June & July 2011 Dividend Portfolio Update

Telecom
No.	Stock	Lots	Dividends Collected	Average Price	% of Dividends Portfolio	Total %
1	Singtel	5	$0	$2.920	14.38%	39.07%
2	Starhub	6	$1450	$2.27	13.41%
3	M1	5	$560	$2.290	11.28%

Conglomerates (Properties, Offshore & Marine, Utilities, Publishing)

No.	Stock	Lots	Dividends Collected	Average Price	% of Dividends Portfolio	Total %
1	Keppel Corp	1	$0.00	$11.700	11.52%	22.48%
2	SPH	3	$810	$3.71	10.96%

REITs
No.	Stock	Lots	Dividends Collected	Average Price	% of Dividends Portfolio	Total %
1	First REIT	8	$152.50	$0.728	5.74%	19.19%
2	CMT	3	$417.90	$1.70	5.02%
3	CLT	3	$189.70	$0.950	2.81%
4	Suntec REIT	2	$358.48	$1.33	2.62%
5	FCT	2	$0	$1.48	3%

Services (Postal & Financials)
No.	Stock	Lots	Dividends Collected	Average Price	% of Dividends Portfolio	Total %
1	Singapore Post	10	$150	$1.141	11.24%	19.34%
2	UOB KayHian	5	$180	$1.645	8.10%

Summary:

Total dividends collected     (*since Jan 2010)	$5,676.83
Total Invested Capital	$101,529
Dividends over Capital (%)	5.59%
Dividends per month	$315.38
Cash holdings	$9,200

Quick Updates:

• Divested Neratel in June.
• Received $300 dividends from Starhub in June.
• Received $125 from Singpost in July.
• Received $10K from a DBS structured investment :)  More details here.
• Accumulated 5 more lots of Singpost in July to average down. Singpost is now my 4th biggest holding.
• Unrealised capital gains is still hovering around a healthy 6% - 7% despite the Greek debt crisis.

Forward-Looking (August 2011):

• Will be receiving dividends from the REITs in August.
• Will be receiving $950 from Singtel (At last!) ^^

Check out my humble gold investment here. 






Peace Out,
Dividends Warrior

Gold as an insurance against financial armageddon

Hey friends! Recently, I realised I have not been blogging about investing. So, I will like to share something I did before starting on my dividend investing path in 2009. 


Just a quick recap in case you are visiting my humble blog for the first time. I used to have a phobia of stocks, thanks to constant "scare tactics" and "brainwashing" by my conservative parents (who went through the Asian financial crisis). When Lehman Brothers' collapsed and the financial markets nosedived, I felt really relieved that I was not part of it. I just read the financial news everyday for fun and amusement. I even laughed at the plight of those greedy American banks. 


The Fed started QE1 and TARP. The US dollar depreciated. H1N1 was ravaging the global economy. There was extreme fear in the world markets. The world was on the brink of financial armageddon. So what did I do? I did something strange. Instead of picking stocks at historic low prices in March 2009, I bought 2 gold coins. o_O" I thought "Gold will always have value but currencies can become worthless overnight."


I bought the gold coins at the UOB main office. There was no queue at the gold-selling counter. People queueing up at the other counters were looking at me in a weird way. Hahahahahaha. They were stealing glimpses at the gold coins while I was choosing which ones to buy. Even the bank teller who was serving the queue beside me was fascinated by the coins.  But the female bank personnel serving me was rather nonchalant. Maybe she sees gold coins everyday until sianz liao. Or she can see but cannot take, even more sianz. Lol. The best part was that I was only wearing a cheap t-shirt, bermudas and sandals. Muahahahahaha! I dunno why, but I felt embarrassed. 

Half ounce Canadian Maple Leaf gold coin (~S$870, inclusive of GST)

Almost the same size as the 50 cent coin beside it. 

Half ounce Australian Kangaroo gold coin (~S$900, inclusive of GST)

The gold coin is much heavier. I can actually feel the weight on my hand!

I wanted to have a little insurance against financial armageddon. Experts suggest having 10% - 15% of one's portfolio in gold. For me, gold makes up about 2% of my portfolio. The price has increased quite a lot too. By the way, I love how the gold coins glitter. I can spend a good 10 minutes admiring and staring at them every day. I really dun know why. But I feel good and also a little more secured with some gold in my possession. Maybe there is really something special about gold that captures people's eyes and hearts.


So, do you have any gold in your portfolio? If yes, why? If no, why not? Comment below. ^^




Peace Out,
Dividend Warrior