In the past, he remembered the heydays of 10-20% monthly returns on trading oil & gas stocks, shell companies, etc... Only to lose all of them in another one or two trades. He is not a fan of cutting loss, even when trading. That adrenaline rush, and fast heartbeats along with shrinking balls were the reasons why he decided to move from a trader to more of an investor.
As he started transiting from a more-trader to a more-investor, he started picking up REITs, before amassing more savings to pick up blue-chips, bit by bit. Using SCB trading account, he is able to pick up blue-chips in lots of 100 shares, ever since the kickstart of smaller lots trading on Jan 2015.
The smaller trading lots have also allowed him to use Dollar Cost Averaging (DCA) if the share prices goes against his way.
Shown is his portfolio throughout these 3.5 years of investing (ranked according to % value in portfolio). Along the way, he had also done some trading on blue-chips, which are not listed here.
Share Name
|
No. of Shares
|
CapitaCommercial Trust
|
4200
|
Keppel REIT
|
5000
|
Hyflux 6% Perp. Securities
|
4000
|
HPH Trust
|
5000
|
Perennial n4.65% 181023
|
2000
|
Figtree
|
10000
|
AIMSAMP Capital REIT
|
1200
|
SPH
|
400
|
Starhill Global REIT
|
1000
|
SoilBuild Business REIT
|
1000
|
Lippo Malls Trust
|
2000
|
Global Logistics Trust
|
200
|
STI ETF
|
100
|
M1
|
100
|
As you can see, 小胖's portfolio is heavy on the property sector, which he feels is not a good sign. Thus, he is looking to diversify on other sectors, as well as building up his percentage of portfolio in bonds and other investments.
As of 2015, his dividend income stands at ~4%, he is hoping to increase it to reach ~5% in 2016 (conservative estimate).
Standby for updates on whether I can hit that target at the end of the year!
A thumbsup to your portfolio. good dividends yield!
ReplyDeleteThanks James!
Delete小胖 has become matured. No more YOLO in trading.
ReplyDeleteWelcome to the investing camp! :)
Thanks DK! I am awed by your portfolio, and it's blogs like yours that spurred me to create a blog for my own!
DeleteFinally came to your money senses after encountered "Shrinking "Balls" effect ;)
ReplyDeleteYup! But it has made me learnt some valuable lessons. Am more prudent with my investing and savings now!
Delete