My Investment Machine: January 2020

Friday, 31 January 2020

My Investment Portfolio (End Jan 2020)

Transactions made in Jan 2020:

- Bought 199 units of Ascott Trust at between $1.28 to $1.34.
- Added 5,401 units Ascott Trust due to the merger of Ascendas-hTrust and Ascott Reit. This also resulted in the removal of my holdings in Ascendas-hTrust.

Although the Wuhan coronavirus outbreak caused a dent on the market, STI is still above the 3,000 level. In long run, the market will still be on an uptrend, as what history has shown during other outbreaks such as SARS and Ebola. Hence, do not sell your stocks too fast. It may be better to hold on to them. The MSCI World Index (appended below) shows the market returns during outbreaks. You can find out more detail in this article.

The short term direction of the market depends on the how fast the outbreak can be controlled and the development of the vaccination. The reproduction number is the figure to watch. Currently, the reproduction figure of Wuhan coronavirus is 2.2 which means that every case will create at least 2 new cases. Once the figure is controlled and brought down to 1.0 and below, the market is likely to start to recover as it means that the outbreak can be controlled and the number of new cases will decrease.

Dividends received* in Jan 2020: $386.15 (Keppel DC Reit, Suntec, Mapletree North Asia Commercial Trust, Mapletree Commercial Trust, Jumbo)

Total dividends received in 2019: $7,677.27

Average dividends per month: $32.12

Total Portfolio Market Value: $197,666.55

Notes:

Dividends are recognised after ex-dividend (xd) date.

Average dividends per month is calculated by dividing the dividends received by 12 months regardless of the month.

Portfolio excludes Singapore Savings Bonds.

Thursday, 2 January 2020

My Investment Portfolio (End Dec 2019)

Transactions made in Dec 2019:

- Bought 1,300 units of Ascendas Reit at $2.63 during rights issue (excess rights was allotted to other family members)

- Sold 7,000 units of Accordia Golf Trust at $0.72

I thought my portfolio would have exceeded $200,000 by end of 2020, but that did not happen. This was partly due to the fact that I sold off Accordia Golf Trust. I had no intention to sell it off until the share price suddenly rose on news that a offer was received for its golf courses. Having hold the share since 2015, the price of $0.72 proved too hard to resist. Now it is likely that my portfolio dividends yield will drop further as Accordia Golf Trust had been giving me 7% yield.

Meanwhile, I am looking for stocks to buy. Any suggestions?

Dividends received* in Dec 2019: $945.71 (Singtel, Accordia Golf Trust, Old Chang Kee, Astrea V3.85%B290620, Ascendas-hTrust)