Keppel Infrastructure Trust Updates

Bought this stock only recently and now it is combing with CitySpring Infrastructure Trust and acquiring 51% stake in Keppel Merlimau Cogen; "Each KIT unitholder will receive 2.106 new CIT units for every KIT unit held.".

Something new to me! Let's wait and see.

Another Stock To My Stock Portfolio

Just moments before the power supply issues halted the trading markets on last Wednesday, my queue for Keppel Infrastructure Trust was finally filled, an investment in "energy and environmental infrastructure assets".

Below is my latest stock portfolio:

Stock	Lots	% of Portfolio
OCBC Bank	1	23.18%
Keppel Infrastructure Trust	4	10.15%
Starhub	1	9.89%
Mapletree GCC Trust	4	9.04%
ST Engineering	1	8.77%
Cambridge Industrial Trust	5	8.61%
Singtel	1	8.60%
Sheng Siong	5	7.88%
SATS	1	7.51%
Hong Leong Finance	1	6.37%

Total invested capital is S$41,257.43.

I have included the commission paid for all stock purchases in my invested capital amount to have a more accurate yield calculation since the commission is also a cost to me.

With this new stock joining, my estimated dividend yield percentage of these stocks works out to be about 5.11%.

End October 2014 Updates

The first month of my blog that tracks the growth of my stock portfolio has passed and this is the first monthly update. Two newcomers to my portfolio in last few days of October; Mapletree Greater China Commercial Trust & Hong Leong Finance Limited.

I have also traded OCBC and with the profit gained, part of it is used to bring down the cost of this stock in my portfolio. I track the amount of money used in my short term trading and long term stock holding separately.

So, here is my latest stock portfolio as of 31st October 2014:

Stock	Lots	% of Portfolio
OCBC Bank	1	25.80%
Starhub	1	11.00%
Mapletree GCC Trust	4	10.06%
ST Engineering	1	9.76%
Cambridge Industrial Trust	5	9.59%
Singtel	1	9.57%
Sheng Siong	5	8.78%
SATS	1	8.36%
Hong Leong Finance	1	7.09%

Total invested capital is S$36,810.

Based on the closing price on the last day of October, the unrealized P/L of my portfolio is $1,045, which is about 2.8% gain, without taking into account the commission.

I did an estimation of the dividend yield percentage of these stocks based on past record and it works out to be about 4.82%, partly because OCBC dividend yield is not high, the lowest in the list, and itself alone is already one quarter of my portfolio. Hopefully I can further push up the overall dividend yield to near 6% in coming months with more different stocks joining in.

Is 4.82% acceptable to you?