No.
|
Stock
|
Lots
|
Average Price
|
% of Portfolio
|
1
|
AIMS AMP REIT
|
25
|
$1.236
|
15.81%
|
2
|
Starhub
|
10
|
$2.467
|
12.63%
|
3
|
Singtel
|
7
|
$2.983
|
10.69%
|
4
|
SPH
|
5
|
$3.756
|
9.61%
|
5
|
Frasers Centrepoint Trust
|
10
|
$1.70
|
8.70%
|
6
|
M1
|
7
|
$3.33
|
8.64%
|
7
|
Capitamall Trust
|
7
|
$1.689
|
6.05%
|
8
|
CACHE Logistics Trust
|
10
|
$1.115
|
5.71%
|
9
|
Parkway Life REIT
|
4
|
$1.99
|
4.07%
|
10
|
Suntec REIT
|
6
|
$1.26
|
3.87%
|
11
|
First REIT
|
10
|
$0.736
|
3.77%
|
12
|
SATS Ltd
|
2
|
$3.21
|
3.29%
|
13
|
Mapletree Logistics Trust
|
5
|
$1.06
|
2.71%
|
14
|
1
|
$3.81
|
1.97%
| |
15
|
Mapletree Industrial Trust
|
2
|
$1.46
|
1.50%
|
16
|
Neratel
|
3
|
$0.63
|
0.99%
|
Total dividends collected (2014)
|
S$476
|
Total Invested Capital
|
S$201,690
|
Projected Annual Yield (2014)
|
6%
|
Average Monthly Dividends (2014)
|
S$39.67
|
Available funds for investment
|
S$8,000
|
Unrealized Paper Gain (S$)
|
S$37,688
|
For the month of January, I have collected S$476 in dividends from Singtel.
I am looking forward to the financial reports of REITs and M1 over the next few weeks. Besides that, nothing much happening in my investing life.
By the way, my article was published in NextInsight.net!
Happy New Year!
Dividend Warrior
57 comments:
$460 dividends a month? =\ I thought it was at least $1k average in 2013? Did you calculate wrongly?
You may be happy to note that First REIT has justed announced their Q4 results and will be distributing 1.97 cents per unit.
Hi Dividend Warrior,
In US looking to diversify in to sing reits. Was considering frasers cpt capitamall and first REIT. It looks like a good time to buy. What r your thoughts on reits these days?
What are your thoughts on frasers cpt, capita mall and first REIT saw e enter 2014...I am trying to get REIT portfolio started for 2014, thinking of putting in 15k used in to frasers and capita mall and starting position in first? Thanks for your help.
Hi Anonymous,
I calculate my average monthly dividend by dividing "total dividends" with 12 months.
The figure will look more normal by June.
Hi Anonymous,
Yes. I am happy with First REIT's result. ^^
Hi docsilver,
The Singapore government is developing woodlands into a regional hub. The Yishun bus terminal is also going to be rebuilt. Both trends will benefit frasers cpt more. The Crown Jewels in frasers cpt portfolio are Causeway point and Northpoint. They are the only major malls in Woodlands and Yishun. In fact, they have a monopoly on retail in northern Singapore.
Hi DW! I'm looking to buy my first REIT. Would you recommend Sabana or aims reit? Thanks!
Hi DW,
Any views on commercial REITS this year? I am looking at Frasers comm, Capital comm and Suntec. Wasn't so keen on Mapletree comm as I remember you mention the group's gearing ratio is high. Thanks for always selflessly sharing your thoughts!
Aceirus
Hi DW,
May I know how you calculate for Projected Annual Yield (2014)?
Hi Dividend Warrior,
Thank you for sharing.
I will be starting off small for Cash ($8000) and also for CPF.
Yeah?
Regards,
Teo
Hi Dividend Warrior,
I will be using $8000 Cash to buy 2 counters and CPF as well.
Thank you for sharing.
Yeah?
Regards,
Teo.
Hi Yenn,
I will recommend AIMS AMP. Their recent acquisition in Australia is a good one. Besides, 20 Gul Way phase 2E & 3 are coming online by 2014 end.
Hi Acerius,
Capita commercial trust is a good choice. Lower gearing than its peers. Quality portfolio. Decent yield.
Hi Anonymous,
Basically, I took last year's total dividends and divide with total capital/costs.
Of course, do note that dividends may increase or decrease this year.
The yield is just an estimated figure.
Hi Teo,
Do u mind sharing what the 2 counters are? Thanks.
What do you think is a good price to get AIMS now?
Hi Anonymous,
$1.39 is a reasonable entry price.
More than 7% yield. :)
Dear DW, I wish I had come across your blog earlier which had been a great help to me because of your generosity in sharing your journey. Based on your portfolio, I set aside some money which was meant for fixed deposits to own 3 lots of Singtel. The contract date was 13th January and the settlement date was 16th January. My questions are 1. Would I received any dividends since the payout date was 15th January? 2. How are dividends, if any, paid to me? Thank you so much.
Hi DW
Mapletree just declared a distribution of 2.5 cents. Would it be advisable to take the DRP or cash?
Hi zosterops,
I am afraid u will not receive this latest round of dividends because u bought after Ex-date.
However, if u keep holding on, u will get the next round of dividends.
Hi AUG,
I prefer cash bcos I only have a few lots. ^^
Hello! I've actually gotten some inspiration from your posts and want to start investing. However, im not sure if I should go for dollar cost averaging or buying stocks in a lump sum. Any advice from you would be great! Cheers!
Hi Ian,
Dollar cost averaging is safer, especially for a beginner like urself. Buy in batches.
Good luck! ^^
Hi Dividend Warrior,
I just chanced upon your blog. Like yourself, I am a 30 year old but I have not been actively investing. This is very inspiring for me!
I would like to inquire if you would recommend buying SPH REIT and/or OUE-H REIT? It seems that they have not moved much in price since they IPOed and are perhaps a good buy?
Hi DW,
David here. Do you use moving average to time the entry and exit?
How do you judge the reasonable price to buy?
Thanks!
David
Hi Anonymous,
I would refer SPH REIT. The new Seletar mall will be completed by Dec 2014. It will probably be injected into the REIT. Furthermore, it has no refinancing needs until 2015.
As u can see, I dun have hospitality REITs in my portfolio bcos I have lesser confidence in the hotel industry.
Hi David,
Yes. I usually use the 200 day moving average.
I also try to buy at the support price.
I usually divest when the fundamentals of a company deteriorates. Nothing to do with price.
Hi Dw,
Noticed that you don't hold Starhill REIT. Is it because you think it has poor fundamentals?
Aceirus
Hi DW,
May i check is Starhill global a strong REIT to buy in this uncertain period?
Is it a good deal to get in at its current price of 0.76 and hold for a long term dividend yield?
Thank you.
Hi DW,
Like so many others, I follow your blog regularly. Do keep writing. You are an inspiration to myself and many others.
Renewed investor
Hi Dividend Warrior,
I would like to seek your valuable advice on what are the REITS I can start to invest and the price to enter? I am looking for long term investment.
Thank you very much for your assistance.
Hi DW,
I would like to seek your valuable advice on what are the REITS to invest in now and the price to enter?
Thank you very much!
Alan
Hi Aceirus,
Actually I used to be vested in starhill global back in 2010. However, I divested it and bought FCT instead.
The main reason is that I believe suburban malls are more resilient than downtown malls along orchard road. Furthermore, I dun think Wisma atria is doing well due to stiff competition among the malls in orchard area. Negev Ann city is doing well though. Starhill global does not have any suburban malls in its portfolio.
Hi Anonymous,
I would recommend either CMT or FCT if u interested in retail REITs. ^^
Hi Renewed Investor,
I appreciate your support! :)
Hi Sparling Alan.
For long-term investment (5-10 years), I would suggest CMT, FCT, MLT, Ascendas, Suntec.
Please do ur own due diligence and Good luck! ^^
Hello DW, Heard that you are interested in buying RMG, the dividend does not look high currently? do you consider FCT a good buy @ 1.71?
Dear DW,
Need your advise... Should we buy STI ETF at each support to accumulate or blue chip fixed amount from POSB/OCBC?
Tks for sharing & Happy Lunar New Year to u & family.
JO
Hi DW,
Thanks for selflessly sharing your insight as always :)
Aceirus
Hi Anonymous,
Ha.....u must have noticed my post in HWZ forum.
I want to add more healthcare counters to my portfolio, so I m looking at RMG at the moment.
More for growth than dividends.
Hi JO,
Buying sti etf is relatively safer than individual blue chip bcos the sti would not go to zero but a company can go bankrupt.
However, returns will be low and slow. U must have a long term view.
Hi Aceirus,
U are most welcome.
Happy Lunar New Year! ^^
HI DW!
I'm a loyal fan of yours! Just want your inputs.. Since the interest rates are rising right now, REITS would suffer.
What REIT would you recommend now based on good dividend yield? Is CACHE good? (despite just being XD) Or any other retail REITS?
Thank you!
Hi DW,
I noticed in the AIMS report that it feature Key risks being Demand for warehouses and factories in
Singapore and the region could be affected adversely by a
global epidemic or sharply slower global economic growth.
Any comments on this since your portfolio has a pretty substantial weightage on reits with industrial focus?
tt
Hi DW,
Pardon this newbie question from a young learner that just started yeah?
Here goes - for your unrealized paper gain of $37688, this is the total amount of capital gains realized since 2010?
Btw just a suggestion, would you mind creating another Column where you state how much have you gain or loss on each of the stocks? For example, for starhub, at an average price of $2.467 and the price now at $4.27, your total gain now is $18030 for 10 lots etc.?
Thanks and hope to hear from you soon!
- Brendon
Good day, DW.
I have been observing your blog for a few months now and constantly reading the replies to learn more about investing.
Im pretty new to the system and would like to start building up my portfolio.
Is it recommended to start with sph, starhub, singtel, m1 and st engg with 1 lot each. With approximately 30k to start building it up?
Your kind recommendations is greatly appreciated.
Thanks,
Melvin
At 30, you have done well.
I have a question on your porfolio balancing. From your portfolio size, you seems to have high confidence of Aims Reit delivering much better than the rest.
Do you plan to stay that way ?
Dear DW,
Kindly advise if it is a good time to buy in now for starhub using Dollar cost averaging. understand that current price is pretty high.
Hi DW,
How're you?
Any advice which blue-chip stock sld be in my watchlist now?
Sld i stay clear of REITS now? If not which are the ones sld i be looking into?
Lee
Hi,DW,
I had $100k in bank saving account,
Can you please advise how to yield fullest return for my saving annually? Thanks + Rgds.
John
Hi DW,
Do you think MLT and cache still an attractive buy? The price of both stocks have been dropping. If you have to choose one out of the two which one would you prefer? (For the next 3-5 years)
Thank you.
Dear DW,
Are you still holding ST Engineering stock? If so do you know the payout months? Thanks.
Regards,
WK
Hi DW, I've been following you for a while, and recently received a letter from First REIT, whether or not I want to receive dividends in cash or DRP.
I've calculated that I will only receive 76 new units through the DRP, I'm just wondering if that is a bad move, even from a long term perspective?
Hi DW, would like to know which platform that you use to buy the stocks? like DBS vickers, POEMS.. etc :)
Hi DW,
I am 27 this yr. I hope to copy your success. I am a full time tuition teacher. I hope to learn as much as i can from you and maybe become like that bald millionaire Canadian teacher. Haha hope u know who i am talking about.
I have 18 lots for soilbuild reit.(I feel it's a bit too much haha think should spread out to other counters) Kena from ipo one haha. So far it seems to be heading towards 7% returns. Any thoughts on it?
I am also thinking of picking up star hill global reit. Your thoughts on that?
Thank you for your time
Andrew chen
Hi DW,
I am 27 this yr. I hope to copy your success. I am a full time tuition teacher. I hope to learn as much as i can from you and maybe become like that bald millionaire Canadian teacher. Haha hope u know who i am talking about.
I have 18 lots for soilbuild reit.(I feel it's a bit too much haha think should spread out to other counters) Kena from ipo one haha. So far it seems to be heading towards 7% returns. Any thoughts on it?
I am also thinking of picking up star hill global reit. Your thoughts on that?
Thank you for your time
Andrew chen
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