No.
|
Counters
|
No. of Shares
|
Market Price (SGD)
|
Total Value (SGD) based on market price
|
Allocation %
|
1.
|
ComfortDelGro
|
700
|
2.02
|
1,414.00
|
23.34%
|
2.
|
Far East Orchard
|
800
|
1.55
|
1,240.00
|
20.47%
|
3.
|
Wilmar Intl
|
300
|
3.39
|
1,017.00
|
16.79%
|
4.
|
AIMS AMP Cap REIT
|
400
|
1.445
|
578.00
|
9.54%
|
5.
|
Singtel
|
140
|
3.75
|
525.00
|
8.67%
|
6.
|
Guocoland
|
200
|
2.39
|
478.00
|
7.89%
|
7.
|
Frasers Com Tr
|
304
|
1.385
|
421.04
|
6.95%
|
8.
|
Starhill Global REIT
|
500
|
0.77
|
385.00
|
6.36%
|
Total SGD
|
6,058.04
|
100.00%
|
October has been a very busy yet interesting month for me. For the SGX market, it has a bullish month for and also a no-dividend month for me. All my counters had ran up slightly. STI too had a run up and it is now priced at 33XX.
On the other hand, I've also dipped my toes into Cryptocurrency in late October after reading much on them. Crypto investing is very risky and there is no value tied to the coin. Having that said, I'm prepared to lose every cents that I'm invested in Cryptocurrency. I've entered the crypto world with a small bet of 500 USD along with 2 intentions, to learn from the crazily volatile market and hopefully, to build a bigger war-chest. Soon, I will be updating a little more about my venture into the crypto world along with my portfolio.
It is already been a month that I'm in Japan and soon it will begin to
snow here. As I'm typing this, I'm packing up for my trip to
Tokyo tomorrow. Do drop by my new page on traveling and join me as I explore around Japan.
In this month, I've also achieved one of the goals I've set for myself earlier this year - to achieve a portfolio + war chest amounting to $5,475 (this magical number is obtained from allocating $15/day x 365 days).
I had initiated a position of 800 shares in Far East Orchard at 1.515. The initiation of Far East Orchard belongs more to an asset play. FEO is trading at a big discount of 48% to their book value at the point of initiating a position with them. HF Balmain and The Rivertrees Residence has since been fully sold and the profits for the sales will be recognized in the upcoming financial reports. FEO has climbed up slightly since I've entered a position with them. I'll be looking out for their Q3 financial announcements. Do note that as this is more of an asset play, there is no guarantee that the value of FEO will be unlocked any time soon.
You may wish to click on the link below to read more about my analysis on Far East Orchard and my thesis supporting it. Hopefully, with the badly bruised hospitality sector recovering along with the run in property developer, it will be brighter for Far East Orchard.
 |
| DTL route |
Frasers Commercial Trust (FCOT) has also announced last week on their distribution for 4Q2017 with a final distribution of 2.41 cents. The total distribution are in-line with FY2016. However, there is a small drop in distribution as compared to 4Q2016 (from 2.45 to 2.41 cents). It will soon be made known if HPS vacating from Alexandra Technopark, in which I believe that HPS will vacating to their new premises. I view this as a positive thing for FCOT for the opportunity to engage in AEI to ATP as well as to "diversify" their tenant base.
FCOT's Press Release for Q4 FY2017 can be found here.
Read: Frasers Commerical Trust (FCOT) - HP Vacating from Alexandra Technopark
AIMS AMP Capital REIT has also announced on their distribution for FY2018 Q2. The distribution 2.55 cents is 7.5% down from FY2017 Q2's 2.75 cents. Gross revenue is down by 1.3% due to lower rental
and recoveries from 20 Gul Way as four phases of the property reverted
to multi-tenancy leases. However, having that said, AA REIT till date, is still a relatively good investment for income.
Starhill Global REIT has also announced on their final distribution for FY2017 Q4 of 1.2 cents. I'm monitoring SGR pretty closely and if time comes for the share price to go down, I'll likely be accumulating more shares from SGR and I'm doing the same thing for Singtel.
Current Portfolio Value: S$6,058.04 (+27.73% m.o.m due to capital injection, dividends and portfolio performance)
Capital Injection for October: S$1,212.00
Total dividends received in 2017: $73.70
Average dividends/month: $6.14
