Name
|
Portfolio %
|
Average price ($)
|
Div Yield on cost
| |
1
|
Singtel
|
14.42%
|
3.70
|
4.73%
|
2
|
M1
|
14.18%
|
3.63
|
5.20%
|
3
|
Raffles Medical
|
9.11%
|
4.13
|
1.09%
|
4
|
SATS
|
8.57%
|
3.11
|
4.50%
|
5
|
Parkway Life
|
6.45%
|
2.34
|
4.83%
|
6
|
Sembcorp Industries
|
6.28%
|
4.56
|
3.51%
|
7
|
Colex
|
5.83%
|
0.321
|
1.56%
|
8
|
StarHub
|
5.58%
|
4.05
|
4.94%
|
9
|
Design Studio
|
5.44%
|
0.54
|
12.01%
|
10
|
CapitaMall Trust
|
5.36%
|
1.95
|
5.59%
|
11
|
Vicom
|
4.16%
|
6.04
|
4.35%
|
12
|
Sheng Siong
|
3.56%
|
0.68
|
4.48%
|
13
|
UOB
|
3.18%
|
23.05
|
3.90%
|
14
|
Perennial Bond
|
2.68
|
$1.00
|
4.65%
|
15
|
DBS
|
2.38%
|
23.06
|
3.38%
|
16
|
Old Chang Kee
|
2.32%
|
0.87
|
1.73%
|
17
|
SIIC Environment
|
1.34%
|
0.20
|
0%
|
Expected Annual Dividends: $
Dividend Yield: 4.43%
Actions during Dec 15:
Bought Parkway Life REIT when the price corrected slightly.
Others:
The STI fell to 15% during 2015 while my portfolio was down 0.03% (including capital gains and dividends received). January 2016 didn't start off too well, with many of the stocks falling drastically.
That just screams "BUFFET" to me. I'm standing on the sides, looking closely and waiting for my target price before pouncing onto some stocks.
Targets:
Past performance is a good guide but never a representation of future performance. So don't say things like "P/B is now as low as 2011, it'll never go lower".
- Resilient: Will not be significantly affected by any global recession and the likes
- Gives me a piece of mind when I sleep!!
Others:
The STI fell to 15% during 2015 while my portfolio was down 0.03% (including capital gains and dividends received). January 2016 didn't start off too well, with many of the stocks falling drastically.
That just screams "BUFFET" to me. I'm standing on the sides, looking closely and waiting for my target price before pouncing onto some stocks.
Targets:
- Singtel - for its resilient nature and stable dividends
- Parkway Life (again) - if prices fall even more
- CMT - I'll look at it if it corrects more. I've to factor in the loss of Funan contribution in 2016.
- DBS - ONLY if it shows sign of bottomming. Yes the valuations of DBS is very enticing now, but low can always become lower. Banks are the most hit when the commodity rout goes too force. Never be too complacent and always have sufficient margin of safety.
- Sheng Siong - It'll have to go lower than the band of $0.82-0.85 for me to scoop more. I love the defensive nature and growth story though.
Past performance is a good guide but never a representation of future performance. So don't say things like "P/B is now as low as 2011, it'll never go lower".
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