Showing posts with label CMPacific. Show all posts
Showing posts with label CMPacific. Show all posts

Tuesday, May 31, 2016

May 2016 Portfolio


Guess every dividend investors were enjoying themselves with the dividends showering on them during the month of May. I too have my fair share of monies 'falling from the sky' :) This month I also received a nice little surprise from CMPacific. I just got it just once or two months again. It was announced that they will be delisting and offer a premium price of 20% more ie $1.02. This will be my first stock to be 'sold' in my portfolio. Well, I always envy those people who were so lucky to own stocks which were offered a premium price of what they are holding and got a nice profit from it. Stocks such as Saizen, Tigerair, Osim, etc. So this time its my turn to be the 'lucky' guy :)

I also added Hyflux prep cap into my portfolio. Not sure if this is a good move but I always wanted to add some delicious preference shares into my collection but heard quite a handful of negative comments on this. The thing about prep cap is that the company can choose to defer paying dividends if they want to but Hyflux has been very consistent and paid up every time for its preference shares. Well anyway just buy a bit and hold for the long time and collect dividends along the years.

STI vs my portfolio

My portfolio is still hovering in the negative region :( but good news is that I beat STI at least a consolation prize :)

PeriodSTIMy Portfolio (Realised)Verdict
Jan 2016-20.78%-15.15% I win
Feb 2016-18.98%-12.11% I win
Mar 2016-13%-8.28% I win
Apr 2016-13.55%-6.50% I win
May 2016-14.46%-6.27% I win

Total 23 stocks in portfolio



This month I received dividends from many companies hehe



Checkout my Dividend history

Dividend Stock Tracker
I keep track of good SGX dividend stocks such as 10 years consistent SGX dividend stocks, REITs, Business Trusts, etc with real time information update. Checkout the link below:
Checkout my Dividend Tracker

Monday, February 29, 2016

Feb 2016 Portfolio


End of Feb, we see some mini rally on the stock market and people are saying we are at the bottom already. However, I am still not sure as I see that the down trend is still intact. Oil also made some mini rally which brings some relief to my oil related stocks such as Keppel Corp and Sembcorp. Maybe its time to buy some of them to average down :)

This month I added CMPacific into my portfolio.
CMPacific is a transport infrastructure company in China collecting road tolls in expressway. A rather stable and defensive stock if you asked me. During this bear, it also didnt go down by alot. Just glad to add some into my portfolio.

STI vs my portfolio

My portfolio is still hovering in the negative region :( but good news is that I beat STI at least a consolation prize :)

PeriodSTIMy Portfolio (Realised)Verdict
Jan 2016-20.78%-15.15% I win
Feb 2016-18.98%-12.11% I win

Total 22 stocks in portfolio



Dividend
This month I received dividends from Keppel Reit, Sabana Reit and Second Chance.



Checkout my Dividend history

Dividend Stock Tracker
I keep track of good SGX dividend stocks such as 10 years consistent SGX dividend stocks, REITs, Business Trusts, etc with real time information update. Checkout the link below:
Checkout my Dividend Tracker