Top 10 Dividend Contributors for the First Half of 2024 | Passive Income Portfolio Update

Singtel is the last company in my SG portfolio to report results and declare dividends. Now I can share the top 10 contributors of my passive income for first half 2024. They are ... There are some changes from the same table from Q1 2024 ... if interested, you can read my earlier post https://investforyourself.wordpress.com/2024/03/03/closing-this-quarter-dividends-tracking/ …

Closing this quarter dividends tracking

After OCBC announced its results and the 42 cents dividends on Wednesday, it also concluded my dividend tracking process for this quarter. The year to date yield for my overall equity portfolio including SG, HK and US stocks comes to 1.5%. Generally, the local banks did well and raised their dividends. DBS was most impressive. …

Top 10 Dividends Contributors 2023

All my major contributors to my passive income had already reported their results and declared their last dividends for 2023. This post serves to list down the Top 10 dividend contributors and Top 10 holdings of my equities portfolio. Ranking Top 10 Dividends Contributors areComments1Prime US Reit Hands down, the Most Heartache Award for the …

I am even more cautious with AA Reit now

The deal looks done - AIMS APAC Reit announced that it had entered into a contract for sale agreement to acquire Woolworths Headquarters. The purchase consideration was S$454 mil and the site is fully leased to Woolworths Group Limited. The Initial Net Property Income (NPI) yield is 5.17%. I spoke about this possible acquisition in …

Wk 10 – Still Interest Rate and Buy

The headline for this week investment community is still the interest rate and for me it is again to accumulate more shares at lower prices. Just when we thought that the risk from interest rate has subsided, Mr Fed Chief came on public media and shared that with economy reopening, we could expect some inflation. …

End Jan 2021 Top-10 holding & Dividend Contributors

A short post to record the Top 10 holdings and dividend contributors (declared or went ex-div) as at end Jan 2021: Below is the table of Top-10 holding 1Suntec Reit 2OCBC3OUE Commercial Reit 4Ascendas Reit5UOB6Singtel 7IREIT8Netlink Trust 9Manulife Reit 10Hong Kong Land Key highlights (compared to end Dec 2020): DBS is out of Top10 holding …

Diversify to US and HK

In my first reflection post, I shared about my key learning this year. In second, its about strengthening my portfolio for passive income. This third one is about diversification beyond our local shores to reduce exposure risk. US & HK Markets Besides Singapore, the two key markets that I have sizeable positions are US and …

4.7% Dividend Yield on Equity Portfolio

4.7% dividend yield is the final outcome after all the hardwork this year. Total dividend received in 2020 was 85% of 2019 amount - which is expected given this COVID year. This is actually better than the 4.5% yield that I was expecting back in July when I wrote about it. This outcome was helped …

Top on my watchlist …

Finally found some quiet moments to reflect on what happened in the market last week and sketch some plans for this week. Confidence was shaken last Thursday when US market tumbled. The seemingly unstoppable rally that started in late March has started to reveal a chink in the amour. Will it crack further or heal …

Thank you & Goodbye OUE Hospitality

The uneasy peace in Hong Kong was broken yesterday. It just added more frost to the freezing winds that are blowing through the global markets since China and President Trump escalated the trade war tension in the last few days. (Sigh) Anyway, this blog is not meant to be a pessimistic one. It is one …