[Review] Mid June Dividend portfolio

If you have been reading since the start (not too long ago), you will realize that i started investing in stocks as a way to better returns instead of putting my money in OCBC 360 or the similar type of "do-3-things-to-get-higher-interest" type of accounts.

My initial foray was mainly into dividend counters, but as i developed into a investor-trader who uses FA-TA mix for trading and investing. I've also evolved quite a bit in my management style, moving to a portfolio style where i allocate different portions of my assets into Cash-Trading-Investment. but i still have not left the dream of having an extensive dividend portfolio that returns significant amount of money. 

so here's the review.

as you can see, my dividend yield for the portfolio is about 5.56% to date considering i only held onto them for 6 months, i am not going to see further significant increase, as most of the payout have occurred (max of 8.5%).

the important thing about dividend counters is not the high dividend that they payout, but also the increasing dividends that they should be paying out consistently. and that i should consistently review these counters to ensure that the holdings have the same strong foundation as i first bought them.

Review

1.Accordia golf trust: DPU of 4.31c amounting to 6+% as of current price. looks set to hold price in the 60-68c range.  definitely something worth accumulating

2. Cache Logistic Trust: cache has seen some ups and down recently. its exposure to australia has helped it escape the beating that SREITs are facing due to the property glut. taking note of that would also need to note the developments in Australia, as there seems to be a lot of REITs taking onto Australian properties. some accumulation of the counter has taken place, and i am thinking of doubling my stake in Cache. will take opportunity if i have the liquidity, though it is not too high on the priority.

 

3. Soilbuilt Bizspace REIT: my holdings of soilbuild has given me a $500 paper loss, not that i am too worries, but i do not see it bouncing up too soon, and therefore will preserve my liquidity by not vesting int it too much. will just sit tight and collect the dividends.

4. Venture Corp: gives $.5 dividend a year consistently with an increasing share price over the past few years due to its increasing profitability, i do not see whats to hate about this counter, just that right now it seems like it is going to see a downtrend for awhile. probably good my first priority to accumulate when there is the opportunity. just imagining 2000shares of it giving out $1k in dividend is just mouthwatering!