Are times really that bad these days?

recently i spoke to the man on the street, he said "gang kor", hang jeng si bei pai". In english, it means difficult and times are damn bad. I ask him how come. He said everything going up. utility bills up, a cup of kopi at kopitiam also going up and seems like won't come down. his pay appears to be the only thing which stays. "how to survive?" i think times are not good generally. the … [Read more...]

portfolio update – april 2017

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit cmt 3) spost  taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg 6) tcil ocbc lkh 7) singpost 8) fcot singtel  plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt 9)  uob tcil cdg 10) sgx lian beng 11) fcot taisin sgx spost  starhillg fct cmt 12) sph sats … [Read more...]

Is ksh overvalued at 70c?

out of own interest, i did additional research on ksh. normally, after the initial homework is done, i stay invested for long term. looks like lots of buying is pushing ksh. its has gone beyond its nav of 67-68c. however that was the nav of the last quarter, before the chinese new economic zone development was announced. now that the news is out, land prices around that area has jump … [Read more...]

ksh lian beng incredible single day gain

incredible run up by ksh & lian beng, gaining 16% and 12% in a single day, respectively at the time of writing. looks good and yes, it does feel good to have 2 counters in my portfolio gaining so much. however i remain vested. lian beng - still remains deeply undervalued, book value is slightly more than $1, thus a gain of 12%, still makes it very undervalued. - this counter has a … [Read more...]

portfolio update – march 2017

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit cmt 3) spost  taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg 6) tcil ocbc lkh 7) singpost 8) fcot singtel  plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt 9)  uob tcil cdg 10) sgx lian beng 11) fcot taisin sgx spost  starhillg fct cmt 12) sph sats … [Read more...]

February 2017 update

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit cmt 3) spost  taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg 6) tcil ocbc lkh 7) singpost 8) fcot singtel metro plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt 9)  uob tcil cdg 10) sgx lian beng ngi 11) fcot taisin sgx spost  starhillg fct cmt 12) sph sats … [Read more...]

Portfolio update January 2017

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit cmt 3) spost lum chang taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit cmt 6) tcil ocbc lkh 7) singpost 8) fcot singtel metro plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt 9)  uob tcil 10) sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg fct cmt 12) … [Read more...]

SPH…the pain continues…effects on my portfolio

Digital disruption continues at SPH and the pain continues. This counter has been on a downtrend, gone below 3.50 today. It used to be in the core holdings of a lot of people in singapore, especially the older folks. But looks like times are changing fast and people are going digital faster than we had imagined. IMO this counter will continue going down, until some of its many business … [Read more...]

Losing money yet again trying to time the market? Read this…it might help

Losing money again trying to time the market? Buying too high, selling even higher? Or buying at a low price, market drops further...fear gets the better of you and you sell at a loss?? Darn! Worse, buying and selling stocks which one does not intend to pay fully.... anyway, lets face it, who knows what market will open and close tomorrow? who knows what the market will be in 1 months … [Read more...]

portfolio update december 2016

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit 3) spost lum chang taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit 6) tcil ocbc lkh 7) singpost 8) fcot singtel metro plife  ocbc  capitacom starhillg sci steng fct singpost sphreit 9)  uob tcil 10) sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg fct 12) sph sats … [Read more...]

portfolio update nov 2016

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct 3) spost lum chang taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct 6) tcil ocbc lkh 7) singpost 8) fcot singtel metro plife  ocbc  capitacom starhillg sci steng fct singpost 9)  uob tcil 10) sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg fct 12) sph sats ksh Remarks: portfolio … [Read more...]

nam lee pressed metals

http://paullowinvestmentjourney.blogspot.sg/2016/10/portfolio-update-for-september-2016.html i divested my entire nam lee pressed metals about two to three months ago, after it hit a high of 40c. my net net price was about 25c. my thinking was that 1) dividend wise, it has reached a high of 2.5c in 2016 and it has been paying out 1.5c since 2011. thus i feel that this might not be able … [Read more...]

portfolio update – November 2016

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct 3) spost lum chang taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct 6) tcil ocbc lkh 7) singpost 8) fcot singtel metro plife  ocbc  capitacom starhillg sci steng fct singpost 9)  uob tcil 10) sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg fct 12) sph sats ksh Remarks: portfolio … [Read more...]

portfolio auto-building update – october 2016

Due to a few requests that my profolio update is useful for their reference, I decided to update it. Dividend by month 1) uob 2) fcot sgx capitacom lian beng starhillg fct 3) spost lum chang taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct 6) tcil ocbc 7) singpost 8) fcot metro plife  ocbc  capitacom starhillg sci steng fct singpost 9)  uob tcil 10) sgx lian beng ngi 11) … [Read more...]

Dividends still don’t lie – look at this case study

SAKAE HOLDINGS LTD.DIVIDEND04 Jun 201508 Jun 201519 Jun 2015SGD 0.01 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND15 Sep 201417 Sep 201424 Sep 2014SGD 0.005 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND05 Jun 201409 Jun 201420 Jun 2014SGD 0.015 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND13 Sep 201317 Sep 201324 Sep 2013SGD 0.005 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND06 Jun 201310 Jun 201321 Jun 2013SGD 0.01 … [Read more...]

Dividends every month portfolio – $13k basic portfolio

"I want more months filled with dividends"Ok, let me think aloud and talk to myself again. My aims: * I don't like to monitor prices frequently * I want income every month * I don't want too much risk Here's it what I might consider. Each counter is worth approx $1,000. total portfolio value is approx $13,000. On the right is the number of shares sph 200 singpost … [Read more...]

portfolio update for september 2016

Dividend by month 1) uob 2) fcot sgx capitacom lian beng starhillg fct 3) spost lum chang taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct 6) tcil ocbc 7) singpost 8) fcot metro plife  ocbc  capitacom starhillg sci steng fct singpost 9)  uob tcil 10) sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg fct 12) sph Remarks: nam lee exited at 40c. cost price … [Read more...]

what a 10k dividend portfolio can do for you – safe and sound.

We all want stability and to be able to sleep in peace. Here is a portfolio made up for all the familiar brand names in singapore. very likey they will continue to exist for the many years to come Each counter is worth approx $1,000. total portfolio value is approx $10,000 On the right is the number of shares singpost 600 singtel 250 capitalmall reit 400 frasers ct  400 parkway … [Read more...]

portfolio update 29/8/2016

Dividend by month 1) uob 2) fcot sgx capitacom lian beng namlee starhillg 3) spost lum chang taisin 4) 5) fcot steng sgx  uob sph starhillg 6) tcil ocbc 7) 8) fcot metro plife  ocbc spost capitacom starhillg sci steng 9)  uob 10) tcil sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg 12) sph Remarks: 1) more ocbc added using singpost dividend, with the result of … [Read more...]

Tai Sin Electric – Slow and Steady

Taisin announced a good set of results yesterday. I found what I had been anticipating - dividend rise. Its about time it did anyway. Indeed, it was raising its dividend from 1.5c to 1.6c. Nav inched up to 36c plus. What's the big deal about 0.1c dividend raise? No need to make a big fuss what, some might even comment. I invite those interested to look up taisin dividend … [Read more...]