Author: Passive Income Farmer

My Stock Portfolio @ end Jun 2016

No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1 SGX 4,000 13.84 7.62 2 Starhub 6,700 11.53 3.79 3 SPH 5,500 9.87 3.95 4 SATS 3,000 5.60 4.11 5 UOB 600 5.02 18.42 6 OCBC Bank 1,238 4.89 8.69 7 AIMS AMPI Reit 6,800 4.31 1.395 8 SingTel 2,190 4.11 4.13 9 Suntec Reit 4,900 3.94 1.77 10 CapitaMall Trust 4,000 3.87 2.13 11 FCT 3,800 3.68 2.13 12 Keppel Corp 1,400 3.50 5.50 13 Starhill Global 8,000 2.85 0.785 14 SPH Reit 6,700 2.83 0.93 15 CapitaLand 2,000 2.79 3.07 16 Sembcorp Ind 1,800 2.31 2.82 17 Keppel...

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Remebering Noble…

Noble Group was one of my first few purchases from the open market.  Actually I do not remember now the reason why I bought Noble.  Perhaps some hot tips?  But during the days of the 1,000 shares per lot time, Noble was the first counter that I held more than a single lot size. When I decided to embark on my dividend investment journey, Noble was the first counter that got the cut because of its low dividend payouts.  I exited Noble with some profits when it was still a low $2+ stock. Not that I am paying particular...

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My Stock Portfolio @ end May 2016

No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1 SGX 4,000 14.55 7.75 2 Starhub 6,700 11.10 3.53 3 SPH 5,000 9.06 3.86 4 SATS 3,000 5.86 4.16 5 UOB 600 5.13 18.22 6 OCBC Bank 1,215 4.91 8.62 7 AIMS AMPI Reit 6,800 4.37 1.37 8 SingTel 2,190 3.98 3.87 9 Suntec Reit 4,900 3.83 1.665 10 CapitaMall Trust 4,000 3.81 2.03 11 FCT 3,800 3.60 2.02 12 Keppel Corp 1,400 3.53 5.38 13 SPH Reit 6,700 2.96 0.94 14 Starhill Global 8,000 2.91 0.775 15 CapitaLand 2,000 2.81 2.99 16 Sembcorp Ind 1,800 2.36 2.79 17 Keppel...

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Manulife US Reit – Feeling before and after

What a different feeling. Yesterday I felt sad and frustrated that I got zero allocation for the Manulife US Reit IPO units. Today I feel relief that I got zero allocation for the Manulife US Reit IPO units. It was surprising to me that Manulife US Reit opened trading at USD 0.82, even below its IPO price of USD 0.83.  It ends the day at USD 0.79, 4.8% lower than its IPO price.  Well, I think the market has spoken that the Reit was priced too high. Surprising on Manulife US Reit’s performance as today is a green day for the...

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The Bear Empire Strikes Back – Week 18

The May jinx. Just when you think the 2016 Bear is vanquished for good, the tide is turning again.  After 10 successive days of losing battles, the previously defeated Bear Army is here again.  My portfolio‘s lost narrow to 2.9% at the end of the 5th week (not counting dividends collected). My total portfolio value jumped more than $10K just this one week and its value crossed 200K for the first time.  My worst performing counter is still Keppel Corp, but its unrealized loss has narrowed to 23.3% its invested value after week 9.  HPHT is second worst performer,...

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My Stock Portfolio @ end April 2016

No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1 SGX 4,000 14.61 7.53 2 Starhub 6,700 10.76 3.31 3 SPH 5,000 9.85 4.06 4 SATS 3,000 5.97 4.10 5 AIMS AMPI Reit 6,800 4.60 1.395 6 UOB 500 4.51 18.60 7 OCBC Bank 1,015 4.32 8.77 8 SingTel 2,190 4.10 3.86 9 CapitaMall Trust 4,000 4.02 2.07 10 Suntec Reit 4,900 4.01 1.685 11 Keppel Corp 1,400 3.67 5.40 12 FCT 3,800 3.59 1.95 13 Starhill Global 8,000 3.03 0.78 14 CapitaLand 2,000 3.02 3.11 15 SPH Reit 5,800 2.69 0.955 16 Sembcorp Ind 1,800 2.52 2.89 17 ParkwayLife...

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Ascendas Htrust is no Saizen Reit 2.0

After the small bet and profit on Saizen Reit, I was very tempted to have another go for Ascendas Htrust, even utilising portion of the warchest. As there were rumours of four to five potential buyers, it did look high chance that the acquisition deal would be successful. However, after some consideration, I decided it is no-go for Ascendas Htrust. There was absolutely no margin of safety on the price for Ascendas Htrust.  When I bought Saizen Reit, it was more than 20 cents away from its NAV and gave approximately 20% margin of safety.  But Ascendas Htrust was...

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My Stock Portfolio @ end March 2016

No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1 SGX 4,000 15.49 7.95 2 Starhub 6,700 10.93 3.35 3 SPH 5,000 9.74 4.00 4 SATS 3,000 5.77 3.95 5 UOB 500 4.60 18.87 6 OCBC Bank 1,015 4.37 8.84 7 SingTel 2,190 4.08 3.82 8 CapitaMall Trust 4,000 4.07 2.09 9 Suntec Reit 4,900 4.00 1.675 10 AIMS AMPI Reit 5,900 3.84 1.335 11 FCT 3,800 3.70 2.00 12 Keppel Corp 1,200 3.41 5.83 13 Starhill Global 8,000 3.04 0.78 14 CapitaLand 2,000 2.99 3.07 15 SPH Reit 5,800 2.73 0.965 16 Sembcorp Ind 1,800 2.65 3.02 17 ParkwayLife...

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Saizen Reit

I will remember Saizen Reit fondly despite the short acquaintance with this counter. After going XD for the special dividend this week, all assets of Saizen Reit are gone and it becomes a cash holding, though it will continue trading on the stock exchange for the time being. I bought Saizen Reit when it was announced that there was a firm offer to acquire all the assets of the Reit.  The stock value has already crept up from $0.80+ to $0.90+.  As Saizen Reit’s NAV is $1.10+, I thought it makes no sense to the owner to sell too...

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2016 Weekly Review – Week 9 [Bear Army defeated. 200K Milestone]

Quite a fair bit of happenings on week 9. Finally a major turning point in the war against the Bear Army.  5 successive days of victory surely defeated the Bear Army…… There was no more Bear troops in my territory since Wednesday.  My portfolio turned positive on Wednesday (not counting dividends collected). My total portfolio value jumped more than $10K just this one week and its value crossed 200K for the first time. My worst performing counter is still Keppel Corp, but its unrealized loss has narrowed to 23.3% its invested value after week 9.  HPHT is second worst...

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My Stock Portfolio @ end Feb 2016

No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1 SGX 4,000 15.02 7.26 2 Starhub 6,700 11.81 3.41 3 SPH 5,000 9.62 3.72 4 SATS 3,000 6.10 3.93 5 CapitaMall Trust 4,000 4.53 2.19 6 OCBC Bank 1,015 4.24 8.07 7 Suntec Reit 4,900 4.23 1.67 8 SingTel 2,190 4.22 3.73 9 AIMS AMPI Reit 5,900 4.03 1.32 10 UOB 400 3.55 17.15 11 Starhill Global 8,000 3.08 0.745 12 CapitaLand 2,000 3.08 2.98 13 FCT 2,900 2.98 1.985 14 SPH Reit 5,800 2.83 0.945 15 Keppel Corp 1,000 2.68 5.18 16 Sembcorp Ind 1,800 2.49 2.68 17 ParkwayLife...

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2016 Weekly Review – Week 8

Back and forth fighting continued with the Bear Army on Week 8.  That decisive victory against the Bear Army is still elusive. My portfolio’s unrealized loss widened slightly to 2.2% the total invested capital at the end of week 8 (not counting dividends collected). Considering that my portfolio had once declined more than 50% during the Lehman Bear Attack, so far this 2016 Bear Attack has produced only a minor blip on my portfolio. My worst performing counter is still Keppel Corp, with unrealized loss widened to 34.4% its invested value after week 8.  HPHT did badly this week...

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2016 Weekly Review – Week 7

Week 7 is over and hopefully we have seen the bottom of the 2016 crash. My portfolio’s unrealized loss has recovered to just 1.9% the invested capital at the end of the 7th week (not counting dividends collected).  Just one decisive victory and the fight against the Bear Army will be over. Considering that my portfolio had once declined more than 50% during the Lehman Bear Attack, so far this 2016 Bear Attack has produced only a minor blip on my portfolio. My worst performing counter is still Keppel Corp despite it’s share price gone above $5 again.  Keppel Corp’s...

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2016 Weekly Review – Week 6

The bad start to 2016 continues on to bad start to the Year of Monkey.  The fight against the Bear Army probably will turn into a long drawn fight. The STI lost 3.2% on the 3 trading days this week and the Bear Army is pushing STI back towards 2,500 again.  My portfolio done better, just declined 1.9% but my total lost increased to 4.8% at the end of the 6th week (not counting dividends collected). Considering that my portfolio had once declined more than 50% during the Lehman Bear Attack, so far this 2016 Bear Attack has produced...

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2016 Weekly Review – Week 5

The fight against the Bear Army probably will turn into a long drawn fight. Just when you think that the Bear Army is pushing STI back towards 2,500, a CNY rally on Friday pushed STI above 2,600.  My portfolio’s lost narrow to 2.9% at the end of the 5th week (not counting dividends collected). Considering that my portfolio had once declined more than 50% during the Lehman Bear Attack, so far this 2016 Bear Attack has produced only a minor blip on my portfolio. Despite Friday’s gain, my worst performing counter is still Keppel Corp, and it lost further...

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