Author: paullowinvestmentjourney

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 pattern of increasing dividend. so its just a matter of price playing catching up with the book value and dividend. whether big boys are playing with...

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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 ksh Remarks: portfolio auto-building in progress : my comments: Singtel. steady blue chip counter which gives dividend  in jan and august. cannot go too wrong buying this counter and holding it for...

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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 ksh Remarks: portfolio auto-building in progress : my comments: Bought comfortdelgro. trading at 240plus CD is quite an ok price for me. Lum Chang exited. Dividend cut from $0.0075 to $0.003...

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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) sph sats ksh Remarks: portfolio auto-building in progress : my comments: Took a position in CMT and added more FCOT and Starhill using my dividends received. These counters will give dividends...

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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 ventures bears fruit. A read through its AR shows that it owns many websites and businesses. Downside will be limited its regular dividend and by its significant property portfolio and...

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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 time? well, there is a way to overcome most of this stress or at least some of it. read my previous entries and you should get the strategy....

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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 ksh Remarks: portfolio auto-building in progress : my comments: Added sph reit, this counter usually XD and pays 2 weeks before the other reits counters in my portfolio. Useful in the sense that...

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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 auto-building in progress : my comments: Sats and ksh added earlier in the month using dividends received. these counters both supply dividends in 8 12 months. sats has corrected downwards from a high...

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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 to be sustained in the coming year. 2) my overall gain from this counter was about 20% pa for my 2-3 years time frame. if this could be extrapolated theorectically, i would be looking at 46-50c...

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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 auto-building in progress : Sats and ksh added earlier in the month using dividends received. these counters both supply dividends in 8 12 months. sats has corrected downwards from a high of 520...

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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) fcot taisin sgx spost  lum chang starhillg fct 12) sph Remarks: portfolio auto-building in progress : tcil dividend used to add to lian beng. lian beng dividend used to...

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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 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND04 Sep 201206 Sep 201220 Sep 2012SGD 0.005 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND06 Jun 201208 Jun 201221 Jun 2012SGD 0.01 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND03 Jun 201107 Jun 201121 Jun 2011SGD 0.01 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND01 Sep 201003 Sep 201020 Sep 2010SGD 0.005 ONE-TIER...

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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 600 singtel 250 capitalmall reit 400 frasers ct  400 parkway life  400 capitacom  600 comfort delgro  300 st eng  300 sheng siong  900 suntec  600 uol 200 m1 400 sgx 200...

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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 was around 25 cents around 2-3 years ago. roxy added. deeply undervalued. april dividend useful to complete list. Some rotation of positions but overall, still, nothing fanciful and nothing new:...

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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 life  400 capitacom  600 comfort delgro  300 st eng  300 sheng siong  900 suntec  600 January singtel $17 February Reits $84.9 March singpost $9 May Reits Comfort St E...

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