Thursday, 25 January 2018

portfolio update jan 2018

Dividend by month

1) singtel
2) fcot sgx  starhillg fct sphreit cmt fortune capitaretail capitacom
3) spost  taisin lippo nam lee netlink
5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg lippo Singre
6) tcil ocbc
7) singpost
8) fcot singtel  plife  ocbc  starhillg sci steng fct singpost sphreit cmt lippo singre ock fortune capitaretail capitacom
9)  uob tcil cdg netlink
10) sgx
11) fcot taisin sgx spost  starhillg fct cmt lippo
12) sph sats ksh ock


Remarks:

Bought more st eng sia eng sph comfort starhill.

A good run up by STI. Sitting on a pretty paper gains. Will continue to add various companies at various times using dividends received.




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.

Counters get rebalanced periodically as and when the opportunities arise.

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?

2 comments:

  1. Hi Paul,

    Given the recent volatility in the market, do you have any advice to share? Should we still buy as per monthly, or load up on 'discounted' stocks (which may fall even further)? An example I can think of now is Singtel.

    Thank you,
    Joyce

    ReplyDelete
  2. roughly the same, only thing is that i am able to buy more shares with the drop as compared to when the market was 3500-3600 level. And i have more choices to add, now that the things have become cheaper.
    u are right, singtel is on discount. and today SGX. of course there are reasons why they are trading at these prices today.
    i am still buying every few weeks, as we don't know when this volatility might end. it might continue for some weeks to some months or it might drop further. no one knows. the good thing about this strategy is that the portfolio creates the income itself for the shopping.

    ReplyDelete

hello