DW Singapore Dividend Portfolio

[Dividend Warrior]

October 2013 Portfolio Update

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

[chialc88]

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.

[Dividend Warrior]

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!

[pianist]

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

[orangetea]

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

[Dividend Warrior]

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.

[Dividend Warrior]

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.

[Dividend Warrior]

My take on SMRT.

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

[Dividend Warrior]

My December 2013 Portfolio Update

[Dividend Warrior]

My Dividend Investment Plan for 2014