Author: Singapore Dividend Collector

Portfolio Over $1,000,000 with the help of Trusts and REITS

From Yahoo Finance The market has been kind to the Trusts and REITs in my portfolio this year with all of them doing nicely. Here’s a breakdown: AIMS APAC = up 8%Ascendas = up 24%Ascendas H Trust = up 27%Ascott = up 20%Cap Com = up 26%Cap Mall = up 33%Fraser Com = up 16%Keppel DC = up 98% Here are the Trusts and REITs in my portfolio not doing do well… Accordia Golf Trust = down 18%First REIT = down 6% Overall, the portfolio now stands at $1.084.121.15 with the help of the above counters. Other counters are...

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Can Meditation Make us Better Investors?

Photo from mindful.org Can meditation help us invest better? Many including titans like Ray Dalio say it can. So what are we all to do, just drop the financial pages and adopt the full lotus position? How many of you have thought the following words?: “Look, I simply don’t have the time to sit and do nothing” “I feel guilty when I try – I could be doing something else!” “I know many people say it’s good for the head, but I could be exercising instead.” Have you ever uttered any of the above when asked about meditation? It’s...

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Keppel DC REIT – To Sell or Not to Sell?

I’ve been invested in Keppel DC for some time now. It’s IPO is December 2014 was a first for data center REITs in Asia, and from the off I liked it. Since 2015, I’ve picked up shares in bundles and at the moment I hold around 52,000 of them. To date this counter has been good to me. Currently, it’s up about 80% and for the first time I’m feeling that perhaps the time is right to take the cash. As I’ve blogged about before, I try not to let emotions influence my investment decisions, but in this case...

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Singapore Dividends for Financial Freedom – Dividends for June 2019

June was a bumper month for dividends that’s for sure. Being a blog that circumnavigates the area of all things dividend, I though I’d share a few details with you: Total dividends collected in June = $12,226  My biggest contributing counters were as follows: -Ascendas-Ascendas H Trust-Accordia Golf Trust-Capital Mall-First REIT-Kingsman-Starhub-Thaibev I’m confident in all these counters moving forward bar one – Starhub. I really don’t think it can sustain their dividend at the current rate, but as things stand, I’m in too deep to let go of the counter. Thus, I’m just going to ride the waves and...

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Happy 1st Birthday to the Singapore Dividend Collector!

Aha! It’s 05:50 in the morning here in ‘X’ and I’m typing like a man possessed. I don’t now what it is about early mornings, maybe it’s a combination of a clear head and the cool air, but whatever it is my finger don’t half go tippity tap. I just noticed it has been a year now since I first started this blog as an experiment. So happy birthday to me! What kind of experiment is this blog and why did I start it? This is a good question. The reason is I need something to force me to...

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What are you investing in right now?

As my regular reader know, I have a dividend portfolio made up of mainly SGX listed stocks and REITs that generated almost $40,000 last year. When my account has $15,000, I deploy this back into the portfolio rain or shine. I feel that by not trying to time the market over a minimum 20 year period I should have a big enough pot to retire. Presently, I’m having trouble decided where to allocate the latest bunch of juicy dividends. These are strange times in the markets with blue chip REITS overvalued, blue chip stock largely the same, gold is...

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Singapore Dividends for Financial Freedom – Will Starhub and Singpost ever recover?

Years ago I bought into Starhub and Singpost with a buy to hold strategy believing they would be good counters to rely on come rain or shine. Now I know I was wrong. Presently, Star hub is down almost 58% and Singpost 35%. Luckily, I took relatively small positions in these companies at the time, so the damage isn’t too bad, but still their presence in my portfolio does give me cause for concern. Sure, I should have had a stop loss on the counters, but this is easy to say in hindsight. There are massive black clouds hanging...

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Preparing for market crash – gold and Bitcoin?

Hands up if you think global markets are going to crash in the next 12 months? If been trying to keep my emotions in check with regard to this, but I can’t help noticing an ever darkening cloud overhead. What’s one to do then? Sell and run to the hills? Load up on gold? Admit yourself to a mental hospital and ride the wave? Who the hell knows eh? To be honest, I’ve been deliberating making 10% of my portfolio gold. I joke you not. For me, it’s more about hedging and protecting my cash which is in a...

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Dividend Portfolio Update 2-5-19

Just like Mona, I, too, have a half smile on my face. Alright folks, how have you been? It’s been a busy few months at work and hence my absence from the blogging scene. But, now I’m back with a vengeance and ready for action. The total value of my portfolio now stands at $986,000 This is with a total of $959,000 invested. Thus, there’s a paper gain of almost $30,000 Those of you who have read my blog before know my main portfolio focus is income, but that’s not to say I don’t have growth stocks as well....

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My Singapore Dividend Portfolio 7-4-19

Morning folks. How are you all doing? As a break from the usual ramblings, here’s a look at my latest portfolio size: My top 5 holdings are… 1. FIRST REIT at $171,000 2. Fraser Com Trust at $122,000 3. Ascendas at $113,000 4. ThaiBev at $97,000 5. Keppel DC REIT at 53,000 THB So, with the market moving upwards in the first quarter, my portfolio is edging ever closer to the 1 million dollar mark. I’m in two minds what to do with FIRST. Thinking of selling of some, but then again I’ve a feeling it’ll weather the storm....

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An Ode to Life

Morning folks. How’s life treating you? Life is weird isn’t it. We’re here for a short time with no discernible purpose and many of us spend most of our time in a state of unease, anxiety and unhappiness. Why is our species prone to such negativity and has it always been this way? Who knows eh? Evolutionary Biologists like Richard Dawkins tell us Homo-Sapiens have been roaming the Earth for around 100,000 years. Seems like a long time right? Well, the figure pales into insignificance when we we consider how other forms of human walked the deserts and savannas...

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The Crash is Coming | What should you do?

The fog and monster are on the way There’s been so much chat about the forthcoming financial meltdown it made me think of the fog and sea monster in Ray Bradbury’s The Fog Horn’. Out there in the cold water, far from land, we waited every night for the coming of the fog, and it came, and we oiled the brass machinery and lit the fog light up in the stone tower. Feeling like two birds in the grey sky, McDunn and I sent the light touching out, red, then white, then red again, to eye the lonely ships....

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Retiring Before 40 | A Corporate Matter

‘Catch on fire and people will come for miles to see you burn’ (John Wesley) I want you to visualize the day your retire from your corporate career. You work in a flashy office block, a place in which for decades of your life you laughed at the right jokes, held doors open for the right people and offered yourself up for sacrifice for the good of the company.  Well, today is your retirement day and you will make the ultimate sacrifice. Your boss has invited you to a ‘Retire before 40.’ ceremony, You’ve never heard about it and...

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5 Things to do NOW to Retire By 40

Retired by 40… Wouldn’t it be nice? This is a question that’s been on my mind for the last decade. Since 2009, I’ve been working like madman to try and make this dream become a reality. As I’ve discussed at length in past posts, I arrived late on the investing scene and only began to show interest in the stock market in 2015. Read about my story here and here and here and here and here Since then I’ve injected almost a million Singaporean dollars into a dividend paying portfolio, which payed me just under $40,000 in 2018. Read...

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Retiring early and taking advice from Arthur Schopenhauer? Really?

As regular readers to my blog will know, I like to look at investing through a literary/philosophical lens from time to time. This is because I would much rather read a novel by Charles Dickens or Joseph Conrad than analyze a company’s annual report.  Sorry, folks.  I know there are many of your in the Singapore Investment Bloggers   community who love nothing more than whiling away your free time with a copy Singtel’s quarterly results, sipping on a hot latte.  If this floats your boat, then fair play to you.  It just doesn’t do it for me. So, why...

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