Strategy Report: May 2016

Investing Idea: GLP?

I am always looking at S$ counters that have significant overseas income as a hedge against a weak domestic economy. Recently, with GLP going CD with a 3% yield and a discussion in MM. I am paying attention to this counter. Previously the yield was terrible at 2.x% but the past 2 years, the yield is about 3%.

This is a high volume stock with lots of intraday movements. Luckily SCB warriors can buy 100 at a time. I added 900 at average price of 1.775 and will probably add more after the XD. 



Investing Idea LSE:LGEN?

I have previously avoided individual shares in LSE due to the 0.5% stamp duty and would normally stick to VUKE. However, LGEN, with a generous payout ratio and dividend yield, seems interesting. Even though insurers do not have economic moats that value investors require, the dividend yield is attractive and there is some negativity towards the financial sector.

Anyway, 9.3% capital appreciation (9.8% without the 0.5% stamp duty) in 2 weeks, so it seemed like a good pick.... on hindsight.

Dividend Report: Jan-May 2016

Average Dividends Collected Per Month

Quiet month for foreign dividends which are usually given quarterly. Only foreign dividends from Aviva & Pru this month. S$ dividend collected was above average and boosted by one of my largest holdings, CDG.


Average dividends per month: Jan-May 2016:
S$3144.35  +
US$140.82  -
£102.944    -
€4.26         -



Average dividend = Total dividend collected ÷ number of months in the year so far
Different from DK style of total dividend ÷ 12 months


Previous monthly average
S$2449.32
£128.68
US$153.04
€5.32

Strategy Report: April 2016

April Strategy: Keep on Buying

Prices in April were generally and some of the buying was to build up a position in US$ and £GBP bond ETFs listed on LSE as I felt that I was overconcentrated in stocks and S$. Dividend yield > 3% is decent.

A new Singapore stock that I added to my portfolio was 2,000 shares of Soilbuild REIT. Not really a significant part of the portfolio, but I bought it as part of a strategy to diversify my Singapore holdings.

Dividend Report April 2016

Dividend Report January - April 2016

Average Dividends per month:

S$2449.32
£128.68
US$153.04
€5.32

Welcome

Welcome.

Always buy dividend stocks after a crash. Then sit back, and collect your dividends.

Most people who stock-pick will underperform the index. There is a report from CPF that says most investors can't even beat 2.5% return and 40% lose money. Stock-picking may be interesting, but most of your portfolio should be based on an asset allocation strategy using ETFs.