Share Investment Apr 23 part 2

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

Share counters (2 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 4.9% (vs 4.8% in previous review), excluding the 2 share counters mentioned above.

There are 16 share counters with dividend yield (on cost) less than 5% (number of consecutive years of this low yield in bracket):

  • BOUSTEAD (5) (at 4.9%, it's very close to 5%)
  • CAPLAND INTCOM T (2)
  • COMFORTDELGRO (3)
  • FRASERS L&C TR (1)
  • IFAST (4)
  • KEPPEL DC REIT (1)
  • MAPLETREE LOG TR (1)
  • MPLTR PAN TR (1)
  • OCBC BANK (3)
  • PARKWAYLIFE REIT (3)
  • RAFFLES MEDICAL (1)
  • SGX (3)
  • SHENG SIONG (1)
  • SIA ENGINEERING (5)
  • SINGTEL (1) (at 4.9%, it's very close to 5%)
  • UOB (5)

The banks' dividend yields of 4+% are good enough for me, whereas SIA Engineering is on my watchlist to sell (3.7%).

Here is the average cost of each share counter compared to its then prevailing price as at 14th April 2023:

iFAST is still sitting on a huge unrealised gains whereas First Reit is still lingering at that share price ever since it collapsed during the pandemic. The latter's dividend yield for last two years was around 4.2%. Hmmm I wonder whether their restructuring will help or not.

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 14th April 2023:

Yes, I'm still refraining from buying more iFAST shares, following the same plan as The Smart Investor.

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