第三组合股息总结
第三组合在2021全年共收到了RM3,733.81的股息,与我预测的RM4,000也相差不远。值得一提的是今年EWINT、FPI、RCECAP、YTL Power、SCICOM和Luxchem比去年派息更多,也把整体组合的股息率推升至5%之上为历来最高,表现比预期中的好。
至于2022年股息目标,个人估计只有RM2,600左右,主要是排除掉EWINT不会再像今年一样派发每股5仙的特别股息了。另外,这两年分别卖掉科技股Inari和DNeX可能犯下了决策错误,由于过早离场而少赚了更多的钱;另一边厢买进SCIB的失误更是造成严重后果,除了大幅度抵销今年收获的股息造成今年的总收益缩水,也导致总投资额比去年更是少了将近4%。
就个别股票而言,VS Industry、FPI和RCECAP是最有希望继续推动组合增长,后两者在今年也成功开番了。相比之下,投资比例最多的EWINT在最新业绩报亏,明年盈利预测也不明朗化,主要是因为新变种病毒Omicron在英国迅速传播,造成单日确诊病例屡创新高,极有可能会影响到EWINT在当地的房屋销售表现。另外,Cypark、Dialog和Hevea都因不同原因而业绩低迷多时,有可能在短期之内拖累组合绩效。整体而言,我预计此组合在2022年表现会不过不失。
让我大伤脑筋的是由于投资SCIB导致损失惨重,造成可以挪用资金来调整组合的空间变得极为有限,因此现在可以操作的余地并不大,只能先确保持有股票都是优质股并且有能力派发股息或具备上涨潜力。有机会套利的时候,就可以把赚来的利润再投资于股市来扩增组合规模;若缺乏明显机会,那就只好在收获股息的同时耐心等待买卖的最佳时机,然而前提是此组合已经容不下类似SCIB这样的投资失误了~~
http://investalone.blogspot.com/2021/12/blog-post.html
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