My Investment Portfolio - SG (End Apr 2024)

 

Stock Cafe

Transactions:
- Added 107 units of DBS via stock bonus

An exciting month with lots of financial results release and DBS bonus share being issued. 

Meanwhile my portfolio has went into the red. I had tried to add on CapLand Ascendas Reit but my orders were not fulfilled. I will just need to be more patient and wait.

All eyes are on what US Fed bank's action especially when they are going to do the first rate cut. The market has in the last couple of weeks priced in only 1 rate cut this year instead of the projected 3. As a result of this, reits' prices have dropped and my portoflio went into the red. 

Dividends received* during the month: $577.80 (DBS)

Total dividends received in 2024: $4,084.20

Average dividends per month^: $340.35    

Total Portfolio Market Value: $368,268.29        

* 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 Mar 2024)

Transactions:
- Added 1,500 units of CapLand Ascendas Reit at $2.65
- Added 200 units of Mapletree Logistic Trust at $1.524 via scrip dividends

- Added 150 units of Lendlease Reit at $0.569 via scrip dividends

I was considering adding either CapitaLand Investment or CapLand Ascendas Reit as the prices were similar. In the end, I settled for the reit as it gave more dividends but it would be more impacted by the delay in rate cuts. I also continued to add stocks with scrip dividends when it made sense to. Resulting in the addition of Mapletree Logistic Trust and Lendlease Reit. 

Now all eyes are on what the Fed bank do again in the next few months. Will the rate cut really happen this year or will it not. As usual, I will just add on when opportunities arise. It is impossible to predict the future.

Glad that dividends start flowing in again, helping to replenish my warchest. 

Dividends received* during the month: $3333.10 (Ascendas Reit, Mapletree Industrial Trust, Keppel DC Reit, Keppel Reit, Mapletree Pan Asia Commercial Trust, Mapletree Logistics Trust, Keppel Reit, Ireit Global, Lendlease Global Commercial REIT, CapitaLand China Trust, CapitaLand Integrated Commercial Trust)

Total dividends received in 2024: $3,506.40

Average dividends per month^: $292.20

Total Portfolio Market Value: $376,238

* 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.