market since I came here not too long ago. Perhaps if you are convenient, can I get some tips from you e-mail? I may also need to clarify some questions that I have in mind. Can you e-mail me at jackanderson_80@yahoo.com? Hope to hear from you soon.
Cheers mate.
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