Dividend by month
1) singtel
2) fcot sgx starhillg fct sphreit cmt fortune capitaretail capitacom mit suntec
3) spost taisin lippo nam lee netlink
5) fcot steng sgx uob sph starhillg fct sphreit cmt cdg hcg lippo Singre teckwah mit sci suntec
6) tcil ocbc
7) singpost
8) fcot singtel plife suntec ocbc starhillg sci steng fct singpost sphreit cmt lippo singre ock fortune capitaretail capitacom teckwah siaen mit
9) uob tcil cdg netlink sci
10) sgx
11) fcot taisin sgx spost starhillg fct cmt lippo siaen mit suntec
12) sph ksh ock
Remarks:
added more sia eng
bought into bumitama agri, as part of diversification process. it is one of the better performing agri stocks and better dividend paying one. lots of share buy back noted which suggests that the management themselves think their stock is undervalued.
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.
1) singtel
2) fcot sgx starhillg fct sphreit cmt fortune capitaretail capitacom mit suntec
3) spost taisin lippo nam lee netlink
5) fcot steng sgx uob sph starhillg fct sphreit cmt cdg hcg lippo Singre teckwah mit sci suntec
6) tcil ocbc
7) singpost
8) fcot singtel plife suntec ocbc starhillg sci steng fct singpost sphreit cmt lippo singre ock fortune capitaretail capitacom teckwah siaen mit
9) uob tcil cdg netlink sci
10) sgx
11) fcot taisin sgx spost starhillg fct cmt lippo siaen mit suntec
12) sph ksh ock
Remarks:
added more sia eng
bought into bumitama agri, as part of diversification process. it is one of the better performing agri stocks and better dividend paying one. lots of share buy back noted which suggests that the management themselves think their stock is undervalued.
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.
Hi Paul,
ReplyDeleteThanks for your comments on TS in the earlier post. Bumi Agri is also one of the commo counters I was looking at, though my preference is still Wilmar...
Hi
ReplyDeleteu are welcomed.
true enough taisin is moving downwards. its high pe is discomforting here. if the next quarter performs poorly, dividend might be reduced from 1.6 to 1.5 even.
as for the agri, my personal view is that wilmar has grown so huge. comparatively, bumi might have more space to increase. both pays twice yearly, bumi just started that not long ago, a bullish point, if it can continue that.
Hi! what is your view on SIA?
ReplyDeleteerratic income and dividend level.
ReplyDeletewon't add unless it comes to 10 or below, which imo won't be too unlilkely.
thanks! I want to get DBS but it seems quite high atm.
ReplyDeleteimo banks are overvalued now, though they might get even more so in the near term, hard to say.
ReplyDeleteif can, wait for some correction first.
Hi
ReplyDeleteNot considering global stocks?
considered. but holding of shares in custodian as well as tax issues are keeping me away for now.
ReplyDelete