A short post to record the Top 10 holdings and dividend contributors (declared or went ex-div) as at end Jan 2021:
Below is the table of Top-10 holding
| 1 |
Suntec Reit |
| 2 |
OCBC |
| 3 |
OUE Commercial Reit |
| 4 |
Ascendas Reit |
| 5 |
UOB |
| 6 |
Singtel |
| 7 |
IREIT |
| 8 |
Netlink Trust |
| 9 |
Manulife Reit |
| 10 |
Hong Kong Land |
Key highlights (compared to end Dec 2020):
- DBS is out of Top10 holding (not surprising with the sales done in Jan)
- Netlink Trust replaces it at #8
- The rest remain though positions have changed (good to see the stability)
- Singtel drops further to #6
- Suntec Reit leapfrogged everyone to the #1 position as its share price closed at $1.60 on Friday. It could have been Ascendas Reit if not for some profit taking that I did.
- My combined holding of these Top 10 companies is still < 30% of my total and that is good too
In terms of dividends declared or went ex-div, the following were the Top-10 contributors
| 1 |
OUE C Reit |
| 2 |
Suntec Reit |
| 3 |
Sabana Reit |
| 4 |
SPH Reit |
| 5 |
CDL H Reit |
...
