How I Invest for Dividends (as a Singapore Investor)
Dividend Titan
by Willie Keng
4d ago
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
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Top 10 Singapore Dividend Stocks to Buy Ultimate Guide 2024
Dividend Titan
by Willie Keng
1w ago
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
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My Top 10 Free Stock Financial Data List 2024
Dividend Titan
by Willie Keng
1M ago
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
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My Top 44 Superinvestors’ List to Follow 2024
Dividend Titan
by Willie Keng
2M ago
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
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Would I Buy US Office Singapore REITs at 24-40% Dividend Yield?
Dividend Titan
by Willie Keng
6M ago
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
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My Hong Kong Trip August 2023
Dividend Titan
by Willie Keng
7M ago
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
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Keppel Infrastructure Trust — Would I Buy This at 7.8% Yield?
Dividend Titan
by Willie Keng
7M ago
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
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How to Safely Build a Global Dividend Portfolio (For Singapore Investors)
Dividend Titan
by Willie Keng
8M ago
Over the weekend, I was invited to speak at Invest Fair 2023.  I spoke about one thing many investors don’t pay much attention to… how to build a dividend portfolio.  (Managed to get a photo with Shanison Lin, CEO and founder of InvestingNote) I mean, growing dividends isn’t just looking at yield. Over my 13 years investing, what I‘ve noticed is investors tend to have their own rules of buying (many get from their friends, families and brokers).  Some common rules include… “I only buy Singapore banks” “Just stick to government-linked companies…” “I only want 5% yield…” The ..read more
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Adversity Quotient
Dividend Titan
by Yoman
8M ago
This article was contributed by Yoman and first published on 15 Jun 2023. I walked down memory lane recently, largely because of a sad event happening within my family earlier this year that got me emotionally overwhelmed. As I am reviewing the multiple twists and turns in my life, I reconnected with many old contacts on LinkedIn, one of whom was my line manager when I first started my working life in the civil service some 20 years ago. While he might not be the most popular boss amongst colleagues, I have fond memories working with him because he gave me many opportunities and guidance when ..read more
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InvestingNote’s Annual Trading Tournament is Back!
Dividend Titan
by Willie Keng
8M ago
Refine your trading strategies and learn from one another!  Prove yourself to be the best trader in Southeast Asia! Prove yourself to be the best trader in the region as the tournament is open to both Singaporeans and Malaysians! Join our upcoming Active Trading Tournament 2023, hosted in partnership with UBS and sponsored by SGX.  This year, traders will be tested not only on their trading skills but also for their methodology and their presentation during INVEST Fair on 12 Aug! Register for INVEST Fair: Singapore’s largest investment-themed fair here. The tourname ..read more
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