I've now 8k opportunity funds left. Dividends from CCT and Starhill amounting to $417.80 have been received and transferred to my Philips money market fund. Dividends from CitySpring and GRP should be coming soon, amounting to $396.50. The interesting thing is that Hor Kew, my not so good buy is actually more profitable in 2009 than 2008, and has increased its dividends to 0.25 cents from 0.15 cents. Thus, I shall be receiving $75 in dividends from it soon, a sort of consolation as I wait for it to perhaps eventually rise higher.
I'm considering to use these funds to perhaps buy MapleTree Logistics Trust for its dividend yield. My main concern would be if I'm over stretching myself and my limited funds across too many counters, although to me, purchases made in SPH, Starhub and ST Engg are pretty much brainless and require much less of monitoring since these are extremely defensive stocks.
Dividends Basket -- Mainly for dividends
6 lots of SPH @ 3.65
6 lots Capital Commercial Trust @ 0.84
13 lots of CitySpring at 0.51 (7 lots from rights)
2 lots of ST Engg at 2.28
20 lots of Starhill Global Reit at 0.525
10 lots of Starhub at 1.900
26 lots of GRP at 0.20
31 lots of Aztech at 0.23
The total cost here is about $80k and the expected average monthly dividends is about $544.
Investment Basket -- Mainly for capital growth
5 lots of Breadtalk at 0.37
2 lots of Capitaland at 1.64 (averaged down by selling 1 lot at $3.50 before)
The cost price is about $5k here, with market now pricing these at about $11k now.
Trading Basket -- Hoping to sell off
(red = freezer stocks to remind myself of my mistakes)
30 lots of Hor Kew at 0.125
20 lots of LC Dev at 0.21
2 lots of Cosco at 2.67
60 lots of Berlian Laju at 0.117
20 lots of China Sky at 0.2454 lots of Singtel at 2.99