Share Investment March 26 part 1

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I made a mistake in the past year. For past one and a half year, I have set aside some fund invested in shares that are recommended by my IFA. He mostly recommended growth stocks i.e. stocks of companies that pay little to no dividend and focus on growing the company and a few ETFs. So I thought I should dispose of the shares that I invested based on the Smart Investor's Dividend Portfolio which are classfied as "growth". 

However, later on I realised that these are still dividend paying stocks but of companies that are still growing. Typically the current dividend yield is low (lower than the "income" stocks). The premise of the investment is that as the companies grow, they would pay out more dividend and so the dividend yield on cost would grow. iFAST is a prime example.

Hence, I started repurchasing these shares as and when Smart Investor recommends. I still avoid those that are classified as "speculative".

Alright, moving on: these are the shares that I initiated position in and sold (excluding the share I plan to repurchse, as stated above) since the last update about year ago:

 

These are the shares I initiated in after looking through the list of shares that hubby screened and shortlisted for his investment:

(1) Midea Group

" Midea Group operates as a diversified global technology and manufacturing company, with businesses spanning consumer appliances, industrial technology, building solutions, robotics & automation, energy, and healthcare. Its operations are organized into several major business units, each addressing different end markets and application scenarios. "

" Midea Group’s business portfolio combines consumer products, industrial capabilities, and advanced technology solutions, allowing it to serve households, factories, buildings, energy systems, and healthcare institutions globally. This diversified structure supports both everyday consumer needs and large-scale industrial and societal infrastructure. "

(2) Mony Group

" MONY Group PLC is a UK‑based, tech‑led savings and price comparison group whose purpose is to help households save money. Founded over 30 years ago, the Group operates a portfolio of well‑known consumer brands and a shared technology and data platform that connects consumers with product providers across a wide range of household and financial services. "

" MONY Group is a tech‑led comparison and savings platform that:

  • Helps households save money across financial, household, and travel products
  • Operates leading UK consumer brands such as MoneySuperMarket, MoneySavingExpert, Quidco, and TravelSupermarket
  • Monetises through a two‑sided marketplace connecting consumers and providers
  • Leverages a shared data and technology platform to drive scale, efficiency, and growth "

(3)  TK Group

" TK Group (Holdings) Limited was established in 1983 in Hong Kong and has developed over more than four decades into a leading provider of one‑stop injection molding and plastics solutions, with a strong manufacturing base in China and Southeast Asia. The Group is listed on the Main Board of the Hong Kong Stock Exchange (stock code: 2283). "

" TK Group (Holdings) Limited is a Hong Kong‑listed industrial manufacturing group specialising in one‑stop injection molding solutions, with strong capabilities in precision mold fabrication and plastic components manufacturing. Its diversified end‑market exposure, export focus, and vertically integrated production model position it as a key supplier to global customers across electronics, automotive, medical, and smart‑device industries. "

(4) Wuliangye Yibin

" Wuliangye Yibin Co., Ltd. is a leading Chinese alcoholic beverage manufacturer, best known for producing premium baijiu (Chinese distilled liquor) under the Wuliangye brand. The company is listed on the Shenzhen Stock Exchange (ticker: 000858) and is headquartered in Yibin, Sichuan Province, China, a region historically known for baijiu production. "

" Wuliangye Yibin Co., Ltd. (000858) is a China‑based consumer staples company whose core business is the production, branding, and sale of premium baijiu, led by its flagship Wuliangye strong‑aroma liquor. The company operates a tiered baijiu portfolio spanning premium, mid‑range, and mass‑market segments, supported by ancillary packaging and manufacturing activities. With a dominant domestic market presence, strong brand heritage, and premium positioning, Wuliangye Yibin is one of the leading enterprises in China’s baijiu industry. "

 

Exited:

(1)  ComfortDelgro

5 consecutive years of dividend yield lower than 5%.

(2) SGX

5 consecutive years of dividend yield lower than 5%.

(3) First REIT

Dividend yield on cost has been around 4% for years.

(4) Singtel

Not covered by Smart Investor.

(5) AIMS APAC REIT

Not covered by Smart Investor.

(6) UOB

Not covered by Smart Investor.

(7) CapitaLandInvest

Not covered by Smart Investor.

(8) CapitalRetailChina

Recommended sale by Smart Investor.

(9) iFAST

Partial sale to further reduce its huge portion of the portfolio.

 

As at 20th March 2026, I have investment in 24 companies:

AEM
Boustead Singapore
CapLand Ascendas REIT 
CapLand Ascott T
CapLand IntCom T
CreditBureauAsia 
DBS 
Delfi 
Frasers Cpt Trust
Frasers L&C Tr 
IFAST 
Keppel DC Reit 
Mapletree Ind Tr 
Mapletree Log Tr 
Mapletree PanAsia Com Tr 
Micro-Mechanics 
Midea Group
Mony Group
OCBC Bank 
ParkwayLife Reit 
Raffles Medical 
TK Group
Venture 
Wuliangye Yibin

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