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.
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….
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.
Hi, may I ask, the amount under the “Est Income” is estimated annually or monthly?
Hi CQ,
It is an estimation of annual passive income. I would be able to retire right now if it’s monthly. =)
Wow! you have an impressive portfolio value given that you are only in your twenties!!
Feel so humble compared to you!
Keep it up!
Regards,
http://www.sgwealthbuilder.com
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.