2022年股息目标又达标!
今年的市场实在发生了太多事情,从2月24日俄罗斯入侵乌克兰,加剧后疫情时代并未缓解的供应链中断状况,而欧美国家制裁俄罗斯造成能源价格飙升,进一步推动全球通膨,促使各国央行采取升息动作来抑制通膨,反而加快全球经济衰退的可能性越来越高。庆幸的是在如此艰难的情况之下,去年底我为今年股息设下的RM7,500依然达标,收入为RM8,719.04,比原本预测的还要多出16.3%,实在是非常难得。就算排除掉LCTitan意外派发的特别股息,真正的股息收入也和目标相若。
投资组合共有17档股项,当中JayCorp、LCTitan、Liihen和Matrix就贡献了高达76.19%的股息,但其实这4档股项的投资比重仅为37.78%,换句话说,其他企业派发的股息就少得可怜,比如投资占比最高(15.82%)的Hevea因为业绩差劲,全年仅给出每股1仙股息而已。此外,Homeriz、Tek Seng、Luxchem等今年派发的股息也比去年减少。然而整体而言,今年收到的股息对比2021年增加28.37%,还高过组合投资增长率(7.76%),我是觉得非常满意的。
俄乌停火遥遥无期,美国加大对中国的制裁力度,以及欧洲国家正面临着能源危机,都对全球经济和贸易造成广泛的影响,导致市场需求疲弱和金融市场震荡,明年的全球经济前景有可能进一步恶化。因此,个人对明年股票组合的企业盈利增长有所保留,预料收获的股息收入也会跟着减少,保守估计设定为RM7,000。
如何在高息股和成长股之间保持平衡视乎采取哪种策略而定,目前来说虽然高息股能够贡献相当稳定的股息收入,但是在股市恐慌的时候买进较低价格的成长股也是很有必要的操作。虽然可能意味着短期内必须忍受账目亏损的痛苦,但如果买进的原因是建立在长期投资必有不错的回酬之上,那为何不对此多保持耐心呢?毕竟历史告诉我们,经济总是会复苏,好的公司都能度过难关并缔造获利新高纪录的,持有相关公司股份的投资人能获得满意的回报。
https://investalone.blogspot.com/2022/12/2022-Dividend-Target-Pass.html
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