Thursday, November 13, 2014

DW November 2014 Singapore Dividend Portfolio Update


No.
Stock
Lots
% of Portfolio
1
AIMS AMP REIT
30
15.4%
2
Starhub
10
10.5%
3
Singtel
7
8.9%
4
SPH
5
7.9%
5
Frasers Centrepoint Trust
10
7.2%
6
M1
7
7.2%
7
SATS
4
5.3%
8
Capitamall Trust
7
5%
9
CACHE Logistics Trust
10
4.7%
10
Mapletree Logistics Trust
10
4.5%
11
SembCorp Industries
2
4.4%
12
PLife REIT
4
3.3%
13
Suntec REIT
6
3.2%
14
First REIT
10
3.1%
15
Mapletree Greater China Commercial Trust
7
2.6%
16
Raffles Medical Group
1
1.7%
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$13,283.12
Total Invested Capital
S$235,800
Projected Annual Yield (2014)
6%
 
Average Monthly Dividends (2014)
S$1107
Available funds for investment
 
S$9,000
Unrealized Paper Gain (S$)
 
S$52,300
 


For the month of November, I will be receiving a total of S$2,049.92 in dividends/ distributions. 
  1. Suntec REIT: S$139.68
  2. CACHE Logistics Trust: S$214
  3. Mapletree Logistics Trust: S$188
  4. CapitaMall Trust: S$190.40
  5. Frasers CentrePoint Trust: S$278.50
  6. First REIT: S$202
  7. Starhub: S$500
  8. PLife REIT: S$116
  9. MGCCT: S$221.34


I added one more lot of SembCorp Industries and initiated a position in Raffles Medical Group. In my opinion, the new specialist centre at Holland Village (under construction) and the proposed extension to Raffles Hospital will do well in the years to come. Moreover, the management is strong in term of execution. After all, the aging of the population is a megatrend that could not be reversed easily.



Banking on megatrends,
Dividend Warrior

Thursday, October 23, 2014

Final Thoughts......

Over the past few days, I have received heart-warming comments and messages from many of my loyal readers. I took a long time to craft this post for my supportive readers and I sincerely hope it clears things up before I leave the financial blogging scene.

When I first started blogging in 2010, I was full of zest and energy. I looked forward to sharing my portfolio update every month because it shows I have made progress. I dream of the day my monthly dividend income crosses the $1k mark. Many readers cheered me on and encouraged me. I was super motivated to build a dividend portfolio from scratch. The process of accumulating shares of solid businesses was a huge joy for me. Watching my dividend income grow steadily year after year really drove me forward.

Sadly, ever since my monthly dividend income passed the $1k mark, I am starting to lose motivation in blogging because I have already achieved my objective. My monthly dividend income will reach $1.3k this year. My daily expenses are fully paid for by the dividends I collected.

Recently, I was starting to force myself to blog. The experience was not pleasant and enjoyable anymore. I was even numb to market volatility and short-term price swings. I just buy on dips and collect dividends because it works for me. Unfortunately, some readers require justifications and reasons from me when I add a certain stock to my portfolio. Worse still, when the price drops further, they also question my decision. Even Warren Buffett does not explain in detail to the entire world why he added certain stocks and he deals in the millions! And when these readers do not get a respond from me, they accuse me of being an 'empty vessel' and that I lack 'the mettle'. C'mon guys...I have a life outside of blogging. This is only my hobby. One of the readers was particularly hostile and I had to delete his vulgar comments.

So, I decided. Enough is enough. I do not need this kind of scrutiny and demands. I also deserve a really long break.




All good things must come to an end,
Dividend Warrior

LinkWithin

Related Posts Plugin for WordPress, Blogger...