portfolio update february 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:

Added more sph comfortdelgro singre & fortune with 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?

Value often emerges during big drops

i took the recent sti 100 point plunge to add a counter. I chose fortune as it pays dividend twice a year and there is a discernible rising trend in the payouts. In addtion, it is one of the most deeply discounted reits around. the strategy of having a regular steam of dividends helped as it came handy when i needed the funds.

sure, it might seem scary to buy during such drops. but actually, its even more scary to buy when sti was 3600 level.