Thursday, October 9, 2014

DW October 2014 Singapore Dividend Portfolio Update


No.
Stock
Lots
% of Portfolio
1
AIMS AMP REIT
30
16.5%
2
Starhub
10
11.1%
3
Singtel
7
9.4%
4
SPH
5
8.4%
5
Frasers Centrepoint Trust
10
7.6%
6
M1
7
7.5%
7
SATS
4
5.6%
8
Capitamall Trust
7
5.2%
9
CACHE Logistics Trust
10
4.9%
10
Mapletree Logistics Trust
10
4.7%
11
PLife REIT
4
3.6%
12
Suntec REIT
6
3.4%
13
First REIT
10
3.3%
14
Mapletree Greater China Commercial Trust
7
2.6%
15
SembCorp Industries
1
2.1%
16
ST Engineering
1
1.6%
17
Mapletree Industrial Trust
2
1.2%
18
Sheng Siong
5
1.1%
19
Neratel
3
0.72%

Total dividends collected (2014)
S$11,233.20
Total Invested Capital
S$231,000
Projected Annual Yield (2014)
6%
Average Monthly Dividends (2014)
S$936
Available funds for investment
S$7,000
Unrealized Paper Gain (S$)
S$50,892


For the month of October, I did not receive any dividends or cash distributions. October is usually a lean month for me. On the bright side, the market correction that I have been waiting for is finally here!

The world is being chaotic as usual. The Ebola virus, ISIS beheading westerners, Ukraine crisis and the latest Hong Kong 'umbrella' demonstrations. I took advantage of a recent dip in the market to add Sheng Siong and SembCorp Industries to my portfolio. These two companies have a strong cash position. Even though they do not offer high dividend yields, it is fine for me. I am already enjoying high dividend yields from my REITs and Telcos. Therefore, Sheng Siong and SembCorp Industries serve to strengthen the 'foundations' of my portfolio. No matter what happens to the world, people still need to buy groceries and use electricity. Rubbish still needs to be cleared (especially in a reputed 'Garden City' like Singapore). Waste water still needs to be filtered. These are the basic necessities of daily life, at least in Singapore.



Strengthening Foundations
Dividend Warrior

LinkWithin

Related Posts Plugin for WordPress, Blogger...