Passive Income Update: October 13

The market was pretty flat throughout the last month but there’s still a healthy increase in the valuation of our shares. Excluding the monthly $600 injected into the Philips Sharebuilder Plan and the additional $2,000 parked in my CIMB StarSaver account, there’s still a $5,000 jump in value! This is largely due to significant price increases in Boustead, Challenger and Kingsmen.

Together with the previous month’s increase of $8,000 in the valuations, the capital gains have been compelling. But this also means that the shares I own are getting more expensive. The good news is that the price of some Reits have been weakening and with bonuses coming in, I might start monitoring stocks like Suntec Reit and PLife Reit again. Getting these Reits would also help to boost the dividend yield of this portfolio.

On a separate note, the dividends received in October was $0, a massive drop compared to the previous month’s healthy $881.50. This goes to show that dividends are lumpy in nature and an annual assessment is fairer in comparison.

Details of my updated portfolio are shown below.

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Stocks (As at 15th November 2013)

Stock Share Amt Share Price Valuation Dividend Est. Income
Vicom 4,000 $4.900 $19,600 $0.1820 $728.00
Wilmar 4,000 $3.550 $14,200 $0.0500 $200.00
Boustead 9,000 $1.520 $13,680 $0.0700 $630.00
Semb Corp 2,000 $5.390 $10,780 $0.1500 $300.00
Spindex 24,000 $0.435 $10,440 $0.0180 $432.00
SIA Eng 2,000 $5.000 $10,000 $0.2200 $440.00
Kingsmen 10,000 $0.975 $9,750 $0.0400 $400.00
Challenger 16,500 $0.580 $9,570 $0.0225 $371.25
First Reit 8,000 $1.075 $8,600 $0.0724 $579.20
Singtel 2,000 $3.760 $7,520 $0.1680 $336.00
LKH 10,000 $0.685 $6,850 $0.0450 $450.00
MTQ 4,000 $1.465 $5,860 $0.0450 $180.00
Total $126,850 $5,046.45

Others (As at 15th November 2013)

Asset Valuation Est. Income
Philip Sharebuilder $23,084 $400
CIMB Star Saver $12,000 $96
   
Total $35,084 $496

Total Valuation = $161,934

Total Est. Income = $5,542.45

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Do refer to my first monthly update if you would like some additional background to most of my purchases and here for previous updates.

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    6 thoughts on “Passive Income Update: October 13

    1. B

      Hi HWW

      Thinking of selling some of the stocks?

      I always feel a good gauge is to sell stocks at a price you wont buy and buy stocks at a price you wont sell.

      Hahahha….

      1. My 15 HWW Post author

        Hi B,

        I am really inexperienced with selling shares. Think I only sold twice so far in the past 2-3 years?

        Generally, I prefer to hold unless the valuations reach insane levels. In fact, I am looking to add more to this humble portfolio.

      1. My 15 HWW Post author

        Hi CQ,

        It is an estimation of annual passive income. I would be able to retire right now if it’s monthly. =)

      1. My 15 HWW Post author

        Hi Gerald,

        Thanks for the kind praise! I am just lucky that I know what I want to do with my financial life at a really young age.