Sunday, 30 June 2024

My Investment Portfolio - SG (End June 2024)

 

Transactions:
- Added 3,000 units of Mapletree Industrial Trust (MIT) at $2.11

My first purchase with my money since March 2024. I had wanted to add either Ascendas Reit or MIT. In the end, I added on MIT as it got whacked down more compared to Ascendas Reit. I had purchased something as it has been several months since my last purchase and I wanted to deploy some of the dividends I had received in 2024. Also, my portfolio value has turned red which means it is time for me to buy too. 

I am tempted to sell my holdings in Singapore Technologies Engineering. But I am holding it off  for now since, I have no idea where else to deploy the sales proceeds to other than Reits. 

In the meantime, stay calm and invested, do not FOMO (referring to US market). 

Dividends received* during the month: $1561.53 (Mapletree Logistic Trust, Frasers Logistics & Commercial Trust, Mapletree Pan Asia Commercial Trust, Mapletree Industrial Trust, Singapore Technologies Engineering)

Total dividends received in 2024: $9,831.63

Average dividends per month^: $819.30

Total Portfolio Market Value: $369,823.81

* 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. 

Friday, 14 June 2024

My Investment Portfolio - SG (End May 2024)

 

This update is late as I went overseas for a holiday.

There was no transactions made in the month of May as I had to rush work and also plan for the overseas trip. 

Now, I need to catch up with the updates and think about what to buy purchase next. 

Meanwhile, I received the highest amount of dividends received in a month, in the month of May. With the news that interest rate will remain high of longer, dividends will likely to be impacted negatively. There is a chance that I may receive a lower dividends amount this year compared to last year. This is also partly because I am likely to opt for scrip dividends units instead of cash for those reits/trust that I feel are better quality.

Dividends received* during the month: $4,185.91 (Astrea 7 Class A-1 Bonds, Raffles Medical, OCBC, DBS, ComfortDelGro, Singapore Technologies Engineering, Wilmar, Keppel, CapitaLand Investment Ltd)

Total dividends received in 2024: $8,270.11

Average dividends per month^: $689.18 

Total Portfolio Market Value: $362,037.88


* 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.