After running around the internet trying to figure it out, here goes...
|
Stock
|
Shares
|
Market Value (S$)
|
% of Portfolio
|
|
SingTel
|
5000
|
19,450.00
|
16.70%
|
|
SIA Engineering
|
4000
|
18,320.00
|
15.73%
|
|
SATS
|
4000
|
12,120.00
|
10.41%
|
|
Keppel Corp
|
1000
|
10,900.00
|
9.36%
|
|
Ascendas Reit
|
4000
|
9,400.00
|
8.07%
|
|
CapitaMall Trust
|
4000
|
8,000.00
|
6.87%
|
|
Suntec Reit
|
3000
|
5,475.00
|
4.70%
|
|
Boustead
|
3000
|
5,415.00
|
4.65%
|
|
SingPost
|
3000
|
5,175.00
|
4.44%
|
|
CapitaCom Trust
|
3000
|
5,100.00
|
4.38%
|
|
ComfortDelGro
|
2000
|
5,020.00
|
4.31%
|
|
Cache Log Trust
|
4000
|
4,680.00
|
4.02%
|
|
Keppel Reit
|
3000
|
3,750.00
|
3.22%
|
|
ST Engineering
|
1000
|
3,660.00
|
3.14%
|
|
Portfolio Value
|
$116,465
|
|
Dividends (August)
|
$2,262.56
|
|
Average Monthly
Dividends
|
$440
|
Looking at the portfolio composition, I'm aware that I am pretty heavy on industrials as well as REITs. I'm looking to diversify into more consumer non-cyclicals in order to have slightly more stability in the portfolio, but unfortunately I haven't been able to find fairly priced consumer non-cyclical stocks in Singapore. Am holding on to a few overseas stocks in that category, however they are in small amounts compared to what I am holding locally.
For additional information, I am using DBS Vickers cash upfront primarily to buy my stocks, and they are held in the CDP. I understand that Standard Chartered's fees are a lot lower, but somehow I like the idea of keeping my local stocks in CDP instead of StanChart as a custodian. I am using StanChart to hold my foreign stocks though.
I will be updating on my foreign stocks in time to come. Thanks for reading!
