第三组合股息收入完成目标!
早前一度认为第三组合的股息总收入不会达到RM2,600的年度目标了,没想到RCECAP派发特别股息,一举把全年股息提升至RM3,112.64,整体组合的股息率为4.77%,仅次于2021年的纪录。
按照惯例,我估计2023年的股息收入为RM2,200,目标会比今年实际收到的还要低主要是排除掉一些公司可能会宣布特别股息的可能性。去年有EWINT,今年是RCECAP,明年会轮到谁呢?一切还言之过早,然而如果是现金雄厚的公司还是很有机率选择派发特别股息来回馈股东的。
RCECAP、FPI和SCICOM是股息贡献最多的前三档股项,高达73.41%,然而他们加起来的投资比重却才18.92%。相比之下,投资比例最高的EWINT (19.85%) 、Hevea (16.79%) 和Cypark (15.55%) 加起来的股息才不到7%左右。投资与收入比例严重失衡导致组合的表现和效率都相当差劲但又无可奈何,毕竟有时候投资就是需要保持足够耐心和不断坚持才能收获回报。
倒是需要加紧注意的是有必要扩展股息收入的来源。目前来看,VS Industry、Luxchem和Dialog的周息率保持稳定,每年都是介于2到3%左右;Cypark、DNeX、Hevea和EWINT在下一年派发的股息估计也不会太多;剩下的RCECAP、FPI、SCICOM和YTL Power这四档股票应该会延续派发较高的股息。在缺乏新的资金投入的情况之下,若想要提升股息收入,我就必须做些组合调整,卖出部分股票来增加高息股的比例了。不过在今年,我却先后套现部分VS Industry、SCICOM和RCECAP股份来加码Cypark和DNeX,因为长期而言我还是看好Cypark和DNeX的未来获利前景,但这不免会在短期内削弱了整体组合的股息率。但我又想,如果能在这样的不利局面之下,每一年的组合股息率依然能够维持在4到5%左右,等到成长股业绩复苏并股价大涨,到时候就能套利一些股票来持续扩大资产组合规模,这才是长久之计。当然,计划总是赶不及变化的,在这样不稳定的市场,风险管理和控制情绪也非常重要,确保拟定的策略能够按部就班的进行下去。
https://investalone.blogspot.com/2022/12/Sister-Portfolio-Dividend-Target.html
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