Summary of my portfolio - Jan 2018

Mr CDxD portfolio

No.	Counters	No. of Shares
1	AIMS AMP REIT	20,000
2	CapitaMall Trust	16,500
3	Parkway Life REIT	7,000
4	Singtel	8,000
5	Vicom	2,000

• $392 of Singtel dividend payout on 10th Jan (9.8cents/share)
• Sold off 3,100 Keppel Corp on 18th Jan at $8.28 (See post here). Total profit of $2353.58/9.35% in 4 yrs 2 months (Including dividend)
• Added: 20,000 AIMS AMP REIT on 30th Jan (See post here)
• $478.50 of CapitaMall Trust dividend declared on 24th Jan (2.9cents/share), payout on 28th Feb
• $236.60 of Parkway Life dividend declared on 26th Jan (3.38cents/share), payout on 27th Feb

Miss CDxD portfolio

No.	Counters	No. of Shares
1	Singtel	3,000

• $294 of Singtel dividend payout on 10th Jan (9.8cents/share)

ADDED: AIMS AMP Capital Industrial

Bought 20,000 shares of AIMS AMP REIT on 30th Jan at $1.38.

Reasons for buying AIMS AMP REIT:

1) Dividend yield near to 9% based on buy price

2) NAV at $1.36 as of 30 Sep 2017.

    Given that:

                     - majority of the REITS share price had shot up (PB ratio above 1)

                     - dislike to pay a premium for REIT

                     - expecting around 2.5 cents of dividend to be declare on 1st Feb. This will make my PB ratio exactly at 1 

3) Upcoming Industrial supply in the next few years will be lower as compared to last 5 years.

 

I remembered seeing a similar supply and demand in the office sector last 2 years when the high office supply cause CapitaLand Commerical Trust (CCT) to drop from $1.90 to $1.30. With the office supply back to norm now, CCT had bounced back up to $1.91 (As of 30 Jan).

 

 

Given the industrial supply is near bottom, expecting the same situation to apply in AIMS AMP REIT

 

 

 

 

4) It is near 52week low ($1.33)

AIMS AMP REIT will be releasing its quarterly result on 1 Feb, before market start.
This mean juicy dividend time. 

Special day - 4th Feb 2018

You may or may not know, Li Chun fell on 4th Feb 2018 (Sun).

Chinese folk belief that it is much easier to balance an egg during Li Chun than at any other time of the year

Whether you are superstition or not, this going to affect you if you plan to use the ATM on that day.


According to the superstition, people believe that whoever wear RED top and bank in their money at the appropriate timings according to their Chinese zodiac on Li Chun will bring them good fortune.

 

 

 

I myself have been doing this for the past few years too.

The only diff starting from last year is instead of Q-ing at the ATM, I used DBS PayLah! app.

 

 

I will transfer $8 to my PayLah! acc in advance and on 4th Feb at my auspicious timings, I will transfer this $8 from my PayLah! acc back into my POSB bank acc to simulate banking money into own bank acc.

 

 

 

Leveraging on the power of Technology!!!!!



I guess that works since my portfolio crossed $100,000 in Dec 2017 (See post here).


Don't have DBS PayLah! account yet, click here to get $5 when you register for PayLah! with my referral code "JOOSUN590"
Plus, stand a chance to win $88 in PayLah! CNY Lucky Draw (T&C)