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/ … Continue reading Top 10 Dividend Contributors for the First Half of 2024 | Passive Income Portfolio Update
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Impressive Track Record – Keppel DC Reit !
A fellow member in our telegram group asked: "For Keppel DC Reit, I bought some (at) $2.55 and my average price went up. Actually would averaging up make sense?" This question came as we were discussing about the merits nof averaging down Keppel DC Reit if its price share would come down further. Instinctively, I … Continue reading Impressive Track Record – Keppel DC Reit !
I would be cautious on AA REIT
Last Friday, I bought a few lots of AIMS APAC (AA) Reit. The trigger for the purchase was more speculative than fundamental. AA Reit share price has dropped 10%+ from its peak of $1.60. This peak price level was first reached on 2Aug and then again on 2Sep. I was holding the hope that it … Continue reading I would be cautious on AA REIT
Falling HK + Marching towards Dividend Yield Target
Hong Kong market feels like a Falling Knife - Invest with Care Hong Kong market continues to underperform versus Singapore and US markets. We saw a 5.8% loss in Hang Seng index last week as investors continued to be spooked by China regulatory crackdown on the large online companies and fearing that it would spread … Continue reading Falling HK + Marching towards Dividend Yield Target
Continued to buy HK + Top10 Holding
In the last 2 weeks, I continued to load up on HK shares and took profit on US shares. All these took place in the midst of Hang Seng index dropping 5% and S&P500 and Nasdaq gaining 4% over the same period. In the process, I added new HK stocks like Kuaishou, Tencent and AAC … Continue reading Continued to buy HK + Top10 Holding
Wk 28: Dividends from SPH Reit was the Highlight!
Was extremely delighted to see that SPH Reit increasing its quarterly dividend distribution again! Below is the chart from SPH Reit that shows the profile of its dividend distribution in the last seven quarters. Understandably, COVID19 had hit it and its shareholders hard in 2020. We had to accept 1/4 of the typical quarterly dividend … Continue reading Wk 28: Dividends from SPH Reit was the Highlight!
Wk 27 : Loading up on HK Stocks
It has been a while since my last blog in mid May. Looking back at the last few weeks, it is amazing to see the US market on an incredible climb to new records every few days. It has increased 4.0% since start of June and outperformed the local SG market and the HK market … Continue reading Wk 27 : Loading up on HK Stocks
Wk 14 & 15 : Taking Profit
S&P 500 rose 5.2% since the beginning of April and I took profit off the table more than I invested my capital. I sold US counters like Square, Peloton, VMWare and Pfizer whose share prices had increased quite spectacularly in the last 2 weeks. I still believe in the growth story of these companies but … Continue reading Wk 14 & 15 : Taking Profit
Trading around the core
I hope you have caught the rally train with STI in the last few weeks. A fortnight ago, I wrote that I was holding out the optimism that the rally in STI would continue, after it rose 7% from the trough clocked on 30th Oct. I wasn't sure that the rally could sustain especially with … Continue reading Trading around the core
Doses of Optimism
It just came alive when I was giving up on the lethargic STI at end Oct, after 4 consecutive months of decline. Within a week, it gained 7%. STI heavy weight like DBS gained 10%; even Singtel gained 8%. Many SReits also joined in. As my portfolio was heavy weighted in STI, it benefited quite … Continue reading Doses of Optimism