Kicking off August with a strong portfolio update looking at the August 1 dashboard!
Even after going ex-dividend on July 31st (with final and special dividend payouts scheduled for later this month), Singtel (Z74) continues to demonstrate elite strength. It sits comfortably at +4.22% (+180 SGD), proving that core fundamentals and price resilience remain completely intact post-ex-date.
The rest of the portfolio is executing brilliantly across real estate, hospitality, and power:
CapitaLandInvest (9CI) reached a new high for our portfolio at +6.40% (+160 SGD).
Genting Sing (G13) surged ahead to +4.09% (+125 SGD).
Mapletree Log Tr (M44U) stays rock-solid at +3.33% (+100 SGD).
CapLand Ascendas (A17U) expanded its gains to +2.80% (+70 SGD).
Sembcorp Ind (U96) narrowed its dip significantly to just -1.95% (-44 SGD).
Holding 5 out of 6 positions firmly in the green while capturing passive dividend yield from Singtel is the exact outcome of a balanced strategy. Extremely pleased with this structural performance!
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