Current Local Share Holdings (in order of current size):
1. Nikkoi STI ETF
2. Keppel Corp
3. DBS
4. AIMS
5. ST Engineering
6. SPH
7. Wilmar
8. SIA Engineering
9. Ascendas India Trust
10. Ascendas Hospitality Trust
11. Comfort
12. M1
13. SembCorp Industries
14. Singtel
**15. PREH
16. Nam Cheong
17. Keppel Reit
The only latest addition to my portfolio is PREH. Just dabble in a little to be invested in the property market. I am also thinking of purchasing Wing Tai when it comes down a little more. However, this isn't dividend generating so I got to be careful since I do want to eventually get a portfolio that can generate good dividends.
I wanted to sell AHT and AIT actually but am hesitating because (1) AHT is nearing valuation but not over-valued. What else would i buy into? Would i be losing out on the dividends while waiting for AHT to dip again? (2) AIT - With global markets looking so uncertain, is IN still a good place to park money? It has to go somewhere right? I think things will be clearer on this with the next report card. The dividend yield has now dropped to 4% because of the increase in price. Can management help to improve yield?
In my last update, I wanted to purchase DBS. A good price would be around 14 so i will continue to wait.
I also did more research and concluded that i will not buy into M1 or SPH unless the markets crash. SPH - why? I honestly feel they are just spending money buying stuff that were good, but unlike having the midas touch, everything faltered.
SCI and Singtel is still on my watch list so let's see.
1. Nikkoi STI ETF
2. Keppel Corp
3. DBS
4. AIMS
5. ST Engineering
6. SPH
7. Wilmar
8. SIA Engineering
9. Ascendas India Trust
10. Ascendas Hospitality Trust
11. Comfort
12. M1
13. SembCorp Industries
14. Singtel
**15. PREH
16. Nam Cheong
17. Keppel Reit
The only latest addition to my portfolio is PREH. Just dabble in a little to be invested in the property market. I am also thinking of purchasing Wing Tai when it comes down a little more. However, this isn't dividend generating so I got to be careful since I do want to eventually get a portfolio that can generate good dividends.
I wanted to sell AHT and AIT actually but am hesitating because (1) AHT is nearing valuation but not over-valued. What else would i buy into? Would i be losing out on the dividends while waiting for AHT to dip again? (2) AIT - With global markets looking so uncertain, is IN still a good place to park money? It has to go somewhere right? I think things will be clearer on this with the next report card. The dividend yield has now dropped to 4% because of the increase in price. Can management help to improve yield?
In my last update, I wanted to purchase DBS. A good price would be around 14 so i will continue to wait.
I also did more research and concluded that i will not buy into M1 or SPH unless the markets crash. SPH - why? I honestly feel they are just spending money buying stuff that were good, but unlike having the midas touch, everything faltered.
SCI and Singtel is still on my watch list so let's see.
I'm very impressed by your interest in investing and the financial aspect of life. It's rare to see in the Asian context, perhaps I've just not been plugged into the right circles! Way to go with your drive and perseverance!
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