Saturday, January 14, 2012

Jan 2012 Singapore Dividend Portfolio Update

No.
Stock
Lots
Average Price (S$)
% of Portfolio
1
Starhub
9
$2.404
18.42%
2
SPH
5
$3.756
15.98%
3
Singtel
5
$2.920
12.43%
4
Capitamall Trust
7
$1.685
10.04%
5
M1
5
$2.290
9.75%
6
AIMS AMP REIT
11
$0.968
9.06%
7
Suntec REIT
6
$1.26
6.43%
8
First REIT
10
$0.736
6.26%
9
Frasers Centrepoint Trust
4
$1.44
6.13%
10
CACHE Logistics Trust
3
$0.950
2.43%


Total dividends collected     
(2012)
S$370.60
Total Invested Capital
S$112,439
Projected Annual Yield (2012)
6% - 7%
Dividends per month (2012)
S$370.60
Available funds for investment
S$8,000



For the month of January, I received a total of $370.60 in dividends from Singtel and CapitaMall Trust. The cash is like an advance Chinese New Year "ang pao" for myself. ^^
  • Singtel: S$340
  • CapitaMall Trust: S$30.60


I divested SMRT as I foresee higher crude oil price, higher maintenance cost and staff cost to impact profits in the future. I re-directed my funds into CapitaMall Trust and AIMS AMP due to a significant dip in their prices. Next month, I will be receiving even more dividends from REITs. The Euro zone debt crisis is back with a vengeance again. I will be waiting patiently to accumulate more telcos if the market corrects. 


Peace Out,
Dividend Warrior

14 comments:

B said...

Nice :) Im looking to divert funds into attractive REITS as well .

lokster said...

very envious of the average price you get to buy Starhub at! there is no way they are going to be that price looking at the trend!

FoodieFC said...

Gong Xi Fa Cai to you too! Huat Ah!~

farmland investments said...

I love Star HUB. I think its one of the highest yielding stocks in the Straits Index. I have about 5pc of my SG stock portfolio in that one

Financial Freedom said...

Gong Xi Fa Cai! I also own some of the stocks that you have. Looking forward to February especially =)

Sacrelicious said...

Hello, an informative blog you have created. Could you add a column to your portfolio table that shows the dividend ($x/shares) declared by the company.

Dclas said...

Congrats on your investing method towards financial freedom :) Good Luck!

warriortrainee said...

When you think is a good time to buy in Singtel & Starhub? are you predicting that it will drop below $3 & $2.80 respectively by 1st March? Sorry I am a newbie! ;p

Dividend Tech Warrior said...

Hi warriortrainee,

Singtel and Starhub are rather expensive now. I will buy Singtel near/below $3 and Starhub near/below $2.70

I think the market might experience weakness in Mar, after the earnings season. Maybe we shall the chance to buy. ^^

WarriorTrainee said...

Thanks for the feedback! I just checked, Singtel dropped under $3 at last year March. And Starhub also dropped below $2.70 last year same period. So I shall follow your advice too! ;p

I am still in queue for some Sheng Xiong lots considering CIMB reported it to be recession hedging stock but I reckon this is a short term stock. Am considering for SembMarine by today for its good dividend.
But I am wondering why didn't you consider SembMarine & SIA Engineering for the past 1 year? I noted both are top 20 best dividend stocks at 9.16% & 8.70% 12mth Yld respectively.

WarriorTrainee said...

Looking at your current which is on REIT, i kindda felt that the below two is a good buy:
Sun tec REIT 1.175
FrasersCT 1.445

What do you say?

Dclas said...

Any thoughts on Cityspring?

Anyway,is it possible to email you for a friendly discussion on market?

Penny Stock Blog said...

In the end it seems like common stocks retail stocks banking stocks whatever have an general limit to what they will pay as far as dividend income goes. Generally speaking companies in the united states stock market will pay no more than 4% on a stock dividend. Even if they are able to pay more. The problem here true or not is the perception that anytime a company pays a dividend thats very high over 5% say. That the company must be in some kind of trouble.

Vincent said...

I have around 12K in SRS account. Recently just invested 4 lots of Suntec, so still left few K more.

As this SRS account is for long term, I prefer steady dividend stock that currently still at attractive price. Any advice?