Portfolio update 31/1/2016

Dividend by month

1) uob singtel
2) plife suntec capitacom lian beng namlee
3) spost lum chang
4) taisin
5) steng kepcorp sci singre suntec uob sph
6) tcil plife ocbc
7) engro spost
8) metro stamland suntec plife uob singtel spost capitacom
9) steng sci singre ocbc
10) tcil lian beng noel gifts
11) taisin plife spost suntec lum chang hupsteel
12) sph

Activities:

Plife suntec and capitacom all announced an increased DPU.

Lian Beng maintained 1c in Feb 2016 as it did in Feb 2015, a testament of its dividend paying commitment to shareholders

Nam Lee is paying on 17/2/2016, which is different from the past, when it used to pay in March.

Nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters as well as the counters which are about to pay dividends soon.


DON'T FORGET TO ASK YOURSELF THESE QUESTIONS:


1) WILL THIS COMPANY GO BUST IN 10 YEARS?
2) WILL THIS COMPANY STOP DIVIDENDS?
3) WILL THIS COMPANY STOP INCREASING DIVIDENDS OVER TIME?

IF THE ANSWERS ARE YES OR UNSURE, STAY CLEAR OF THIS COMPANY

IF THE ANSWERS ARE NO, KEEP REINVESTING & STAY HEALTHY & STAY HAPPY. 

Wish readers a Prosperous Chinese New Year!!!

features of my portfolio which made me survive this crisis so far

1) diversification to 20 counters - which involves mixture of big mid small caps, and widely different industries with national and international businesses

2) organising the counters such that I receive a good payout every month

3) nearly exiting one counter left a few shares - hupsteel in oct/nov 2015.
- reasons for buying are no longer valid : core business survival is a question mark and dividend cut of 90%. this proved to be a very good decision!

4) as usual, none of my counters will account for more than 10% of my portfolio. the O & G counters : keppel corp and semb corp will not keep me awake at night. anyway, they are very unlikely to go bust or even skip dividends, at most reduce the amount payable.

the winning event is actually my portfolio itself, the fact that it's supplying me with the cash flow to buy even more at low fire sale prices.

cheers!

Strategy for 2016

much the same from 2015

core concepts and principles

1) dividend every month and keep adding every month

2) slow shift from local to international for added safety reasons ;

-increasing stake in companies with international biz eg singtel singpost ocbc uob capitacom suntec just to name a few.

- looking at Mapletree log/greater china, frasers centrepoint trust,  cdl trust.

3) with this increasing emphasis and stakes in companies with international businesses, i don't care too much about interest rates hikes, economy good bad etc...as far as my portfolio is concerned. they all do not matter really, in the long term.

No one can tell what's on whose mind and no one can tell where the next bomb might fall, basically. So I'd rather have an all-weather and an all-conditions workable portfolio than worry about things which no one knows.



SIMPLE QNS TO ASK URSELF

1) WILL THIS COMPANY GO BUST IN 10 YEARS?
2) WILL THIS COMPANY STOP DIVIDENDS?
3) WILL THIS COMPANY STOP INCREASING DIVIDENDS OVER TIME?

IF THE ANSWERS ARE YES OR UNSURE, STAY CLEAR OF THIS COMPANY
IF THE ANSWERS ARE NO, STAY VESTED AND/OR ADD MORE



thanks for reading!