DW September 2014 Singapore Dividend Portfolio Update

No.	Stock	Lots	% of Portfolio
1	AIMS AMP REIT	30	16.63%
2	Starhub	10	11.30%
3	Singtel	7	9.57%
4	SPH	5	8.60%
5	Frasers Centrepoint Trust	10	7.79%
6	M1	7	7.74%
7	SATS	4	5.72%
8	Capitamall Trust	7	5.42%
9	CACHE Logistics Trust	10	5.11%
10	Mapletree Logistics Trust	10	4.86%
11	PLife REIT	4	3.65%
12	Suntec REIT	6	3.46%
13	First REIT	10	3.37%
14	Mapletree Greater China Commercial Trust	7	2.81%
15	ST Engineering	1	1.76%
16	Mapletree Industrial Trust	2	1.34%
17	Neratel	3	0.89%

Total dividends collected (2014)	S$11,233.20
Total Invested Capital	S$222,560
Projected Annual Yield (2014)	6%
Average Monthly Dividends (2014)	S$936
Available funds for investment	S$15,000

Unrealized Paper Gain (S$)

S$55,000

 
For the month of September, I will be receiving a total of S$971.20 in dividends/ distributions from AIMS AMP, ST Engineering, PLife REIT and Mapletree Industrial Trust.

1. AIMS AMP: S$765
2. ST Engineering: S$40
3. PLife REIT: S$116
4. Mapletree Industrial Trust: S$50.20

A reader has asked me about which bank I would likely accumulate next year once SGX reduces the lot size. My preferred strategy would be to accumulate all three major banks in Singapore - DBS, UOB and OCBC. This is the same strategy I employ on the three local telcos - Singtel, Starhub and M1. Every time you pay handphone bill or credit card bill, remember, a microscopic fraction of your money eventually comes to DW. Ha! :P

On a more serious note, I have also decided to reveal my full watch list. Many readers requested for this. Please do not ask me for target prices. My motto is "buy on dips".

• DBS
• UOB
• OCBC
• SembCorp
• VICOM
• Keppel T&T
• Raffles Medical Group
• SilverLake Axis
• Super
• Sheng Siong
• Mapletree Logistics Trust
• Ascendas Industrial
• Capita Commercial Trust
• Starhill Global

A piece of good news. AIMS AMP REIT has achieved TOP for the final phase of development at 20 Gul Way.


Wishing for a market correction,
Dividend Warrior