No.
|
Stock
|
Lots
|
% of Portfolio
|
1
|
AIMS AIMP REIT
|
30
|
16.63%
|
2
|
Starhub
|
10
|
11.30%
|
3
|
Singtel
|
7
|
9.57%
|
4
|
SPH
|
5
|
8.60%
|
5
|
Frasers Centrepoint Trust
|
10
|
7.79%
|
6
|
M1
|
7
|
7.74%
|
7
|
SATS
|
4
|
5.72%
|
8
|
Capitamall Trust
|
7
|
5.42%
|
9
|
CACHE Logistics Trust
|
10
|
5.11%
|
10
|
Mapletree Logistics Trust
|
10
|
4.86%
|
11
|
PLife REIT
|
4
|
3.65%
|
12
|
Suntec REIT
|
6
|
3.46%
|
13
|
First REIT
|
10
|
3.37%
|
14
|
Mapletree Commercial China Trust
|
7
|
2.81%
|
15
|
ST Engineering
|
1
|
1.76%
|
16
|
Mapletree Industrial Trust
|
2
|
1.34%
|
17
|
Neratel
|
3
|
0.89%
|
Total dividends collected (2014)
|
S$10,262
|
Total Invested Capital
|
S$222,560
|
Projected Annual Yield (2014)
|
6%
|
Average Monthly Dividends (2014)
|
S$855
|
Available funds for investment
|
S$14,000
|
Unrealized Paper Gain (S$)
|
S$53,000
|
For the month of August, I will be receiving a total of S$2,901.56 in dividends/ distributions from Singtel, Starhub, M1, SATS, FCT, CMT, Suntec REIT, First REIT, CACHE, MLT and Neratel. This is indeed a bountiful month for me!^^
- Singtel: S$700
- Starhub: S$500
- M1: S$490
- SATS: S$160
- Frasers CentrePoint Trust: S$62.60
- CapitaMall Trust: S$188.30
- Suntec REIT: S$135.96
- First REIT: S$200
- CACHE: S$214.70
- Mapletree Logistics Trust: S$190
- Neratel: S$60
All the REITs in my portfolio reported decent results a few weeks back. I shall continue to stay vested in them. I used part of my armageddon fund to accumulate 2 lots of SATS as the price experienced some weakness recently. It seems the company is sharing my thoughts. SATS has been pretty aggressive in its share buybacks. I am confident SATS will benefit from the future terminals at Changi Airport. This is a long-term growth investment for me.
Another piece of good news is that SGX will be implementing 100-share size in early 2015. I am looking forward to adding some heavyweights to my portfolio, especially the banks.
Pushing on,
Dividend Warrior
23 comments:
SATS seems pretty overvalued at around 20 times earnings
why do u think its a good buy?
Hi DW!
I was wondering why you havent been posting your global dividend growth?
Hi DW,
ever considered SIAEC ? It has hit new 52-weeks low of $4.56 recently.
Hi DW,
I find that you are very knowledgeable about REITS and factors that can affect yields, e.g. from comments such as "First REIT I has no credit rating, so the maximum gearing it can have is 35%. Right now it is very close to that limit. A rights issue may be coming soon".
Is it because you are working in a finance-related field and thus familiar/aware of terms and concepts such as these? I was just thinking how a layman like myself could be made aware of these kind of things. There are so many many things I'm not aware of. Even gearing ratio, you prefer a maximum of 35% and to me, I have no concept/context of what implications a gearing ratio of 35% vs 40% would have.....
How can I gain these kind of technical knowledge which would enable me to assess whether a stock/REIT is a bargain or a trap?
Thanks!
Hi DW,
Good to see your monthly posting again. Likewise, I am interested in getting couple of lots for SATS for long investment.
May i know what price did you enter?
Hi Felix,
Like I mentioned in my post, I believe SATS will benefit from the future new terminals at Changi Airport.
Secondly, SATS has been doing share buybacks aggressively around $3.
Cheers!
Hi Anonymous,
I have divested all my US shares.
I did mentioned it in one of my earlier posts.
Hi betta man,
In terms of aviation-linked companies, I prefer SATS and ST Engg for now.
Hi Anonymous,
I got my information just like everyone else.
I read the financial reports from the REITs.
You can find all the information from the websites of the REITs.
I read the newspapers and other financial blogs too.
Hi Kitty,
Thanks for the support. ^^
I accumulated more SATS at $3.01
Let's prosper together!
SIAEC business is expected fall 12% so price is reflecting that report from Maybank Kim Eng research.
ST Eng EPS down Q2 year on year. But div up by 1 cts.
Mixed feelings about this counter at the moment but long term should still be good.
:-)
Hi DW,
I'm living in Australia, but just wanted to let you know how inspiring your blog is for, in saving my own Dividend yield machine :).
Currently liking the FCT dividends,
keep the dividends rollings :)!
Hi DW,
You had a very impressive portfolio. Your blog is an inspiration for my own journey towards financial freedom.
Cheer,
David
Hi DW, thanks for your efforts on those helpful info. I also in 4 slots of SATS, but SATS regullary distribute dividend?
Hi DW, do you think now is the right time to accumulate more ST Eng shares? It has hit a 52 week low.
Hi DW, do you think now is the right time to accumulate more ST Eng shares? It has hit a 52 week low.
Hi DW,
What trading platform do you use and recommend?
Hi DW, I am new to Stock Trading although I have been Forex Trading for a couple of years now.
It seems like your track record looks really good and you know what you're doing. Is there a way for me to email you to ask for advice on how I can get started on this investing route? Thus far I only know of opening accounts through brokers like Philips Security or via OCBC/POSB.
Hope you could help me out on my route to financial freedom.
Cheers!
Hi are there any APPS we can purchase and download that show you and tell you Singapore shares NAV & Dividend Pay Out data history & what this company is investment nature business?
Thanks ..
Hi DW, may i know next year you intend which bank?
Try reitdata.com as starting point? Do own homework by reading up company reports as well.
Hi Dividend Warrior,
I'm very impressed by your portfolio. It is well-mixed with REITS and some blue chips which gave you some stability in ur investments. I do realise that you do not have many defensive stocks which i feel u should incorporate some like Super (S10.SI) which pay out relatviely okay dividends. Neratel from your portfolio is currently under my watch list as I'm looking for a good entrance price. Any recommendations as to what's a good entrance price for Neratel (N01.SI)?
Happy Investing!
Rat Racer
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