第三组合年度总股息破新高
托EWINT的福,第三组合今年定下的股息目标提前完成,并首次突破五位数,实在可喜可贺。不过,就算排除掉EWINT这一次派发的每股33仙股息,今年总股息也依然超越原本预期RM2,200的目标,主要还是其他股项如YTL Power、RCECAP、FPI等依然保持稳定派息的动力。
另一方面,组合投资比例第二多的Hevea受到业绩低迷所累,导致派发的股息不高,不知要等到何年何月才会重振旗鼓。值得高兴的是年初加码YTL Power押对了宝,既赚了股价也赚了股息;此外,RCECAP在今年5月修改股息政策,从之前的20%至40%,一口气上调至60%至80%,随着公司获利一直在增长,也意味着更多的股息陆续有来。
看回投资组合,EWINT、Hevea和DNeX加起来就占了47.30%,如果今年EWINT不是豪派股息,整体的周息率将会更加低。大多数的股息来源反而来自剩余的7档股项,至于另一股项 - Cypark自从2019年后就没再宣布派息了。或许是认真检讨现有股项的时候了,毕竟持有这些股项都好几年了但公司业绩并没取得显著进步,比如说SCICOM和Hevea。不过也有像YTL Power的例子,守股了这么多年才终于在最新业绩创下盈利新高,现在反而有点懊恼怎么当初不多买点呢。但是,引入新的高息股还是需要考虑的,这样才能为第三组合带来变化和增值并持续创造更多的收入和股息。幸运的是目前已经走在正确的轨道上,今年采取高价套利再买入的策略运用恰当,如今组合投资总值已成功突破七万,继续朝向股票资产增长迈进。
简言之,今年的第三组合表现有可能是历年来最佳,接下来有必要提早部署明年的目标和策略,冀望能够延续这样的佳绩,保持组合增长的同时也取得更高的股息收入。
https://investalone.blogspot.com/2023/09/Sister-Portfolio-Dividend-New-High.html
Singapore Investment
-
-
-
-
-
-
-
-
-
-
-
Retirement Journey Update for September 20239 hours ago
-
-
-
-
-
-
-
SBNOV23 GX23110V is 3.32%21 hours ago
-
-
-
-
-
-
-
-
-
-
-
Sept 2023 Expenditure1 day ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Portfolio Update Q3 20233 days ago
-
My Positions3 days ago
-
-
-
Why You Shouldn’t Invest in Qatar4 days ago
-
Monthly Summary of September 20234 days ago
-
-
Month of September 20234 days ago
-
-
-
-
-
-
-
-
Portfolio (Sep 30th, 2023)4 days ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Lentor Hills Residences2 weeks ago
-
-
-
-
-
-
-
Diamonds: A Kick in the Stones3 weeks ago
-
-
August 2023 Portfolio Updates3 weeks ago
-
-
Transition period3 weeks ago
-
-
My dad did not do his CPF nomination4 weeks ago
-
-
My Hong Kong Trip August 20234 weeks ago
-
-
-
Motivation or Discipline?4 weeks ago
-
-
-
-
-
-
-
-
-
Random thoughts: Flashbacks2 months ago
-
iFAST 2Q23 highlights2 months ago
-
Mid Year Review 20232 months ago
-
-
Monthly IBKR Update – July 20232 months ago
-
-
-
-
Financial and life update Q2, 20233 months ago
-
NikkoAM Reit ETF3 months ago
-
Hello SP Group, I'm Back!3 months ago
-
Mid-Year Portfolio Update3 months ago
-
-
-
-
-
I am in debt3 months ago
-
Investment Summary - May 20234 months ago
-
Updates for May 20234 months ago
-
A New Light4 months ago
-
-
-
Snack Empire – Crunch Time5 months ago
-
-
Dividends Contributors – Top 106 months ago
-
-
-
-
-
How to become a real estate agent in Singapore7 months ago
-
-
A New Beginning – The Year of the Rabbit8 months ago
-
-
Demoralized9 months ago
-
2022 Thoughts, Hello 2023!9 months ago
-
Series of Defaults for Maple Finance9 months ago
-
Takeaways from “Sea Change”9 months ago
-
-
Greed is Coming Back10 months ago
-
-
-
-
Investing is Easy10 months ago
-
2023 SGS Issuance Calendar Freshly Released!10 months ago
-
-
-
-
-
-
-
-
-
-
What is Overemployment1 year ago
-
-
-
-
-
-
-
-
-
-
-