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Showing posts from May, 2017

2nd Qtr 2017 : Dividend and Portfolio Update

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The last company in my holding “ Accordia Golf Trust “ announced the result and dividend on 25th May while I was still busy catching “Pokemon “ . Is time to calculate and tabulate my dividend & interest income to be received in coming months for 2nd Qtr 2017 .
Total Dividend & Interest Income for 2nd Qtr 2017 = $62,964.11
** Total amount receive still about $972 lower than last year (same period ) due to lower dividend from Accordia Golf Trust which reduced by - $1940.4  ( DPU 4.31 cts in 2nd Qtr 2016 vs 3.59 cts in 2017 ) . *** Most of the REITs and Blue Chips also declaring lower dividends in view of challenging business environment, especially Oil & Gas sectors and Telco. **** Increasing my holding in corporate bond from cash received, resulting an increase of interest income from $465 in 2nd Qtr 2016 to $5102.67 in 2nd Qtr 2017.

STE Smart Beta Update and Photos Sharing

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It has been quite sometimes since my last update of STE Smart Beta Index which was created on 28 Aug 2016 ( here) and Yah !! Just for Fun  J
STE SM Index beat the STI Index by just 2 % points and if take into consideration of dividend yield where it has been set higher than STI by around 1.5% , total return could be around 3.5 % .
 I will need to do the portfolio re-balancing in Aug 2017 after 1 year of inception and I think since the market has been very bullishrecently , it has become very difficult to find counters which have PE <10 or Div Yield >5% among STI's components. Base on my observation, total counter should drop to eight only as per current stocks price and market valuation.

A Tale of Diversification ( Part 2 )

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In previous blog post , I have shared my experience of diversification into Telcos and O&G industries which is still sitting on paper loss of more than - $12 K (here ). In today’s part 2 , I am going to further elaborate my story of diversification into banking sector since 2016.
Some may still vividly remember that banking stocks has been beaten-down in end 2015 and early 2016 due to market’s projection on slow-down in China’s economy as well as others emerging market ( BRICs ).

A Tale of Diversification ( Part 1 )

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As you may notice from my portfolio (here) which is very much skewed toward high yield counters like REITs and Business Trust. I would recognize and think that this is not good  in the long run as asset concentration in just one or two sectors in my portfolio , as such , I try to diversify and accumulate some non-REIT or Business Trust counters when situation allow.
I have picked up some stocks like Telcos , Banks and Conglomerate since 2014 and of course every industries has their cycle and challenges , some of my investment turned out be in lost and some in profit. Always remembers that in any investment,” sometime we win , sometime we lose “ , and business profitability is really unpredictable as market move in cycles.
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