Sunday, December 2, 2018

Portfolio Update November 2018

I've never known that life of a "semi retired" person can be so hectic (busy). I have not visited Shanghai for the past ten years and now I visited the city 3 times in a span of 6 weeks, and non for leisure! Due to my busy travel schedule I did not publish and update of my portfolio in October. My attention was somewhere else.

Equity market made some kind of recovery in November in the hope of a truce in Sino-US trade war. STI followed the trend and gained 98.81 points or 3.27% in the month. However my portfolio did poorly in the month due to poor performance of some counters like Lippo, First Reit, Keppel Corp, SempCorp, SIA Engineering, SATS and SingTel. As at 30 November the value of my stock portfolio dropped 0.82% compared to last month.

I bought some SingTel shares in November. I also received some Fraser Commercial Trust shares via scrip dividend scheme. There was no sell trade in the month.

I received a total of S$13,308 in dividend, mainly from stocks, but also from bonds and UT as well.

Below are my top 30 holdings as at 30 November.

1.         M1
2.         ComfortDelGro
3.         DBS
4.         OCBC Bank
5.         SPH
6.         SingTel
7.         Metro
8.         ST Engineering
9.         CapitaComm Tr
10.     Frasers Comm Tr
11.     Kep Inf Tr fKa CIT
12.     SGX
13.     AIMSAMP Cap Reit
14.     SATS
15.     Sing Inv & Fin
16.     Mapletree Log Tr
17.     Sembcorp Ind
18.     CapitaLand
19.     Keppel Corp
20.     Nam Lee Metal
21.     United Engineers
22.     Ascendas Reit
23.     Global Inv
24.     Tai Sin Electric
25.     Cache Log Trust
26.     Nikko AM STI ETF 100
27.     YZJ Shipbldg SGD
28.     Ascendas-h Trust
29.     OUE
30.     Suntec Reit


Unknown said...

Do you know what happened to Global inv?

Anonymous said...

Hi Sanye,
In your opinion is Global Investment still good to hold for long term?


MMF Solutions said...

Nice blog and thanks for sharing this info. You have made really good earning in dividends from your stocks. Keep it up!!

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Ocean Cash said...
This comment has been removed by a blog administrator.
Anonymous said...

hi. may i know what is your vested amount to get such high dividends per month? i am vested in sti etf but i dont think it will ever be enough to get to 10k per month kind. or maybe you can provide me with some metrics? appreciate lots. thanks.

Anonymous said...

A great entry! I really like reading your blog, thanks to it I can grow :) Especially in the field of finance, etc. I do not know myself at all, so I'm a little bit useful. I care the most about the development of my company, it is also my development then. The better it is developed, the better development I can give my employees, which I really care about :)
I'm just starting cooperation with aws consulting services .

Sanye ◎ 三页 said...

Hi Anonymous,

I am sorry but I do not reveal my portfolio size. Many readers have asked this question, but I don't think its a good idea to give this information over internet.

Anonymous said...

No problem. Thanks for the reply. Maybe you can give me an advise on how to calculate your dividends?

For example if we take STI ETF, say I wish to earn 1k per month from dividends. Since STI ETF pays out semi annually, that is 6k per dividends payout.
Assuming a SGD 0.06 dividends per unit, that means I would need to have at least 100000 units. Which means if STI ETF price is $3, I will need a capital of $300000. Is that correct?

Sanye ◎ 三页 said...

You can go online and check the dividend yield of each individual stock. Depending of your dividend target, calculate backwards for the capital you need to invest to achieve that dividend payout.

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