It was another roller coaster month but life goes on! CZM and I are preparing our wedding invitation cards, about 4 more months to our big day! Our portfolio decrease by -0.59% to $334,055 - $9,252.77 of capital injection and $11,218.72 of capital loss.
SOLD
- None
BOUGHT
- Keppel DC REIT (3,000 units) @ $1.353
- Lion-Philip S-REIT ETF (1,000 units) @ $0.997
- Capitaland (1,000 units) @ $3.54
- Singtel (1,000 units) @ $3.30
It seems like we lost and bought a lot this month. A total dividend of $2,683.38 was paid in May and we merely reinvested/redeployed the dividends into the market. In fact, apart from Lion-Philip S-REIT ETF which was a planned purchase as part of our new strategy - New Singapore Budget, New REIT Strategy!, the other purchases were either a surprise or an opportunity in our opinion.
I blogged about the Keppel DC REIT Private Placement and we were allocated 3,000 units (out of 8,000 units) from the placement. We bought more of Capitaland and Singtel when the market went down. It is interesting to note that both companies have been/are performing share buyback recently. You can refer to this - Why Would A Company Buyback Its Own Shares? by Investopedia to understand the significance of share buyback.
Singtel is pretty interesting and I am writing a separate article for it. If you read the news or the financial statement, at one glance, you will see that FY 2018 was a record year in terms of net profit and earnings and you are wondering why the price is dropping lower and lower. However, if you were to remove the divestment gain from Netlink Trust, one will see that hidden beneath those record net profit/earnings is actually a declining business/revenue. Why did we still buy the share then? Keep a lookout for the next post :)
Dividends
The total dividends collected this month is $4,067.59. The breakdown is as follows:
Total dividends collected for 2018: $6,765.11
Average dividends per month for 2018: $1,353.02
StashAway
Capital: $8,000.00
Current: $8,095.42 (IRR: 2.8%)
Do like any of the following for the latest update/post!
1. FB Page - KPO and CZM
2. Twitter - KPO and CZM
3. Click here to subscribe using email :)
4. Instagram - KPO_and_CZM (Did you see those delicious food photos to the right -->)
SOLD
- None
BOUGHT
- Keppel DC REIT (3,000 units) @ $1.353
- Lion-Philip S-REIT ETF (1,000 units) @ $0.997
- Capitaland (1,000 units) @ $3.54
- Singtel (1,000 units) @ $3.30
It seems like we lost and bought a lot this month. A total dividend of $2,683.38 was paid in May and we merely reinvested/redeployed the dividends into the market. In fact, apart from Lion-Philip S-REIT ETF which was a planned purchase as part of our new strategy - New Singapore Budget, New REIT Strategy!, the other purchases were either a surprise or an opportunity in our opinion.
I blogged about the Keppel DC REIT Private Placement and we were allocated 3,000 units (out of 8,000 units) from the placement. We bought more of Capitaland and Singtel when the market went down. It is interesting to note that both companies have been/are performing share buyback recently. You can refer to this - Why Would A Company Buyback Its Own Shares? by Investopedia to understand the significance of share buyback.
Singtel is pretty interesting and I am writing a separate article for it. If you read the news or the financial statement, at one glance, you will see that FY 2018 was a record year in terms of net profit and earnings and you are wondering why the price is dropping lower and lower. However, if you were to remove the divestment gain from Netlink Trust, one will see that hidden beneath those record net profit/earnings is actually a declining business/revenue. Why did we still buy the share then? Keep a lookout for the next post :)
Dividends
The total dividends collected this month is $4,067.59. The breakdown is as follows:
| Company | Symbol | ExDate | Shares | Total |
| Thai Beverage Public Co Ltd | Y92 | 25-May-18 | 10,000 | $62.67 |
| CapitaLand Commercial Trust | C61U | 23-May-18 | 2,000 | $69.80 |
| NetLink NBN Trust | CJLU | 21-May-18 | 3,000 | $194.40 |
| Frasers Logistics & Industrial Trust | BUOU | 16-May-18 | 8,000 | $344.00 |
| Ascendas Hospitality Trust | Q1P | 16-May-18 | 15,000 | $469.50 |
| OUE Ltd | LJ3 | 15-May-18 | 10,000 | $200.00 |
| Raffles Medical Group Ltd | BSL | 14-May-18 | 14,000 | $245.00 |
| Hong Fok Corporation Ltd | H30 | 8-May-18 | 16,500 | $165.00 |
| CapitaLand Ltd | C31 | 8-May-18 | 5,000 | $600.00 |
| Parkway Life Real Estate Investment Trust | C2PU | 7-May-18 | 2,000 | $63.40 |
| Chip Eng Seng Corporation Ltd | C29 | 4-May-18 | 8,000 | $320.00 |
| QAF Ltd | Q01 | 3-May-18 | 3,000 | $120.00 |
| Far East Hospitality Trust | Q5T | 3-May-18 | 10,156 | $95.47 |
| Starhill Global Real Estate Investment Trust | P40U | 3-May-18 | 12,000 | $130.80 |
| Mapletree North Asia Commercial Trust | RW0U | 3-May-18 | 5,000 | $226.55 |
| Sheng Siong Group Ltd | OV8 | 3-May-18 | 18,000 | $315.00 |
| Wilmar International Ltd | F34 | 3-May-18 | 2,000 | $140.00 |
| Tuan Sing Holdings Ltd | T24 | 2-May-18 | 11,000 | $66.00 |
| APAC Realty Limited | CLN | 2-May-18 | 12,000 | $240.00 |
Total dividends collected for 2018: $6,765.11
Average dividends per month for 2018: $1,353.02
StashAway
Capital: $8,000.00
Current: $8,095.42 (IRR: 2.8%)
Health - KPO Needs to Lose Weight
Date: 2018-06-01
Weight: 69.2 kg (Yay! 3 more weeks to our prewedding photoshoot!)
BMI: 23.1
Date: 2018-06-01
Weight: 69.2 kg (Yay! 3 more weeks to our prewedding photoshoot!)
BMI: 23.1
Do like any of the following for the latest update/post!
1. FB Page - KPO and CZM
2. Twitter - KPO and CZM
3. Click here to subscribe using email :)
4. Instagram - KPO_and_CZM (Did you see those delicious food photos to the right -->)
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