Invest
Portfolio Update July 2026: Increasing My Highest Conviction Holdings
By Investmoolah  •  July 21, 2026
Over the past month, I made two large additions to my dividend portfolio by increasing my holdings in NTT DC REIT and Daiwa House Logistics Trust and a small addition in Asian Pay TV Trust. These purchases have increased my projected annual dividend income to $100,591.61, while  improving the overall quality of my income portfolio. Buying More of What I Understand As my portfolio grows larger, I have become more selective with where I deploy fresh capital. Rather than constantly searching for the next high-yield stock avaliable in SGX, I rather increase my exposure to businesses that I have already spent considerable time researching and have high conviction in. Sometimes the best investment idea is not finding something new, but simply buying more of what you understand well. NTT DC REIT continues to fit that description. The long-term demand for data centres remains supported by structural trends such as artificial intelligence, cloud computing and digitalisation....
Read the full article
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 ...
LEAVE A COMMENT
LEAVE A COMMENT

Your email address will not be published. Required fields are marked *

*

Your Email Address will not be published
*

Read More Articles
More from thefinance