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

13 comments:

jessie said...
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^_^ said...
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^_^ said...
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Anonymous said...

What do you think of IReit?

^_^ said...
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Pipping Cafe said...

Hi dw Been reading Ur blog for quite a while. Gonna start my own div portfolio but starting will be focusing on 2 reits. Fct and first reits. Thanks for sharing Ur k knowledge

Anonymous said...

Hi DW, I've always been wanting to ask all the bloggers who like you construct a portfolio of individual stocks. The essence is, have you ever thought of what's going to happen after you pass away? Suppose you pass on the portfolio to your spouse/children/parents, are they capable of managing it? If so, then certainly you have less worry. But my question is more for those whose inheritor are not capable of managing it. What if a rights issue happens and your inheritor doesn't even know about it? What if this, what if that... What's your view on this? Thanks. - momo

Anonymous said...

Hi DW, may i know what's yr buy price for SempCorp Ind & Sheng Siong?

Anonymous said...

DW - Sembcorp has less than 4% div yield based on current price, but it is a great company w potential. I have about the same capital gains and dividend gains as ur chart but I am not as spread out on counters. One day our passive income will equal or overtake employment income. - skream

^_^ said...
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An9elfire said...

Hi DW, just like you, I am working on being financially free, so I may work for pleasure and not because I am forced to. My current passive income already covers my expenses, but I am working to increase my safety margin. Pls visit my new blog: mymoneynme.wordpress.com to read about how I plan my retirement. If you go, pls leave a comment so I know you visited. Thank you. Cheers

Little Duckling said...

Hi DW, I was wondering why do you prefer stock picking over etf?

Sanye ◎ 三页 said...

Hi DW,

Welcome to the SembCorp Ind camp. I have been a shareholder for many years.

I am also eyeing Sheng Siong and may join you in near future.

Happy investing.