Share investment Mar 22 Part 2

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


Share counters (7 of them) with no dividend yields just means that I have yet to receive at least a year's worth of dividends from these companies. 

The overall dividend yield on cost weighted by invested amount is 4.8%, excluding the 7 share counters mentioned above.

 

There are 15 share counters with dividend yield (on cost) less than 5% (number of consecutive years of this low yield in bracket):

  • Boustead (4)
  • CapLand Int (1)
  • ComfortDelgro (2)
  • iFAST (3)
  • Keppel Corp (6)
  • Mapletree Com (2)
  • Nordic (3)
  • OCBC (2)
  • Parkway (2)
  • SATS (7)
  • SGX (2)
  • SIA Engineering (4)
  • SG O&G (2)
  • UOB (4)

SingPost is excluded as I'm maintaining minimal exposure to this counter as speculative investment. I should really sell Keppel Corp and SATS, realised the losses and reinvest the proceeds into better companies. Six to seven years of waiting is long enough.

Here is the average cost of each share counter compared to its then prevailing price as at 31 March 2022:


Mixed bag.

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


Nothing particularly stands out and so that's good.

 

Here's the breakdown of my portfolio according to market value as at 31 March 2022:


Yes, iFast clearly stands out. I've stopped investing more into this counter for sometime already, in an effort to balance the portfolio.

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