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CK Choy.

Market Sense 市场意识: DW 2014 Dividend Investing Goal
Be decisive, Be patient, Don’t be greedy, Don't be stubborn

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The information contained in is provided to you for general information/circulation only and is not intended to nor will it create/induce the creation of any binding legal relations. The information or opinions provided do not constitute investment advice, a recommendation, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person or group of persons acting on this information. Investments are subject to investment risks including possible loss of the principal amount invested. The value of the product and the income from them may fall as well as rise.

You should seek advice from a financial adviser regarding the suitability of the investment products mentioned, taking into account your specific investment objectives, financial situation or particular needs, before making a commitment to purchase the investment product. In the event that you choose not to obtain advice from a financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest.

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Note:
All TA (Technical Analysis) view using charts are for illustration purpose only.
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Saturday, 14 December 2013

DW 2014 Dividend Investing Goal

2013 - Financial Independence Achieved...errmmm...technically


2013 was a rather eventful year. The US fiscal cliff shenanigans at the start of the year, followed by QE taper fears, US debt ceiling fight and ending with a spectacular crash of the local penny stocks market. Through it all, I am proud to say my portfolio and my dividend income stream continue to grow in 2013. In fact, I managed to celebrate my 30th birthday by achieving the goal of collecting S$1k per month in dividends. Better still, I surpassed that goal!^^


Let's take a final look at how my Singapore Dividend Portfolio has performed in 2013.
  • My portfolio size in terms of cost/capital has increased from S$163,794 to almost S$200k now. This represents a 22.1% rise.
  • I collected a total of S$14,370 dividends in 2013 compared to S$8,968 in 2012. This represents a 59.6% rise. 
  • My portfolio's current dividend yield remains healthy at 7.1%, compared to 6.8% in 2012.


2014 - Buying Opportunities!

Even though my passive dividend income is already sufficient to pay for all my daily expenses and bills, I am not resting on my laurels. I believe that 2014 will be the year when the compounding effect on my portfolio will shine through. It will be the year when my dividend compounding strategy kicks into high gear. My regular readers should understand what I meant. However, those of you who are new to my blog may be wondering, "Is DW thinking straight? Is he blinded by yield? The Fed is starting QE taper soon! Interest rates will rise! REITs and dividend stocks will go out of favour! Why is he still buying dividend stocks?"

The answer is simple. I am currently in the accumulation phase of my investing life. In other words, I am a net buyer of stocks. Therefore, I wish to see prices weaken so that I can keep growing my portfolio. Of course, there are risks. But I have faith in my strategy and it has served me well over the past 4 years. I just need to be more selective when adding counters. My new dividend income target for 2014 shall be S$1.2k per month. 


Projected dividends for 2014 (based on current portfolio)
  1. Singtel: S$1176
  2. Starhub: S$2000
  3. M1: S$1022
  4. SPH: $1100**
  5. SATS: $150
  6. Neratel: S$120
  7. CapitaMall Trust: S$700
  8. Frasers Centrepoint Trust: S$1040
  9. Suntec REIT: S$552
  10. AIMS AMP: S$2700
  11. CACHE: S$848
  12. First REIT: $760
  13. PLife REIT: S$416
  14. Mapletree Industrial Trust: S$197
  15. Mapletree Logistics Trust: S$364**
  16. ST Engineering: S$168**
Total: S$13,313

**Note: I have divested HPH Trust and Sabana REIT. Added Mapletree Logistics Trust and ST Engineering. The total dividend is an estimated figure based on 2013 numbers. There is NO guarantee the companies will maintain the dividends next year. The special dividend payout due to the SPH REIT spin-off is not included in the calculation.  



Embrace the Power of CD!
Dividend Warrior

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