I am continuing my review of my stock portfolio:
Dividends collected:
Total dividends in 2013: $5,717.51
Average monthly dividend: $476.46
Annual portfolio yield: 5.54%
In comparison,
Total dividends in 2012: $3,590.86
Average monthly dividend: $299.24
This represented an increase of 59.2% in dividends collected.
Best dividend yielder in my portfolio:
(based on dividends collected against stock values at Christmas 2013)
1. SPH: 9.83%
- Included special dividend after listing SPH Reit
2. FE Orchard: 9.78%
- Included special dividend after listing FEHT
- I did not add the free Yeo Hiap Seng shares here, if added, FE Orchard would be the best performer.
3. HPH Trust: 9.17%
- This is probably due to weakening of the HPHT stock value than anything else.
- Need to monitor closely in 2014.
Worst dividend yielder in my portfolio:
1. CapitaMalls Asia: 1.65%
- Consigned to the dustbin
2. CapitaLand: 2.32%
- Sleeping giant. I am still holding and will divest it when the price is right.
3. Hyflux: 2.72%
- Consigned to the dustbin.
Not yield on your investment cost?
ReplyDeleteHi CW8888,
DeleteI did not use the initial investment cost as some of the stocks were invested at significantly lower cost. Eg, the yield of SGX is >10% on my initial cost, which clearly is not the true yield of SGX today.
Farmer.
Maybe a annual portfolio yield will better review the performance of 2013 and for you to set a target yield for 2014. Or a return on capital of your portfolio for performance tracking purpose?
ReplyDeleteJust my 2 cents. Have a blessed Christmas!
Hi sgftfund,
DeleteThanks for your comment. My annual portfolio yield is 5.54%.
Farmer.