Monday, 29 June 2020

Portfolio and dividend update June 2020

Would like to emphasise this to readers again as before : stay the course .... dont panic. this time its NOT different


Dividend by month

1) singtel Panasonic tai Cheung  Chen Hsong holdings
2) sgx  starhillg fct sphreit cmt  capitacom mit suntec hsbank lian beng nam lee singpost LPI capital
3)   taisin  hsbank petronas capitaretail pbb clp manulife
4) hsbc dbs cimb
5) steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec  hlf ocbc ge ckh
6)  netlink hsbank maybank petronas Kc dbs hkland FLT clp manulife Lung kee
7) singpost  tcil hsbc bochk aeon creditHK hk Beijing enterprises
8) singtel  plife  suntec ocbc  starhill sci kc steng fct singpost sphreit cmt ock  capitacom  siaen mit sats uob cdg sci ksh gpi dbs LPI capital
9)   hlf teckwah singre capitaretail  petronas hsbank ge hsbc ckh pbb clp wantwantchina Panasonic tai Cheung manulife Chen Hsong holdings lung kee
10) sgx tcil lian beng hkland hsbc  maybank bochk aeon creditHK hkbeijing enterprise
11) taisin sgx spost  starhillg fct cmt siaen mit suntec dbs netlink hsbc cimb
12) sph ksh ock sats  ksh gpi  petronas FLT CLP wantwantchina manulife

@   dividend paying might change a bit cos agm dates shifted due to covid 19.

Remarks:


Added local banks. Added want want China , Aeon credit hk and LPI capital. Also added Panasonic, hk Beijing enterprises, tai Cheung, Manulife hk

Added Chen Hsong holdings and Lung Kee, both of which have 2 decade of dividend paying under their belts. Lots of cash and little debt on both balance sheets will give less discomfort for their smaller caps.

New Bad surprise : GP industries a Super dividend payor has decided not to pay its final dividend.




Still much the same strategy during covid market downs as during normal times

- adding weekly
- doubling or even more during huge market downs

I have taken this chance of market 2500 to add even more, good blue chips like banks.

I am prepared if market falls, the extra dividends received will be used to add even more.

If market rises after this, at least i have already added. Even if it does to 2800 level, its still not expensive imo.





(all investments involves risks, including total capital losses and even getting in debt. please invest at your own risk)