This article was first published on my Monster Dividends LinkedIn Newsletter — Grow Your Monster Dividends Issue 2 Welcome 1,720 subscribers to my weekly dose of Monster Dividends Hey Willie here! I’ve recently shared building my smaller portfolio from scratch, dedicated to a dividend growth strategy. So far, this portfolio is up 23.7%, driven by consumer, tech and financial stocks. Portfolio value stands at $85,500. It grew because I pumped more capital. First things first, dividend growth investing is picking high-quality dividend payers. But more importantly, I have to r ..read more

This article was first published on my Monster Dividends LinkedIn Newsletter — Grow Your Monster Dividends Issue 1 Last week was packed! I was busy prepping for my 2-Week Build Your Monster Dividend Portfolio Investing Bootcamp, which will start this week. A huge turnout and very nervous. But I’m really excited for our first live session next week. On a side note, readers have recently written to me about my recent post on How I Invest for Dividends. Last year, I’ve started a smaller portfolio (to scratch my “itchy backside”) dedicated to a dividend growth strategy. The strategy is ..read more

When I started investing, I’d sell my shares once prices became “too high”. I’d sell my shares if the prices didn’t move at all. I took whatever quick profits I had – often, it was quick losses. The more I did this, the more I was trying to chase my own tail. I couldn’t sit still. Put it this way, I spent more time trying to “time the market”, than to be a true investor who owns assets. Back then, I read a book by Phillip Fisher. He taught me 3 golden rules on when to sell a stock. He changed my strategy. And here’s when I’d sell my stock: When a stock no longer meets my investment checklist ..read more

I’ve been investing for the last 13+ years. In 2018, I quit my corporate job to invest full-time. I currently invest for my family and close friends.  Last year, I’ve started a smaller portfolio (to scratch my “itchy backside”) dedicated to a dividend growth strategy.  Btw, I use Interactive Brokers to invest this portfolio. This is a work in progress. But I thought it’s interesting to share with my DT readers who want to learn how to build a dividend growth portfolio from scratch – regardless of whether the market goes up, or down. Now, the 1-year mark is an important milestone. A ..read more

I wrote a 73-page guide for Top 10 Singapore dividend stocks to buy in 2024 (Ultimate Guide). Spent the last couple months “deep-dive” into the corners of the market.  DT readers in my DT Compound Letters loved it. Here’s my top 10 stock picks for 2024: 1. An “asset-light” recruiter 2. Luxury retail giant 3. A highly “capital efficient” supermarket operator 4. Buying a safe haven for less than a dollar 5. CapitaLand’s most overlooked brand 6. Buying this quiet Singapore dividend payer 7. Victim stock with 6.6% yield 8. How to buy Singapore’s leading defence contractor 9. A financial tho ..read more

15 years ago, I bought my first stock. That’s when I got serious about investing. It was the best decision to date. At first, I had to “ctrl+c, ctrl+v” every number from the financial statements to a spreadsheet. I tracked the last 10 years of company data — analyzed financial ratios. It was painful. I learnt if you want to be good at investing, know your numbers. But to master investing, you need good tools to help you. To get started, Here’s some free financial data tools I use to break down investing insights, uncover potential stock ideas and compound my portfolios. Not the most comprehen ..read more

These 44 investors taught me about investing. More than a CFA or business school. I spent the last 13 years following them. And I’ve compiled my top list of favourite investors (books, podcasts, letters) here. Perhaps, you might find them useful: “Old School” Value Investing Benjamin Graham, Father of Value Investing Walter Schloss, “net-net” investing Irving Kahn, oldest living active investor William Browne, “net-net” investing Jean-Marie Eveillard, 15.7%/year returns over 26 years Peter Cundhill, 100x over 33 years (Book: There’s Always Something to Do) Bill Miller, outperformed S&P ..read more

US office Singapore REITs are trading at jaw-dropping dividend yields. I mean, it’s one thing to be attracted to a 7-8% dividend yield across Singapore REITs.  But man, Prime US REIT today trades at 44% yield, while Keppel Pacific Oak US REIT trades at 24% yield.    Are their dividend yields worth the risk? I was also thinking if it’s worth adding to my Diligence Stock Watchlist.  Let’s find out.  What happened so far? The thing is, COVID-19 has forced many people wanting to work from home in the US.  This is especially so with bigger cities like New York, Los A ..read more

I’ve love to share this with you.  I just got back from my Hong Kong trip last month. And it was absolutely amazing.  As an investor, I simply loved the vibe — strong entrepreneurial culture, great food and plenty of investment opportunities.  Now, much of what I share here are my personal observations and conversations with fund managers, brokers and company management. And not scientific.  Though I believe it’s still helpful in putting context to the investment data and reports I often read on my computer.  Met one of ARA Group’s Hong Kong-listed REIT deputy ..read more

Okay – technically, not a Singapore REIT. Keppel Infrastructure Trust is a business trust.  What’s the difference? Well, unlike a REIT, a business trust is not limited to owning properties but can own most types of assets. A business trust doesn’t have a gearing ratio limit and isn’t required to distribute 90% of its profits as dividends.  That aside, I’ve received quite a few queries — both from readers and my Diligence members — on Keppel Infrastructure Trust. And I finally got down to writing this.  The last time I wrote about it was here.  Keppel Infrastructure Trust ..read more