tag:blogger.com,1999:blog-22207146317961112152024-03-13T19:06:31.281-07:00Passive Income FarmerBe content with what you have. Rejoice in the way things are. Relax and enjoy the journey.Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.comBlogger235125tag:blogger.com,1999:blog-2220714631796111215.post-28540768906222464622022-01-02T03:17:00.008-08:002022-07-01T22:43:41.869-07:002021 Portfolio Review (Part 2)<p></p><p>
</p><p><span style="font-family: georgia, "times new roman", serif;"><span style="font-size: large;">Stock
Market is a dangerous place. However, placing money in the bank would
also erode value as the bank interest is near to nothing.</span></span></p>
<p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">
</span></p><p><span style="font-family: georgia, "times new roman", serif;"><span style="font-size: large;"></span></span></p>
<p><span style="font-family: Georgia; font-size: large;"><u><b>Portfolio Restructuring 2021:</b></u></span></p><p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><u>A. Foundation Stocks (3, max 10%)</u>:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">1. SGX</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">2. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">ParkwayLife Reit</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">3. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">UOB</span></span></p><p><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><u>B. Core Stocks (10, max 5%)</u>:</span></p><p>
</p><p><span style="font-family: Georgia;"><span style="font-size: large;">Decent dividends and healthy safety
margin (%) from my break-even cost (including dividends):</span></span></p>
<p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">1. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Keppel DC Reit (102%)</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">2. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">OCBC (41%)</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">3. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">FCT (31%)</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">4. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Frasers L&C Tr (77%)</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">5. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">AIMS APAC Reit (38%)</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">6. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Mapletree Com Tr</span> (43%)</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">7. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Ascendas Reit</span></span> (23%)</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">8. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Starhill Global Reit</span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"> (35%)</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">9. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">ST Engg</span> (18%)</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">10. </span><span style="font-family: Georgia;"><span style="font-size: medium;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Mapletree Indust Tr</span><span style="font-size: large;"> (0%)<span style="font-family: "georgia" , "times new roman" , serif;"> </span></span>(new addition in 2021, no safety
margin built up yet)</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><u>C. Reserved list for Core Stocks (4, max 5%)</u>:</span></p><p>
</p><p><span style="font-family: Georgia;"><span style="font-size: large;">Decent dividends with healthy safety
margin (%) from my break-even cost (including dividends). Not buying more and holding for further action.</span></span></p>
<p><span style="font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;">1</span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">. </span><span style="font-family: Georgia;"><span style="font-size: large;">CapitaLand I Comm Tr (51%)</span><span style="font-size: medium;"> (Gearing > 40%)</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">2. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Suntec Reit (34%) </span><span style="font-family: Georgia;"><span style="font-size: medium;"> (Gearing > 40%)</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">3. </span><span style="font-family: Georgia;"><span style="font-size: medium;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Netlink NBN Tr</span> <span style="font-size: large;">(35%) </span>(Growth opportunity other than
from the so "big" Singapore?)</span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">4. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Cromwell Reit Euro (16%)</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><u>D. Turbo-chargers (3, max 3%)</u>:</span></p><p>
</p><p><span style="font-family: Georgia;"><span style="font-size: large;">Dividends boaster with healthy safety
margin (%) from my break-even cost (including dividends):</span></span></p>
<p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">1. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">KepPacOak Reit</span> (43%)</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">2. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Keppel InfraTr</span> (43%)</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">3. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Sasseur Reit (29%)</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><u>E. Bonds and ETFs</u>:</span></p><p>
</p><p><span style="font-family: Georgia;"><span style="font-size: large;">Not looking at bonds and ETFs until now. Will research and probably increase allocation for this type of asset class in the future. </span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><u>F. Deadwoods to trim</u>:</span></p><p>
</p><p><span style="font-family: Georgia;"><span style="font-size: large;">To get rid of:</span></span></p>
<p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">1. </span><span style="font-family: Georgia;"><span style="font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SingTel</span></span></span>, current 0% gain </span></span><span style="font-family: Georgia;"><span style="font-size: medium;">(My
first stock. Terrible, only at breakeven after so many years!)</span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">2. </span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">CDL HTrust</span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: Georgia;"><span style="font-size: large;">, current 16% gain</span></span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">3. </span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Sembcorp Indust</span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: Georgia;"><span style="font-size: large;">, current 15% loss</span></span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: Georgia;"><span style="font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">4. </span></span></span></span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Frasers Property</span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: Georgia;"><span style="font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: Georgia;"><span style="font-size: large;">, current 5% loss</span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: Georgia;"><span style="font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: Georgia;"><span style="font-size: large;">Also, I will do quarterly review on the above allocation. <br /></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p></p><p></p><p></p><p><br />
<span style="background-color: blue; font-family: "georgia"; font-size: large;"><b><span style="background-color: white; color: blue;">Wishing everyone Happy New Year and a Healthy and Prosperous 2022.</span></b></span></p>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com2tag:blogger.com,1999:blog-2220714631796111215.post-26896576760659750292022-01-01T00:08:00.001-08:002022-01-01T02:55:51.714-08:002021 Portfolio Review (Part 1)<p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Working
>50% time at home with minimal social gathering and meet-ups with
friends, 2021
sped by like a rocket. I am not an artistic person and never imagine
that I will be doing ART every week...(before going back to office).<br /></span></p><p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Stayed
in hospital for a week (not covid). This was a wake-up call for me. I
start exercising 4-5 days a week, when not going back to office. Do feel
improvement in personal health and fitness. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><br /></span></p><p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Well, time to do a final review on my portfolio's performace in 2021.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Top 30 positions of my portfolio at end 2021:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">1. SGX</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">2. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">ParkwayLife Reit</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">3. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">UOB</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">4. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Keppel DC Reit</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">5. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">OCBC</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">6. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">FCT</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">7. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Frasers L&C Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">8. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">AIMS APAC Reit</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">9. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">CapitaLand I Comm Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">10. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Mapletree Com Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">11. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Mapletree Indust Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">12. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Ascendas Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">13. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Keppel Corp</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">14. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SPH Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">15. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Suntec Reit</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">16. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">CDL HTrust</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">17. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Starhill Global Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">18. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SingTel</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">19. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">ST Engg</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">20. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">CapitaLand Invest</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">21. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Keppel InfraTr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">22. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Bukit Sembawang</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">23. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Cromwell Reit Euro</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">24. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">VICOM</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">25. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Netlink NBN Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">26. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Sembcorp Indust</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">27. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Frasers Property</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">28. UOB AP GRN REIT ETF</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">29. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">KepPacOak Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">30. AstreaIVB4.35%</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Total dividends collected in 2021: $19,218.30</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Average monthly dividends: $1,601.52</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Portfolio yield: 4.64%</span></p><p><span style="font-size: large;"><span style="font-family: Georgia;"><u><b>Added in 2021</b></u></span></span><span style="font-family: Georgia; font-size: large;"><u><b>:</b></u></span><br />
</p><p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">ARA LOGOS Log Tr, </span></span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">MINT, </span></span>SGX, </span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">ParkwayLife Reit, UOB, </span></span> KDC, </span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Cromwell Reit, MCT, SPH Reit, ST Engg, </span></span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">AIMS APAC Reit, </span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">UOB AP GRN REIT ETF.<br /></span></p><p><span style="font-family: Georgia; font-size: large;"><u><b>Sold in 2021 (part of portfolio restructuring):</b></u></span></p><p>
<span style="font-family: Georgia; font-size: large;"><b>1. ARA HTrust</b> <b>(41.5% loss) </b>(from initial investment including dividends): </span><br />
<span style="font-family: Georgia; font-size: large;">- Victim of the Covid pandemic, zero dividend...... </span><br />
<span style="font-family: Georgia; font-size: large;">- Gearing near 50%, may ask for money......</span><br />
<br />
<span style="font-family: Georgia; font-size: large;"><b>2. SATS (42.1% gain)</b></span><br />
<span style="font-family: Georgia; font-size: large;">- </span><span style="font-family: Georgia; font-size: large;">Another victim of the Covid pandemic, </span><span style="font-family: Georgia; font-size: large;">zero dividend......</span><br />
<span style="font-family: Georgia; font-size: large;">- Took profit and money re-deployed to SGX and </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">ParkwayLife Reit.</span></span><br />
<br />
<span style="font-family: Georgia; font-size: large;"><b>3. SIA Engg (30.5% loss)</b></span><br />
<span style="font-family: Georgia; font-size: large;">- </span><span style="font-family: Georgia; font-size: large;">Another victim of the Covid pandemic, </span><span style="font-family: Georgia; font-size: large;">zero dividend......</span><span style="font-family: Georgia; font-size: large;"><br />
<span style="font-family: Georgia; font-size: large;">- </span><span style="font-size: large;"><span style="font-family: Georgia;">Trimmed as part of portfolio restructuring.</span></span></span><span style="font-family: Georgia; font-size: large;"><span style="font-size: large;"><span style="font-family: Georgia;"><br />
<span style="font-family: Georgia; font-size: large;">- Money re-deployed to UOB.</span></span></span> </span><br />
<br />
<span style="font-family: Georgia; font-size: large;"><b>4. Silverlake Axis (32.2% loss)</b></span><br />
<span style="font-family: Georgia; font-size: large;">- </span><span style="font-size: large;"><span style="font-family: Georgia;">Trimmed as part of portfolio restructuring.</span></span><span style="font-family: Georgia; font-size: large;"><span style="font-size: large;"><span style="font-family: Georgia;"><br />
<span style="font-family: Georgia; font-size: large;">- Money re-deployed to UOB.</span></span></span> </span><br />
<br />
<span style="font-family: Georgia; font-size: large;"><u><b>Good-bye (Delisted/Merger/Restructured):</b></u></span></p><p>
<span style="font-family: Georgia; font-size: large;"><b>1. </b></span><span style="font-family: Georgia; font-size: large;"><b>Accordia Golf Trust </b><b>(26.8% gain)</b></span><br />
<span style="font-family: Georgia; font-size: large;">- Final payout received and delisted.</span><br />
<br />
<span style="font-family: Georgia; font-size: large;"><b>2. CapitaLand (31.7% gain)</b></span><br />
<span style="font-family: Georgia; font-size: large;">- </span><span style="font-size: large;"><span style="font-family: Georgia;">Restructured to new CapitaLand Invest.</span></span><br />
<br />
<span style="font-family: Georgia; font-size: large;"><b>3. ARA LOGOS Log Tr (55.5% gain)</b></span><br />
<span style="font-family: Georgia; font-size: large;">- </span><span style="font-size: large;"><span style="font-family: Georgia;">I have no confidence on the proposed merger with ESR Reit.</span></span><br />
<span style="font-family: Georgia; font-size: large;">- Took profit and money re-deployed to </span><span style="font-family: Georgia; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">ST Engg</span></span>.</span><span style="font-family: Georgia; font-size: large;">
</span></p><p>
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><br /></span>
<u><b><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Top Dividend Contributors:</span></b></u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b> </b></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>1. </b></span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>SGX</b></span></span> (10.8%):</b></span> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SGX is <span style="font-family: "georgia" , "times new roman" , serif;">the <span style="font-family: "georgia" , "times new roman" , serif;">top counter in my portfolio and no surprise that it is the top d<span style="font-family: "georgia" , "times new roman" , serif;">ividend contribut<span style="font-family: "georgia" , "times new roman" , serif;">or</span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;">. </span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SGX has dividend payout every quarter, almost like a REIT.</span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>2. UOB (6.6%):</b></span> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Good old UOB continues paying dividends.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>3. FCT (6.2%):</b> </span><br />
<span style="font-family: "georgia"; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">This
sub-urban retail reit is doing fine in this difficult year. 3rd dividend contributor despite only #6 in my
portfolio. </span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">In 2020, the top 3 dividend contributors accounted for 26.7% of my total dividends. In 2021, the </span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">top 3 dividend contributors accounted for 23.6% of the total dividends. </span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Next, some New Year fun and amusement. </span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><u><b>Dividend Yield Winners (龙虎榜):</b></u></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>1. </b></span><span style="font-family: "georgia"; font-size: large;"><b>KepPacOak Reit</b> <b>(8.63%)</b>: </span><br />
<span style="font-family: "georgia"; font-size: large;">- </span><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">Could be next merger with......</span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>2. </b></span><span style="font-family: "georgia"; font-size: large;"><b>Prime US Reit (8.52%)</b> </span><br />
<span style="font-family: "georgia"; font-size: large;">- possible merging to form a bigger US REIT?</span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>3. Sasseur Reit (8.45%)</b></span><br />
<span style="font-family: "georgia"; font-size: large;">- Small turbo-charger holding.</span></p><p><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;">A return gain or loss will only be realised when I sell. The current unrealised return winners and losers:</span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><u><b>Unrealised Return Winners (英雄榜):</b></u></span> </span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>1. </b></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>Keppel DC Reit </b><b>(102.3% gain)</b></span></span></span></b>:</span></span></span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- </span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;">Added more this year to make up core stock weightage</span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">.</span></span> </span></span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia";"><b>2. </b></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>SGX </b><b>(81.9% gain)</b></span></span></span></b>:</span></span></span></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- Added more in 2021, funded from SATS.</span></span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>3. </b></span></span></span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>Frasers L&C Tr</b></span></span></span></b></span></span></span></span> </b><b>(77.4% gain)</b></span></span></span></b>:</span></span></span></span></span></span></span></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- </span></span></span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;">Looking to add more in 2022</span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">.</span></span> </span></span></span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><u><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><u><b>Unrealised Return</b></u></span></span></span></span> Losers (狗熊榜):</b></u></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"> </span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>1. </b></span><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>Duty Free Int'l</b></span> <b>(52.2% loss)</b></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- Tiny holding, not worth selling.....</span></span><span style="font-family: "georgia"; font-size: large;"><b> </b></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>2. </b></span><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Sembcorp Indust</span> (14.9% loss)</b></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- </span></span><span style="font-family: "georgia"; font-size: large;">Deadwood to remove...</span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>3. </b></span><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Keppel Corp</span></span> (9.5% loss) </b></span><br />
<span style="font-family: "georgia"; font-size: large;">- Still got hope?</span></p><p><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">I have too many counters and I decided to do </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">a restructuring to my portfolio (more of this on Part 2......)</span></span> </span>
</p><p>
</p><p><br />
<span style="background-color: blue; font-family: "georgia"; font-size: large;"><b><span style="background-color: white; color: blue;">Wishing everyone Happy New Year and a Healthy and Prosperous 2022.</span></b></span></p>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com0tag:blogger.com,1999:blog-2220714631796111215.post-30515223125656102852021-01-01T20:11:00.001-08:002021-01-01T23:14:10.980-08:002020 Portfolio Review<p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">2020 was an unprecedented year. Many of us never expect that the medical advancement of mankind would ever face another pandemic like the Spanish flu 100 years ago... </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"> </span></p><p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Well, time to do a final review on my portfolio's performace in 2020.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Top 30 positions of my portfolio at end 2020:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">1. SGX</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">2. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">ParkwayLife Reit</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">3. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">UOB</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">4. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">FCT</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">5. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Keppel DC Reit</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">6. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">OCBC</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">7. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">CICT</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">8. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Frasers L&C Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">9. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SATS</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">10. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">AIMS APAC Reit</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">11. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Keppel Corp</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">12. Mapletree Com Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">13. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Ascendas Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">14. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">CDL HTrust</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">15. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Suntec Reit</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">16. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SingTel</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">17. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SPH Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">18. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Capitaland</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">19. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Keppel InfraTr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">20. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Starhill Global Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">21. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">VICOM</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">22. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Bukit Sembawang</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">23. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Netlink NBN Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">24. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Sembcorp Indust</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">25. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">ST Engg</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">26. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SIA Engg</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">27. ARA LOGOS Log Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">28. Cromwell Reit Euro</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">29. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Frasers Property</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">30. AstreaIVB4.35%</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Total dividends collected in 2020: $15,399.93</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Average monthly dividends: $1,283.33 (10.1% down cf. 2019)</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Portfolio yield: 3.92%</span></p><p><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Well, </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">2020 was an unprecedented year. Many companies cut or stop dividends altogether and first time my annual dividend collected declined compared with previous year.</span> </span></p><p>
<br />
<span style="font-family: Georgia; font-size: large;"><u><b><span style="font-family: Georgia; font-size: large;"><u><b>Good-bye</b></u></span> (deadwood):</b></u></span><br />
<br />
<span style="font-family: Georgia; font-size: large;"><b>1. SPH</b> <b>(41.1% loss) </b>(from initial investment including dividends): </span><br />
<span style="font-family: Georgia; font-size: large;">- Past dividend angel but now a dinosaur going down the road to extinction. </span><br />
<span style="font-family: Georgia; font-size: large;">- I am just too slow in clearing it out......</span><br />
<br />
<span style="font-family: Georgia; font-size: large;"><b>2. Sembcorp Marine</b></span><br />
<span style="font-family: Georgia; font-size: large;">- Free shares from Sembcorp Industries......</span><br />
<br />
<span style="font-family: Georgia; font-size: large;"><u><b>Good-bye (Delisted/Merger):</b></u></span><br />
<br />
<span style="font-family: Georgia; font-size: large;"><b>1. Frasers Com Trust </b><b>(64% gain)</b>: </span><br />
<span style="font-family: Georgia; font-size: large;">- Merged with Frasers L&I Trust. </span><br />
<br />
<span style="font-family: Georgia; font-size: large;"><b>2. </b></span><span style="font-family: Georgia; font-size: large;"><b>Accordia Golf Trust </b><b>(23.4% gain):</b></span><br />
<span style="font-family: Georgia; font-size: large;">- Will miss this Japanese Trust......</span><span style="font-family: Georgia; font-size: large;"><br />
</span></p><p>
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><br /></span>
<u><b><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Top Dividend Contributors:</span></b></u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b> </b></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>1. </b></span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>SGX</b></span></span> (12.1%):</b></span> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SGX is <span style="font-family: "georgia" , "times new roman" , serif;">the <span style="font-family: "georgia" , "times new roman" , serif;">top counter in my portfolio and no surprise that it is the top d<span style="font-family: "georgia" , "times new roman" , serif;">ividend contribut<span style="font-family: "georgia" , "times new roman" , serif;">or</span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;">. </span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SGX has dividend payout every quarter, almost like a REIT.</span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>2. UOB (8.5%):</b></span> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Good old UOB continues paying dividends.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>3. AIMS APAC Reit (6.1%):</b> </span><br />
<span style="font-family: "georgia"; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">This is a small but good REIT, hope there will be no merger or dislisting of this Reit in 2021. 3rd dividend contributor despite only #10 in my portfolio. </span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">In 2019, the top 3 dividend contributors accounted for 24% of my total dividends. In 2020, the </span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">top 3 dividend contributors accounted for 26.7% of the total dividends. </span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Next, some New Year fun and amusement. </span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><u><b>Dividend Yield Winners (龙虎榜):</b></u></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>1. </b></span><span style="font-family: "georgia"; font-size: large;"><b>ARA HTrust US</b> <b>(10.46%)</b>: </span><br />
<span style="font-family: "georgia"; font-size: large;">- </span><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">Distressed hospitality trust......High yield due to the depressed stock price......</span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>2. </b></span><span style="font-family: "georgia"; font-size: large;"><b>ARA LOGOS Log Tr (9.68%)</b> </span><br />
<span style="font-family: "georgia"; font-size: large;">- ARA brand name again? Though need to pump in money for the first right issue in 2021......</span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>3. Prime US Reit (9.07%)</b></span><br />
<span style="font-family: "georgia"; font-size: large;">- Small holding.</span></p><p><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;">A return gain or loss will only be realised when I sell. The current unrealised return winners and losers:</span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><u><b>Unrealised Return Winners (英雄榜):</b></u></span> </span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>1. </b></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>Keppel DC Reit </b><b>(165.4% gain)</b></span></span></span></b>:</span></span></span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- </span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;">Did not add more as I already have sufficient exposure to the REIT sector</span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">.</span></span> </span></span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia";"><b>2. </b></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>SGX </b><b>(101.1% gain)</b></span></span></span></b>:</span></span></span></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- Will stay for dividends and growth.</span></span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>3. </b></span></span></span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>Mapletree Com Tr</b></span></span></span></b></span></span></span></span> </b><b>(58.8% gain)</b></span></span></span></b>:</span></span></span></span></span></span></span></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- </span></span></span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;">Did not add more as I already have sufficient exposure to the REIT sector</span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">.</span></span> </span></span></span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><u><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><u><b>Unrealised Return</b></u></span></span></span></span> Losers (狗熊榜):</b></u></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"> </span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>1. </b></span><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>Eagle HTrust</b></span> <b>(100% loss)</b></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- Consider this a total loss.....</span></span><span style="font-family: "georgia"; font-size: large;"><b> </b></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>2. Duty Free Int'l (49.6% loss)</b></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- </span></span><span style="font-family: "georgia"; font-size: large;">Keep in cold storage.</span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>3. </b></span><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia"; font-size: large;"><b>ARA HTrust US</b></span> (46.7% loss) </b></span><br />
<span style="font-family: "georgia"; font-size: large;">- Keep in cold storage.</span><br />
</p><p><span style="font-family: "georgia"; font-size: large;">Luckily these are the last 3 positions in my portfolio......</span><br />
<br />
<span style="background-color: blue; font-family: "georgia"; font-size: large;"><b><span style="background-color: white; color: blue;">Wishing everyone Happy New Year and a Healthy and Prosperous 2021.</span></b></span></p>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com0tag:blogger.com,1999:blog-2220714631796111215.post-89666677630563228172020-05-24T23:59:00.002-07:002020-05-25T00:01:09.398-07:00Portfolio Review - My REIT performance<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">So the long awaited black swan, in the form of the invisible coronavirus, has finally arrives... </span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">The event this year is unprecedented. How could we ever imagine such things as cross-border travel and businesses would come to almost a complete halt?<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"> </span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">I have been through the Lehman brothers' crash, although my portfolio was very much smaller at that time. My REIT counters accounted for almost half of my portfolio this time, and i</span>t is time to do a review on their performace so far.</span><br />
<br />
<u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">1. Industrial Reits</span></u><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"> Grade A: Keppel DC Reit, Ascendas Reit, Frasers L&C Tr.</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">- Strong performance, still above my average price.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade B: Aims APAC Reit. </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">- In green territory, still above my cost price (with dividends collected).</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade C: Cromwell Reit, ARA LOGOS Log Tr.</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">- In red territory, even with dividends accounted for.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Comment: Performance varies depends on the type and brand names. Cromwell Reit just does not have buffer from the dividend collected.</span><br />
<br />
<u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">2. Healthcare Reit</span></u><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade A: ParkwayLife Reit.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Comment:
Least affected and as strong as ever. ParkwayLife Reit
has climbed to number 4 in my portfolio.</span><br />
<br />
<u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">3. Commercial Reit</span></u><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade A: Mapletree Comm Tr.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade B: Suntec Reit, Kep Pac Oak Reit.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade C: Prime US Reit.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Comments:
Prime US Reit
just does not have buffer from the dividend collected. Performance of Commercial Reits down the road remains uncertain as WFH concept may become common.</span><br />
<br />
<u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">4. Retail Reit</span></u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade B: CMT, FCT, Starhill Global Reit, Sasseur Reit, SPH Reit.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade C: Lendlease Reit.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Comment: Retail Reits
badly affected and there is no Grade A performer here. And don't kid ourselves that everything will return to normal soon.</span><br />
<br />
<u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">5. Hospitality Reit</span></u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade C: CDLHT, FEHT, ARA HT.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade D: Eagle HT (Dead).</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Comment: Worst hit type of Reits. Though the Malaysian workers staying in Singapore offer minor relief to the hospitality sector. No sight on recovery.</span><br />
<br />
<u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">6. Business Trust</span></u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade A: Netlink NBN Tr.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Grade B: </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Keppel Infra Tr, </span>Accordia Golf Tr.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Comment: Infrastructure Trusts seem not much affected as they provide essential services. Impact on AGT uncertain but does not look good.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">The prices on most of the Reits are very tempting, but I am not buying as I have quite a substantial exposure already. </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com0tag:blogger.com,1999:blog-2220714631796111215.post-30697835943515081102020-01-01T01:19:00.000-08:002020-01-01T01:19:50.756-08:002019 Portfolio Review<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">I am becoming lazy to doing updates... </span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Time flies and 2019 is gone. All my tradings are done and all dividends are collected. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">It is time to do a final review on my portfolio's performace in 2019.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Top 30 positions of my portfolio at end 2019:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">1. SGX</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">2. UOB</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">3. CMT</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">4. SATS</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">5. OCBC</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">6. FCT</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">7. Keppel DC Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">8. ParkwayLife Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">9. AIMS APAC Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">10. Keppel Corp</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">11. CDL HTrust</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">12. Mapletree Com Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">13. SPH</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">14. Suntec Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">15. SingTel</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">16. SPH Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">17. Frasers Com Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">18. Ascendas Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">19. Starhill Global Reit</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">20. Capitaland</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">21. Frasers L&I Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">22. Keppel InfraTr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">23. Bukit Sembawang</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">24. SIA Engg</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">25. Sembcorp Indust</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">26. VICOM</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">27. ST Engg</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">28. Frasers Property</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">29. Cache Log Tr</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">30. Netlink NBN Tr</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Total dividends collected in 2019: $17,124.43</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Average monthly dividends: $1,427.04 (7.2% up cf. 2018)</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Portfolio yield: 4.78%</span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><br /></span>
<u><b><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Top Dividend Contributors:</span></b></u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b> </b></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>1. </b></span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>SGX</b></span></span> (10.29%):</b></span> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SGX is <span style="font-family: "georgia" , "times new roman" , serif;">the <span style="font-family: "georgia" , "times new roman" , serif;">top counter in my portfolio and no surprise that it is the top d<span style="font-family: "georgia" , "times new roman" , serif;">ividend contribut<span style="font-family: "georgia" , "times new roman" , serif;">or</span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;">. </span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SGX has dividend payout every quarter, almost like a REIT.</span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>2. UOB (7.64%):</b></span> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">UOB has became 2nd in my portfolio.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>3. AIMS APAC Reit (6.22%):</b> </span><br />
<span style="font-family: "georgia"; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Hope there will be no merger change to this Reit in 2020.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">In 2018, the top 3 dividend contributors accounted for 23% of my total dividends. In 2019, the </span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">top 3 dividend contributors accounted for 24% of the total dividends. So, not much diversification achieved this year.</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Next, some New Year fun and amusement. </span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><u><b>Dividend Yield Winners (龙虎榜):</b></u></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>1. </b></span><span style="font-family: "georgia"; font-size: large;"><b>Sasseur Reit</b> <b>(9.54%)</b>: </span><br />
<span style="font-family: "georgia"; font-size: large;">- </span><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">Small reit from China.....</span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>2. </b></span><span style="font-family: "georgia"; font-size: large;"><b>KepPacOak Reit (9.50%)</b> </span><br />
<span style="font-family: "georgia"; font-size: large;">- Commercial reit from USA.....</span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>3. Duty Free Int'l (9.43%)</b></span><br />
<span style="font-family: "georgia"; font-size: large;">- My only holding outside the mainboard. </span><br />
<br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;">A return gain or loss will only be realised when I sell. The current unrealised return winners and losers:</span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><u><b>Unrealised Return Winners (英雄榜):</b></u></span> </span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>1. </b></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>Keppel DC Reit </b><b>(97.6% gain)</b></span></span></span></b>:</span></span></span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- </span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">Unfortunately I did not buy more as I did not expect it to rise up so much in value<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">.</span></span> </span></span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia";"><b>2. </b></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>SGX </b><b>(88.4% gain)</b></span></span></span></b>:</span></span></span></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- Will stay for dividends and growth.</span></span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>3. </b></span></span></span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>Mapletree Com Tr</b></span></span></span></b></span></span></span></span> </b><b>(71.1% gain)</b></span></span></span></b>:</span></span></span></span></span></span></span></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- </span></span></span></span></span></span></span></span><span style="font-family: "georgia"; font-size: large;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">Unfortunately I did not buy more as I did not expect it to rise up so much in value<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">.</span></span></span></span></span></span></span></span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><u><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><u><b>Unrealised Return</b></u></span></span></span></span> Losers (狗熊榜):</b></u></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"> </span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>1. </b></span><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>Duty Free Int'l</b></span> <b>(41.4% loss)</b></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- I probably should not have wandered outside the mainboard.</span></span><span style="font-family: "georgia"; font-size: large;"><b> </b></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>2. Eagle HTrust (31.4% loss)</b></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- </span></span><span style="font-family: "georgia"; font-size: large;">Keep in cold storage.</span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>3. </b></span><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia"; font-size: large;"><b>Sembcorp Industries</b></span> (27.4% loss) </b></span><br />
<span style="font-family: "georgia"; font-size: large;">- Keep in cold storage.</span><br />
<br />
<br />
<span style="background-color: blue; font-family: "georgia"; font-size: large;"><b><span style="background-color: white; color: blue;">Wishing everyone Happy New Year and a Prosperous 2020.</span></b></span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com3tag:blogger.com,1999:blog-2220714631796111215.post-25384513646288764202019-09-07T03:01:00.000-07:002019-09-07T03:01:50.094-07:00My Stock Portfolio @ end Aug 2019<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
6,000</center>
</td><td><center>
13.45</center>
</td><td><center>
8.20</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>UOB</td><td><center>
1,047</center>
</td><td><center>
7.14</center>
</td><td><center>
24.96</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.52</center>
</td><td><center>
2.65</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>FCT</td><td><center>
7,000</center>
</td><td><center>
5.26</center>
</td><td><center>
2.75</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
5.25</center>
</td><td><center>
4.80</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>OCBC Bank</td><td><center>
1,499</center>
</td><td><center>
4.36</center>
</td><td><center>
10.65</center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>ParkwayLife Reit</td><td><center>
5,000</center>
</td><td><center>
4.22</center>
</td><td><center>
3.09</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>AIMS APAC Reit</td><td><center>
10,584</center>
</td><td><center>
4.08</center>
</td><td><center>
1.41</center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>CDL HTrust</td><td><center>
9,000</center>
</td><td><center>
3.94</center>
</td><td><center>
1.60</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.70</center>
</td><td><center>
1.83</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>Keppel Corp</td><td><center>
2,300</center>
</td><td><center>
3.67</center>
</td><td><center>
<span style="color: red;">5.84</span></center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
3.26</center>
</td><td><center>
<span style="color: red;">1.99</span></center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.06</center>
</td><td><center>
1.93</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.99</center>
</td><td><center>
2.28</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
2.76</center>
</td><td><center>
3.17</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.53</center>
</td><td><center>
1.09</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.46</center>
</td><td><center>
0.75</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Frasers Com Tr</td><td><center>
5,318</center>
</td><td><center>
2.38</center>
</td><td><center>
1.64</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
2.00</center>
</td><td><center>
1.22</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
1.90</center>
</td><td><center>
3.47</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Keppel InfraTr</td><td><center>
12,000</center>
</td><td><center>
1.69</center>
</td><td><center>
0.515</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.68</center>
</td><td><center>
3.08</center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.39</center>
</td><td><center>
<span style="color: red;">5.07</span></center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.02</center>
</td><td><center>
<span style="color: red;">2.07</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.00</center>
</td><td><center>
<span style="color: red;">2.43</span></center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.86</center>
</td><td><center>
3.94</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.86</center>
</td><td><center>
1.75</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.78</center>
</td><td><center>
0.715</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.73</center>
</td><td><center>
0.89</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Cromwell Euro Reit</td><td><center>
3,000</center>
</td><td><center>
0.62</center>
</td><td><center>
0.495</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Aug:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- Nil</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- </span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Frasers Comm Tr (DRIP)</span>. </span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $<span style="font-family: "georgia" , "times new roman" , serif;">3,701</span>.68</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">201<span style="font-family: "georgia" , "times new roman" , serif;">9</span> avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,490</span>.02 [8.35% up cf. 2018]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;">1.</span> </span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">Bumper month in August. </span></span>Missed my Dividend target of $4K again this August, as I had lost the contribution from Starhub and ParkwayLife Reit is paying in September</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span><span style="font-family: "georgia";">.</span><br />
<span style="font-family: "georgia";"><br /></span>
<span style="font-family: "georgia";">2. Current worst performing counter: </span><span style="font-family: "georgia";">Duty Free Int'l (43.7% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com0tag:blogger.com,1999:blog-2220714631796111215.post-87811593010026194942019-08-01T03:01:00.004-07:002019-08-01T03:04:58.692-07:00My Stock Portfolio @ end Jul 2019<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
6,000</center>
</td><td><center>
12.83</center>
</td><td><center>
7.92</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>UOB</td><td><center>
1,047</center>
</td><td><center>
7.46</center>
</td><td><center>
26.40</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.37</center>
</td><td><center>
2.62</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
5.21</center>
</td><td><center>
4.82</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>FCT</td><td><center>
7,000</center>
</td><td><center>
4.93</center>
</td><td><center>
2.61</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>OCBC Bank</td><td><center>
1,499</center>
</td><td><center>
4.67</center>
</td><td><center>
11.54</center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>AIMS APAC Reit</td><td><center>
10,584</center>
</td><td><center>
4.23</center>
</td><td><center>
1.48</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>ParkwayLife Reit</td><td><center>
5,000</center>
</td><td><center>
4.13</center>
</td><td><center>
3.06</center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>CDL HTrust</td><td><center>
9,000</center>
</td><td><center>
3.99</center>
</td><td><center>
1.64</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>Keppel Corp</td><td><center>
2,300</center>
</td><td><center>
3.97</center>
</td><td><center>
6.40</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
3.58</center>
</td><td><center>
<span style="color: red;">2.21</span></center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.42</center>
</td><td><center>
1.71</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
2.99</center>
</td><td><center>
1.91</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
2.87</center>
</td><td><center>
3.33</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.68</center>
</td><td><center>
2.07</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.58</center>
</td><td><center>
0.795</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.46</center>
</td><td><center>
1.07</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Frasers Com Tr</td><td><center>
5,241</center>
</td><td><center>
2.28</center>
</td><td><center>
1.61</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
1.95</center>
</td><td><center>
3.62</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
1.94</center>
</td><td><center>
1.20</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.65</center>
</td><td><center>
3.06</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Keppel InfraTr</td><td><center>
12,000</center>
</td><td><center>
1.65</center>
</td><td><center>
0.51</center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.48</center>
</td><td><center>
<span style="color: red;">5.50</span></center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.14</center>
</td><td><center>
<span style="color: red;">2.34</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.07</center>
</td><td><center>
<span style="color: red;">2.65</span></center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.92</center>
</td><td><center>
4.24</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.88</center>
</td><td><center>
1.81</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.83</center>
</td><td><center>
0.77</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.70</center>
</td><td><center>
0.865</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Cromwell Euro Reit</td><td><center>
3,000</center>
</td><td><center>
0.63</center>
</td><td><center>
0.51</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Jul:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- Nil</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- </span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Prime US Reit</span>. </span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $<span style="font-family: "georgia" , "times new roman" , serif;">2</span>08.28</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">201<span style="font-family: "georgia" , "times new roman" , serif;">9</span> avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,174</span>.07 [15.5% up cf. 2018]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;">1.</span> </span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;">Advance distribution for FCT and Cromwell Euro Reit prevented the usual big "0"<span style="font-family: "georgia" , "times new roman" , serif;"> in<span style="font-family: "georgia" , "times new roman" , serif;"> July</span></span></span>.</span><br />
<span style="font-family: "georgia";"><br /></span>
<span style="font-family: "georgia";">2. Current worst performing counter: </span><span style="font-family: "georgia";">Duty Free Int'l (36.7% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com0tag:blogger.com,1999:blog-2220714631796111215.post-52351389181737060562019-07-02T04:53:00.000-07:002019-07-02T04:53:51.368-07:00My Stock Portfolio @ end Jun 2019<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
6,000</center>
</td><td><center>
12.76</center>
</td><td><center>
7.92</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>UOB</td><td><center>
1,047</center>
</td><td><center>
7.35</center>
</td><td><center>
26.13</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.36</center>
</td><td><center>
2.63</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
5.61</center>
</td><td><center>
5.22</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>FCT</td><td><center>
7,000</center>
</td><td><center>
4.89</center>
</td><td><center>
2.60</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>OCBC Bank</td><td><center>
1,499</center>
</td><td><center>
4.59</center>
</td><td><center>
11.40</center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>AIMS APAC Reit</td><td><center>
10,584</center>
</td><td><center>
4.12</center>
</td><td><center>
1.45</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>Keppel Corp</td><td><center>
2,300</center>
</td><td><center>
4.11</center>
</td><td><center>
6.66</center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>ParkwayLife Reit</td><td><center>
5,000</center>
</td><td><center>
4.07</center>
</td><td><center>
3.03</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>CDL HTrust</td><td><center>
9,000</center>
</td><td><center>
3.94</center>
</td><td><center>
1.63</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
3.93</center>
</td><td><center>
<span style="color: red;">2.44</span></center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.32</center>
</td><td><center>
1.67</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.02</center>
</td><td><center>
1.94</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
3.00</center>
</td><td><center>
3.50</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.69</center>
</td><td><center>
2.09</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.50</center>
</td><td><center>
0.775</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.44</center>
</td><td><center>
1.07</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Frasers Com Tr</td><td><center>
5,241</center>
</td><td><center>
2.35</center>
</td><td><center>
1.67</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
1.95</center>
</td><td><center>
1.21</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
1.90</center>
</td><td><center>
3.53</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.68</center>
</td><td><center>
3.12</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Keppel InfraTr</td><td><center>
12,000</center>
</td><td><center>
1.63</center>
</td><td><center>
0.505</center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.55</center>
</td><td><center>
<span style="color: red;">5.77</span></center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.16</center>
</td><td><center>
<span style="color: red;">2.41</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.01</center>
</td><td><center>
<span style="color: red;">2.51</span></center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.90</center>
</td><td><center>
1.87</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.89</center>
</td><td><center>
4.14</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.85</center>
</td><td><center>
0.79</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.72</center>
</td><td><center>
0.89</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Silverlake Axis</td><td><center>
4,500</center>
</td><td><center>
0.65</center>
</td><td><center>
0.535</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Jun:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- Nil</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- </span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Astrea VB3.85%</span>, AGT, FCT (Rights). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">DRIP: FEHT, AIMS APAC Reit, OCBC</span>.</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $1,073.18</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">201<span style="font-family: "georgia" , "times new roman" , serif;">9</span> avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,335</span>.04 [12.6% up cf. 2018]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;">1.</span> I am wrong in my assumption that no new IPO is in the near future. What, another US REIT is coming!</span><br />
<span style="font-family: "georgia";"><br /></span>
<span style="font-family: "georgia";">2. Current worst performing counter: </span><span style="font-family: "georgia";">Duty Free Int'l (36.4% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com0tag:blogger.com,1999:blog-2220714631796111215.post-39976905044339514012019-06-04T19:15:00.000-07:002019-06-04T19:15:43.910-07:00My Stock Portfolio @ end May 2019<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
6,000</center>
</td><td><center>
12.87</center>
</td><td><center>
7.38</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>UOB</td><td><center>
1,047</center>
</td><td><center>
7.15</center>
</td><td><center>
23.50</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.31</center>
</td><td><center>
2.41</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
5.90</center>
</td><td><center>
5.07</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>OCBC Bank</td><td><center>
1,467</center>
</td><td><center>
4.51</center>
</td><td><center>
10.57</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>ParkwayLife Reit</td><td><center>
5,000</center>
</td><td><center>
4.35</center>
</td><td><center>
2.99</center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>FCT</td><td><center>
6,000</center>
</td><td><center>
4.22</center>
</td><td><center>
2.42</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>CDL HTrust</td><td><center>
9,000</center>
</td><td><center>
4.21</center>
</td><td><center>
1.61</center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>AIMS APAC Reit</td><td><center>
10,376</center>
</td><td><center>
4.19</center>
</td><td><center>
1.39</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
4.08</center>
</td><td><center>
<span style="color: red;">2.34</span></center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>Keppel Corp</td><td><center>
2,300</center>
</td><td><center>
4.03</center>
</td><td><center>
<span style="color: red;">6.03</span></center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.36</center>
</td><td><center>
1.56</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.07</center>
</td><td><center>
1.82</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
2.97</center>
</td><td><center>
3.20</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.67</center>
</td><td><center>
1.91</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.57</center>
</td><td><center>
1.04</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.56</center>
</td><td><center>
0.735</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Frasers Com Tr</td><td><center>
5,241</center>
</td><td><center>
2.29</center>
</td><td><center>
1.50</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
1.99</center>
</td><td><center>
1.14</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
1.87</center>
</td><td><center>
3.22</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.70</center>
</td><td><center>
2.92</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Keppel InfraTr</td><td><center>
12,000</center>
</td><td><center>
1.62</center>
</td><td><center>
0.465</center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.62</center>
</td><td><center>
<span style="color: red;">5.58</span></center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.26</center>
</td><td><center>
<span style="color: red;">2.41</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.06</center>
</td><td><center>
<span style="color: red;">2.42</span></center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.94</center>
</td><td><center>
1.80</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.91</center>
</td><td><center>
3.91</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.84</center>
</td><td><center>
0.725</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.72</center>
</td><td><center>
0.83</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Silverlake Axis</td><td><center>
4,500</center>
</td><td><center>
0.69</center>
</td><td><center>
0.53</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in May:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- Nil</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- ARA HTr, Eagle HTr, Frasers Com Tr (DRIP).</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $3,033.71</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">201<span style="font-family: "georgia" , "times new roman" , serif;">9</span> avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,240</span>.83 [7.8% up cf. 2018]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">1. Late update this month as my soul went to Madrid for the Champion League Final and then over to Liverpool for the victory parade. </span></span><br />
<br />
<span style="font-family: "georgia";">2. </span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">Bumper month in May. Despite the loss of contribution from Starhub, May's dividend exceeded </span></span></span></span>$3K for the first time in my journey</span></span>.</span></span> </span><br />
<br />
<span style="font-family: "georgia";">3. Bought ARA HTr and Eagle HTr from IPO</span><span style="font-family: "georgia";">. They will contribute to my not too productive months of March and September in the future. </span><br />
<br />
<span style="font-family: "georgia";">4. With the looming trade war, guess won't be any new IPO in the near future. Reserving some bullets for the coming FCT preferential offering and the new Astrea bond.</span><br />
<span style="font-family: "georgia";"><br /></span>
<span style="font-family: "georgia";">5. Current worst performing counter: </span><span style="font-family: "georgia";">Duty Free Int'l (36.4% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com0tag:blogger.com,1999:blog-2220714631796111215.post-48635915519635860092019-05-04T03:04:00.000-07:002019-05-04T03:04:06.113-07:00My Stock Portfolio @ end Apr 2019<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
6,000</center>
</td><td><center>
12.52</center>
</td><td><center>
7.38</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>UOB</td><td><center>
1,047</center>
</td><td><center>
8.24</center>
</td><td><center>
27.83</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.16</center>
</td><td><center>
2.42</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
5.92</center>
</td><td><center>
5.23</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>OCBC Bank</td><td><center>
1,467</center>
</td><td><center>
5.02</center>
</td><td><center>
12.10</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>Keppel Corp</td><td><center>
2,300</center>
</td><td><center>
4.40</center>
</td><td><center>
6.77</center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
4.26</center>
</td><td><center>
<span style="color: red;">2.51</span></center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>AIMS APAC Reit</td><td><center>
10,376</center>
</td><td><center>
4.17</center>
</td><td><center>
1.42</center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>ParkwayLife Reit</td><td><center>
5,000</center>
</td><td><center>
4.09</center>
</td><td><center>
2.89</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>CDL HTrust</td><td><center>
9,000</center>
</td><td><center>
4.07</center>
</td><td><center>
1.60</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>FCT</td><td><center>
6,000</center>
</td><td><center>
4.06</center>
</td><td><center>
2.39</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.16</center>
</td><td><center>
1.51</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.03</center>
</td><td><center>
1.85</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
2.86</center>
</td><td><center>
3.17</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.62</center>
</td><td><center>
1.93</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.58</center>
</td><td><center>
0.76</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.48</center>
</td><td><center>
1.03</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Frasers Com Tr</td><td><center>
5,157</center>
</td><td><center>
2.16</center>
</td><td><center>
1.48</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
2.00</center>
</td><td><center>
1.18</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
2.00</center>
</td><td><center>
3.53</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.70</center>
</td><td><center>
3.00</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Keppel InfraTr</td><td><center>
12,000</center>
</td><td><center>
1.61</center>
</td><td><center>
0.475</center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.61</center>
</td><td><center>
<span style="color: red;">5.69</span></center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.35</center>
</td><td><center>
<span style="color: red;">2.66</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.06</center>
</td><td><center>
<span style="color: red;">2.50</span></center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.95</center>
</td><td><center>
1.86</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.90</center>
</td><td><center>
3.96</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.86</center>
</td><td><center>
0.76</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.70</center>
</td><td><center>
0.83</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Silverlake Axis</td><td><center>
4,500</center>
</td><td><center>
0.66</center>
</td><td><center>
0.52</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Apr:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- Nil</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- CDLHT, Keppel Infra Tr (Rights).</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $77.19</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">201<span style="font-family: "georgia" , "times new roman" , serif;">9</span> avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">792</span>.61 [14% up cf. 2018]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. </span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;">Advance distribution for Keppel Infra Trust prevented the usual big "0"<span style="font-family: "georgia" , "times new roman" , serif;"> in<span style="font-family: "georgia" , "times new roman" , serif;"> April</span></span></span>. Been such a long time since the beginning of CitySpring. </span><br />
<br />
<span style="font-family: "georgia";">2. May is an important month</span><span style="font-family: "georgia";"><span style="font-family: "georgia";">, as many of my holdings are
paying dividends. </span>Likely around $3K for me although I will miss the contribution from Starhub.</span><br />
<span style="font-family: "georgia";"><br /></span>
<span style="font-family: "georgia";">3. Current worst performing counter: </span><span style="font-family: "georgia";">Duty Free Int'l (32.6% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com2tag:blogger.com,1999:blog-2220714631796111215.post-49981605275679471812019-04-02T06:05:00.000-07:002019-04-02T06:05:58.486-07:00My Stock Portfolio @ end Mar 2019<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
6,000</center>
</td><td><center>
12.88</center>
</td><td><center>
7.31</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>UOB</td><td><center>
1,047</center>
</td><td><center>
7.75</center>
</td><td><center>
25.19</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.29</center>
</td><td><center>
2.38</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
6.00</center>
</td><td><center>
5.11</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>OCBC Bank</td><td><center>
1,467</center>
</td><td><center>
4.76</center>
</td><td><center>
11.05</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,376</center>
</td><td><center>
4.33</center>
</td><td><center>
1.42</center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>ParkwayLife Reit</td><td><center>
5,000</center>
</td><td><center>
4.29</center>
</td><td><center>
2.92</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
4.25</center>
</td><td><center>
<span style="color: red;">2.41</span></center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>Keppel Corp</td><td><center>
2,300</center>
</td><td><center>
4.20</center>
</td><td><center>
<span style="color: red;">6.22</span></center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>FCT</td><td><center>
6,000</center>
</td><td><center>
4.20</center>
</td><td><center>
2.38</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.32</center>
</td><td><center>
1.95</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.26</center>
</td><td><center>
1.50</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.26</center>
</td><td><center>
1.63</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
2.83</center>
</td><td><center>
3.02</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.67</center>
</td><td><center>
1.89</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.62</center>
</td><td><center>
1.05</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.57</center>
</td><td><center>
0.73</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Frasers Com Tr</td><td><center>
5,157</center>
</td><td><center>
2.24</center>
</td><td><center>
1.48</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
2.14</center>
</td><td><center>
3.65</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
2.04</center>
</td><td><center>
1.16</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.71</center>
</td><td><center>
2.91</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.66</center>
</td><td><center>
<span style="color: red;">5.65</span></center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.35</center>
</td><td><center>
<span style="color: red;">2.55</span></center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.23</center>
</td><td><center>
0.465</center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.08</center>
</td><td><center>
<span style="color: red;">2.46</span></center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.96</center>
</td><td><center>
1.81</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.88</center>
</td><td><center>
3.74</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.88</center>
</td><td><center>
0.745</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.73</center>
</td><td><center>
0.83</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Silverlake Axis</td><td><center>
4,500</center>
</td><td><center>
0.71</center>
</td><td><center>
0.54</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Mar:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- Nil</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- SGX, Keppel Corp; DRIP: FCOT, FEHT, AIMSAMPI Cap Ind Reit.</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $874.67</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">201<span style="font-family: "georgia" , "times new roman" , serif;">9</span> avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,031</span>.08 [11.2% up cf. 2018]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. Dividend collected in 1Q 2019 resumed the YOY uptrend after the Keppel DC Reit and Frasers Com Trust dividends in March</span><span style="font-family: "georgia";">.</span><br />
<br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">2. Invested the Starhub money into SGX and Keppel Corp</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">. </span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> </span><br />
<br />
<span style="font-family: "georgia";">3. Current worst performing counter: </span><span style="font-family: "georgia";"><span style="font-family: "georgia";">SIA Engg</span> (32.2% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com2tag:blogger.com,1999:blog-2220714631796111215.post-42685176864047167232019-03-02T04:32:00.001-08:002019-03-02T04:36:22.873-08:00My Stock Portfolio @ end Feb 2019<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
5,500</center>
</td><td><center>
13.01</center>
</td><td><center>
7.84</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>UOB</td><td><center>
1,047</center>
</td><td><center>
7.90</center>
</td><td><center>
25.02</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.52</center>
</td><td><center>
2.40</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
6.19</center>
</td><td><center>
5.13</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>OCBC Bank</td><td><center>
1,467</center>
</td><td><center>
4.89</center>
</td><td><center>
11.06</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
4.45</center>
</td><td><center>
<span style="color: red;">2.46</span></center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>ParkwayLife Reit</td><td><center>
5,000</center>
</td><td><center>
4.33</center>
</td><td><center>
2.87</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,190</center>
</td><td><center>
4.30</center>
</td><td><center>
1.40</center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>FCT</td><td><center>
6,000</center>
</td><td><center>
4.14</center>
</td><td><center>
2.29</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.38</center>
</td><td><center>
1.93</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.28</center>
</td><td><center>
1.47</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.24</center>
</td><td><center>
1.58</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
2.97</center>
</td><td><center>
<span style="color: red;">6.16</span></center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
2.91</center>
</td><td><center>
3.02</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.64</center>
</td><td><center>
1.03</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.56</center>
</td><td><center>
1.77</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.52</center>
</td><td><center>
0.695</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Frasers Com Tr</td><td><center>
5,074</center>
</td><td><center>
2.28</center>
</td><td><center>
1.49</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
2.06</center>
</td><td><center>
3.42</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
1.99</center>
</td><td><center>
1.10</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.71</center>
</td><td><center>
<span style="color: red;">5.67</span></center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.69</center>
</td><td><center>
2.80</center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.42</center>
</td><td><center>
<span style="color: red;">2.62</span></center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.40</center>
</td><td><center>
0.515</center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.10</center>
</td><td><center>
<span style="color: red;">2.42</span></center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.93</center>
</td><td><center>
1.72</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.90</center>
</td><td><center>
3.74</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.86</center>
</td><td><center>
0.715</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>Silverlake Axis</td><td><center>
4,500</center>
</td><td><center>
0.77</center>
</td><td><center>
0.57</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.72</center>
</td><td><center>
0.80</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
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</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Feb:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- Starhub</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- UOB</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $2,001.64</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">201<span style="font-family: "georgia" , "times new roman" , serif;">9</span> avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,109</span>.28 [10.2% down cf. 2018]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. Dividend collected in Feb down due to Keppel DC Reit and Frasers Com Trust paying dividends in March, instead of the usual payment </span><span style="font-family: "georgia";">in Feb.</span><br />
<br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">2. Sold all my remaining Starhub and realised a loss. </span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">Once upon a time, Starhub was my top holding and made up more than 20% of my portfolio. </span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span>Perhaps I am too sentimental as Starhub was also the first stock I purchased after setting up the online stock platform. I am very bad at selling but I do hope Starhub will not go the way of Rickmers, Noble Group and Hyflux that I had sold in the past. </span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> </span><br />
<br />
<span style="font-family: "georgia";">3. Current worst performing counter: </span><span style="font-family: "georgia";"><span style="font-family: "georgia";">Duty Free Int'l</span> (34.9% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com1tag:blogger.com,1999:blog-2220714631796111215.post-31523499446501383602019-02-01T03:52:00.002-08:002019-02-01T03:55:52.012-08:00My Stock Portfolio @ end Jan 2019<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
5,500</center>
</td><td><center>
12.57</center>
</td><td><center>
7.64</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>UOB</td><td><center>
947</center>
</td><td><center>
7.14</center>
</td><td><center>
25.19</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.46</center>
</td><td><center>
2.40</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
5.79</center>
</td><td><center>
4.84</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>OCBC Bank</td><td><center>
1,467</center>
</td><td><center>
5.05</center>
</td><td><center>
11.51</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
4.50</center>
</td><td><center>
<span style="color: red;">2.51</span></center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>ParkwayLife Reit</td><td><center>
5,000</center>
</td><td><center>
4.29</center>
</td><td><center>
2.87</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,190</center>
</td><td><center>
4.21</center>
</td><td><center>
1.38</center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>FCT</td><td><center>
6,000</center>
</td><td><center>
4.11</center>
</td><td><center>
2.29</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.40</center>
</td><td><center>
1.67</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.35</center>
</td><td><center>
1.93</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.19</center>
</td><td><center>
1.44</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
2.92</center>
</td><td><center>
<span style="color: red;">6.10</span></center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
2.88</center>
</td><td><center>
3.02</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.62</center>
</td><td><center>
1.03</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.57</center>
</td><td><center>
0.715</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.53</center>
</td><td><center>
1.76</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Frasers Com Tr</td><td><center>
5,074</center>
</td><td><center>
2.26</center>
</td><td><center>
1.49</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Starhub</td><td><center>
4,000</center>
</td><td><center>
2.13</center>
</td><td><center>
<span style="color: red;">1.78</span></center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
1.99</center>
</td><td><center>
3.33</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
1.94</center>
</td><td><center>
1.08</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.68</center>
</td><td><center>
<span style="color: red;">5.61</span></center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.64</center>
</td><td><center>
2.74</center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.39</center>
</td><td><center>
<span style="color: red;">2.59</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.37</center>
</td><td><center>
0.51</center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.11</center>
</td><td><center>
<span style="color: red;">2.48</span></center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.97</center>
</td><td><center>
1.81</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.89</center>
</td><td><center>
3.72</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.87</center>
</td><td><center>
0.73</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.70</center>
</td><td><center>
0.785</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Jan:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- Starhub (partial)</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- FCT, UOB.</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $216.92</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">201<span style="font-family: "georgia" , "times new roman" , serif;">9</span> avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">216</span>.92 [47.2% down cf. 2018]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. Dividend collected in Jan down due to the absence of AIMSAMPI Cap Ind Reit's advance distribution</span><span style="font-family: "georgia";"> <span style="font-family: "georgia" , "times new roman" , serif;">that was paid </span>in Jan 2018.</span><br />
<br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">2. Reduced my exposure on Starhub, which dropped to number 19.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> </span><br />
<br />
<span style="font-family: "georgia";">3. Current worst performing counter: </span><span style="font-family: "georgia";"><span style="font-family: "georgia";">Duty Free Int'l</span> (32.3% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com2tag:blogger.com,1999:blog-2220714631796111215.post-18904766751767100362019-01-02T03:47:00.000-08:002019-01-02T03:48:10.086-08:00My Stock Portfolio @ end Dec 2018<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
5,500</center>
</td><td><center>
12.42</center>
</td><td><center>
7.15</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>UOB</td><td><center>
847</center>
</td><td><center>
6.57</center>
</td><td><center>
24.57</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.43</center>
</td><td><center>
2.26</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
5.89</center>
</td><td><center>
4.66</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>OCBC Bank</td><td><center>
1,467</center>
</td><td><center>
5.22</center>
</td><td><center>
11.26</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
4.45</center>
</td><td><center>
<span style="color: red;">2.35</span></center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,190</center>
</td><td><center>
4.28</center>
</td><td><center>
1.33</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>ParkwayLife Reit</td><td><center>
5,000</center>
</td><td><center>
4.15</center>
</td><td><center>
2.63</center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>Starhub</td><td><center>
7,000</center>
</td><td><center>
3.87</center>
</td><td><center>
<span style="color: red;">1.75</span></center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.26</center>
</td><td><center>
1.78</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>FCT</td><td><center>
4,700</center>
</td><td><center>
3.22</center>
</td><td><center>
2.17</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.16</center>
</td><td><center>
1.35</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.14</center>
</td><td><center>
1.46</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
2.99</center>
</td><td><center>
<span style="color: red;">5.91</span></center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
2.95</center>
</td><td><center>
2.93</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.69</center>
</td><td><center>
1.00</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.58</center>
</td><td><center>
0.68</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.50</center>
</td><td><center>
1.65</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Frasers Com Tr</td><td><center>
5,074</center>
</td><td><center>
2.20</center>
</td><td><center>
1.37</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
1.96</center>
</td><td><center>
<span style="color: red;">3.11</span></center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
1.95</center>
</td><td><center>
1.03</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.78</center>
</td><td><center>
<span style="color: red;">5.65</span></center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.62</center>
</td><td><center>
2.57</center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.44</center>
</td><td><center>
<span style="color: red;">2.54</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.38</center>
</td><td><center>
0.485</center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.08</center>
</td><td><center>
<span style="color: red;">2.27</span></center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.94</center>
</td><td><center>
1.65</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.88</center>
</td><td><center>
3.49</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.88</center>
</td><td><center>
0.695</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.72</center>
</td><td><center>
0.765</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Dec:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- <span style="font-family: "georgia" , "times new roman" , serif;">Nil</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- ParkwayLife Reit, AIMSAMPI Cap Ind Reit (DRIP), Cromwell Europe Reit (rights).</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $1,164.17</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">2018 avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,331</span>.23 [17.6% up cf. 2017]</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Portfolio yield: 5.10%</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. Not a good year in 2018. </span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"> Though the dividends collected more than offset the decline in portfolio value.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">2. UOB and CMT replaced SPH and Starhub as my foundation stocks. SPH is now number 6 and Starhub number 9 respectively.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> </span><br />
<br />
<span style="font-family: "georgia";">3. Current worst performing counter: SIA Engg (36.4% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com4tag:blogger.com,1999:blog-2220714631796111215.post-44090667038026457722018-12-31T01:41:00.000-08:002018-12-31T01:41:21.979-08:002018 Portfolio Review: Winners and Losers<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Time flies and 2018 is gone. All my tradings are done and all dividends are collected. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">It is time to review my portfolio's winners and losers in 2018.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">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. </span><br />
<br />
<u><b><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Top Dividend Contributors:</span></b></u><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b> </b></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>1. </b></span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>SGX</b></span></span> (9.73%):</b></span> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SGX is <span style="font-family: "georgia" , "times new roman" , serif;">the <span style="font-family: "georgia" , "times new roman" , serif;">top counter in my portfolio and no surprise that it is the top d<span style="font-family: "georgia" , "times new roman" , serif;">ividend contribut<span style="font-family: "georgia" , "times new roman" , serif;">or</span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;">. </span></span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">SGX has dividend payout every quarter, almost like a REIT.</span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>2. Starhub (7.01%):</b></span> </span><br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">One of the counters that depreciated much in value.</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>3. CMT (6.60%):</b> </span><br />
<span style="font-family: "georgia"; font-size: large;">- </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Retail Reit is not just retail. F&B accounted for about one-third of the leased spaces.</span><br />
<br />
<span style="font-family: "georgia"; font-size: large;">Dethroned: Starhub (2017).</span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"> </span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">In 2017, the top 3 dividend contributors accounted for 24% of my total dividends. In 2018, the </span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">top 3 dividend contributors accounted for 23% of the total dividends. So, not much diversification achieved this year.</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Next, some New Year fun and amusement. </span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><u><b>Dividend Yield Winners (龙虎榜):</b></u></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>1. </b></span><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia"; font-size: large;"><b>Duty Free Int'l</b></span></b></span></b> <b>(9.18%)</b>: </span><br />
<span style="font-family: "georgia"; font-size: large;">- </span><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">The smallest of my holdings.</span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>2. </b></span><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><b>Starhub</b></span></span> (9.14%)</b> </span><br />
<span style="font-family: "georgia"; font-size: large;">- Great depreciation in price.</span><br />
<span style="font-family: "georgia"; font-size: large;">- </span><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">Just wonder whether dividend would be cut again?</span></span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>3. Cache Logistics Trust (8.63%)</b></span><br />
<span style="font-family: "georgia"; font-size: large;">- One of my tiny holdings. </span><br />
<span style="font-family: "georgia"; font-size: large;">- </span><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">Probably will get more in 2018</span></span>.</span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">Dethroned: </span></span><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">AIMSAMPI Capital Industrial Reit</span></span> (2017)</span>.</span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><u><b>Dividend Yield Losers (老鼠榜):</b></u><b> </b></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><b>1. </b></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>Sembcorp Industries</b></span></span></span></b> <b>(1.57%)</b>: </span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">- </span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;">Dividend cut...</span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b> </b></span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>2. Cromwell Europe Reit </b><b>(1.96%)</b>: </span> </span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">- </span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">CER is here because it only distributed one dividend payout.</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>3. </b></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;">Sasseur Reit</span> </b><b>(2.44%)</b>: </span></span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">- Same. Only one dividend payout</span><span style="font-size: large;">.</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">Dethroned: </span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;">Bukit Sembawang</span></span></span> (2017)</span>.</span> </span></span></span><br />
<br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;">A return gain or loss will only be realised when I sell. The current unrealised return winners and losers:</span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><u><b>Unrealised Return Winners (英雄榜):</b></u></span> </span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>1. </b></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>SGX </b><b>(60.4% gain)</b></span></span></span></b>:</span></span></span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- </span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">This is one of my foundation stocks and will remain for keep.</span></span></span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">- <span style="font-family: "georgia" , "times new roman" , serif;">SGX</span> retains the trophy for this category.</span></span> </span></span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia";"><b>2. </b></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>SATS </b><b>(52.6% gain)</b></span></span></span></b>:</span></span></span></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- Will stay for dividends and growth.</span></span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>3. </b></span></span></span></span></span></span></span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><b>CMT</b></span></span></span></b></span></span></span></span> </b><b>(45% gain)</b></span></span></span></b>:</span></span></span></span></span></span></span></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- Replaced Starhub and SPH as one of my foundation stocks.</span></span></span></span></span></span></span></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- Will stay for dividends.</span></span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><u><b><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><u><b>Unrealised Return</b></u></span></span></span></span> Losers (狗熊榜):</b></u></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"> </span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>1. </b></span><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia"; font-size: large;"><b>SIA Engg</b></span></b> <b>(36.4% loss)</b></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- Price continues declining trend in 2018. </span></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- Still pondering whether to add more or not?</span><b> </b></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-size: large;">- <span style="font-family: "georgia" , "times new roman" , serif;">SIA Engg</span> retains the trophy for this category.</span></span> </span></span></span></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>2. Duty Free Int'l (34.9% loss)</b></span><br />
<span style="font-family: "georgia"; font-size: large;"><span style="font-family: "georgia"; font-size: large;">- I probably should not have wandered outside the mainboard.</span><b> </b></span><br />
<br />
<span style="font-family: "georgia"; font-size: large;"><b>3. </b></span><span style="font-family: "georgia"; font-size: large;"><b><span style="font-family: "georgia"; font-size: large;"><b>Sembcorp Industries</b></span> (21.6% loss) </b></span><br />
<span style="font-family: "georgia"; font-size: large;">- Keep in cold storage.</span><br />
<br />
<br />
<span style="background-color: blue; font-family: "georgia"; font-size: large;"><b><span style="background-color: white; color: blue;">Wishing everyone Happy New Year and a Prosperous 2019.</span></b></span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com1tag:blogger.com,1999:blog-2220714631796111215.post-56799554977599033762018-12-08T03:59:00.000-08:002018-12-08T03:59:03.677-08:00My Stock Portfolio @ end Nov 2018<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
5,500</center>
</td><td><center>
12.67</center>
</td><td><center>
7.32</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>UOB</td><td><center>
847</center>
</td><td><center>
6.70</center>
</td><td><center>
25.15</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.37</center>
</td><td><center>
2.25</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
6.03</center>
</td><td><center>
4.79</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>OCBC Bank</td><td><center>
1,467</center>
</td><td><center>
5.20</center>
</td><td><center>
11.26</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
4.98</center>
</td><td><center>
<span style="color: red;">2.64</span></center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,000</center>
</td><td><center>
4.28</center>
</td><td><center>
1.36</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>Starhub</td><td><center>
7,000</center>
</td><td><center>
4.19</center>
</td><td><center>
<span style="color: red;">1.90</span></center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.21</center>
</td><td><center>
1.76</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.21</center>
</td><td><center>
1.50</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>FCT</td><td><center>
4,700</center>
</td><td><center>
3.19</center>
</td><td><center>
2.16</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.17</center>
</td><td><center>
1.36</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
3.09</center>
</td><td><center>
3.08</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>ParkwayLife Reit</td><td><center>
3,600</center>
</td><td><center>
3.08</center>
</td><td><center>
2.72</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
3.05</center>
</td><td><center>
<span style="color: red;">6.06</span></center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.67</center>
</td><td><center>
1.00</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.53</center>
</td><td><center>
0.67</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.51</center>
</td><td><center>
1.66</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Frasers Com Tr</td><td><center>
5,074</center>
</td><td><center>
2.20</center>
</td><td><center>
1.38</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
2.00</center>
</td><td><center>
1.06</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
1.96</center>
</td><td><center>
<span style="color: red;">3.12</span></center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.75</center>
</td><td><center>
<span style="color: red;">5.55</span></center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.62</center>
</td><td><center>
2.57</center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.48</center>
</td><td><center>
<span style="color: red;">2.61</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.30</center>
</td><td><center>
0.46</center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.18</center>
</td><td><center>
<span style="color: red;">2.49</span></center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.92</center>
</td><td><center>
1.63</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.89</center>
</td><td><center>
3.55</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.89</center>
</td><td><center>
0.705</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.73</center>
</td><td><center>
0.775</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Nov:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- <span style="font-family: "georgia" , "times new roman" , serif;">Nil</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- UOB, FCOT (DRIP), Keppel-KBS US Reit (rights).</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $2,239.67</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">2018 avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,346</span>.41 [19.8% up cf. 2017]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. Mini-bear market</span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">? Took the opportunity to add more UOB.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">2. November's dividends crossed $2K for the first time.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> </span><br />
<br />
<span style="font-family: "georgia";">3. Current worst performing counter: Duty Free Int'l (34.4% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com2tag:blogger.com,1999:blog-2220714631796111215.post-85907977674089343932018-11-03T01:48:00.001-07:002018-11-03T01:49:59.469-07:00My Stock Portfolio @ end Oct 2018<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
5,500</center>
</td><td><center>
12.17</center>
</td><td><center>
6.84</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
6.45</center>
</td><td><center>
4.98</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.14</center>
</td><td><center>
2.11</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>UOB</td><td><center>
747</center>
</td><td><center>
5.89</center>
</td><td><center>
24.38</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
5.14</center>
</td><td><center>
<span style="color: red;">2.65</span></center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>OCBC Bank</td><td><center>
1,467</center>
</td><td><center>
5.10</center>
</td><td><center>
10.74</center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,000</center>
</td><td><center>
4.34</center>
</td><td><center>
1.34</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>Starhub</td><td><center>
7,000</center>
</td><td><center>
4.26</center>
</td><td><center>
<span style="color: red;">1.88</span></center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.32</center>
</td><td><center>
1.77</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>FCT</td><td><center>
4,700</center>
</td><td><center>
3.28</center>
</td><td><center>
2.16</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
3.26</center>
</td><td><center>
3.16</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
3.21</center>
</td><td><center>
<span style="color: red;">6.20</span></center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.19</center>
</td><td><center>
1.45</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.18</center>
</td><td><center>
1.33</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>ParkwayLife Reit</td><td><center>
3,600</center>
</td><td><center>
3.03</center>
</td><td><center>
2.60</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.71</center>
</td><td><center>
0.985</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.60</center>
</td><td><center>
0.67</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.50</center>
</td><td><center>
1.61</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Frasers Com Tr</td><td><center>
4,987</center>
</td><td><center>
2.21</center>
</td><td><center>
1.37</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
2.08</center>
</td><td><center>
<span style="color: red;">3.14</span></center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
1.98</center>
</td><td><center>
1.02</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.73</center>
</td><td><center>
<span style="color: red;">5.35</span></center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.64</center>
</td><td><center>
<span style="color: red;">2.82</span></center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.63</center>
</td><td><center>
2.52</center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.37</center>
</td><td><center>
<span style="color: red;">2.83</span></center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.34</center>
</td><td><center>
0.46</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.92</center>
</td><td><center>
1.58</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.92</center>
</td><td><center>
3.55</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.89</center>
</td><td><center>
0.685</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.76</center>
</td><td><center>
<span style="color: red;">0.78</span></center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
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</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Oct:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- <span style="font-family: "georgia" , "times new roman" , serif;">Nil</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- SGX, OCBC (DRIP). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $1,182.60</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">2018 avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,257</span>.09 [18.3% up cf. 2017]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. Mini-bear market</span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">? Hopefully... Took the opportunity to add more SGX.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">2. October's dividends crossed $1K for the first time.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> </span><br />
<br />
<span style="font-family: "georgia";">3. Current worst performing counter: Duty Free Int'l (35.2% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com1tag:blogger.com,1999:blog-2220714631796111215.post-44401343209629252062018-10-01T06:13:00.000-07:002018-10-01T06:13:06.402-07:00My Stock Portfolio @ end Sep 2018<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
5,000</center>
</td><td><center>
11.38</center>
</td><td><center>
7.37</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
6.45</center>
</td><td><center>
5.22</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>UOB</td><td><center>
747</center>
</td><td><center>
6.25</center>
</td><td><center>
27.08</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>CapitaLand Mall Tr</td><td><center>
9,000</center>
</td><td><center>
6.17</center>
</td><td><center>
2.22</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
5.32</center>
</td><td><center>
2.87</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>OCBC Bank</td><td><center>
1,438</center>
</td><td><center>
5.08</center>
</td><td><center>
11.44</center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,000</center>
</td><td><center>
4.32</center>
</td><td><center>
1.40</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>Starhub</td><td><center>
7,000</center>
</td><td><center>
4.04</center>
</td><td><center>
<span style="color: red;">1.87</span></center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.46</center>
</td><td><center>
1.93</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
3.44</center>
</td><td><center>
6.96</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.36</center>
</td><td><center>
1.60</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>FCT</td><td><center>
4,700</center>
</td><td><center>
3.30</center>
</td><td><center>
2.27</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
3.19</center>
</td><td><center>
3.24</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.13</center>
</td><td><center>
1.37</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>ParkwayLife Reit</td><td><center>
3,600</center>
</td><td><center>
3.00</center>
</td><td><center>
2.70</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.63</center>
</td><td><center>
1.00</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.58</center>
</td><td><center>
0.695</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.39</center>
</td><td><center>
1.61</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Frasers Com Tr</td><td><center>
4,987</center>
</td><td><center>
2.25</center>
</td><td><center>
1.46</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
2.08</center>
</td><td><center>
3.37</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
1.98</center>
</td><td><center>
1.07</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.78</center>
</td><td><center>
<span style="color: red;">5.77</span></center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.72</center>
</td><td><center>
<span style="color: red;">3.09</span></center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.63</center>
</td><td><center>
2.64</center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.38</center>
</td><td><center>
0.495</center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.37</center>
</td><td><center>
<span style="color: red;">2.95</span></center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.94</center>
</td><td><center>
1.69</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.91</center>
</td><td><center>
0.735</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.88</center>
</td><td><center>
3.56</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.72</center>
</td><td><center>
<span style="color: red;">0.78</span></center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
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</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Sept:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- <span style="font-family: "georgia" , "times new roman" , serif;">Nil</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- CapitaLand Mall Tr. </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $387.09</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">2018 avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,265</span>.36 [13.8% up cf. 2017]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. Market m</span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">ini turnaround in September? Or just quarter-end window dressing?</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">2. Maiden dividend fruits collected from Cromwell Euro Reit, Keppel-KBS US Reit and Sasseur Reit. However, the fruits from the US and China trees got a bad taste (both gone below their IPO price). Perhaps because of the quarrel between USA and China now. HaHa.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> </span><br />
<br />
<span style="font-family: "georgia";">2. Current worst performing counter: Duty Free Int'l (33.8% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com1tag:blogger.com,1999:blog-2220714631796111215.post-25550956607670350852018-09-01T01:47:00.001-07:002018-09-01T01:49:15.552-07:00My Stock Portfolio @ end Aug 2018<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
5,000</center>
</td><td><center>
11.71</center>
</td><td><center>
7.41</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
6.41</center>
</td><td><center>
5.07</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>UOB</td><td><center>
747</center>
</td><td><center>
6.39</center>
</td><td><center>
27.06</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
5.31</center>
</td><td><center>
2.80</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>CapitaLand Mall Tr</td><td><center>
7,800</center>
</td><td><center>
5.27</center>
</td><td><center>
2.14</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>OCBC Bank</td><td><center>
1,438</center>
</td><td><center>
5.13</center>
</td><td><center>
11.30</center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,000</center>
</td><td><center>
4.42</center>
</td><td><center>
1.40</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>Starhub</td><td><center>
7,000</center>
</td><td><center>
3.58</center>
</td><td><center>
<span style="color: red;">1.62</span></center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.43</center>
</td><td><center>
1.87</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>FCT</td><td><center>
4,800</center>
</td><td><center>
3.42</center>
</td><td><center>
2.30</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.35</center>
</td><td><center>
1.56</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
3.30</center>
</td><td><center>
6.53</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
3.26</center>
</td><td><center>
3.23</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.16</center>
</td><td><center>
1.35</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>ParkwayLife Reit</td><td><center>
3,600</center>
</td><td><center>
3.05</center>
</td><td><center>
2.68</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.69</center>
</td><td><center>
1.00</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.64</center>
</td><td><center>
0.695</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.47</center>
</td><td><center>
1.63</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Frasers Com Tr</td><td><center>
4,987</center>
</td><td><center>
2.24</center>
</td><td><center>
1.42</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
2.17</center>
</td><td><center>
3.43</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
2.09</center>
</td><td><center>
1.10</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.92</center>
</td><td><center>
<span style="color: red;">6.08</span></center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.73</center>
</td><td><center>
2.74</center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.55</center>
</td><td><center>
<span style="color: red;">2.73</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.48</center>
</td><td><center>
0.52</center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.40</center>
</td><td><center>
<span style="color: red;">2.95</span></center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.95</center>
</td><td><center>
1.67</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.94</center>
</td><td><center>
0.74</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.84</center>
</td><td><center>
3.34</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.75</center>
</td><td><center>
0.79</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Aug:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- <span style="font-family: "georgia" , "times new roman" , serif;">Nil</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- UOB, FCOT (DRIP). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $3,884.71</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">2018 avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,375</span>.15 [15.6% up cf. 2017]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. </span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">Bumper month in August. New highest record dividend fruits harvested</span></span>.
Dividends should have exceeded $4K, if OCBC pays its dividend in August like in 2017</span></span></span></span></span></span></span></span>.</span></span></span></span></span></span> </span><br />
<br />
<span style="font-family: "georgia";">2. Current worst performing counter: Duty Free Int'l (34.1% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com4tag:blogger.com,1999:blog-2220714631796111215.post-39402994120540000092018-08-03T05:51:00.000-07:002018-08-03T05:55:09.946-07:00My Stock Portfolio @ end Jul 2018<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
5,000</center>
</td><td><center>
11.73</center>
</td><td><center>
7.44</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
6.55</center>
</td><td><center>
5.19</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>UOB</td><td><center>
647</center>
</td><td><center>
5.51</center>
</td><td><center>
27.02</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
5.51</center>
</td><td><center>
2.91</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>CapitaLand Mall Tr</td><td><center>
7,800</center>
</td><td><center>
5.31</center>
</td><td><center>
2.16</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>OCBC Bank</td><td><center>
1,438</center>
</td><td><center>
5.25</center>
</td><td><center>
11.57</center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,000</center>
</td><td><center>
4.45</center>
</td><td><center>
1.41</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>Starhub</td><td><center>
7,000</center>
</td><td><center>
3.80</center>
</td><td><center>
<span style="color: red;">1.72</span></center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.47</center>
</td><td><center>
1.62</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
3.47</center>
</td><td><center>
6.87</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.37</center>
</td><td><center>
1.84</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>FCT</td><td><center>
4,700</center>
</td><td><center>
3.37</center>
</td><td><center>
2.27</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.29</center>
</td><td><center>
1.41</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
3.23</center>
</td><td><center>
3.21</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>ParkwayLife Reit</td><td><center>
3,600</center>
</td><td><center>
3.13</center>
</td><td><center>
2.76</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.68</center>
</td><td><center>
1.00</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.65</center>
</td><td><center>
0.70</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.45</center>
</td><td><center>
1.62</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Frasers Com Tr</td><td><center>
4,904</center>
</td><td><center>
2.20</center>
</td><td><center>
1.42</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
2.04</center>
</td><td><center>
3.23</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
1.99</center>
</td><td><center>
1.05</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.76</center>
</td><td><center>
<span style="color: red;">5.59</span></center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.73</center>
</td><td><center>
2.75</center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.52</center>
</td><td><center>
<span style="color: red;">2.68</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.48</center>
</td><td><center>
0.52</center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.41</center>
</td><td><center>
<span style="color: red;">2.97</span></center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
0.98</center>
</td><td><center>
0.775</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.96</center>
</td><td><center>
1.69</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.86</center>
</td><td><center>
3.42</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Netlink NBN Tr</td><td><center>
3,000</center>
</td><td><center>
0.73</center>
</td><td><center>
<span style="color: red;">0.77</span></center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Jul:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- <span style="font-family: "georgia" , "times new roman" , serif;">Nil</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- SGX </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $0</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">2018 avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,016</span>.64 [16% up cf. 2017]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. </span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">Top up SGX to the nearest thousand shares, just before thei</span></span></span></span></span></span></span>r announcement on the final dividend in Oct and the increase in dividend payouts starting 2019. </span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">2. Big fat "0" dividend in July. </span></span></span></span></span></span></span><span style="font-family: "georgia";">On a brighter side, I am looking forward breaking my highest dividend harvest in August. </span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"> </span></span><br />
<br />
<span style="font-family: "georgia";">3. Current worst performing counter: Duty Free Int'l (33.2% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com7tag:blogger.com,1999:blog-2220714631796111215.post-35736813920416743972018-07-01T05:41:00.000-07:002018-07-01T05:41:34.372-07:00My Stock Portfolio @ end Jun 2018<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
4,800</center>
</td><td><center>
11.21</center>
</td><td><center>
7.17</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
6.51</center>
</td><td><center>
5.00</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>UOB</td><td><center>
647</center>
</td><td><center>
5.64</center>
</td><td><center>
26.76</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>OCBC Bank</td><td><center>
1,438</center>
</td><td><center>
5.45</center>
</td><td><center>
11.64</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>CapitaLand Mall Tr</td><td><center>
7,800</center>
</td><td><center>
5.26</center>
</td><td><center>
2.07</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
5.08</center>
</td><td><center>
<span style="color: red;">2.60</span></center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,000</center>
</td><td><center>
4.49</center>
</td><td><center>
1.38</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>Starhub</td><td><center>
7,000</center>
</td><td><center>
3.78</center>
</td><td><center>
<span style="color: red;">1.66</span></center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
3.73</center>
</td><td><center>
7.15</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.48</center>
</td><td><center>
1.57</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>FCT</td><td><center>
4,700</center>
</td><td><center>
3.38</center>
</td><td><center>
2.21</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.28</center>
</td><td><center>
1.36</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.27</center>
</td><td><center>
1.73</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
3.20</center>
</td><td><center>
3.08</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>ParkwayLife Reit</td><td><center>
3,600</center>
</td><td><center>
3.19</center>
</td><td><center>
2.72</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.74</center>
</td><td><center>
0.99</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.52</center>
</td><td><center>
0.645</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.45</center>
</td><td><center>
1.57</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>Frasers Com Tr</td><td><center>
4,904</center>
</td><td><center>
2.20</center>
</td><td><center>
1.38</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
2.06</center>
</td><td><center>
<span style="color: red;">3.16</span></center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Frasers L&I Tr</td><td><center>
6,000</center>
</td><td><center>
2.05</center>
</td><td><center>
1.05</center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.88</center>
</td><td><center>
<span style="color: red;">5.78</span></center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.72</center>
</td><td><center>
2.64</center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.61</center>
</td><td><center>
<span style="color: red;">2.75</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.53</center>
</td><td><center>
<span style="color: red;">3.14</span></center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.52</center>
</td><td><center>
0.52</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
1.00</center>
</td><td><center>
0.77</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
0.97</center>
</td><td><center>
1.65</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.86</center>
</td><td><center>
3.29</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Silverlake Axis</td><td><center>
4,500</center>
</td><td><center>
0.77</center>
</td><td><center>
<span style="color: red;">0.525</span></center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
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</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Jun:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- <span style="font-family: "georgia" , "times new roman" , serif;">Nil</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- Frasers L&I Tr (Rights), UOB (DRIP), SGX, Astrea IVB4.35%. </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $1,359.68</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">2018 avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,186</span>.08 [17.1% up cf. 2017]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. </span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">My REIT counters are in better shape while m</span></span></span></span></span></span></span>y portfolio was weighted down heavily by Starhub, SPH, SingTel and a few other STI counters. Took the opportunity to collect more SGX. </span></span></span></span></span></span></span><br />
<br />
<span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">2. Window dressing last day of June returned my portfolio to positive territory (not counting dividends collected)</span></span></span></span></span></span>. Trade war starting?</span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"> </span></span><br />
<br />
<span style="font-family: "georgia";">3. Current worst performing counter: Duty Free Int'l (36.1% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com1tag:blogger.com,1999:blog-2220714631796111215.post-70426356882523505202018-06-17T07:27:00.000-07:002018-06-17T07:27:07.587-07:00My First Bond Purchase<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">I have subscribed to and received allocation to the Astrea IV Private Equity Bond. </span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">The issuance of Astrea IV </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">Bond is the first time that a private equity bond is made available to retail investors on the cheap. </span><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">This allows me the opportunity to venture into the bond asset class.</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">I think very likely this signal the open of the floodgates and we will see other bonds issuance in the near future. With the rising interest rates environment, we may see some higher yield bonds.</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif; font-size: large;"><span style="font-family: "georgia" , "times new roman" , serif; font-size: large;">However, less risk does not mean no risk, and we shall only invest with money that we can afford to lose.</span></span><br />
<br />Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com0tag:blogger.com,1999:blog-2220714631796111215.post-76581743784980547302018-06-02T02:49:00.000-07:002018-06-02T02:49:13.367-07:00My Stock Portfolio @ end May 2018<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
4,300</center>
</td><td><center>
10.02</center>
</td><td><center>
7.24</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
6.64</center>
</td><td><center>
5.16</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>OCBC Bank</td><td><center>
1,438</center>
</td><td><center>
5.80</center>
</td><td><center>
12.54</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>UOB</td><td><center>
633</center>
</td><td><center>
5.73</center>
</td><td><center>
28.14</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>CapitaLand Mall Tr</td><td><center>
7,800</center>
</td><td><center>
5.19</center>
</td><td><center>
2.07</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
5.08</center>
</td><td><center>
<span style="color: red;">2.63</span></center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,000</center>
</td><td><center>
4.47</center>
</td><td><center>
1.39</center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>Starhub</td><td><center>
7,000</center>
</td><td><center>
4.35</center>
</td><td><center>
<span style="color: red;">1.93</span></center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
3.97</center>
</td><td><center>
7.71</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.65</center>
</td><td><center>
1.67</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
3.37</center>
</td><td><center>
3.28</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.36</center>
</td><td><center>
1.80</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.33</center>
</td><td><center>
1.40</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>FCT</td><td><center>
4,700</center>
</td><td><center>
3.31</center>
</td><td><center>
2.19</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>ParkwayLife Reit</td><td><center>
3,600</center>
</td><td><center>
3.16</center>
</td><td><center>
2.73</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.71</center>
</td><td><center>
0.99</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.64</center>
</td><td><center>
0.685</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.42</center>
</td><td><center>
1.57</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
2.23</center>
</td><td><center>
3.46</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>Frasers Com Tr</td><td><center>
4,904</center>
</td><td><center>
2.21</center>
</td><td><center>
1.40</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.96</center>
</td><td><center>
<span style="color: red;">6.10</span></center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.71</center>
</td><td><center>
2.65</center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Frasers L&I Tr</td><td><center>
5,000</center>
</td><td><center>
1.71</center>
</td><td><center>
1.06</center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.70</center>
</td><td><center>
<span style="color: red;">2.93</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.53</center>
</td><td><center>
<span style="color: red;">3.17</span></center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.48</center>
</td><td><center>
0.51</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
1.06</center>
</td><td><center>
1.83</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
1.03</center>
</td><td><center>
0.80</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.90</center>
</td><td><center>
3.48</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Silverlake Axis</td><td><center>
4,500</center>
</td><td><center>
0.78</center>
</td><td><center>
0.54</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
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</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in May:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- <span style="font-family: "georgia" , "times new roman" , serif;">Nil</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- Frasers L&I Tr, Frasers Comm Tr (DRIP). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $2,974.38</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">2018 avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">1,151</span>.36 [11.4% up cf. 2017]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. </span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia";">Bumper month in May. However, just</span></span></span></span> missed my $3K estimate as ParkwayLife Reit pays dividend in June this year</span></span>.</span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"> </span></span><br />
<br />
<span style="font-family: "georgia";">2. Current worst performing counter: Duty Free Int'l (36.7% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com4tag:blogger.com,1999:blog-2220714631796111215.post-75690817878554303972018-05-01T07:47:00.000-07:002018-05-01T07:51:18.426-07:00My Stock Portfolio @ end Apr 2018<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
4,300</center>
</td><td><center>
10.21</center>
</td><td><center>
7.72</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
6.82</center>
</td><td><center>
5.54</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>OCBC Bank</td><td><center>
1,438</center>
</td><td><center>
6.10</center>
</td><td><center>
13.80</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>UOB</td><td><center>
633</center>
</td><td><center>
5.87</center>
</td><td><center>
30.14</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>CapitaLand Mall Tr</td><td><center>
7,800</center>
</td><td><center>
5.04</center>
</td><td><center>
2.10</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
5.02</center>
</td><td><center>
<span style="color: red;">2.72</span></center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>Starhub</td><td><center>
7,000</center>
</td><td><center>
4.89</center>
</td><td><center>
<span style="color: red;">2.27</span></center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,000</center>
</td><td><center>
4.37</center>
</td><td><center>
1.42</center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
4.03</center>
</td><td><center>
8.19</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.72</center>
</td><td><center>
1.78</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.50</center>
</td><td><center>
1.96</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
3.45</center>
</td><td><center>
3.52</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.25</center>
</td><td><center>
1.43</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>FCT</td><td><center>
4,700</center>
</td><td><center>
3.24</center>
</td><td><center>
2.24</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>ParkwayLife Reit</td><td><center>
3,600</center>
</td><td><center>
3.09</center>
</td><td><center>
2.79</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.66</center>
</td><td><center>
0.72</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.59</center>
</td><td><center>
0.99</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.39</center>
</td><td><center>
1.62</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
2.31</center>
</td><td><center>
3.76</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>Frasers Com Tr</td><td><center>
4,849</center>
</td><td><center>
2.09</center>
</td><td><center>
1.40</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.91</center>
</td><td><center>
<span style="color: red;">6.20</span></center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.70</center>
</td><td><center>
<span style="color: red;">3.07</span></center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.64</center>
</td><td><center>
2.67</center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.50</center>
</td><td><center>
<span style="color: red;">3.25</span></center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.49</center>
</td><td><center>
0.54</center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
1.12</center>
</td><td><center>
2.03</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
1.03</center>
</td><td><center>
0.835</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Frasers L&I Tr</td><td><center>
2,700</center>
</td><td><center>
0.87</center>
</td><td><center>
1.05</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.86</center>
</td><td><center>
3.49</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Silverlake Axis</td><td><center>
4,500</center>
</td><td><center>
0.76</center>
</td><td><center>
0.55</center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Apr:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- <span style="font-family: "georgia" , "times new roman" , serif;">Nil</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:- NetLink NBN Tr. </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $0</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">2018 avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">695</span>.60 [26.1% up cf. 2017]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. </span><span style="font-family: "georgia";"><span style="font-family: "georgia" , "times new roman" , serif;">Big fat "<span style="font-family: "georgia" , "times new roman" , serif;">0" dividend in<span style="font-family: "georgia" , "times new roman" , serif;"> April</span></span></span>.
Well, a good rest in April for the dividend harvesting in May. Likely around $3K for me in May, as many of my holdings are
paying dividends.</span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"> </span></span><br />
<br />
<span style="font-family: "georgia";">2. Current worst performing counter: Duty Free Int'l (31.7% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com8tag:blogger.com,1999:blog-2220714631796111215.post-18723264975235233312018-04-01T05:14:00.000-07:002018-04-01T05:14:45.191-07:00My Stock Portfolio @ end Mar 2018<span style="font-family: "georgia";">Top 30 in my portfolio:</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>
<html>
<body>
<table border="10">
<tr>
<th> No. </th>
<th> STOCK NAME </th>
<th> No.of SHARES </th>
<th> PORTFOLIO% </th>
<th> MARKET $ </th>
</tr>
<tr>
<td><center>
1</center>
</td><td>SGX</td><td><center>
4,300</center>
</td><td><center>
10.13</center>
</td><td><center>
7.37</center>
</td></tr>
<tr>
<td><center>
2</center>
</td><td>SATS</td><td><center>
4,000</center>
</td><td><center>
6.56</center>
</td><td><center>
5.13</center>
</td></tr>
<tr>
<td><center>
3</center>
</td><td>OCBC Bank</td><td><center>
1,438</center>
</td><td><center>
5.89</center>
</td><td><center>
12.82</center>
</td></tr>
<tr>
<td><center>
4</center>
</td><td>UOB</td><td><center>
633</center>
</td><td><center>
5.57</center>
</td><td><center>
27.50</center>
</td></tr>
<tr>
<td><center>
5</center>
</td><td>CapitaLand Mall Tr</td><td><center>
7,800</center>
</td><td><center>
5.19</center>
</td><td><center>
2.08</center>
</td></tr>
<tr>
<td><center>
6</center>
</td><td>Starhub</td><td><center>
7,000</center>
</td><td><center>
5.05</center>
</td><td><center>
<span style="color: red;">2.30</span></center>
</td></tr>
<tr>
<td><center>
7</center>
</td><td>SPH</td><td><center>
6,000</center>
</td><td><center>
4.83</center>
</td><td><center>
<span style="color: red;">2.52</span></center>
</td><td>
<tr>
<td><center>
8</center>
</td><td>AIMSAMPI Cap Ind R</td><td><center>
10,000</center>
</td><td><center>
4.35</center>
</td><td><center>
1.36</center>
</td><td>
<tr>
<td><center>
9</center>
</td><td>Keppel Corp</td><td><center>
1,600</center>
</td><td><center>
3.97</center>
</td><td><center>
7.77</center>
</td><td>
<tr>
<td><center>
10</center>
</td><td>CDL HTrust</td><td><center>
6,800</center>
</td><td><center>
3.67</center>
</td><td><center>
1.69</center>
</td><td>
<tr>
<td><center>
11</center>
</td><td>Suntec Reit</td><td><center>
5,800</center>
</td><td><center>
3.50</center>
</td><td><center>
1.89</center>
</td><td>
<tr>
<td><center>
12</center>
</td><td>SingTel</td><td><center>
3,190</center>
</td><td><center>
3.44</center>
</td><td><center>
3.37</center>
</td><td>
<tr>
<td><center>
13</center>
</td><td>Keppel DC Reit</td><td><center>
7,400</center>
</td><td><center>
3.41</center>
</td><td><center>
1.44</center>
</td><td>
<tr>
<td><center>
14</center>
</td><td>FCT</td><td><center>
4,700</center>
</td><td><center>
3.29</center>
</td><td><center>
2.19</center>
</td><td>
<tr>
<td><center>
15</center>
</td><td>ParkwayLife Reit</td><td><center>
3,600</center>
</td><td><center>
3.22</center>
</td><td><center>
2.80</center>
</td><td>
<tr>
<td><center>
16</center>
</td><td>Starhill Global Reit</td><td><center>
12,000</center>
</td><td><center>
2.80</center>
</td><td><center>
0.73</center>
</td><td>
<tr>
<td><center>
17</center>
</td><td>SPH Reit</td><td><center>
8,500</center>
</td><td><center>
2.70</center>
</td><td><center>
0.995</center>
</td><td>
<tr>
<td><center>
18</center>
</td><td>Mapletree Com Tr</td><td><center>
4,800</center>
</td><td><center>
2.41</center>
</td><td><center>
1.57</center>
</td><td>
<tr>
<td><center>
19</center>
</td><td>CapitaLand</td><td><center>
2,000</center>
</td><td><center>
2.28</center>
</td><td><center>
3.57</center>
</td><td>
<tr>
<td><center>
20</center>
</td><td>Frasers Com Tr</td><td><center>
4,849</center>
</td><td><center>
2.22</center>
</td><td><center>
1.43</center>
</td><td>
<tr>
<td><center>
21</center>
</td><td>Bukit Sembawang</td><td><center>
1,000</center>
</td><td><center>
1.95</center>
</td><td><center>
<span style="color: red;">6.11</span></center>
</td><td>
<tr>
<td><center>
22</center>
</td><td>Sembcorp Indust</td><td><center>
1,800</center>
</td><td><center>
1.79</center>
</td><td><center>
<span style="color: red;">3.11</span></center>
</td><td>
<tr>
<td><center>
23</center>
</td><td>Ascendas Reit</td><td><center>
2,000</center>
</td><td><center>
1.68</center>
</td><td><center>
2.63</center>
</td><td>
<tr>
<td><center>
24</center>
</td><td>Keppel InfraTr</td><td><center>
9,000</center>
</td><td><center>
1.54</center>
</td><td><center>
0.535</center>
</td><td>
<tr>
<td><center>
25</center>
</td><td>SIA Engg</td><td><center>
1,500</center>
</td><td><center>
1.53</center>
</td><td><center>
<span style="color: red;">3.18</span></center>
</td><td>
<tr>
<td><center>
26</center>
</td><td>Frasers Property</td><td><center>
1,800</center>
</td><td><center>
1.15</center>
</td><td><center>
2.00</center>
</td><td>
<tr>
<td><center>
27</center>
</td><td>Cache Log Tr</td><td><center>
4,000</center>
</td><td><center>
1.07</center>
</td><td><center>
0.835</center>
</td><td>
<tr>
<td><center>
28</center>
</td><td>Frasers L&I Tr</td><td><center>
2,700</center>
</td><td><center>
0.94</center>
</td><td><center>
1.09</center>
</td><td>
<tr>
<td><center>
29</center>
</td><td>ST Engg</td><td><center>
800</center>
</td><td><center>
0.92</center>
</td><td><center>
3.59</center>
</td><td>
<tr>
<td><center>
30</center>
</td><td>Silverlake Axis</td><td><center>
4,500</center>
</td><td><center>
0.77</center>
</td><td><center>
<span style="color: red;">0.535</span></center>
</td><td>
<tr>
</tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</td></tr>
</table>
</body></html>
<span style="font-family: "georgia" , "times new roman" , serif;">Movement in my portfolio in Mar:-</span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Sold:- <span style="font-family: "georgia" , "times new roman" , serif;">Nil</span></span><br />
<span style="font-family: "georgia" , "times new roman" , serif;">Bought:-Ascendas Reit, Starhill Global Reit, Sasseur Reit (IPO). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">Dividends collected this month</span><span style="font-family: "georgia" , "times new roman" , serif;">: $312.24</span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">2018 avg dividends/month: $<span style="font-family: "georgia" , "times new roman" , serif;">927</span>.47 [26.1% up cf. 2017]</span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;">Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).</span><br />
<span style="font-family: "georgia"; font-size: xx-small;"><br /></span>
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"><u>Comments</u>:</span></span><br />
<span style="font-family: "georgia";">1. Four-in-a-row success with the Sasseur Reit IPO. <span style="font-family: "georgia" , "times new roman" , serif;">However, this is against my usual rule of avoiding China REITs.</span></span><span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;"> </span></span><br />
<br />
<span style="font-family: "georgia" , "times new roman" , serif;"><span style="font-family: "georgia" , "times new roman" , serif;">2</span>. Starhub and SPH, two of my original foundation stocks, performed badly and turned red. At one time, they were about 40% of my portfolio. Now, they are less than 10% and I hope they can recover like Keppel Corp.</span><br />
<br />
<span style="font-family: "georgia";">3. Current worst performing counter: Duty Free Int'l (30.3% unrealised loss). </span><br />
<span style="font-family: "georgia" , "times new roman" , serif;"> </span>Passive Income Farmerhttp://www.blogger.com/profile/16102752201629603007noreply@blogger.com1