Dear Smart Dividend Portfolio member,
As background:
The Smart Dividend Portfolio ended 2025 with a cumulative S$122,000 in cash injected.
For 2026, the portfolio will receive S$5,000 per quarter for a total of S$20,000 as outlined in our Look Ahead Letter (link HERE).
So far, it has received S$15,000, including S$5,000 on 1 July 2026.
Below is a summary of The Smart Dividend Portfolio.
Note: The value of The Smart Dividend Portfolio is based on the market close on 7 July 2026.
Considerations for stock allocation
The portfolio sizes its positions based on the planned capital injection of S$142,000, which provides a stable base for position sizing.
There are currently 24 stocks in The Smart Dividend Portfolio.
The portfolio expects to eventually have between 27 and 30 stocks.
If we use a hypothetical figure of 30 stocks, the average allocation per stock would be S$4,733 (S$142,000 divided by 30), or 3.3% of the portfolio (100 divided by 30).
Keep this average figure in mind, as it serves as the yardstick for comparison in the portfolio’s position sizing....
