Author: CompoundingDividendxDividend

Summary of my portfolio – Feb 2019

Mr CDxD portfolioNo. Counters No. of Shares 1 CapitaRetail China Trust 8,000 2 Parkway Life REIT 7,000 3 Perennial 45,000 4 Singtel 9,000 5 Sasseur REIT 90,000 6 Added 90,000 shares of Sasseur REIT on 1 Feb at $0.64 (See post here) $386.40 of CapitaRetail China Trust dividend declared on 1 Feb (4.83cents/share), payout on 28 Mar $1,118 of First REIT dividend payout on 28 Feb (2.15ents/share) $229.60 of Parkway Life dividend payout on 28 Feb (3.28ents/share) $59.20 of Perennial dividend declared on 13 Feb (0.4 cents/share), payout on 22 May (Counting only 14,800 shares which is bought using Cash. The balance...

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Projecting my 2019 Dividend amount

Happy to announce that I did hit my target dividend of $4,985 for the year of 2018 (Link). As mentioned in my Dec 2016 blog post (Link), my target dividend to achieve in 2019 is $5,985.  Current portfolio as of 24th Feb 2019: No. Counters No. of Shares 1 CapitaRetail China Trust 8,000 2 Parkway Life REIT 7,000 3 Perennial 45,000 4 Singtel 9,000 5 Sasseur REIT 90,000 CapitaRetail China Trust 28 Mar: $386.40 Sep     : $386* Projected dividend received in 2019: $772.40 Parkway Life REIT 28 Feb: $229.60 Jun     : $222* Aug    : $223* Nov   ...

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Sasseur Reit – Scored Grade A for their FY18 result

  Sasseur Reit released their Q4 and FY18 result this evening. Since they only IPO-ed in Mar 2018, so they are like Primary 1 student getting their 2018 report book. I would give them a Grade A for their FY2018 performance at current price $0.71!!!! 1) 2) NAV increased by 12.9% (IPO) to $0.903.      PB 0.79 as of today closing price of $0.71 3) DPU 3.541 cents per share declared. xD on 4th Mar.      That a 5% yield as of today closing price of $0.71 just for 2H 2018.      Sasseur is distributing 100%...

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Added: Sasseur Reit

Bought 90,000 shares of Sasseur REIT on 1 Feb at $0.64. Similar to Keppel Corp (link) and First REIT (link), this is for short term too. Reasons for buying: 1) Stock is oversold and at 52w low Alot of bad reviews regard to Sasseur REIT when it launch its IPO at $0.80 (PB 1.03x) in Mar 2018. I will not purchase it too during IPO due to many unknowns and uncertainly if Sasseur REIT is able to deliver on the performance. Given it is priced at PB 1.03x, there is no safety of margin and worst, the price is...

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Summary of my portfolio – Jan 2019

Mr CDxD portfolioNo. Counters No. of Shares 1 CapitaRetail China Trust 8,000 2 Parkway Life REIT 7,000 3 Perennial 45,000 4 Singtel 9,000 5 6 Sold off 6,000 shares of Keppel Corp on 9 Jan at $6.18 (See post here). Total profit of $588.97 (1.6%) in 1 month $612 of Singtel dividend payout on 10 Jan (6.8cents/share) $1,118 of First REIT dividend declared on 16th Jan (2.15cents/share), payout on 28th Feb 2019 Added 37,000 shares of First REIT on 17 Jan at $0.99 (See post here) $229.60 of Parkway Life dividend declared on 28th Jan (3.28cents/share), payout on 28th Feb 2019 Sold...

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SOLD: First REIT

Sold my 52,000 shares of First REIT on 29th Jan at $1.09 Total profit, including dividend, of $2,964.73 (5.4%) in 5 month. Reasons for selling it: 1) As mentioned in the post when i bought it (link), this is more for short term as the source of this capital amount is obtain via selling off my Golden Goose CapitaMall Trust (Link). Total profit, including dividend, of $4,495.50 (12.2%) in 12 days for my 37,000 shares bought on 17th Jan 2019. 2) Sold off my existing shares of 15,000 too mainly to make my portfolio look nicer. Rather book a lower overall profit than to paperloss...

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(Part 3) 2 weeks in Los Angeles (LA), Las Vegas (LV) and San Francisco (SF) for less than SGD5,500 each

Day 10 Las Vegas International Airport Lots of slot machine in their airport for you to try your luck while waiting for your plane. Alaska Air Took a flight out from Las Vegas to San Francisco via Alaska Air Cost: SGD265 for 2 pax Car Rental Booked the car again from Hertz. Cost: SGD$422 (Car rental exclude Fuel) Recommendation – Parking can be expensive in SFO (Eg USD5 per 15mins block). Thus, try to park a few streets away for cheaper parking rate (Eg USD10 per entry). – Petrol station in US required you to pay at the cashier...

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Added: FIRST REIT (Jan 2019)

Bought 37,000 shares of FIRST REIT on 17 Jan at $0.99. Total numbers of FIRST REIT shares owned increased to 52,000 shares. Similar to Keppel Corp which i bought on 11 Dec (Link), this 37,000 shares of FIRST REIT is for short term. One of the key reason why this is for short term only is because the source of this capital amount is obtain via selling off my Golden Goose CapitaMall Trust (Link). First REIT had released the 4Q Financial results yesterday after market closed at $1.03 Reasons for buying: 1) Dividend remain equal at 2.15cents/shares. This is a...

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(Part 2) 2 weeks in Los Angeles (LA), Las Vegas (LV) and San Francisco (SF) for less than SGD5,500 each

Day 6 Depart Los Angeles and drove all the way to Las Vegas. Ghost Town Road?!?!?!?!?! Seven magic mountains – Desert art installation featuring 7 painted boulder totems up to 35 ft. high Red Rock Canyon National Conservation Area This is the reason why we choose to drive instead of taking a flight to Las Vegas (LV). Before reaching LV, it is recommended to go to Red Rock Canyon. There is this Red rock scenic loop (13 miles) where you get to see beautiful view :D If you are more adventure, you can do hiking here too. Cost: USD15/car...

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(Part 1) 2 weeks in Los Angeles (LA), Las Vegas (LV) and San Francisco (SF) for less than SGD5,500 each

Going to Los Angeles (LA), Las Vegas (LV) and San Francisco (SF)? ESTA For Singaporean going to USA, you need to apply for ESTA (Electronic System for Travel Authorization) aka VISA. Cost: USD14 per pax if you apply via https://esta.cbp.dhs.gov/esta/ Flight Due to the long 18 hours flight to LA, we decided not to comprise our journey experience. Thus, we opt for Singapore Airline (SQ) and transit via Japan. Cost: SGD$2,596 for 2 pax (Economy) Recommendation – Flight tickets seem to be at its lowest when booked between 7 – 9 months before departure date – Check the weather...

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Did you pass the Dec 2018 market turbulence test??

For those fortunate or not old enough to experience the last bear market 10 years ago, what were your feeling during last month financial market turbulence?As usual, our STI nearly reach 3000 points too when our big brothers caught a flu. Dec 2018 is a MINI TEST for us to see how prepare we are, what our reaction, what action we took and what our feeling are if the real bear really come. Now, try to recall back on your reaction, action and feeling. 1) Did you really go according to your PLAN to buy at the target price...

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SOLD: Keppel Corporation

Sold my 6,000 shares of Keppel Corp on 9th Jan at $6.18 Total profit of $588.97 (1.6%) in 1 month. Reasons for selling it: 1) As mentioned in the post when i bought it (link), this is more for short term. Once capital gain had achieved, I will sell it off. 2) Stock market had been very volitate for the past 1 month. I will purchase again if Mr Market went into depression, hoping for another short term capital gain. 3) Since this money is from my Golden goose CapitaMall Trust (CMT) (link), it is important to protect the capital amount and...

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Hottest topic : Open Electricity Market (OEM)

Source: https://www.ema.gov.sg/Residential_Electricity_Tariffs.aspx Source: https://www.spgroup.com.sg/what-we-do/billing For more information on the components that affect the Electricity tariff, please visit EMA or SPGroup. As of 4th Jan, there are 13 retailers which you can switch to in the Open Electricity Market (OEM). You blur, I also blur >.<   The purpose of this blog is to help you to filter and shortlist 2 – 3 retailers that suit you best. Fixed or Discount Plan? The above chart is the Electricity Tariff from 2014 till Jan 2019. Row 2:           If it is green in colour, it mean the % DROP compare to...

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Summary of my portfolio – Dec 2018

Mr CDxD portfolio No. Counters No. of Shares 1 CapitaRetail China Trust 8,000 2 First REIT 15,000 3 Keppel Corp 6,000 4 Parkway Life REIT 7,000 5 Perennial 45,000 6 Singtel 9,000   Sold off 16,500 shares of CapitaMall Trust on 6 Dec at $2.25 (See post here). Total profit of $9497.26 (15.5%) in 2 years 1 months Added 6,000 shares of Keppel Corp on 11 Dec at $6.04 (See post here) Added 4,000 shares of First REIT on 19 Dec at $1 (See post...

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Added: FIRST REIT (Dec 2018)

Bought 4,000 shares of FIRST REIT on 19 Dec at $1. Total numbers of FIRST REIT shares owned increased to 15,000 shares. Reasons for buying: 1) FIRST REIT had released an “Analyst Briefing Slides” dated 12 Dec to manage “expectation” instead of based on “rumour” (Link). Key slides to focus: Slide 22 – 29 2) 8.6% dividend yields 3) First REIT is oversold 4) P/B at 0.91 5) I actually quite like the idea of OUE becoming one of the Sponsors. This will allow First Reit to have the Right of First Refusal (ROFR) in buying asset outside of Lippo...

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