Portfolio Update April 2025- Addition of Olam; Buying Dividend Stocks in Current Period of Market Turmoil

Sold Petrochina and a few of Keppel REIT/ Asian Pay TV Trust during this past few days of "Tariff War Nightmare"

Added Alibaba, United Hampshire, Yanlord using the sales proceed. Alibaba was bought back because prices are below where I had made a partial divestment. As part of portfolio concentration, I will cap the total number of Alibaba shares I own to 15,000. Currently I own 14,700 shares.

A new stock of Olam was bought. A 7% dividend yielder due to the sell down in prices. It is similar to Keppel REIT sell down which made it attractive.

The portfolio is targeted to provide an average monthly dividend of $3,500 (5% yield on current portfolio of about $800,000). It has changed to that of a dividend-biased portfolio with some potential appreciation in Yanlord and Alibaba. 

While there is a global sell down to tariffs, I am buying into dividend stocks given they are now of higher yield. I do not expect many of their dividends to be adversely cut/

Dividend

LINK & United Hampshire US REITs are providing 7-8% dividend. Their tenant base sells relatively price inelastic goods comprising of supermarkets and essential good players.

Due to their resiliency and high dividend, I am confident owning these 2 REITS will place investors in a strong financial position in the current situation of trade war and economic contractions. Humans still need to eat and have essential groceries, these needs are met by the tenants of the above 02 REITs and hence their DPU will not be negatively affected to a great extent. I am confident these REITs are going to be great wealth accumulators in years to come, surpassing any Singapore condo investment. 

For Unitedhampshire, it may benefit from potential Fed Rate cuts and this places it to have higher DPU.

Unitedhampshire REIT and Asian Pay TV Trust dividend has come in, dividend collected year to date is: 

USD: $3,682

SGD: $5,250

Specially for United Hampshire US REIT, the current share price is US$0.445, so I am up 2.3% since Dec 2024, assuming a cost price of 45.5 cent in my Dec 2024 article where I stated United Hampshire will deliver better returns than big-sized condos in Singapore (this includes 2.05 US cents dividend).