Monday, April 2, 2018

Portfolio Update 29 March 2018

Earlier in March, US president announced that US will impose additional tax on goods from China and some other countries. China's retaliated with with additional tax on US import, should US goes ahead with the planned action. A trade war between the two economic Giants is looming. So when two elephants fight, the ants suffer. Global stock market, led by US stock market sent the signal of discomfort- drops!

STI lost 89.97 points in the month of March, or 2.56%. My portfolio suffers losses too but to a lesser extend. Its value dropped 1.59% in the same month, without taking the dividend received into account. No trade was done in March.

Total passive income received in March was S$6,482, half from shares and half from UT.  This month, my dividend income (passive income) hits an important milestone. I have started recording my dividend income from 2004. With the dividend declared (some will be paid only in May and June this year), the total dividend income recorded will hit the magical 1 million mark!. Without taking the capital gain into consideration, this means that I have made a million dollars from investment! Of course I most of this dividend has been re-invested to grow the portfolio size.

Below is my top 30 holdings as at 29 March 2018.

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





13 comments:

LadyYouCanBeFree said...

Congratulation ! Such an in inspiration !

12345 said...

Congrats Sanya! I am definitely inspired by you and I am planning to start a blog just like you.

Sanye ◎ 三页 said...

Hi Lady You Can Be Free and 12345,

Thanks for the kind words.Cheers!

Passive Income Guy said...

I don't know any of your holdings but you are receiving nice amounts dividends. Keep up The good work!!

Anonymous said...

Hi Sanye,

Being heavy in M1, SPH and comfort, won't it affect your port greatly?

Yen said...

Hi! Really inspired by your portfolio. Noticed that you have both ausnet services and kep infra. I am wondering if they are good counters to enter at the current price?

Sanye ◎ 三页 said...

Hi Anonymous,

These three counters are in my top 30 holdings list, but the percentage of each counter is still within my limit. So the effect is not that great.

Sanye ◎ 三页 said...

Hi Yen,

This is a question you have to answer yourself. I have not done any analysis for these two counters in the recent months and won't dare to give you any answer from guessing.

Yen said...

Thank you for the reply!

Anonymous said...

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Anonymous said...


A great article.
I have recently been trying to invest in knowledge and innovation. I send employees for various trainings + invests in supporting systems.
Recently in the cloud solutions from pro4people.com

Marths said...

HII there... Thank you so much for this great tutorial and nice explanation... keep doing it mate.

Brians Ocean said...

You rock man.. seriously man from where do you find such info to write about.. many thanks for sharing

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