2018 Portfolio Review: Winners and Losers

Time flies and 2018 is gone.  All my tradings are done and all dividends are collected.  It is time to review my portfolio's winners and losers in 2018.

2018 is not a good year for me, my portfolio ended the year in red.  However, the comforting fact is that the dividends collected more than offset the lost in portfolio values. 

Top Dividend Contributors: 

1. SGX (9.73%):
- SGX is the top counter in my portfolio and no surprise that it is the top dividend contributor.  SGX has dividend payout every quarter, almost like a REIT.

2. Starhub (7.01%):
- One of the counters that depreciated much in value.

3. CMT (6.60%):
- Retail Reit is not just retail. F&B accounted for about one-third of the leased spaces.

Dethroned: Starhub (2017). 

In 2017, the top 3 dividend contributors accounted for 24% of my total dividends.  In 2018, the top 3 dividend contributors accounted for 23% of the total dividends. So, not much diversification achieved this year.

Next, some New Year fun and amusement. 

Dividend Yield Winners (龙虎榜):

1. Duty Free Int'l (9.18%):
- The smallest of my holdings.

2. Starhub (9.14%) 
- Great depreciation in price.
- Just wonder whether dividend would be cut again?

3. Cache Logistics Trust (8.63%)
- One of my tiny holdings.  
- Probably will get more in 2018.

Dethroned: AIMSAMPI Capital Industrial Reit (2017).

Dividend Yield Losers (老鼠榜): 

1. Sembcorp Industries (1.57%): 
- Dividend cut...

2. Cromwell Europe Reit (1.96%): 
- CER is here because it only distributed one dividend payout.

3. Sasseur Reit (2.44%): 
- Same. Only one dividend payout.

Dethroned: Bukit Sembawang (2017).


A return gain or loss will only be realised when I sell.  The current unrealised return winners and losers:

Unrealised Return Winners (英雄榜):

1. SGX (60.4% gain):
- This is one of my foundation stocks and will remain for keep.
- SGX retains the trophy for this category.

2. SATS (52.6% gain):
- Will stay for dividends and growth.

3. CMT (45% gain):
- Replaced Starhub and SPH as one of my foundation stocks.
- Will stay for dividends.

Unrealised Return Losers (狗熊榜): 

1. SIA Engg (36.4% loss)
- Price continues declining trend in 2018. 
- Still pondering whether to add more or not?
- SIA Engg retains the trophy for this category.

2. Duty Free Int'l (34.9% loss)
- I probably should not have wandered outside the mainboard.

3. Sembcorp Industries (21.6% loss)
- Keep in cold storage.


Wishing everyone Happy New Year and a Prosperous 2019.

My Stock Portfolio @ end Nov 2018

Top 30 in my portfolio:

No.	STOCK NAME	No.of SHARES	PORTFOLIO%	MARKET $
1	SGX	5,500	12.67	7.32
2	UOB	847	6.70	25.15
3	CapitaLand Mall Tr	9,000	6.37	2.25
4	SATS	4,000	6.03	4.79
5	OCBC Bank	1,467	5.20	11.26
6	SPH	6,000	4.98	2.64
7	AIMSAMPI Cap Ind R	10,000	4.28	1.36
8	Starhub	7,000	4.19	1.90
9	Suntec Reit	5,800	3.21	1.76
10	CDL HTrust	6,800	3.21	1.50
11	FCT	4,700	3.19	2.16
12	Keppel DC Reit	7,400	3.17	1.36
13	SingTel	3,190	3.09	3.08
14	ParkwayLife Reit	3,600	3.08	2.72
15	Keppel Corp	1,600	3.05	6.06
16	SPH Reit	8,500	2.67	1.00
17	Starhill Global Reit	12,000	2.53	0.67
18	Mapletree Com Tr	4,800	2.51	1.66
19	Frasers Com Tr	5,074	2.20	1.38
20	Frasers L&I Tr	6,000	2.00	1.06
21	CapitaLand	2,000	1.96	3.12
22	Bukit Sembawang	1,000	1.75	5.55
23	Ascendas Reit	2,000	1.62	2.57
24	Sembcorp Indust	1,800	1.48	2.61
25	Keppel InfraTr	9,000	1.30	0.46
26	SIA Engg	1,500	1.18	2.49
27	Frasers Property	1,800	0.92	1.63
28	ST Engg	800	0.89	3.55
29	Cache Log Tr	4,000	0.89	0.705
30	Netlink NBN Tr	3,000	0.73	0.775

Movement in my portfolio in Nov:-
Sold:- Nil
Bought:- UOB, FCOT (DRIP), Keppel-KBS US Reit (rights).
Dividends collected this month: $2,239.67
2018 avg dividends/month: $1,346.41 [19.8% up cf. 2017]

Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).

Comments:
1. Mini-bear market? Took the opportunity to add more UOB.

2. November's dividends crossed $2K for the first time.

3. Current worst performing counter: Duty Free Int'l (34.4% unrealised loss).