Wednesday, 1 July 2026

My Investment Portfolio - SG (End Jun 2026)

Source: StocksCafe

No transactions were made in the month of June. I spent nearly half the month overseas then coming back and catching up on work.

Interestingly, I am sitting on a paper gain of 25%. I wonder will there be a day when this entire paper gain is wiped out. It is ironic how I have mixed feelings on this. IYKYK.

Meanwhile, Ascendas Reit, Singtel, Capitaland Investment and Raffles Medical prices look attractive at its current prices. I may nibble on them in the coming months.

Dividends received* during the month: $2,133.71 (CapitaLand Integrated Commercial Trust, Mapletree Industrial Trust, Mapletree Pan Asia Commercial Trust, Frasers Logistics & Commercial Trust, Mapletree Logistic Trust, ST Engineering)

Total dividends received in 2026: $14,457.73

Average dividends per month^: $1,204.81

Total Portfolio Market Value: $560,524.48

* 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.  

Monday, 1 June 2026

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.