As I did not provide an update on my investment holdings since December 2017, here are the recent transactions for my portfolio.
Purchased shares in Hanwell Holdings Limited at $0.23 after the steep fall in share price. From an assets-based valuation perspective, I believe that its current share price presents us with an opportunity to enter, with a good margin of safety.
Read my detailed discussion here - Hanwell Holdings: Net Cash 70% of Market Cap.
Received $1.10 per share in dividends from DBS, including the special dividend of $0.50. DBS has undoubtedly been my best performer thus far, with returns in excess of 100%.
I believe that a significant factor for the recent surge in DBS' share price is the decision to increase its dividend payout ratio, with the new dividend policy to pay $1.20 in dividends annually going forward.
Currently, even at close to $30, DBS provides a yield of almost 4% ......