My Investment Portfolio - SG (End Jul 2026)

 

Source: StocksCafe

No Transactions were made. 

July was a relatively quiet month, awaiting the main earnings reporting season and interim payout announcements coming up in August. I have a sell GTD order for Centurion Accommodation Reit at $1.16 as I would like to trim down my holding. 

My unrealised gain has creep up to 30%, which is an increase of 5% compared to last month. 

My portfolio continues to be anchored by Singapore blue chips, with the banking sector remaining my largest contributor. DBS and OCBC continue to form a strong foundation, while Keppel, ST Engineering and my REIT holdings provide diversification across infrastructure, industrial, commercial and logistics sectors.

August is set to be a key month as major REITs and local banks announce their interim dividends.

Dividends received* during the month: $180.42 (Astrea8A1 4.35%, Astrea8A2 6.35%)

Total dividends received in 2026: $14,638.15

Average dividends per month^: $1,219.85

Total Portfolio Market Value: $586,471.59

* 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.