Tuesday, 10 March 2015

Portfolio progression - march

Dividend by mth.
1) hupsteel
2) plife
3) namlee
4) taisin suntec
5) steng singre hwahong suntec
6) tcil plife
7) engro
8) sats stamland suntec
9) steng singre plife
10) tcil
11) ngil taisin plife suntec
12) sats


More stamford land and some suntec reit will be added from parkwaylife and nam lee dividend.

Focus will still be on improving cash flow rather than absolute asset price.

Features of current portfolio

1) Improves and increases cash flow, in terms of amount and frequency

2) Removes fear to a greater extent, since most of the above companies pay dividends at those times of the year, or around those times of the year, for the past 10 years. When crisis hits, the assurance of receiving dividends every month is there.

3) Downtime, add more units for same dividend. Uptime, add less. Overall effect is still more units with consequent greater dividends received over time.

4 comments:

  1. hi paul,
    u added more stamford ld?

    ReplyDelete
  2. Hi yeh
    yes. I did. i dunno wat market direction is. But i know doing this will increase my cash flow.

    ReplyDelete
  3. Cashflow is better than cash :)

    ReplyDelete
  4. hi paul.
    i have enough stamford ld also.
    probably i may buy more semb corp and semb marine.

    singtel and sgx in my buy list also

    ReplyDelete

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