Following on the idea to "revitalize the Singapore stock" market, I have finalized my portfolio with the purchase of more mid cap stocks in my portfolio.
Unlike active fund, it will be passive without much movement from now. Interestingly, one will observe I have totally sold off Olam and new additions are Frencken, YZJ Financial and Yanlord.
Why I have returned to YZJ Financial is so that I have some exposure to the financial sector + aligning myself in instance YZJFH is able to redeem its China debt investments successfully. For Frencken, I am vested for the financial effects it will reap when it completes the building of its larger production capacity factory in 2027.
It's a Dividend Portfolio
Based on forward dividend estimates, many Singapore stocks in the portfolio provide high dividend, with estimated yield of 4.5% on this portfolio. This is due to Alibaba （which can be bought via SDR） being a large component with little dividend.
Current Portfolio Value is $1,215,000
From 2026, I will be recording the dividend received from the below portfolio composition.
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