Half year alr can do a review on my stocks. China Construction Bank: Low valuation high dividend, highest roe among the big4 banks in China. Need to worry about China property market, subjected to do national service for ccp. (HOLDING) Genting Sing: On recovery, ongoing expansion of USS (HOLDING) ComfortDelGro: Based on personal experience, bus and mrt ridership increasing, more taxis around and returning of tourists. Still very Low valuation compare to pre covid (HOLDING/ADD) SPHREIT: Sponsor cfm not delisting, business recovering and tourist coming back.Low debt, good yield (HOLDING) MINT: solid sponsor and track record. SG manufacturing increases by 50% by 2030. Strong story for sg industrial. Need to take note of US DC occupancy rate. Good Yield. (HOLDING/ADD) UOB: solid business, acquisition of citi bank in south east Asia, good growth and yield (HOLDING/ADD <1pb and >5% yield) FCT: strong moat, good business, below 1 PB Low valuation and good yield. (AD...
These are the dividend that were announced so far based on my holdings. I did not receive dividends from sph reit as I bought it after the Ex date. Ex date 2020 8/5/2020 $0.015 3000 units Koufu 2020 4/52020 $0.0529 1100 units cdg 2020 19/2/2020 USD 0.02(dividend) 0.015(capital) 1000 units prime 2020 date not cfm $0.025 1400 units Genting sing
I am a new and young investor. Currently I am still in poly, just here to share about my portfolio. Please feel free to advise me as necessary. Dca into Nikko AM sti etf and Abf each at $100 per month. 1600 shares of Koufu bought at $0.675. In terms of dividends received in 2019 : $13.75 from abf $3.4916 from g3b (I just started dca for about 2 months) I am personally more of a dividends growth investor. Looking to increase my investment in Koufu and Sbs transit in the future. The recent purchase of Koufu almost used up half of my savings, I need around 6 months to a year to be able to save up to a lump sum of more than $1000. At the same time will be looking into some of stocks that are trading at a discount of the book value. The quotes that motivates me to continue investing: Time in the market is better than timing the market Success is the progressive realisation of a worthy ideal We become what we think about The opposite of courage in our society is not cowar...
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