PORTFOLIO AND DIVIDEND UPDATE - JANUARY 2021

 

As i write this post on a monday afternoon, i notice that market has moved downwards. Whether its short term or early part of a longer term correction, i cannot be sure. It's simply too perilous to bet your precious cash on market trends as more than half the time we know that market will prove one to be wrong. 

Some will say buying index is more suitable or buying properties etc. And others say buying put options works. Do whatever it works for you and you still get a peaceful sleep each day. At the end of this, it is going to be your support in your old days. If you can imagine trading frequently and doing options regularly during your old age, can make money and still non disruptive to your life, then its fine. But I think to myself and a lot of normal folks here, we are just basically happy enough to sit back and gia lui and spend it on whatever that we like.

This month, I added more UOB, United Plantations, Allianz and RHB bank, and received bonus shares from Public bank.

Dividend by month

1) singtel Panasonic tai Cheung  Chen Hsong holdings Takaful P&O Pokfulam Safety Godown MagniTech
2) sgx  plife starhillg fct sphreit cict mit suntec hsbank lian beng nam lee singpost LPI capital FEC pokfulam Rhb
3)   taisin  hsbank petronas clct pbb clp zhulian hysan SHK P&O GMsia Wellcal Water Oasis
4) hsbc dbs cimb TNB P&O MagniTech
5) steng plife sgx  uob sph starhillg fct sphreit cict cdg hcg Singre mit sci suntec  hlf ocbc ge ckh P&O UnitedPlantn
6)  netlink hsbank maybank petronas Kc dbs hkland FLT clp zhulian Lung kee goldlion hung hing P&O pokfulam Wellcal WingOn Water Oasis Rhb
7) singpost  tcil hsbc bochk aeon creditHK hk Beijing enterprises KWAH Miramar Hotel GMsia Pokfulam MagniTech
8) singtel  suntec ocbc  starhill sci kc steng fct singpost sphreit cict ock siaen mit sats uob cdg sci ksh gpi dbs LPI capital P&O Oriental Holdings FujiK
9) plife  hlf singre clct  petronas hsbank ge hsbc ckh pbb clp wantwantchina Panasonic tai Cheung zhulian Chen Hsong holdings lung kee goldlion hysan Miramar Hotel Safety Godown Wellcal
10) sgx tcil lian beng hkland hsbc  maybank bochk aeon creditHK hkbeijing enterprise SHK TNB K WAH Hung Hing P&O GMsia MagniTech WingOn
11) taisin sgx spost plife starhillg fct cict  siaen mit suntec dbs netlink hsbc cimb FEC Oriental Holdings
12) sph ksh ock sats  ksh gpi  petronas FLT CLP wantwantchina zhulian FujiK UnitedPlantn Wellcal

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

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

PORTFOLIO AND DIVIDEND UPDATE DECEMBER 2020

The year started with index 3238 and ended a couple of days back with index 2843. This represents a drop of 12.2%. 

I stayed the course and continued to add more dividend stocks. At STI 2800 plus, local market is starting to appear not so cheap. But compared to other major indices it’s relatively cheaper. As I am already pretty heavy on local banks, I turned my attention to overseas market, mainly HK and My.

I continued to add shares which I see potential for good dividend payouts and subscribe to scrip dividends where possible. The past year, the latter proved fruitful, as in the case of local banks, Far East consortium and sinoland. 

I took position in water oasis. I noted that it has postponed its board meeting and now the shares are suspended pending audits of its accounts. I could be wrong in this but my mistake  is limited to a less than two tenth percent of it becomes zero. Even for such a position, I did my due research. It’s been paying dividends for past 20yrs or so and has one bonus issue. More than 10% cagr if one were to stay vested since listing. And it’s recently subscribed for hkd132m worth of blue moon shares. But let’s see whether this will turn out to be a disaster or it’s still business as usual. 

This month, I added more LPI capital, Pokfulam, MagniTech, Wellcal, WingOn and Water Oasis.

Coming weeks cash coming in next week and after...

5/1 TaiC

8/1 MagniTech

11/1 SGdwn P&O

12/1 CHH

15/1 Stel

18/1 Maybank new shares lai

22/1 WHR Oriental panasonic

29/1 Takaful

5/2 FEC

22/2 Pokfulam

23/2 Nam Lee Pressed Metal


* means approx date based on last year

Congrats all who owns the above counters and other counters paying out soon !

Stay the course. Let the dividends compound.


(Pls double check the dates and the above does NOT represent any recommendation to buy any of them)

Dividend by month

1) singtel Panasonic tai Cheung  Chen Hsong holdings Takaful P&O Pokfulam Safety Godown MagniTech
2) sgx  plife starhillg fct sphreit cct mit suntec hsbank lian beng nam lee singpost LPI capital FEC pokfulam
3)   taisin  hsbank petronas capitaretail pbb clp zhulian hysan SHK P&O GMsia Wellcal Water Oasis
4) hsbc dbs cimb TNB P&O MagniTech
5) steng plife sgx  uob sph starhillg fct sphreit cct cdg hcg Singre mit sci suntec  hlf ocbc ge ckh P&O UnitedPlantn
6)  netlink hsbank maybank petronas Kc dbs hkland FLT clp zhulian Lung kee goldlion hung hing P&O pokfulam Wellcal WingOn Water Oasis
7) singpost  tcil hsbc bochk aeon creditHK hk Beijing enterprises KWAH Miramar Hotel GMsia Pokfulam MagniTech
8) singtel  suntec ocbc  starhill sci kc steng fct singpost sphreit cct ock siaen mit sats uob cdg sci ksh gpi dbs LPI capital P&O Oriental Holdings FujiK
9) plife  hlf singre capitaretail  petronas hsbank ge hsbc ckh pbb clp wantwantchina Panasonic tai Cheung zhulian Chen Hsong holdings lung kee goldlion hysan Miramar Hotel Safety Godown Wellcal
10) sgx tcil lian beng hkland hsbc  maybank bochk aeon creditHK hkbeijing enterprise SHK TNB K WAH Hung Hing P&O GMsia MagniTech WingOn
11) taisin sgx spost plife starhillg fct CCT  siaen mit suntec dbs netlink hsbc cimb FEC Oriental Holdings
12) sph ksh ock sats  ksh gpi  petronas FLT CLP wantwantchina zhulian FujiK UnitedPlantn Wellcal

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

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