Wednesday, December 24, 2014

Dividend Warrior Singapore Portfolio Update (December 2014)


No.
Stock
Lots
% of Portfolio
1
AIMS AMP REIT
30
15.1%
2
Starhub
10
10.3%
3
Singtel
7
8.7%
4
Frasers Centrepoint Trust
12
8.7%
5
SPH
5
7.8%
6
M1
7
7%
7
SATS
4
5.2%
8
Capitamall Trust
7
4.9%
9
CACHE Logistics Trust
10
4.7%
10
Mapletree Logistics Trust
10
4.4%
11
SembCorp Industries
2
4.3%
12
PLife REIT
4
3.3%
13
Suntec REIT
6
3.1%
14
First REIT
10
3%
15
Mapletree Greater China Commercial Trust
7
2.5%
16
Raffles Medical Group
1
1.6%
17
ST Engineering
1
1.6%
18
Sheng Siong
5
1.4%
19
Mapletree Industrial Trust
2
1.2%
20
Neratel
3
0.8%


Total dividends collected (2014)
S$15,066.12
Total Invested Capital
S$239,542
Annual Yield (2014)
6.3%
Average Monthly Dividends (2014)
S$1,255
Available funds for investment
S$10,000
Unrealized Paper Gain (S$)
S$50,068


For the month of December, I will be receiving a total of S$1,783 in dividends/ distributions.
  1. Mapletree Industrial Trust: S$52 
  2. SATS: S$200
  3. AIMS AMP REIT: S$831 
  4. SPH: S$700
I accumulated 2 more lots of Frasers Centrepoint Trust (FCT) this month as I have confidence in the growth potential of suburban malls in northern Singapore, particularly in the Woodlands and Yishun housing estates. FCT has a strong foothold in these two regional hubs.

In summary, I achieved a monthly dividend income of S$1,255 in 2014. Compare to last year's figures, there is a 5.3% growth. My total annual dividend income crossed the S$15k mark for the first time in my investment journey! In terms of unrealised capital gains, there is a growth of 21% compared to December 2013. 

The comment feature is opened again. Feel free to leave your comments!

DW wishes everyone a Merry Christmas!^^



Ho Ho Ho!
Dividend Warrior

19 comments:

Unknown said...

Merry Xmas Dividend Warrior!
Thank you so much for posting these few years, you have proven that dividend investing pays ;) (pun intended)

I also wanna load up FCT but instead i bought more CRCT and Starhill. Oh well, my next pile of cash will be waiting for FCT!

B said...

Hi DW

Good to see you back.

Have a good year ahead of you in 2015.

TheFinance.sg said...

Hi DW,

Congratulations on your growing dividends.

Wishing you a Merry Christmas and a blessed New Year.

Anonymous said...

Hi DW, any thoughts on Lippo Retail Malls Trust? Looks like the new Indonesia president is pretty energetic and forward looking, so the economy might do better in the next few years. And the stock just hit new lows. :D

Passive Income Farmer said...

Hi DW,

Welcome back. Hope you could continue on your blogging journey.

Merry Christmas and a prosperous 2015.

Cheers,
Farmer.

sgfinancemusings said...

Merry Christmas DW!

Good to see you back. May 2015 be a huat huat year for all of us =D

Unknown said...

Hi DW, Nice to see you again. Any thoughts of sembcorp & kepcorp and the recent oil price? Merry Christmas to you and Happy new year!

darren said...

It's great seeing your portfolio grow from the size it was when you just started blogging, to what it is today. Keep it up! We may all have different methodologies but there are many ways to make money!

dAn said...

Hi, i am new to investment. And will like to say u are a very inspirational person to me. Through you i started my journey on investment, and always wanted to be like you 10-20 years down the road. Congrats on your growing portfolio!!

Btw do you have any view on this 4 REITs,
Sabana Reit,
Cambridge Industrial Trust,
Starhill Global Real Estate Investment Trust,
Lippo Malls Indonesia Retail Trust.

Cheers

dAn said...

Hi, i am new to investment. And will like to say u are a very inspirational person to me. Through you i started my journey on investment, and always wanted to be like you 10-20 years down the road. Congrats on your growing portfolio!!

Btw do you have any view on this 4 REITs,
Sabana Reit,
Cambridge Industrial Trust,
Starhill Global Real Estate Investment Trust,
Lippo Malls Indonesia Retail Trust.

Cheers. Have a awesome new year everyone!!!

KaiJie said...

Happy New Year in advance DW!

Great to see you back and I love these regularly 'tidbits' from you. All the best in your investing journey!

Brian Zhang Zhuoqi said...

Congrats DW. You have an inspiring message that investment over the long term isn't that risky and it pays. Wish you a happy new year and steadfastness to continue on this journey

Hikayat Hartanah said...

Hi DW,

Welcome back and happy new year. Please continue to post and be an inspiration to others to learn and grow. Maybe you could share your analysis on your holdings from time to time if it's convenient for you.

James said...

Hi DW,

I am interested in invest on blue chips and bond/REITS.

For me I am looking at dividends as I intend to invest it as a long term investment.

Is it good for me to go into Stahub and SPH and AIM REIT or Capital Mall Trust

Cindy said...

I admire your portfolio a lot...but could you share why Sing Post is not in your radar?

ochazuke said...

Welcome back DW! Hope you had a good christmas and a happy new year!

Sanye ◎ 三页 said...

Hi DW,

Congratulation to the good performance of your portfolio. 2014 has not been an easy year for the investors. Hopefully 2015 will be better.

Cheers!

Mei said...

happy new year 2015!
Great to see you still around. :)

Stefan said...

Hi, its great to see that your portfolio is growing. All the best for 2015!


I am interested in Singapore REIT investments as well. Would you mind adding ISIN numbers to your portfolio table? In this case its easier for us to identify the stocks. Thanks!