Dugong Management 2025 Q3 Portfolio Update

2025 Q3 Portfolio

I have finally added my favourite dividend stock, DBS, to my portfolio in 2025 Q3. I purchased 500 shares of DBS at an average price of $45.32 in 2025 Q3. As mentioned previously, I am aiming to have at least $1 million worth of DBS stock in my dividend portfolio due to its impressive and consistent DPU growth rate. I have also been adding some additional OCBC and SGX stocks to diversify the portfolio. 

The dividend payout in 2025 Q3 has been slightly below my expectations due to Mapletree Industrial Trust and Mapletree Logistics Trust reducing their dividend payouts for this quarter. However, I remain confident in the long-term prospects and management of these two Mapletree REITs. The surprise standout REIT for 2025 Q3 would have to be CapLand Integrated Commercial Trust, with its increase in dividend payout and acquisition of CapitaSpring. Ascendas REIT has maintained its steady performance with stable dividend payouts. 

As mentioned in a previous post, DBS continues to show why it is the best dividend stock in SGX for investors in its 2025 Q3 earnings report. DBS net portfolio was up 1% Y-O-Y for 2025 FYQ2 to an impressive $2.82billion. As expected, its share price has increased accordingly due to its stellar performance. More significantly, its non-interest income grew by an impressive 10% Y-O-Y to $2.08 billion, driven by treasury customer sales, higher fee income, and market trading gain. DBS continues to shine as the king of dividend stocks in SGX, with sustainable growth and amazing dividends. 

Long Term Goals
I aim to add an additional $ 975,000 worth of DBS stocks to my dividend portfolio over the next few years, bringing my total to $1 million in DBS stocks. I will likely add a substantial sum of money by Q4 2025, when a couple of insurance endowment plans mature. REITs continue to struggle due to the US interest rates remaining high. Nevertheless, REITs will eventually rise back to their former glory when inflation has stabilised and the US Fed starts lowering interest rates. This will likely reflect an increase in DPU over the next few years for REITs. 

As of 9 Aug 2025: 

Portfolio: 

Total cost of portfolio as of 9 Aug 2025: $968,931.19    

Total market value of portfolio as of 9 Aug 2025: $913,605.95 (-5.71%)

Portfolio breakdown:

Stocks (84.5%)
1. Mapletree Industrial Trust 
- Total cost: $404,606.19
- Total market value: $355,613.00 (-12.1%)
- 178,700 shares with an average purchase price of $2.26

2. Mapletree Logistics Trust 
- Total cost: $173,440.21
- Total market value: $151,496.00 (-12.7%)
- 130,600 shares with an average purchase price of $1.33

3. Capitaland Ascendas REIT
- Total cost: $88,573.88
- Total market value: $87,040.00 (-1.73%)
- 32,000 shares with an average purchase price of $2.77 

4. CapitaLand Integrated Commercial Trust
- Total cost: $71,803.52
- Total market value: $77,744.00 (+8.27%) 
- 34,400 shares with an average purchase price of $2.09

5. OCBC
- Total cost: $43,937.35 
- Total market value: $47,969.03 (+9.18%)
- 2857 shares with an average purchase price of $15.38

6. DBS 
- Total cost: $22,659.60
- Total market value: $25,370.00 (+12.0%)
- 500 shares with an average purchase price of $45.32

7. SGX
- Total cost: $13,910.44
- Total market value: $18,373.92 (+32.1%)
- 206 shares with an average purchase price of $10.22

BONDS (15.5%)
1. $150,000 of Bonds 
- SIGNATURE Bond (6.21%) 
- BGF China Bond (5.20%) 
- Fullerton Heritage (B) Bond (5.63%) 
- Fullerton Heritage (B1) Bond (5.56%)
- ASTREA8A Bond (4.35%) 

2025 Dividend History (Excluding Bonds) 

2025 Q1: $11,415.57

2025 Q2: $8,576.09 

2025 Q3: $14,201.64

2025 Total Dividend: $34,193.30 

Hope everyone has an amazing 2025. 

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