Skip to main content

Dividend Update Q4 2018 and End of Year Summary

The 2018 Q4 Dividend Update

SEPTEMBER

AIMSAMP - $2,024.1
(Unnamed Co) - $306.34

NOVEMBER
First REIT - $860
Starhill Global REIT -$230
Cache Log - $200.7
Lippo Malls - $490

DECEMBER 
Ascendas HTrust - $6,603.50
Frasers Log - $5646.29
AIMS AMP - $2,972

TOTAL Q4: $17,002.40


CY 2018 TOTAL DIVIDENDS:  $47,580
Q1$6,220.64
Q2$16,045.76
Q3$8,311.32
Q4$17,002.40
FY $47,580.12


This amounted to 103.11% of the target Dividend in my FUM spreadsheet. And which translates to a monthly dividend income of $4k.

CY 2019 Target Based on FUM:


Age at end year
36
37
End of Year
2018
2019 (forecast)
Starting Capital
$659,230.44
$1,105,376.57
Injected Capital
$400,000.00
$120,000.00
Yield based on starting capital only
$46,146.13
$77,376.36
Total Investible Assets (theoretical)
$1,105,376.57
$1,302,752.93
 

My AUM at the end of 2018 is 1,102,967 (missed FUM forecast).

It is not all bad news I suppose. My passive income has grew steadily Y-oY since 2015. And there is no reason why this trend should not continue:



Next year's targets would be to hit 1.3 M in assets and 77k in passive income.  Will try my best. And hopefully lady luck smiles a little more next year.

Onward to FI!


 

Comments

Post a Comment

Popular posts from this blog

As a Dividend Investor - I am having fun staying poor

Recently, there was a self-styled "master" who went around dissing dividend investing, saying things like REITS will chibaboom (his words not mine). Ironically, the master also invested into "growth stocks" like BABA and notably SE before its recent implosion.  Masterstrokes indeed. Dividend/income investors have borne the brunt of "have fun staying poor" taunts since the dawn of time.  Previously from the crypto bros and then from the growth investors. This is nothing new.  Every growth investor likes to talk about Tesla. But where are the ARK ETF investors? Where are the NIO bulls? Where are the BABA fanatics? Even a broken clock is right twice a day.   Good luck to those who retired on a portfolio of "growth stocks", hoping to spend 4% annually on an expected annualized portfolio growth rate of 10%.  Without dividends, one would have no choice but to liquidate part of the portfolio for meeting expenditures.  The damage done might never be reco...
13 comments
Read more

The FI Checklist

You are on the verge.  So close your ears are tingling with anticipation.  Your fingertips rattle across the keyboard. Your lips purse into a wry smile. You can barely contain the pent-up ecstasy as the words appear on your computer screen: "... I would like to resign my position with effect from.... " WAIT A MINUTE.  I know you have literally waited a decade to type this letter.  But hold your horses first.  Have you done the FI checklist? The FI Checklist 1.  Have you set aside a cash buffer for income tax payments, which will persist for at least one more year in your unemployed life?   Since you would no longer have an active income, it is pertinent that you have set aside sufficient cash reserves to meet your tax obligations. If your passive income level is high enough to cover your expenses plus taxes, good on you. If not, prudence dictates that you ring fence some money for Singapore's most powerful debt collector. ...
4 comments
Read more

Is it finally the end of the tunnel for REITs

General Mood Market is expecting interest rates to hold after US CPI data came out on 14 November and pointed to softening prices across the board. Oil has also retreated nearly 20% since its recent peak in Sep 2023.  Are we finally reaching the end of the tunnel for battered REIT assets?  My gut tells me that we are at early stages of recovery although we may possibly still see a couple more rate hikes in 2024.  Nonetheless, barring further escalation of global military conflicts and an unmitigated collapse of the Chinese housing market, both of which seem unlikely but can never be completely ruled out, we may start to see a gradual recovery in DPU for REITs (as rental reversions go up but interest expenses stay constant or go down).    What I did in 2023 (Not to be construed as recommendations or investment advice.) Throughout 2023, I have continued to load up on REITs which (i feel) have:      i. Good sponsors (Capland, Frasers, Maple family) ...
2 comments
Read more