Share investment Apr 18 Part 2

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Here are the average dividend yields on cost for shares that have paid out dividends:

Share investment Apr 18 Part 1

Note that I initiated position in ComfortDelgro, HongKong Land and UOB just recently and so I have yet to receive dividends from these companies.

The overall dividend yield on cost weighted by invested amount is 5.8%, excluding the 3 share counters mentioned above.

There are 8 share counters with dividend yield (on cost) less than 5% (number of consecutive years of this low yield in bracket):
  • Keppel Corp (2)
  • Kingsmen (4)
  • SATS (3)
  • SPH (2)
  • ST Eng (4)
  • Sembcorp Ind (4)
  • Silverlake (2)
  • Sing Shipping (3)
Hmmm maybe I'll sell if its average dividend yield is less than 5% for 5 consecutive years? 10 consecutive years? I'm not sure. Note that this is "average" yield and so even if the company starts to improve its current dividend yield, it takes time for this average figure to cross the 5% threshold.

Here is the average cost of each share counter compared to its then prevailing price as at 24 April 2018:

Share investment Apr 18 Part 2

Share that had increased significantly is Venture (171%) and the one that had fallen significantly is Silverlake (-34%).

Here's the breakdown of my portfolio according to percentage of amount of investment in each share counter:

Share investment Apr 18 Part 3

Here's the breakdown of my portfolio according to market value as at 24 April 2018:

Share investment Apr 18 Part 4

I'm quite happy with the current composition as there's no one share counter that appears to dominate my portfolio.

Comments

Chanel said…
Hi! Ausnet is delisting from SGX, moving shareholders over to ASX-listing. Or Ausnet can help us bulk-sell our shares on ASX (we don't need to pay brokerage fees). But share price now dropped, maybe due to bulk-sale now. But if hold to ASX-listing, there are more fees & inconveniences (eg. transfer fee & monthly custodian fees & dividend fee charged by stockbrokerage; any taxes on these dividends & how to handle?). What is your view, please? Many thanks!
June 18, 2018 at 4:40 PM
Jaded Jeremy said…
Chanel,
Sorry for the late reply. Blogger has been experiencing problem with e-mail notification since, apparently, May.
I think it's already too late to give any suggestion. Sorry about that. What I did was to immediately sell it. I didn't want to hold shares in ASX (had concerns same as yours). I didn't want to join the bulk-sell either because it will be leaving entirely up to whoever it is to decide when to sell. I wanted to get the sales proceed a.s.a.p so that I could redeploy it to something else.
July 6, 2018 at 8:02 PM
Chanel said…
No worries. I just got my proceeds from bulk-sale. My price is S$1.60, I guess not too bad, but much less than earlier $1.70+. Thanks for your reply.
July 6, 2018 at 9:28 PM
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