I tested September’s SGX dividends vs CPF 4.0% - Only one passed my 4.7% test 🦖
I tested September’s SGX dividends vs CPF 4.0% - Only one passed my 4.7% test 🦖
🔍 The Angle
Five SGX dividend names hit the September calendar. Only one clears my 4.7% yield hurdle when stacked against CPF SA's guaranteed 4.0%. The other four ask you to accept less income than the safest instrument in the system, while carrying full equity risk on top.
💰 What It Means For You
If you're drawing down CPF or SRS now, that gap matters. Sasseur REIT's 10.2% DPU growth and 25.4% gearing clear both the yield test and the balance sheet gate. Asian Pay Television Trust's 11% trailing yield vanishes once you apply management's 2026 guidance cut to 0.80 cents. Iggy's Forensic Zone: Zone 5, Selective.
📺 YouTube: https://youtu.be/DjZpoblDtz0
📩 Substack: https://investingiguana.com/p/september-dividends-vs-my-47-hurdle
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