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Jan 2026 Portfolio Update: First Dividend of the Year
By Investmoolah  •  January 30, 2026
During the month, I took profits on Lendlease REIT after its share price appreciated significantly, reducing my position to 40,000 shares. The capital was reallocated into Yangzijiang Financial Holding. However, post-demerger, the combined valuation of the two Yangzijiang entities has fallen below pre-split levels. This appears to be driven by structural weakness in China’s real estate sector and a softening shipping market, underscoring the broader economic strain on China amid ongoing tariff pressures from the Trump administration. A few mid cap and Alibaba have seen a rise in share price; therefore, current Portfolio Value is $1,242,000. I am still on track to clock a $60k dividend inflow this year Dividend USD:$0 HKD:$9,068.61 SGD:$0...
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By Investmoolah
A total otaku who loves anime, investing and the occasional K-drama. My financial journey begun at the age of 22 and has revolved around the concepts of "Working Hard", "Saving Well" and "Investing Wisely". Through my journey, I have realized that financial literacy is something we have learnt little during our school days but is one of the most useful and relevant skill that we have to be equipped to take on the real world. Concepts such as compounding and "common sense investing" are skills that will place us ahead of the race to retirement ...
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