Share Investment March 26 part 2

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

 

Red: Dividend yield on cost is at least 5.0%

Yellow: Dividend yield on cost is below 5.0%

Blue: Stocks not covered by Smart Investor.

Bar with dividend yield label: Stocks classified as "Income" by Smart Investor.

 

Share counters (6 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 main concern is the Income stocks with dividend yield on cost lower than 5.0%. These are (number of consecutive years of this low yield in bracket:

1. CapLand IntCom T (1)

2. Frasers L&C Tr (1)

3. Mapletree Log Tr (4)

4. Mapletree Pan Asia Com Tr (1)

5. Parkway Life Reit (6)

Parkways is still increasing DPU and so I will be patient.

 

Here is the average cost of each share counter compared to its then prevailing price as at 20th March 2026:


 

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

 

Here's the breakdown of my portfolio according to market value as at 20th March 2026:


I'm still avoiding adding more iFAST. I should also try to do the same for OCBC, DBS and Boustead. 

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