DW Singapore Dividend Portfolio

October 2013 Portfolio Update

http://dividendsrichwarrior.blogspot.sg/...idend.html

Thank you bro DW.
I always visit your website (and others) posts in SGP and regional context.

Really appreciate your guesture of sharing.

I love ghchua too.


A Life not Reflected is a Life not Worth Living.

(05-11-2013, 08:29 PM)chialc88 Wrote: Thank you bro DW.
I always visit your website (and others) posts in SGP and regional context.

Really appreciate your guesture of sharing.

I love ghchua too.


A Life not Reflected is a Life not Worth Living.

Thanks for the support!

Yr portfolio shrunk? Thanks for sharing. Keep up the good work.

Nice portfolio!

Since head winds ahead and we are shifting gear into a slightly higher interest rate environment (where local banks are redeeming bonds)... And reits must phase out soon...

I thought we can look at companies that will benefit in sg's development in the next 5/10yrs...
A. New housing estates
B. Redevelopment of keppel terminal / free up land usage
C. Changi airport T4, T5

What comes to mind will be
A. Cement / raw material players
B. Structual steel players
... Any more to add?

Btw, I will avoid developers....their cycle is over for now

(13-11-2013, 09:00 PM)pianist Wrote: Yr portfolio shrunk? Thanks for sharing. Keep up the good work.

Yes. My paper gain has shrunk.
It was around $75k in Feb/March this year. However, after Ben Bernanke mentioned the word "taper" in June, the prices of REITs have fallen significantly.

(13-11-2013, 09:42 PM)orangetea Wrote: Nice portfolio!

Since head winds ahead and we are shifting gear into a slightly higher interest rate environment (where local banks are redeeming bonds)... And reits must phase out soon...

I thought we can look at companies that will benefit in sg's development in the next 5/10yrs...
A. New housing estates
B. Redevelopment of keppel terminal / free up land usage
C. Changi airport T4, T5

What comes to mind will be
A. Cement / raw material players
B. Structual steel players
... Any more to add?

Btw, I will avoid developers....their cycle is over for now

Hi orangetea,

Thanks for the compliment.

I agree. Looking at the recently announced URA Masterplan, I am confident that Singapore will see lots of infrastructure developments over the next 20 years at least. So yes, in general, I agree that the cement/raw materials, steel companies will benefit. Maybe even crane/construction equipment companies too.

The development of Changi T4 & T5 will probably benefit SATS, SIA Eng and ST Aerospace in the long-term.

Another major theme from the Masterplan is the development of regional hubs such as Jurong Gateway and Woodlands. Could be beneficial for retail REITs.

My take on SMRT.

http://dividendsrichwarrior.blogspot.sg/...osper.html

My December 2013 Portfolio Update

My Dividend Investment Plan for 2014