2nd update on largest investments in 2018.

This blog is in response to some readers' requests for an update.

Not heavy on reasoning, I will be sharing more in my quarterly passive income updates for both REITs and non-REITs.

This would happen end of September or in early October.

Patience.





For many years, AIMS AMP Capital Industrial REIT was the biggest investment in my portfolio but it has been unseated.

It is pretty amazing as this did not take place within the same bracket either.

A new bracket has to be created for the largest investment in my portfolio by market value now.

$500,000 or more:
SingTel


Yes, SingTel and it should not come as a surprise to my regular readers.

Of course, this is the result of constant accumulation of shares in SingTel in recent months as I stick to my investment thesis and plan.





From $350,000 to $499,999:
AIMS AMP Cap. Ind. REIT

I haven't done anything to my investment in AIMS AMP Cap. Ind. REIT in a long time and it is unlikely that I would be doing anything to it soon.

I like sitting back and receiving quarterly income distributions.

The REIT is probably one of the better run REITs in Singapore and, over the years, it has been amply rewarding as an investment for income for me.

From keeping AIMS AMP Cap. Ind. REIT company, my investment in ComfortDelgro now keeps First REIT company as they are now in the same bracket.





From $200,000 to $349,999:
FIRST REIT
ComfortDelgro
WILMAR Int'l

Of course, regular readers know my investment in ComfortDelgro moved into this lower bracket because I booked a nice capital gain as its share price recovered pretty significantly and this was after receiving a very nice dividend as well.

Although reduced in size, I still have a relatively significant investment in ComfortDelgro.

Quite comfortable with staying invested in ComfortDelgro as my investment thesis remains intact.





Next is my investment in WILMAR Int'l which has joined this bracket as well but unlike my investment in ComfortDelgro, it moved up from a lower bracket.

I bought more shares in WILMAR Int'l, accumulating on price weakness in 3Q 2018.

I like the idea of being paid while waiting for the cyclical upturn to happen.

I don't know how long it is going to take but I am in no hurry.

All in good time, no doubt.





From $100,000 to $199,999:
ASCENDAS H-Trust
Centurion Corporation Ltd
ACCORDIA Golf Trust
Development Bank of Singapore

I have also been buying shares of Centurion Corporation Ltd and ACCORDIA Golf Trust in recent weeks but, even so, they have not crossed into the next bracket and are staying put in this bracket.

I had to check to see if DBS dropped out of the list as its share price declined recently.

DBS is staying.





Like I said, I will share more in my coming quarterly update which is likely to be quite massive.

Don't bombard me with more questions, please.

Why not watch this video instead?






Related post:
Largest investments updated (Early 2018).