Updates on my portfolio

Hi Everyone,

I have a major update in my portfolio. If you happen to see my latest portfolio on my right, you can see that I am currently holding 36 lots of Sheng Siong shares. This is my biggest share (in terms of lots) but in terms of percentage in portfolio, ST Engineering is still leading.

So, why am I buying Sheng Siong shares? The reason is because of their expansion and their break through of 72 cents barrier. I have average up to 73 cents per share, although this might be a huge risk for me but I believe with the exposure in overseas as well as moving forward to e-commerce (as Sheng Siong is gearing up to e-commerce area), they will do better and achieve a better standing as they have did before. 

Now I am looking forward for them to break the 74 cents barrier and move forward to the very best and hit 80 cents if possible (maybe I am setting the goal too high). Of course, I will be holding this for a long term basis, as I am the dividend warrior as you can see my portfolio, there are a lot of REITs in it. 

Next update is the raise of Sembcorp Industries, it had break the $4.40 barrier and continue to move up and hopefully by next week it can break the $4.60 barrier to reach a better heights! Due to the cost of this share I am unable to purchase much. With the growth of this rate, I would probably sell Sembcrop Industries if it is unable to hit $5 mark at the end of February. If it hits, I will probably hold it for a long term basis.  

ST Engineering is quite a disappointment but nonetheless I will be keeping ST Engineering for a long term basis. Break through the $3.40 barrier! Well, no pressure on this :)

As for my REITs, I will let it stay in my portfolio for dividends until I see the time to remove them from my portfolio. Currently, I am looking at Keppel DC REITs and SoilBuild Business Space REITs. Because these two are relatively new and I believe in their potential to grow (well I might be wrong) but let's see how it goes!

January 2015 Portfolio

Hi Everyone!

This is my personal investment portfolio for the month of January, and I will be expecting dividends to come in on February (hope so) because Soilbuild Business Space REITs had release the year end report yesterday and was please to see the dividend per share is 0.0158 (if I remember correctly). So tentatively, I will receive $9.51 for this shares. As the year end report is for the year 2014, I was hoping for this REITs to achieve better or maybe a bit worse due to some minor obstacle like lawsuit with JTC and the increase in interest rate.

Lucky for this REITs, most of it's major leases have been extended which is quite a good new for the company as well as for me, who is the new stakeholder that joined in not long ago :)

I have missed the CD for First REITs and Cambridge Capital Trust, so I have to wait for the result for the first quarter or the next dividend release date for 2015.

Fraser Centerpoint will be tomorrow and AIMSAMP Capital Trust will be on the 29th ! YAY

Risky move to invest in REITs in 2015!

Hi Everyone!

Today, I had just started my virgin investment in one of the REITs in Singapore. The REITs is call SoilBuild Business Space REITs. Well it might be a bad call for me to invest REITs at this moment and also there are debts due in 2015 for this REITs, however I believe that this REITs will grow because it start listed in 2013, which is quite new and there are certainly room for improvement, secondly is because of the nature of business as it shifted to business industry for it's properties like DBS, A*Star and etc. All these big companies are renting space from this REITs. 

On top of that, the maturity of the leasing contract had been renew in 2014, so is safe to say that it will continue to have occupancy rate as high as 99% to 100% for some buildings. Also, I take a look at the Singapore environment whereby there are more and more MNC coming to Singapore to setup their company/branch in Singapore. This certainly opens a new door to this REITs. 

Of course, in 2015, the REITs will be facing the rise of the interest rate and also the debts due ($95m), well have to see how SoilBuild Business Space REITs handles this situation. In any case I purchase 6 lots for it which cause $0.785 per share so is less than $500 for testing out this new REITs.

Currently, I am waiting for the share price of telco company to go down in order to purchase as the new scheme being rolled out, there are many investors rush in to purchase blue chips stock which cause the share price to go up a bit. So probably I will have to wait for next week or the end of the month before purchasing all those stock that I have listed in this blog :D

One thing that attract me to this company is the building that they are holding or renting are quite nice :D