No.
|
Stock
|
Lots
|
Average Price
|
% of Portfolio
|
1
|
AIMS AMP REIT
|
25
|
$1.236
|
16.04%
|
2
|
Starhub
|
10
|
$2.467
|
12.81%
|
3
|
Singtel
|
7
|
$2.983
|
10.84%
|
4
|
SPH
|
5
|
$3.756
|
9.75%
|
5
|
Frasers Centrepoint Trust
|
10
|
$1.70
|
8.82%
|
6
|
M1
|
7
|
$3.33
|
8.77%
|
7
|
Capitamall Trust
|
7
|
$1.689
|
6.14%
|
8
|
CACHE Logistics Trust
|
10
|
$1.115
|
5.79%
|
9
|
Plife REIT
|
4
|
$1.99
|
4.13%
|
10
|
Suntec REIT
|
6
|
$1.26
|
3.92%
|
11
|
First REIT
|
10
|
$0.736
|
3.82%
|
12
|
Sabana REIT
|
6
|
$1.07
|
3.33%
|
13
|
SATS
|
1
|
$3.28
|
1.72%
|
14
|
HPH Trust
|
3
|
$1.03
|
1.60%
|
15
|
Mapletree Industrial Trust
|
2
|
$1.46
|
1.52%
|
16
|
Neratel
|
3
|
$0.63
|
1%
|
Total dividends collected (2013)
|
S$12,666.67
|
Total Invested Capital
|
S$198,990
|
Projected Annual Yield (2013)
|
6%
|
Average Monthly Dividends (2013)
|
S$1, 055
|
Available funds for investment
|
S$6,000
|
Unrealized Paper Gain (S$)
|
S$50,388
|
For the month of November, I shall be collecting a total of S$1, 533.94 in dividends. Always nice to see passive income streaming into my bank account regularly. ^^
- Starhub: S$500
- CapitaMall Trust: S$179.20
- Frasers Centrepoint Trust: S$298
- Suntec REIT: S$137.34
- First REIT: S$196
- CACHE Logistics Trust: S$212.60
- Sabana REIT: S$10.80
All the REITs have reported their results by now. In general, most of them are doing fine except Sabana REIT. It seems the management is having difficulties in securing lease renewals. I may be looking to divest as soon as I find another counter to replace it.
Since the US government kicked the debt ceiling can down the road until February/March next year, global stock markers have stabilised. However, almost everyone is expecting QE tapering next year. Will another debt ceiling fight and QE tapering combine to wreck havoc on the stock markets next year? Your guess is as good as mine. 
The recent penny stock market carnage has not affected me one bit. I watched in amazement as some of the penny stocks went off a cliff within hours! Well, all I can say is if you play with fire, you risk getting burnt. Live by the sword, Die by the sword.
It is also wildly interesting to observe the various reactions from local punters in the forums. Most of them blamed everyone else except themselves. Do they really expect the penny counters will keep rallying non-stop? Even the experienced brokers and remisiers are blaming SGX. Why did they advice their clients to punt huge amounts of money on penny stocks in the first place? They are supposed to give their clients sound advice. Unfortunately, they chose to encourage punting in order to earn more commissions. The Straits Times even reported a retired punter sinking $120k of his retirement funds into Blumont. What was he thinking? What was his broker doing? o__O
So, the next time your broker recommends a "hot" counter to you, think hard and think twice before taking the plunge into the shark-infested penny stock waters. Come to think of it, do you really need your broker?
I read this article from The Straits Times a few weeks back. Seems like SATS has monopolised the leisure cruise business in Singapore. I love monopolistic businesses! :P
Keep On Rolling,
Dividend Warrior
15 comments:
u shd buy Hafary...
very good dividend..
Hey! Do you also record the total amount spent on broker's commissions, or do you think that it's not necessary?
Hi DW!
Thanks for all the helpful posts as they are very helpful getting my feet wet in the REITS realm.
1 question I hope you can answer: I noticed that your portfolio has quite a substantial amount of CACHE and AIMS AMP REIT lots - more industrial/logistics REITs than retail REITs. From my understanding, industrial REITs are more risky as their performance hugely depend on how well the economy is doing (during downturn, demand for goods decrease and hence needs for warehousing of goods or factory closing down or reduce in production of goods for consumption). On the other hand, retails are known to be reslient even during bad times.
Are you a risk taker? Or Am i missing out something about industrial REITs here. I thought you are a long term person and would probably go for one that is slow and steady.
Thanks in advance!! :D
Hi Qianhua,
I usually do only a few trades per year. Furthermore, I dun buy micro-penny stocks. So, I dun include the commissions into my calculations.
However, if a person is doing day-trading on a daily basis, he definitely need to include the commission fees.
Hi mrbongo,
I am glad my posts are useful to you. ^^
My aim is to have a mixture of different REITs - Retail, Industrial/Logistics, Healthcare, Commercial. I am also significantly vested in Telcos. So, I dun think I am being overly risky. After all, I am 30 years old, I think I am still young enough to take some risks.
Investing in REITs is an art form. Not all industrial REITs are highly-risky. We must be selective. Go for those with quality tenants and strong sponsors.
Hi DW, may I ask how you get monthly dividends from the stocks?
I bought some stocks and they usually give only once a year.
So how you calculate? Is it like the stocks you get from say A, B, C, D etc from certain month in that year, then you just divide them by 12?
Thanks... =)
Anon99
Hi Anon99,
Thanks for visiting my blog. ^^
Yes. You are right.
I add up all the dividends I received so far this year and divide by 12 months. The figure is average.
Hi .DW.
I have ard 80-100k cash now to invest.
I am ready to follow yr portfolio.i like yr portfolio.and thinking to copy u.
But is it now a good time to buy in and hold?
or wait awhile more for a correction.then enter at a lower price?
any suggestion?
Rdgs.
SKY
Hi SKY,
Before I give u any advise, I assume u already have an emergency fund and this $80k-$100k is ur spare cash.
I am flattered that u like my portfolio. However, now is probably not an optimal time to follow my counters. There are risks ahead. Another debt ceiling gridlock is coming next year. QE tapering will also start next year.
REITs are vulnerable to an increase in interest rates.
If u really want to start investing, maybe u can start off with $20k first. If the market corrects, at least u still have enough cash to average down.
Good luck! ^^
Hi
If I buy 1 lot of Telco - Starhub @ $4.330, how much would the dividend be? From your experience, how often does Starhub give out dividend(once or twice a year)? Is it made known to the public?
I see a dividend 0.2, and also 4.6%. Hope to get your advice regarding this.
Will I get 1000 * $0.2 = $200?
Thank dividendwarrior!
Hi DW,
I only have 5K to spare and is still looking for good stock to buy. I'm thinking of singpost, what do u think of this stock? Is it a gd stock to start my investing journey?
Hi Anonymous,
Starhub gives out $200 per lot in a year. It pays 4 times a year, $50 each time. You can find the exact payment dates either on SGX.com or Starhub website. These info are public knowledge, same for other listed companies too.
Yes. Your calculation is right.
Hi Anonymous,
It depends on your investment objective. Passive income? Long term growth? Capital preservation? Capital gains?
IMO, singpost has a reasonable yield now, but not very attractive though. The current price is already high, so there is little upside.
If u dun mind the average yield and slow growth, then singpost is suitable. Personally, I will advice you to buy M1 around $3. Similar yield with better growth prospects.
Thanks Dividendwarrior for your explanation on the dividends from Starhub :)
Hi Anonymous,
You are welcome! ^^
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