Largest Holdings

I decided to start my year end portfolio review (my portfolio has too many counters I admit :D) and to see what action I need to take next year.

From what I see, given the nature of the market, I need to move more ETFs into the Medium size holdings category, such as my Europe ETF, and two move the 2 medium size ETFs into the 'big' category.  Big/medium/small  is all relative to the total portfolio size and not absolute amounts.

It shows that I am too dependent on the yield from REITs, really need to find alternatives but all my yieldstocks got delisted (Allgreen, Cerebos, F&N, Singapore Food,  etc etc)

Not saying that my portfolio is good or bad just sharing what I have and maybe my resolution in 2018 is to do some reorganisation.

Band 1: Big holdings
STI ETF
OCBC
CDL Hospitality Trust

Band 2: Medium size holdings
First State Regional China Fund
Comfort Delgro (dropped from band 1)
Frasers Centrepoint Trust
Ascott Residence Trust
UOB
Vanguard UK ETF
Vanguard Asia Pacific ETF

Band 3: Small size holdings
Too many

Dividend Report: Oct 2017

Another quiet month for dividends. Perennial Retail Bond coupon payment this month




Average dividends per month: Jan- October 2017

S$3,770.71  [2016: $3,334.63]

£268.14       [2016:£171.67]

US$465.53    [2016: US$221.28]

Average dividends per month: Jan- Sep 2017

S$4,102.56  [2016: $3655.43]

£229.44       [2016:£146.99]

US505.06    [2016: US$169.21]

(also small amount of A$ from IOZ and TLS, will just report at end of the year)










Notes:

Average dividend per month = total dividend collected / number of months in the year so far.+ and - are used to indicate whether the average monthly dividend has gone up or gone down.Vanguard quarterly dividends reported on Jan/April/Jul/Oct