Author: paullowinvestmentjourney

Dividend and Portfolio Update November 2019

Dividend by month 1) singtel lianbeng hsbank2) fcot sgx  starhillg fct sphreit cmt  capitaretail capitacom mit suntec dbs3) spost  taisin  nam lee hkland hsbank petronas4) hsbc5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec  hlf ocbc6)  netlink hsbank maybank petronas dbs7) singpost  tcil hsbc8) fcot singtel  plife  suntec ocbc  starhillg sci steng fct singpost sphreit cmt ock  capitacom  siaen mit sats uob cdg sci ksh gpi dbs9)   hlf teckwah singre capitaretail  petronas hsbank10) sgx tcil lian beng hkland hsbc  maybank11) fcot taisin sgx spost  starhillg fct cmt siaen mit suntec dbs sia...

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the risk of not accepting a general offer

just want to highlight to investors, especially dividend investors, the risk of not accepting a GO. dividends are the focus of dividend investors. when a GO comes, most of the time it represents a premium to the price which the investors bought in. however sometimes, the price is not suitable, or maybe, some analyst say that the price should be much higher to be fair. investors need to take note who is in overall control of the company still. the company can continue to pay dividends, of course, thats the ideal situation, while waiting for GO to be revised....

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Dividend and Portfolio update October 2019

Dividend by month 1) singtel lianbeng2) fcot sgx  starhillg fct sphreit cmt  capitaretail capitacom mit suntec3) spost  taisin  nam lee hkland hsbank petronas4) hsbc5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec  hlf ocbc6)  netlink hsbank maybank petronas7) singpost  tcil hsbc8) fcot singtel  plife  suntec ocbc  starhillg sci steng fct singpost sphreit cmt ock  capitacom  siaen mit sats uob cdg sci ksh gpi9)   hlf teckwah singre capitaretail  petronas10) sgx tcil lian beng hkland hsbc hsbank maybank11) fcot taisin sgx spost  starhillg fct cmt siaen mit suntec12) sph ksh ock sats netlink ksh...

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Dividend and portfolio update September 2019

Dividend by month 1) singtel lianbeng2) fcot sgx  starhillg fct sphreit cmt  capitaretail capitacom mit suntec3) spost  taisin  nam lee hkland hsbank4) hsbc5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec  hlf ocbc6)  netlink hsbank7) singpost  tcil hsbc8) fcot singtel  plife  suntec ocbc  starhillg sci steng fct singpost sphreit cmt ock  capitacom  siaen mit sats uob cdg sci ksh gpi9)   hlf teckwah singre capitaretail  hsbc hsbank10) sgx tcil lian beng hkland11) fcot taisin sgx spost  starhillg fct cmt siaen mit suntec hsbc12) sph ksh ock sats netlink ksh gpi hsbank Remarks: Added...

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Dividend and portfolio update August 2019

Dividend by month 1) singtel lianbeng2) fcot sgx  starhillg fct sphreit cmt  capitaretail capitacom mit suntec3) spost  taisin  nam lee hkland hsbank4) hsbc5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec  hlf ocbc6)  netlink hsbank7) singpost  tcil hsbc8) fcot singtel  plife  suntec ocbc  starhillg sci steng fct singpost sphreit cmt ock  capitacom  siaen mit sats uob cdg sci ksh gpi9)   hlf teckwah singre capitaretail  hsbc hsbank10) sgx tcil lian beng hkland11) fcot taisin sgx spost  starhillg fct cmt siaen mit suntec hsbc12) sph ksh ock sats netlink ksh gpi hsbank Remarks: Added...

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Dividend and portfolio update – July 2019

Dividend by month 1) singtel lianbeng2) fcot sgx  starhillg fct sphreit cmt  capitaretail capitacom mit suntec3) spost  taisin  nam lee hkland4) hsbc5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec bumi hlf ocbc6)  netlink7) singpost  tcil hsbc8) fcot singtel  plife  suntec ocbc  starhillg sci steng fct singpost sphreit cmt ock  capitacom  siaen mit sats uob cdg sci ksh gpi9)   hlf teckwah bumi singre capitaretail hkland hsbc10) sgx tcil lian beng11) fcot taisin sgx spost  starhillg fct cmt siaen mit suntec hsbc12) sph ksh ock sats netlink ksh gpi Remarks: Added more local...

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True story of a dividend investor

True story of a dividend investor. Hope it will inspire others to be on the correct track. He has very kindly and graciously agreed and allowed me to share this with others I started my investing journey some 20 years ago.  Started out with tips from friends, family and media. That did not end well.  Then got introduced to an investment news letter by a popular value investor . Did ok but was frustrating sitting on under valued stock that did not go anywhere.  Then tried my hands on trading with charts, stop loss, etc. That was the most...

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Dividend and portfolio update June 2019

Sold most of FCT and Plife above 260 and 310. Used proceeds to add banks and keppel corp Accepted FCT rights at 235 Sold off all of fortune reit and used proceeds to add HSBC. Fortune reit going to delist from sgx, and further holding would need to be held in custodian ac. HSBC happened to be at good price and yield, and pays quarterly. If need to be custodian account, choosing between fortune reit and hsbc, the latter would be a much better choice. Added Hkland, GPI As i grow older, i am placing more emphasis on larger...

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Dividend and Portfolio update May 2019

Added SIA and banks and hlf. As i grow older, i am placing more emphasis on larger companies and blue chips. Risk management strategy shifting gradually, overall giving up a bit on yield for stability and peace of mind. nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters and/or the counters which are about to pay dividends soon. No further input is necessary. Portfolio creates the income every month and gets reinvested. One reinvestment move means one more continuous stream of income in the future. Counters get rebalanced periodically as and when...

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S$11k portfolio giving 11months dividends per year

I put myself in the shoes of an middle age to older person. I can doing some part time job to keep busy and to earn a little income. I want to have passive income every month. I do not like to monitor the market as I find that stressful and I might end up making wrong desisions. I want a low risk portfolio. Perhaps, at most once or twice a year, I take a look at the absolute values of the portfolio. And importantly, I do NOT want to outlive my portfolio and I would like to see...

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Dividend and portfolio update April 2019

No dividends received from stock counters for month of April. Few counters paying in May went XD in April Added SIA, SPH, SGX, Bukit Semb and SingRe. Nothing sold. Great news from DBS as it decided to pay quarterly now. Wonder if the other banks would follow. nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters and/or the counters which are about to pay dividends soon. No further input is necessary. Portfolio creates the income every month and gets reinvested. One reinvestment move means one more continuous stream of income in the...

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Dividend and portfolio update March 2019

Remarks: Added more banks, sia and keppel corp On review of ums position, figured out that the risk benefit does not fit in and took the chance to sell it off at 74c, and bought keppel corp in the process. ums-dividend cut last term and now absence of special. Overall, nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters and/or the counters which are about to pay dividends soon. No further input is necessary. Portfolio creates the income every month and gets reinvested. One reinvestment move means one more continuous stream of...

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Hyflux

from the dividend perspective, all was well, and the company was even paying biannual dividends starting 2010 then if u notice, 2012 and 2013 dividend seems to have taken a halt in growth. Sure, it could be a natural part in its business. then in 2014 and 2015, dividend was cut to 0.023c for each of those years. This should ring some alarm bells already. 2016 dividend cut further to 0.012. IMO should be time to get the hell out. look at 2017, skipped dividend for august. if still don’t get out…really good luck amd really need to find...

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Dividend and portfolio update Feb 2019

Dividend by month 1) singtel2) fcot sgx  starhillg fct sphreit cmt fortune capitaretail capitacom mit suntec3) spost  taisin  nam lee5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec bumi hlf ums6) tcil ocbc7) singpost ums8) fcot singtel  plife  suntec ocbc  starhillg sci steng fct singpost sphreit cmt ock fortune  capitacom  siaen mit sats uob cdg sci9)   hlf teckwah bumi singre capitaretail10) sgx ums tcil11) fcot taisin sgx spost  starhillg fct cmt siaen mit suntec12) sph ksh ock sats netlink ums Remarks: Added more three banks keppel corp sia sph sia bank prices...

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Dividend and portfolio update Jan 2019

Dividend by month 1) singtel 2) fcot sgx  starhillg fct sphreit cmt fortune capitaretail capitacom mit suntec 3) spost  taisin  nam lee 5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec bumi hlf ums 6) tcil ocbc 7) singpost ums 8) fcot singtel  plife  suntec ocbc  starhillg sci steng fct singpost sphreit cmt ock fortune  capitacom  siaen mit sats uob cdg sci 9)   hlf teckwah bumi singre capitaretail 10) sgx ums tcil 11) fcot taisin sgx spost  starhillg fct cmt siaen mit suntec 12) sph ksh ock sats netlink ums Remarks: Added...

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