What is market current direction? I don't have a slightest clue nor am i concerned with that.
Stock prices goes up or down? Again, this doesnt really bother me as i cannot control prices also.
I am having coffee after my morning walk at turf city. sometimes its not a bad idea spending time alone, having to do nothing while most of the other people are busy at work. Going to giant hypermarket to buy some fruits later.
Dividend by mth.
1) hupsteel
2) plife
3) namlee
4) taisin
5) steng singre hwahong suntec teckwah
6) tcil plife
7) engro
8) sats stamland suntec
9) steng singre teckwah plife
10) tcil
11) ngil taisin plife suntec
12) sats
More stamford land and teckwah will be added from my taisin 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.
1) hupsteel
2) plife
3) namlee
4) taisin
5) steng singre hwahong suntec teckwah
6) tcil plife
7) engro
8) sats stamland suntec
9) steng singre teckwah plife
10) tcil
11) ngil taisin plife suntec
12) sats
More stamford land and teckwah will be added from my taisin 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.
Hi Paul,
ReplyDeleteThat a good collection of dividend stocks that covers all the months. I checked and found that many are quite illiquid, you must have took many weeks or months to accumulate.
I am in the process of rebalance my portfolio, reducing REITs and increase on non-REITs dividend stocks. Tai Sin is one of them.
Thanks Darren,
DeleteImo can wait for taisin to correct downwards below nav and hold it long to collect dividends.
Yes, as u correctly pointed out, it took me a long time to do my research and came out with this portfolio. Because my holding period is up to forever for certain companies, this time spent is actually rather negligible.
Another stock I would like is Hupsteel. It is value at 0.184 despite current assets worth 0.23.
DeleteWonder why the market depress it value.
I think the turnabout would be when the completion & TOP of it building.
i think market suppresses its value because of its high pe ratio. But downside guarded by its fixed assets n cash, which themselves worth more than its market cap already!
DeleteReceiving dividends every month is cool; constant stream of income. The only challenge is, some months are high and certain months are low. But there is not single month which is totally dry; awesome.
ReplyDeleteThanks. with time the dividend for all the months will increase, sticking to this plan, achieving the 8th wonder of this world.
ReplyDeleteHi Paul,
ReplyDeleteYou have a very interesting portfolio. I checked and found that some of the counters traded with very low volume.
I think I may borrow some idea from you to fill up my dividend gap in some months.
Cheers!
hi sanye
Deletethanks...this is my "retirement" portfolio
low volume nmind. since my holding period is up to forever, taking mths to build up a sizeable amt is actually quite negligible.
the end result is getting paid every mth forever...without doing much physical work.
hi sanye
Deletethanks...this is my "retirement" portfolio
low volume nmind. since my holding period is up to forever, taking mths to build up a sizeable amt is actually quite negligible.
the end result is getting paid every mth forever...without doing much physical work.
hi sanye
Deletethanks...this is my "retirement" portfolio
low volume nmind. since my holding period is up to forever, taking mths to build up a sizeable amt is actually quite negligible.
the end result is getting paid every mth forever...without doing much physical work.