If you have been following my blog, I have built up a portfolio of dividend policy paying REITs and stocks in the last 2 months but i am still holding on to quite a bit of cash. (About 40% of the portfolio). 

I am pretty cautious of adding new positions as the market seemed to be forming a "Yield Bubble" and in all cases, bubbles are unsustainable. To be honest, i am quite tempted to take profit on my positions in Starhub and Cache as the yields have came down quite a bit following the run-up and the stocks may not be trading at cheap valuation. In any case, let me ponder on them more but i have put price alerts on them ...