My Investment Portfolio - SG (End May 2026) - New Milestone!

 

Source: StocksCafe

Transactions made:

- Added 2,500 units of CapitaLand Invest at $2.63   
- Added 744 units of Keppel Reit (1 bonus Keppel Reit for every 9 Keppel Ltd)

Added CapitaLand Invest when it went into XD. While CapitaLand Invest is meant to be a long term one, if it make sense to trade it, I will do so since it pays out dividends once a year. 

Also added 744 units of Keppel Reit due to my current holdings in Keppel Ltd. This is the second time Keppel Ltd is doing so.. I am not a fan of Keppel Reit and I do not like how I keep receiving odd units in Keppel Reit. I hope Keppel Ltd can stop this as I now need to find opportunity to round up Keppel Reit and sell it off. 

In terms of milestone, I have collected dividends amount of at least $5,000 in a month, in the month of May. Have collected $5.7k in May =). Bearing unforeseen circumstances, I will collected at least $5,000 in August too. Fingers crossed. I have come a long way since I started investing since 2011 and it is important for me to track such milestones. 

Dividends received* during the month: $5,704.4 (OCBC Bank. Keppel Ltd, ST Engineering, ComfortDelGro, Wilmar, CapitaLand Invest, Sembcorp Ind, DBS, Raffles Medical, Astrea 7A1)

Total dividends received in 2026: $12,320.02

Average dividends per month^: $1,027    

Total Portfolio Market Value: $562,393.49

* 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 Apr 2026)

 

Source: StocksCafe

No transactions were made.

Although I took part in Ascendas Reit Preferential Offering and had applied for excess, I decided to allocate the units to my spouse and children instead. 

My top two holdings has swapped positions once again compared to last month. Portfolio value has dropped slightly compared to last month. 

Trump has paused the war for now as expected. We can expect more volatile from him as per always. Meanwhile, the Fed Bank side is also interesting since they are taking the decision whether to maintain, cut or increase rates on a per meeting basis. There are more dissent compared to previous meetings. These developments will add more uncertainly. Meanwhile, I am still waiting patiently, may be too patient. 

Dividends received* during the month: $1,489.61 (DBS, Ascendas Reit)

Total dividends received in 2026: $6,619.62    

Average dividends per month^: $551.64    

Total Portfolio Market Value: $552,200.43

* 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.