| Company | Price in 4 January | Price on 10 August | Total Dividends for past 8 months | Percentage gain/loss |
| US-listed Companies | ||||
| McDonald's | $ 99.390 | $ 88.200 | $ 2.100 | -9.1% |
| Coca-Cola | $ 69.700 | $ 78.790 | $ 1.530 | 15.2% |
| Starbucks | $ 46.170 | $ 45.570 | $ 0.510 | -0.2% |
| Walt Disney | $ 38.850 | $ 49.650 | $ - | 27.8% |
| Las Vegas Sands | $ 43.760 | $ 38.950 | $ 0.500 | -9.8% |
| US Performance | $ 297.870 | $ 301.160 | $ 4.640 | 2.7% |
| Singapore-listed Companies | ||||
| Cerebos Pacific | $ 5.040 | $ 6.550 | $ 0.250 | 34.9% |
| Singpost | $ 0.935 | $ 1.060 | $ 0.050 | 18.7% |
| SPH | $ 3.740 | $ 4.060 | $ 0.070 | 10.4% |
| Breadtalk | $ 0.550 | $ 0.555 | $ 0.015 | 3.6% |
| Popular Holdings | $ 0.164 | $ 0.235 | $ 0.005 | 46.3% |
| Singapore Performance | $ 10.429 | $ 12.460 | $ 0.390 | 23.2% |
| Overall Performance | $ 367.87 | $ 373.85 | $ 5.96 | 3.2% |
McDonald's and Las Vegas Sands has the greated value loss of just less than 9.1% and 9.8% respectively. I still have faith in these two companies and I am confident they can make my investment grow. It may be a good time to stockpile McDonald's shares.
The US portfolio still has an overall 2.7% gain in value.
Meanwhile, all the five stocks that I have picked for the Singapore portfolio has gained 23.2% for the past 8 months. Cerebos Pacific has made an exit offer of $6.60 per share. Shareholders not only enjoyed the good $0.25 dividend and a surprise windfall as well. If you have bought this share at the beginning of the year, your savings would have gained 35% in just 8 months.
Singpost and SPH has gained 18.7% and 10.4% respectively. This healthy gain signals that we should continue to hold on to these two stocks. Breadtalk's value increases only a mere 3.6%.
Lastly, I will talk about Popular. If you have read my last post, you would have known that Popular Holdings' Chairman has increased his stakes. Even after that post, he continues to increase his stake even at $0.235. This can only tell me one thing, Mr Chou is very confident of Popular Holdings in the years to come.
Please feel free to comment and share about your thoughts.
Cheers.
Disclosure: Writer owns Popular Holdings shares.
Disclaimer: Readers are advised to exercise their own discretion when investing. Stock investment is considered high-risk.
Hi,
ReplyDeletewill now be the right time to buy popular shares?
Anytime is the right time to buy shares. The dividend yield for this year is 5.4%. Just remember not to over commit and investment can grow reasonably well.
ReplyDelete