No.
|
Stock
|
Lots
|
Average Price
|
% of Portfolio
|
1
|
AIMS AMP REIT
|
30
|
$1.21
|
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$2428.32
|
Total Invested Capital
|
S$207,090
|
Projected Annual Yield (2014)
|
6%
|
Average Monthly Dividends (2014)
|
S$202
|
Available funds for investment
|
S$5,000
|
Unrealized Paper Gain (S$)
|
S$37,823
|
 |
| Click to enlarge photo |
For the month of March, I have collected a total of S$742.70 in cash distributions from Mapletree Industrial Trust and AIMS AMP.
- Mapletree Industrial Trust: S$50.20
- AIMS AMP: S$692.50
I did not add any new counter in March. However, I did subscribe to the rights issue of AIMS AMP and managed to get all the excess rights I applied for. As a result, I have 30 lots of AIMS AMP now at an average price of $1.21. Looking forward to more DPU increase after its recent acquisition in Australia.^^
Busy Busy
Dividend Warrior
43 comments:
Hi DW
Have you received the dividend payout into your bank account? I checked and still not in :(
hi DW,
so glad to see ur posting again!
I am considering to divest some AIMS, but would like to get my March dividends first. Do you know whats the date they give out, and how long do I need to hold first b4 divesting, in order to qualify?
is it the DPU 2.75 cents this round, just to confirm? thanks.
t
Hi Aceirus,
Do u mean the cash distribution from AIMS AMP? Yes. I received it on 27 March, after 3:30 PM.
Are you using standard chartered? They are usually slower......
Hi t,
AIMS AMP just paid the cash distribution on 27 March.
The $27.50 per lot is oredi paid out.
So, you can actually feel free to divest now.
Hi DW,
yeah sorry was referring to AIMS. I think I got mine pretty late at night! I use UOB.
BTW the payout is $27.70 per lot :)
Hi DW,
Have been waiting for this post for a while! Glad to see you've managed to find some time for this one :)
I'm interested in getting AIMS AMP, was wondering what price you think is a good price? A range will do, I just want to know your opinion :)
Thanks!
A
Hi
what DPU stands for?
NoobReader
Hi DW,
Any advice for a newbie on how much you need to have/save before you can start investing?
How much did you save before you bought your first share?
Hi DW,
Nice to see your posts again.
I was checking in regularly to learn from your strategy.
You are my benchmark and helped me to build up my dividend portfolio for retirement/ passive income. I read company annual reports to form my own opinion as further.
I used to have zero balance in CDP account.. Now I have close to 20K, being inspired from your portfolio growth.
Thanks for your open sharing!
KC
Hi DW
reading your blog inspired me to get myself into investing.
i have just signed up for the posb investsaver for blue chips investment as a start.
I am targetting to have about 50K in bluechips and then move onto another area of investment.
what do you recommend?
Hi DW,
I noticed a large portion of your portfolio had been directed to Aims.
As a beginner investor, i would like to know the future prospects of aims and would it be worth it to buy it now?
InvestingSGX
Hi DW,
Is M1 the better choice among Starhub and Singtel?
(For Long investment)
Thanks
J
Hi Acerius,
Yup. My mistake. Should be $27.70 per lot.
I am getting old.....lol
Hi A,
Sorry to keep you waiting.
Below $1.32 is a good point to start accumulating. Below $1.30 would be ideal.
Hi NoobReader,
DPU stands for 'distribution per unit'
It means the amount of cash distributed by a REIT per unit.
Strictly speaking, REITs dun give dividends. They distribute cash.
Hi Noah,
I would suggest a sum of around $10k for a decent start.
If I remember correctly, I started my investment journey with $15k - $20k back in 2009 end.
My first stocks are starhub and capitamall trust. :)
Hi KC,
Thanks. ^^
It is comments like yours that keep me going. I shall try to maintain my blog as long as I can.
Hi juju,
I am glad my blog inspired u. ^^
I would recommend Singtel, M1, SPH, SATS, ST Engg, Singpost.
However, their prices are rather high now. I would advise you to wait for a correction before accumulating. And, try to buy in batches.
Good luck!
Hi Lancelot,
You may wanna read one of my previous posts. I talked about the future prospects of AIMS AMP and other companies.
http://dividendsrichwarrior.blogspot.sg/2013/12/catalysts-for-2014-part-1.html
I think it is still ok to buy now. But below $1.30 will be more attractive. You decide. Good luck!^^
Hi DW, do you allocate a strict sum monthly to invest on methyl or annual basis? What would be the most ideal % of take home pay to invest, will be great if you could share based on your experience? Thx!
Tt
Hi J,
Among the telcos, M1 is my current favorite. Singtel faces competition and forex risks in other countries. Starhub's cable tv business is declining slowly.
However, the price now is expensive. I will accumulate M1 below $3.10
Hi Tt,
I save around 70% to 80% of my salary per month. I put this money into my 'investible fund'. Some people prefer to call it their 'opportunity fund'. For example, I used about $5000 from this fund to subscribe to AIMS AMP recent rights issue.
However, when I first started out, I plonked almost all my savings into my portfolio. Firstly, I dun have a family with kids to support. Secondly, the market was pretty cheap in 2009, 2010, 2011. So, I tend to invest more frequently.
Nowadays, it is difficult to find stocks to invest bcos the market has rose up since then. I would say, on average, I invest once every quarter.
If you can save at least $1000 per month, you can start to invest. POSB and OCBC offer regular investment schemes. You can check them out.
Good luck! ^^
Hi,
I am interested in investing raffles mg but e stock price shot up since last week. Do you think there will a correction?
hi dw,
what about other reits like starhill global and suntec reit.
is Aims better than them?
Please help me on this.
How were you infirm on AIMS AMP Rights issues ?
By mailer or email ?
How to buy these Rights ? From Poems ?
Thank you so much
Hi Anonymous,
I will buy raffles mg closer to $3.
Hi Lancelot,
You cannot really compare these 3 REITs directly.
AIMS is industrial REIT.
Starhill global is retail REIT.
Suntec is mixture of retail and office REIT.
I am more positive on suntec bcos the last phase of AEI will be completed soon.
Hi Anonymous,
I was informed by normal snail mail.
I went to the ATM to subscribe to my entitled rights and also applied for excess rights.
Thank you so much for your reply. Really thanks for all your effort and trouble you have taken to share.
Regards,
Ming
Hi Dw
would you count 70% to 80% of your salary per month, as in take home pay or b4 cpf deduction?
I'm single and 29, planning to accumulate US stocks( growth stocks and some technology stocks for flipping , 60- 70% of monthly fund) also thinking of putting 30% -40%into local reits for dividends.
In your opinion, do you think that's kinda risky?
Tt
Hi DW,
Any thoughts on a-h trust? It is currently at it;s 52weeks low and has a FY14 projected dpu of 7ct which gives a yield of >10%. Would appreciate your valuable feedback. Thanks.
Cheers,
Gerald
Hi DW
I noticed that you have allocated some amount as funds available for investment. Do you like allocate part of your salary to go into this? Or this amount is purely from the dividends you have collected from the stocks?
Hello DW,
if i were to invest 300k in good companies for long-term investing, how long roughly will it take till i have 500k? (dividends and unrealised paper gains included) just need to know an estimated amount of time for it to reach 500k. thank you!
Hi DW what is ur feel in these 2 company for stable investment..
REIT - HOS Ascendas at $0.705 with 9% dividend yield
Vs .
REIT - HOS Ascott at $1.25 with 7.5% dividend yield
Hi I have a simple question. You know the recent AIMS REIT rights issue - I've been allocated 1 lot but it's only showing up in the CDP. How can I transfer them into my poems account? Thank you!
@WB. There is edit function in your poems.Just go there to update your holdings. All your holdings are with cdp, not with any broker.
Hi DW,
Just two questions
I been reading your blog for years but only decided to finally plunge into the stocks market.
1. Where did you read up on investing? Any books or websites to recommend?
2. Do you invest in foreign stocks? E.g US, middle east? Etc
Thank you
Andy
Dear DW,
For the funds you are holding, are these available if I open DBS vickers?
Regards
Hi Tt,
I would count as my take-home pay.
By 'flipping', do u mean trading? If you are good at it, why not? :)
Hi Gerald,
I dun follow a-h trust as I m not vested in it. Sorry.
Hi Anonymous,
If you need an estimated rate of return, you can use any online calculators. Just enter the numbers.
Assuming 7% returns compounded yearly, your capital will double in 10 years. Assuming no financial crisis of course. Lol.....
Hi Woon Ming,
I am not really keen on hospitality REITs, so I cannot provide you any feedback. My apologies.
I prefer retail , industrial and healthcare REITs.
Hi Andy,
I do visit cnbc, marketwatch.com, bloomberg, Forbes etc.
I also read other people's blogs too. You just need to do a quick search on google. ^^
At the moment, I am not vested in foreign stocks. But stocks like Singtel have businesses overseas too. So, in an indirect way, I am vested in foreign markets too.
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