Author: Passive Income Farmer

My Stock Portfolio @ end April 2015

No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1 SGX 4,000 18.75 8.52 2 Starhub 6,000 13.96 4.23 3 SPH 5,000 11.53 4.19 4 SingTel 2,190 5.34 4.43 5 SATS 3,000 5.27 3.19 6 CapitaMall Trust 4,000 4.82 2.19 7 Suntec Reit 4,900 4.77 1.77 8 AIMS AMPI Reit 5,000 4.21 1.53 9 CapitaLand 2,000 4.06 3.69 10 Starhill Global 8,000 3.85 0.875 11 Keppel Corp 800 3.84 8.72 12 SPH Reit 5,800 3.35 1.05 13 CDL HTrust 3,000 2.83 1.715 14 Sembcorp Ind 1,000 2.49 4.52 15 SIA Engg 1,000 2.31 4.19 16 FCT 2,000 2.28 2.07 17...

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Past Bear Attacks (Part 2)

Actually I have intended that this Part 2 follows Part 1 immediately.  But it was delayed due to the national mourning for the passing of our founding father Lee Kuan Yew.  I felt that it would be disrespectful if I talked about bear at that point in time. Now, to carry on from Part 1: 2003 – SARS The defeated bear of 2001 returned with vengeance just two years later and this time it was not only financial threatening, but also life threatening. This was the SARS bear, rumoured to be from China. Market/Economy: The economy was scary this...

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My Stock Portfolio @ end Mar 2015

  No. Stock Name Shares Portfolio% Avg Cost$ Breakeven$ Market$ 1 SGX 4,000 18.25 4.95 3.71 8.14 2 Starhub 6,000 14.63 3.36 2.85 4.35 3 SPH 5,000 11.74 3.99 3.25 4.19 4 SingTel 2,190 5.38 3.37 3.03 4.38 5 SATS 3,000 5.18 3.02 2.95 3.08 6 CapitaMall Trust 4,000 4.93 1.76 1.26 2.20 7 AIMS AMPI Reit 5,000 4.18 1.47 1.33 1.49 8 Suntec Reit 4,000 4.16 1.58 1.22 1.855 9 Keppel Corp 800 4.04 8.44 8.52 9.00 10 CapitaLand 2,000 4.01 3.91 3.61 3.58 11 Starhill Global 8,000 3.74 0.74 0.57 0.835 12 SPH Reit 5,800 3.38 1.01...

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Finally HPH Trust attained breakeven

I have HPH Trust since its IPO day.  This stock is like a permanent submarine and has never come close to my average price for the stock. However, it has the highest dividend yield among the STI component stocks.  That is why I leave it there in my portfolio.  HPH Trust produced the highest dividend yield in my portfolio for 2014. After collecting the March dividend last week and together with the strengthening of the US dollar, HPH Trust finally crossed my breakeven point. HPH Trust stock price is VERY volatile and there is HIGH chance that they may...

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Past Bear Attacks (Part 1)

Many people say we are long due for another bear attack.  These posts (Part 1 and 2) are in memory of the bears that I have encountered in the past. 1997 – Asian Financial Crisis First bear that I encountered and directly affected me.  This was the “robbery bear”.  The CLOB shares saga was one of the events in the AFC.  I lost my humble savings in this “club” (CLOB).  One of my colleagues had half a million frozen in the “club”. Market/Economy: Market was bad, economy was bad.  Many companies had retrenchment exercises and many people were affected. ...

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My Stock Portfolio @ end Feb 2015

No. Stock Name Shares Portfolio% Avg Cost$ Breakeven$ Market$ 1 SGX 4,000 18.82 4.95 3.71 8.18 2 Starhub 6,000 14.80 3.36 2.85 4.29 3 SPH 5,000 11.76 3.99 3.25 4.09 4 SATS 3,000 5.45 3.02 2.95 3.16 5 SingTel 2,190 5.31 3.37 3.03 4.22 6 CapitaMall Trust 4,000 4.85 1.76 1.26 2.11 7 Suntec Reit 4,000 4.50 1.58 1.22 1.955 8 AIMS AMPI Reit 5,000 4.20 1.47 1.36 1.46 9 CapitaLand 2,000 4.13 3.91 3.61 3.59 10 Starhill Global 8,000 3.86 0.74 0.57 0.84 11 CDL HTrust 3,000 3.05 1.66 1.00 1.77 12 SPH Reit 4,900 2.96 1.00 0.99...

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100,000 and 170,000 Milestones

Happy New Year to all! It is a bit late as today is already the 4th day of the Goat Year. But as the saying goes, “better late than never”, wishing all “Huat Ah” in the new year. Yesterday there was a spike of the page views on my blog and the page view counters crossed “100,000”. I started this humble blog as a personal tracking on my investment and also a logbook for my small boat on the journey to Financial Free Kingdom. Thanks everyone for the encouragement and support! On the other front, my stock portfolio values...

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Another piece of the jigsaw – OCBC Bank

In the past week, I took a small nibble in OCBC Bank, and hence collected the first banking stock into my portfolio. Then came the news that OCBC failed to sell United Engineer… Anyway this is just for diversification and it was really a very small nibble, just 200 shares. So whatever bad news do not worry me. I am still short of commodities at the moment. In the past, I do have Noble Group for a very brief period of time. At that time, Nobel was still a $2+ stock. I did not like the volatility, the low...

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My Stock Portfolio @ end Jan 2015

No. Stock Name Shares Portfolio% Avg Cost$ Breakeven$ Market$ 1 SGX 4,000 18.53 4.95 3.75 7.77 2 Starhub 6,000 14.95 3.36 2.85 4.18 3 SPH 5,000 12.31 3.99 3.25 4.13 4 SingTel 2,190 5.33 3.37 3.03 4.08 5 SATS 3,000 5.29 3.02 2.95 2.96 6 CapitaMall Trust 4,000 4.98 1.76 1.29 2.09 7 Suntec Reit 4,000 4.48 1.58 1.24 1.88 8 AIMS AMPI Reit 5,000 4.38 1.47 1.36 1.47 9 CapitaLand 2,000 4.15 3.91 3.61 3.48 10 Starhill Global 8,000 3.96 0.74 0.59 0.83 11 CDL HTrust 3,000 3.22 1.66 1.06 1.80 12 SIA Engg 1,000 2.60 4.86 4.68...

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Smaller bricks in the market

My passive income portfolio is building up gradually by the brick-by-brick process.  In the past, 1 brick AKA 1 lot AKA 1,000 shares. Using this method, the higher priced blue chips are beyond my reach.  Moreover, whenever there is money in my investment account, my fingers start feeling itchy and usually I will buy something before the money could be accumulated enough for those high priced stocks. From tomorrow onwards (19th Jan 2015), the minimum lot size in the SGX security market will be reduced from 1,000 to 100, making higher priced stocks more affordable. Furthermore, on the POEMS...

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My Stock Portfolio @ end Dec 2014

No. Stock Name Lots Portfolio% Avg Cost$ Breakeven$ Market$ 1 SGX 4 19.05 4.95 3.75 7.81 2 Starhub 6 15.19 3.36 2.85 4.15 3 SPH 5 12.84 3.99 3.25 4.21 4 SATS 3 5.58 3.02 2.95 3.05 5 SingTel 2.2 5.21 3.37 3.10 3.90 6 CapitaMall Trust 4 4.98 1.76 1.29 2.04 7 Suntec Reit 4 4.78 1.58 1.24 1.96 8 AIMS AMPI Reit 5 4.31 1.47 1.36 1.415 9 CapitaLand 2 4.04 3.91 3.61 3.31 10 Starhill Global 8 3.90 0.74 0.59 0.80 11 CDL HTrust 3 3.18 1.66 1.06 1.74 12 Sembcorp Ind 1 2.71 4.06 4.12...

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Looking Ahead to 2015: Dividends (明天会更好)

Some translations first. 明天会更好 means A Better Tomorrow. My projected dividends for 2015 (based on current portfolio): 1. Starhub: $1,200 2. SGX: $1,120 3. SPH: $1,050 4. AIMS AMPI Reit: $540 5. CMT: $432 6. Starhill Global: $400 7. SATS: $390 8. SingTel: $368 9. Suntec Reit: $368 10. CDL HTrust: $315 11. SIA Engg: $240 12. Frasers CT: $216 13. SPH Reit: $216 14. HPH Trust: $180 15. Sembcorp Ind: $170 ? 16. CitySpring: $164 17. CapitaLand: $160 ? 18. Boustead: $90 ? 19. SingPost: $62.50 20. FCOT: $56 21. FEHT: $53 Total: ~$7,800 Avg/month: $650 With additional...

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2014 Portfolio Review (Part 2): Foundation Stocks

My portfolio was set up using SGX, Starhub and SPH as foundation stocks, while Reits and other dividend stocks are supporting casts. For the purpose of diversification and not to tie down the well being of my portfolio to the fortune of any single company, my three foundation stocks should not exceed 20% of the overall portfolio.  On the other hand, the supporting casts should not exceed 10% of the overall portfolio. Now, as all dividends are collected and all tradings done for 2014, it is time to review the 3 foundation stocks: SGX there was a rare massive system failure that...

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2014 Portfolio Review (Part 1): Winners and Losers

Time flies and 2014 is ending soon.  All my tradings are done and all dividends are collected.  It is time to review my portfolio’s winners and losers in 2014. Top Dividend Contributors: SPH (15.41%): – Good old SPH is the top contributor to my dividend incomes. – It is a tie with Starhub, but SPH wins by virtual of less invested capital. Starhub (15.41%): – Second because of more invested capital than SPH. SGX (15.27%): – Nothing surprising as my top three holdings are the top three contributors. Next, some Christmas fun and amusement. Dividend Yield Winners (龙虎榜): HPHT (7.83%): –...

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The Journey So Far in 2014

2014 is an eventful year for me. There are mixed feeling of pain, sadness, anger, relief and joy. 1. Lost of my father My father passed away this year after four long years of suffering after a stroke without prior symptom. He could not swallow food after the stroke and was on tube feeding. The feeding tube needs to be replaced every two months and there was pain and discomfort replacing the tubes. Very offen he pulled out the tube himself and inevitably shortened the tube changing schedule and suffered more pain and discomfort. He also has limited mobility...

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