Friday 29 March 2024

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: (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 2023: $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. 

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