Dividend by month
1) singtel
2) fcot sgx capitacom starhillg fct sphreit cmt
3) spost taisin lippo
5) fcot steng sgx uob sph starhillg fct sphreit cmt cdg hcg lippo Singre lmg
6) tcil ocbc lkh lmg
7) singpost
8) fcot singtel plife ocbc capitacom starhillg sci steng fct singpost sphreit cmt lippo singre
9) uob tcil cdg lmg
10) sgx
11) fcot taisin sgx spost starhillg fct cmt lippo
12) sph sats ksh lmg
Remarks:
many of my counters became very bullish following gains on the STI, including fct fcot suntec lkh etc.
one of them, which i had forgotten to update is lmg, which i just bought about 2 months ago, at a net price of around 0.295 (0.005 dividend received after buying it), represents an impressive paper gain of more than 25% in 2months (lmg 0.37 at time of writing this)
my comments:
Overall,
nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters and/or the counters which are about to pay dividends soon.
No further input is necessary. Portfolio creates the income every month and gets reinvested. One reinvestment move means one more continuous stream of income in the future.
Market up or down doesn't matter too much, in fact is not a bad thing after all. Dividends provided new cash flow as compounding and dollar cost average tool.
DON'T FORGET TO ASK YOURSELF THESE QUESTIONS:
1) WILL THIS COMPANY GO BUST IN 10 YEARS?
2) WILL THIS COMPANY STOP DIVIDENDS?
1) singtel
2) fcot sgx capitacom starhillg fct sphreit cmt
3) spost taisin lippo
5) fcot steng sgx uob sph starhillg fct sphreit cmt cdg hcg lippo Singre lmg
6) tcil ocbc lkh lmg
7) singpost
8) fcot singtel plife ocbc capitacom starhillg sci steng fct singpost sphreit cmt lippo singre
9) uob tcil cdg lmg
10) sgx
11) fcot taisin sgx spost starhillg fct cmt lippo
12) sph sats ksh lmg
Remarks:
many of my counters became very bullish following gains on the STI, including fct fcot suntec lkh etc.
one of them, which i had forgotten to update is lmg, which i just bought about 2 months ago, at a net price of around 0.295 (0.005 dividend received after buying it), represents an impressive paper gain of more than 25% in 2months (lmg 0.37 at time of writing this)
my comments:
Overall,
nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters and/or the counters which are about to pay dividends soon.
No further input is necessary. Portfolio creates the income every month and gets reinvested. One reinvestment move means one more continuous stream of income in the future.
Market up or down doesn't matter too much, in fact is not a bad thing after all. Dividends provided new cash flow as compounding and dollar cost average tool.
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?
Hi Paul,
ReplyDeleteIf counter(s) achieved paper gain of certain % (eg 25%), this would equate to 5 years of equivalent div if based on average of 5%.
Appreciate are your thoughts of not cashing out and redeploying the capital for another.
thanks for your comment
Deletethat will depend on a few factors, which not in order of importance or preference
1) the counter previously undevalued and now becoming more valued. is it overvalued currently? if yes, then i will quite strongly tend towards offloading it.
2) is there any counter more attractive for me to sell the previous counter and buy this new counter? if there is no such counter and the counter in my portfolio becomes too overvalued for my likely, then i will sell and keep the proceeds as cash, though this is not preferable to me as i prefer to stay vested and at least earn some dividends in the meantime.
3) my primary focus is on dividends and cash flow. cashing out the counter to provide this cash flow is not preferable unless there are compelling reasons for me to do so. the primary mode of action would still be to have multiple counters each working synergistically to improve the cash flow(dividend) of the overall portfolio.
4) having said that, i do balance my portfolio periodially so that i don't have too much exposure to a certain counter. taking profits off a counter by selling comes more as a secondary thing.
thank you once again
Paul, thanks for your thoughts.
Delete