Drip of Dividends – 03/18

March began with a huge selldown. This month saw the inclusion of 4 new counters – Guocoland, HRnetGroup, UOB and Sun Hung Kai properties. Essentially, the industries of focus are on the properties and financials. Classified all my holdings into 3 list – Long Term, MIP and Tikam (random pickings). The list has been updated in the portfolio tracker for reference.

What’s OUT?

Tikam List

  • TOP Glove
  • ThaiBev
  • Sheng Siong
  • mm2 Asia
  • Raffles Medical

Income list

  • HPH Trust

What’s IN?

Growth List

  • MTR Corp (+22)
  • Sun Hung Kai Properties Limited (+7)
  • UOB (+3)

Tikam List

  • HRnetGroup (+200)
  • Breadtalk Group (+100)
  • Guocoland (+100)

Income List

  • Mapletree Greater China Commercial Trust (+100)
  • Keppel KBS US REIT (+100)
  • Fortune REIT (+100)
  • Global X SuperDividend REIT ETF (+7)


The portfolio has been divided into three lists and the current holdings are listed here. (Will update them once or twice each month)

Dividends/Bonus Share Issue (Stock split)

  • Oxley Holdings (+400)


March was a time of various market movements and sell-downs. Coming up in April is the new quarter of reporting and full financial year closure for some of the companies. While towards the end of the month it seemed the market was quieter except for the changes of the world issues relating to the trade affairs.


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