Time flies and 2018 is gone. All my tradings are done and all dividends are collected. It is time to review my portfolio's winners and losers in 2018.
2018 is not a good year for me, my portfolio ended the year in red. However, the comforting fact is that the dividends collected more than offset the lost in portfolio values.
Top Dividend Contributors:
1. SGX (9.73%):
- SGX is the top counter in my portfolio and no surprise that it is the top dividend contributor. SGX has dividend payout every quarter, almost like a REIT.
2. Starhub (7.01%):
- One of the counters that depreciated much in value.
3. CMT (6.60%):
- Retail Reit is not just retail. F&B accounted for about one-third of the leased spaces.
Dethroned: Starhub (2017).
In 2017, the top 3 dividend contributors accounted for 24% of my total dividends. In 2018, the top 3 dividend contributors accounted for 23% of the total dividends. So, not much diversification...