Sunday 4 December 2022

My Investment Portfolio - SG (End Nov 2022) $1k dividends per month - New Milestone!

 

Stockcafe

Transactions made:

- Added 4,000 units of CapLand China Trust at $1.02

As updated in my 15 Nov post, I liquidated all my crypto from other crypto exchanges. Thankfully, I took out whatever I had in my Gemini Earn as that forms 60% of my crypto portfolio. You can read more here. 

I had intended to deploy my money from crypto into stocks. But after CPI was released in November, the stocks rebounded strongly. I will hold on to this amount first and wait as I felt that the stock market has gotten ahead of itself. The inflation rate is still far from the ideal 2% which Federal Bank is looking at. Also, the employment and wage data are still red hot.


In terms of stock, Keppel Corp is now my biggest holding at 12%, taking over Mapletree Industrial and DBS.

I am so happy that I crossed the $1k dividends per month milestone. While, it has taken 12 painful years to build this portfolio, I am confident that I can sleep soundly with this portfolio even if there is a recession. I am aiming for the next milestone of $1.5k dividends per month next.

I averaged down on CapLand China Trust as my favourite reits have gotten too far ahead and this one seems to be still undervalued. I am partly banging on China re-opening play, but of course, I am not sure the likelihood. Hence, I only bought a bit for now. In the meantime, I have applied for Maple tree Industrial Trust scrip option, choosing the share option instead of cash dividends. I am still convinced that REITS will do well in the long run even though we are in a high interest rate environment. 

Dividends received* during the month: $550.96 (Suntec Real Estate Investment Trust, DBS, Astrea7A1 4.125%320527)

Total dividends received in 2022: $12,269.32

Average dividends per month^: $1,022.44

Total Portfolio Market Value: $331,553.86

* Dividends are recognised after payment date. Average dividends per month is calculated by dividing the dividends received by 12 months regardless of the month. 
Portfolio excludes Singapore Savings Bonds, T-bills and Foreign Stocks
^ Divided by 12 months regardless of month of the year. 


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4 comments:

  1. GlobalPassiveIncome5 December 2022 at 03:23

    Congratulation to your new milestone. Hopefully , your dividend income will cover your expense in the near future.

    ReplyDelete
    Replies
    1. My Investment Machine7 December 2022 at 20:10

      Hi GlobalPassiveIncome,

      thank you so much! I have 2 young children, so it will be a long long way way to go. But every little bit counts and every dollar saved can be invested!

      Delete
  2. Dividend Warrior5 December 2022 at 12:36

    Congrats on your new milestone! I remember the exhilarating moment when my passive income hit $1k per month. Now moving towards $3k per month. Keep on compounding! ^^

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    Replies
    1. My Investment Machine7 December 2022 at 20:13

      Hi Dividend Warrior,

      Thank you. Thanks to you and the many investors who share all your journey and experiences, I am so inspired by you all!

      I know what you mean. I am excited. After so many boring years, things are getting exciting. Nevertheless I am focus on my next milestone. With each crisis, it is an opportunity to accumulate more to quicken the momentum!

      Huat Ah!

      Delete

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