Summary of May 2018 Transactions

There has been major changes to my stock portfolio this month. I have added Frasers Logistics & Industrial Trust to my stock portfolio. You can read more of my personal analysis here ( My Personal Analysis of Frasers Logistics and Industrial Trust ). Frasers Logistics and Industrial Trust now makes up 7% of my stock portfolio.

To partially fund my purchase of Frasers Logistics and Industrial Trust, I have sold off Boustead at a loss of 11%. However, with the dividends I have collected over the years, I made a profit of 31.5%. Gone are the glory days of Boustead since it spinned off Boustead Projects into a separate listed stock on SGX. In recent years, it has also been impacted by the economy downturn in the marine oil and gas sector. Based on my purchase price of Boustead in all the way back in 2012, the current dividend yield is around 2.7%. Being a dividend investor, I choose to sell off Boustead and enter into a position with Frasers Logistics and Industrial Trust instead as it offers me a higher yield. Read More

Summary of November 2017 Transactions

This month, there is some major changes to my stock portfolio. If you have noticed, I have fully divested Soilbuild Business Space REIT (Goodbye SoilBuild Business Space REIT). With the cash from the divestment, I have increased my stake in CapitaMall Trust and Mapletree Commercial Trust (Why I Bought Into Mapletree Commercial Trust).

A few readers wrote in to ask why I bought the above two REITs which are considered selling at a premium right now? Basically, I am satisfied with the current yield the two REITs are paying. By increasing my units of holding, I am expecting to receive more distribution payout in the year 2018. Well, that is my plan. Read More

Why I Bought Into Mapletree Commercial Trust

Recently, I mentioned that I have sold off SoilBuild Business Space REIT and reinvested the cash into another stock. One of the stock is Mapletree Commercial Trust. If you notice, I already own Mapletree Commercial Trust in my stock portfolio. I am only increasing my stake on it.

Why did I buy into Mapletree Commercial Trust? One of the reason is the excellent 2Q FY17/18 financial results that Mapletree Commercial Trust has released recently. While other REITs suffer from either flat DPU or declining DPU, Mapletree Commercial Trust achieved a DPU increase of 9.3%! Read More