My Investment Portfolio - SG (End Nov 2025)

 

Source: StockCafe

No transactions were made in November. 

Glad to receive dividends once again in the month of November. Thanks to DBS, their dividends payout has helped to mitigate the drop in dividends from reits such as MIT and MLT. 

Meanwhile, the market has priced in a rate cut for 12 December 2025 meeting, to 350-375. Let see if that really happens. Meanwhile, I have been calculating my tax payable for IRAS Income Tax, Year of Assessment for 2026. Have done cash top-up to my CPF MA account as an amount has been deducted for medisave. I will also be making contributions into my Supplementary Retirement Scheme (SRS) account to lower the tax payable. This is your sign to start calculating yours now if you have not done so. 

Dividends received* during the month: $1,026.84 (DBS, Astrea7A1, Keppel Reit)

Total dividends received in 2025: $21,151.10

Average dividends per month^: $1,762.59

Total Portfolio Market Value: $531,077.65

* Dividends are recognised after payment date. Average dividends per month is calculated by dividing the dividends received by 12 months regardless of the month. 

Portfolio excludes Singapore Savings Bonds, T-bills and Foreign Stocks

^ Divided by 12 months regardless of month of the year.  

My Investment Portfolio - SG (End Oct 2025)

 

Source: StocksCafe

Transactions:

- Added 5,000 units of Keppel DC Reit at $2.24 via Preferential Offering.
- Sold 5,800 units of Lendlease Reit at $0.65

Mapletree Industrial Trust which was previously my top holding in April 2025, was overtaken by DBS in May 2025. In the month of October it was overtaken by both Keppel Ltd and Keppel DC Reit too. The stock price of Keppel Ltd has been climbing up in recent months. 

I am very happy to be allotted quite abit of my excess bid for Keppel DC Reit recent Preferential Offering. Resulting in it climbing up to become my third biggest holding. Meanwhile, I have also decided to sell of Lendlease Reit which has not been underperforming. I need to trim down my number of stocks as it has creeped up a fair bit and it is hard to monitor so many holdings. 

I did not receive any dividends in the month of October, I am expecting a bumper dividends in December.  Hopefully it comes true. 

Meanwhile, my warchest is ready and I am waiting for the US Government to restart operations and provide the economic data. Am ready to buy the dip! 

Dividends received* during the month: $0

Total dividends received in 2025: $20,124.26

Average dividends per month^: $1,677.02

Total Portfolio Market Value: $532,120.82

* Dividends are recognised after payment date. Average dividends per month is calculated by dividing the dividends received by 12 months regardless of the month. 

Portfolio excludes Singapore Savings Bonds, T-bills and Foreign Stocks

^ Divided by 12 months regardless of month of the year.