No.
|
Stock
|
Lots
|
Average Price
|
% of Portfolio
|
1
|
AIMS AIMP REIT
|
25
|
$1.236
|
16.04%
|
2
|
Starhub
|
10
|
$2.467
|
12.81%
|
3
|
Singtel
|
7
|
$2.983
|
10.84%
|
4
|
SPH
|
5
|
$3.756
|
9.75%
|
5
|
Frasers Centrepoint Trust
|
10
|
$1.70
|
8.82%
|
6
|
M1
|
7
|
$3.33
|
8.77%
|
7
|
Capitamall Trust
|
7
|
$1.689
|
6.14%
|
8
|
CACHE Logistics Trust
|
10
|
$1.115
|
5.79%
|
9
|
Plife REIT
|
4
|
$1.99
|
4.13%
|
10
|
Suntec REIT
|
6
|
$1.26
|
3.92%
|
11
|
First REIT
|
10
|
$0.736
|
3.82%
|
12
|
Sabana REIT
|
6
|
$1.07
|
3.33%
|
13
|
SATS
|
1
|
$3.28
|
1.72%
|
14
|
HPH Trust
|
3
|
$1.03
|
1.60%
|
15
|
Mapletree Industrial Trust
|
2
|
$1.46
|
1.52%
|
16
|
Neratel
|
3
|
$0.63
|
1%
|
Total dividends collected (2013)
|
S$10,342.27
|
Total Invested Capital
|
S$198,990
|
Projected Annual Yield (2013)
|
6%
|
Average Monthly Dividends (2013)
|
S$1,292
|
Available funds for investment
|
S$3k
|
Unrealized Paper Gain (S$)
|
S$45,080
|
For the month of August, I have collected a total of S$3, 777.74 in dividends.
- M1: S$476
- SATS: S$100
- Singtel: S$700
- CMT: S$177.10
- FCT: S$285
- Suntec: S$134.94
- CACHE: S$214.70
- Sabana: S$144
- First REIT: S$86
- SPH: S$900
- Starhub: S$500
- Neratel: S$60
I am looking forward to more dividends from AIMS AMP, HPH Trust, MINT and PLife REIT in September. No new additions this month.
Rock on,
Dividend Warrior
57 comments:
DW, I think there is something wrong with your calculation. According to my spreadsheet, your total invested capital should be S$198,994. How do you get S$192,650. Using today's data, your return should be S$36,611 which is 18.4% (Not including dividend).
Hi SNAG,
Thanks for pointing it out. I forgot to include my recent additions of Neratel, MINT and SATS. Corrections made. :)
The capital gains figure changes everyday bcos prices change everyday.
Cheers!
Hi DW
Did you still collecting the S-reit on this time?
Hi ken ken,
If u notice, my recent additions are mostly non-REITs - Neratel & SATS.
I m slowly moving away from REITs.
Hi DW
Will you be looking to buy more SPH shares? If yes what are you looking at? :)
How do you think reduced income from its properties (70% interest on sph reit) would affect SPH?
Thanks in advance!
Hi dw,
I've just turned 21 and I'm currently preparing to enter the market. Just wanted to ask which brokage firm do you go through or do you use any at all?
Hi DW,
New to your blog here.
Quick question, with interest rate waiting to increase, would you liquidate your REIT position? Because a rise in interest rate would affect the real estate industry.
Hi DW,
Any thought on ST Eng?
Hi DW,
So you are not going to buy more REIT recently? What do you think of ST Eng and Capital Mall Trust since their price is weakening...
For SGBoy94,
I just entered SPH at $3.98 :)
Not sure about what DW thinks, but I prepared my funds for entry in 3 tranches. If it drops 10% or more, I will consider enter a second tranche and so on. Each tranche is only 2 lots though, not a lot.
Hi DW,
I'm new here. What are your opinion on Singpost and Neratel? Some other I'm looking at are Super800 and Broadway. Would need some advice from everyone as it's my first trade.
Thanks.
Hi SGBoy94,
Below $4, SPH is a reasonable addition. Remember, Seletar Mall is coming up in 2014 year end. The mall could possibly be injected into the SPH REIT by 2017.
And like momoeagle mentioned, dun go all in yet. Divide your entries into a few batches.
I already have 5 lots of SPH, so I am not adding more.
Hi Stan,
I am using DBS Vickers at the moment.
Hi Pok Chow,
No, I will not liquidate my REITs yet.
I do not expect interest rates to spike up suddenly overnight.
Yes, it will affect the property industry. In fact, new home sales are slowing down in Singapore.
Hi kkc,
ST Eng is on my watchlist. I believe it has potential to ride on a US recovery.
Hi momeagle,
Thanks for leaving a comment on my blog. ^^
Hi Anonymous,
I think Singpost is trying to diversify into e-commerce and logistics services. So far, it is still doing ok. However, mail volumes have been dropping. At current price, I will not be buying Singpost.
Neratel is a good pick. It is expanding its business into Myanmar and Malaysia. Net cash position currently. Dividend yield is decent too.
800Super was awarded a huge contract from the government. So, it is a good pick too.
Sorry. No comments on Broadway.
Hi Mr DW,
I am a newbie investor that going to make my first trade soon. I only have a start up fund of about 2-3k. I'm low risk taker and inspired by your POWER OF DIVIDEND.
I'm looking at 800Super , Neratel, Global Investment and Singpost. However, i feel Singpost and Neratel price isn't that right yet. Should i invest on REIT like Cambridge, Sabana REIT and CACHE instead? Is REIT still a good investment for the upcoming 2-3 years?
Thank you !
Thanks DW & momoeagle for the pointers! :)
Hi DV,
I am currently looking at ConfortDelgro and First Reit as long term dividend returns.May i know your view on it?
Btw good job on the blog You are one of my leading lights on fighting inflation through dividends.
Good day to you.
I am new to investing. There are so many dividend counters, really don't know which to choose, Pls adv whether advisable to just buy in to STI ETF at each dip or what is the better price to enter?
Many thanks for sharing with us.
Sky
Hi DW, that's impressive returns, have to agree that your dividend approach has worked out very well past 2 years. Cheers :)
Hi DW,
Am I right to say you enter when price is low in dividend paying stocks and just keep them for the long term? Whether the price of the stock go up or down, it doesn't really matter.
Hi DW,
I can understand why you are moving away from REITS due to increasing interest rates. But some of them still seem to be giving high dividends. What will you still keep in the REIT portfolio?
How come you don't hold other high dividend players like SP Ausnet, Venture, CDL Hospitality Trust, HPH Trust, Ascott Residence Trust etc?
Rgds!
Hi DW,
What do you think of CapitaCommercial Trust? Its price is at a discount compared to its NAV, which is the reason why I'm looking at it. Is there a reason why you have not considered it in the past?
Hi Anonymous,
I am glad to have inspired you.
With an initial budget of $3k, and being a low-risk investor, I will suggest M1. The price now is a little on the high side now.
It widely expected that interest rates will increase over the next 2 to 3 years. So, I will not recommend REITs to a new investor like yourself.
But honestly, the best is still to save up more capital before investing. $5k is a more reasonable starting capital.
Lastly, no matter what you do. NEVER ever touch S-Chips.
Good Luck! ^^
Hi SGBoy94,
You are most welcome! :)
Hi The Bald Man,
Thanks for the compliment. :)
At a price of around $1, First REIT is a reasonable buy. However, Indonesia is having presidential election, so there may be lots of volatility in Indonesia. The Indo rupiah is also weakening against the Sing$.
Instead of ComfortDelgro, I will recommend VICOM. It has a solid balance sheet.
Lastly, as I have told others many times, be patient and buy in batches.
Hi Sky,
Yes. There are many many stocks paying dividends. The trick is to pick out those that can sustain and grow their dividends.
When I select dividend stocks, I basically look at two things. 1) Stable recurring earnings 2) Consistent free cash flow over a couple of years. Telcos are good examples.
However, if you really have no time and energy to look through financial reports and cash flow statements, then buying STI etf in batches is ok. But you must do it consistently over 20, 30 years to see the effect.
Hi Phileas.Wind,
Long time no see! ^^
Thanks for the support.
I have to agree that my method is doing alright so far. I survived the Euro debt crisis, Japan earthquake/tsunami/nuclear fallout, US credit downgrade, Arab Spring.
Hopefully, I can survive QE tapering too.
Cheers!
Hi Pok Chow,
Not only dividends stocks. Buy low, Sell high applies to all kind of stocks.^^
When it comes to picking solid dividend stocks for long-term investing, doing research on the company's financial reports and cash flow statements is crucial. Doing due diligence is critical because you must be confident that the company can sustain or grow its dividends over many years to come.
If the foundations of the company is strong, then short-term fluctuations in the stock price should not bother you. For example, the price of Coca Cola shares go up and down all the time, but Warren Buffett still holds on to them because the company's fundamentals remain strong.
Hi KC,
When it comes to REITs, moving forward, we must be extra selective. Go for quality, go for managements with solid track records, go for longer debt durations, not just focus on the yield.
I know there are many high-yielding stocks. But because I am being super selective and picky, I can only focus my limited funds on a few quality additions.
At the moment, I will still be keeping whatever REITs I have bought. However, I am keeping a close eye on Sabana REIT because it is still negotiating on a few master leases expiring in December.
I am vested in HPH Trust. You can see it in my portfolio chart.
IMHO, the hospitality/tourism sector is more sensitive to economic weakness, so I dun buy CDL Hospitality Trust.
Hi Anonymous,
The reason why I chose other REITs in the past is because office rental rates were dropping fast in 2009. In fact, office rental rates have been rather weak until now. Shopping mall rents are more resilient. Besides, I prefer Suntec REIT because it has a strong mixture of retail, office and convention/exhibition space. Thirdly, alot of new Grade 'A' office spaces are coming into the market over the past few years, so supply more than demand.
Having said all that, CapitaGreen Building seems to be a new quality development. I think it has the potential to be a catalyst for Capita Commercial Trust in 2016 and beyond.
Hi, just want to know where I can find the list of the Singaporean listed companies which the dividends are not taxable.
Best regards,
Superman
Hi superman,
All dividends paid by listed companies in Singapore are non-taxable if u are a resident here.
So, just enjoy taking the dividends.^^
Hi DW,
Newbie here, learned a lot from your blog :)
Like to seek your view:
1. Is Suntec below $1.5 a good offer?
2. Don't see Starhill in your portfolio. What's your view on this REIT?
3. Between SPH, STEngg, SATS, M1 and only choose one, which one will you pick? :D
Thanks!
i have about 20k as capital for investment, looking to hold about 2 years..
what are your recommendation?
Hi BC,
Thanks for the support. :)
1. IMO, Suntec below $1.50 is a good buy. The renovation works is proceeding as planned, looking good too. Phase 1 is fully completed. The new rentals are higher.
2. I used to have Starhill back in 2010 but I divested all. It has some properties in Australia and the Aus$ is weakening against Sing$. I like Ngee Ann City but not so much Wisma Atria. I still prefer CMT and FCT, especially in these volatile times.
3. If I can only choose one at current prices for long-term (5 years) investment, I will go for M1. More people are switching to tiered data plans. M1 is also not involved in the BPL bidding war between Singtel and Starhub. But I have to add, ST Engg is a very very close second because of the new Changi Terminals 4 and 5, plus stable contracts from Singapore military.
Cheers!^^
Hi Anonymous,
It is difficult for me to give you specific suggestions.
You need to tell me what is your investment goal. What do you need the money for in 2 years time? What is your risk appetite?
Hi DW,
Thanks for the helpful reply.
Really dilemma between M1 and STEngg (for long term).
What's your view on the good price to enter at this volatile time? $2.5 for M1 (15x PE) and $3.4 for STEngg (18x PE)?
Hi DW,
May I know why ST Engg related to new Terminals? How about SATS?
Hi DW,
Basically this 20k is for my 2nd property...
of course the goal is to get as much profit as possible, willing to go for high risk as these are spare cash which i will not require for my 2nd property unless gov change the rules again
Regards
Hi, do you know if I can find the schedule which companies declare dividends ? This is so that I can time my purchase. Thanks.
Hi,
First tq for ur response.
Second, I want to open an account to buy some shares in Singapore in order to collect the dividends, but I am not sure about the bank.
Base on ur experience can you give me some advices; Greatly appreciated.
Superman.
Hi, anyone been to Ken chee's seminar on value investing where a millionaire investor program is being promoted.
is it useful to go for such courses to learn about which stocks to pick and stuff..
wonder if DW has learnt from such gurus before;pp
Hi BC,
I will enter M1 at $3 or below and ST Engg at $3.90 or below (For long-term).
Hi kkc,
ST Engg and SIA Engg are MRO companies for the aerospace sector in Singapore. 'MRO' stands for Maintenance, Repairs & Overhual.
SATS may benefit too, because more flights at Changi means more meals to prepare for passengers and more luggage to be handled.
Hi Anonymous,
I dun do 'high risk' investments. Make as much profits as fast as possible is not my aim.
I prefer steady long-term investments.
So, I am afraid I have no good suggestions for you. My apologies.
Hi Peter Koh,
SGX.com has all the EX-Dividend and CUM-Dividend dates.
Good luck in timing your purchases. ^^
Hi superman,
You are welcome. :)
There are quite a few brokerage firms in Singapore.
Examples:
- DBS Vickers
- UOB Kayhian
- Kim Eng
- POEMS
- OCBC
- Standard Chartered (lowest fees)
- CIMB
Take your pick.
DW,
Interesting portfolio for dividend income. Do you invest in UT-income fund?
Sanye
Hi sanye,
I used to be vested in unit trusts a long time back.
But now, I prefer stock investing, focusing on dividend stocks.
Hi DW,
What do you think of Capital Mall Asia? What's the different between it and C. Mall Trust?
Thank you
Hi Dw
what do u think of Far East Hospitality trust, now trading around 0.88. gave out dividends 3 times already in year 2013... its quite a new stock it seems, started 27 aug 2012..appreciate your comments very much!
cheers,
J
Hi DW for MIT, did u take cash or opt for re-investment? If you have taken cash wouldnt it be just s$1.70 ?
Hi dw, thanks for sharing your valuable views and advice all this while. Im sure you have inspired many of us out there.
SMRT - what do you thk of its performance as the key public transport provider? The price has dropped alot and i am wondering if its a good stock to buy now and keep long term.
Cheers
TripleJoy
Hi DW, For those non reits, how often do they give out divi?
example; Starhub, m1, sph etc..
Every 6 mths?
Cheers
Jeremy
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