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World Cup 2026 - My winning team of Singapore stocks!

AI generated image of my First 11 Winning team
AI generated image of my First 11 Winning team

As we move into the climax of World Cup 2026's Final match, I decided to pen a post on my own winning team of top 11 Singapore stocks (and 3 reserves)!


As I form my Winning team, I am also comparing against my previous First 11 team in my blog last year, during the General Election 2025 here: https://ckcbiz40.wixsite.com/moneyandhealth/post/my-football-team-stock-portfolio-s-starting-11-can-our-reserve-players-substitute-them


Since my previous post more than 1 year ago, there has been some changes to my stockholdings in my CDP (see below). I've SOLD several lemons 🍋(e.g. Frasers Hospitality Trust, Capitaland China Trust, First REIT, Overseas Education) + BOUGHT new cherries 🍒(Stoneweg Europe Trust, UI Boustead REIT) + ADDED more existing 🍒(e.g. HRNet, DigiCore REIT, DBS etc).


Since Singapore's stock market is relatively stable in times of volatility and gives higher dividend yield, i.e defensive in nature, I've chosen a balanced 4-4-2 formation for my World Cup winning team below: ATTACK:- 2 strikers (ST Engineering and OCBC) to lead the charge (Capital gains)

No change to my front line, still led by my 2 Star strikers:

  • ST Engineering - ST's stock price has been on fire for the past 1 year+, hitting All-Time Highs (ATH) after ATH. Due to recent wars and turbulence around the world, its defence business and commercial aerospace contracts have seen rising order books. +219% gains leading the charge!


  • OCBC Bank - The 3 local banks, needless to say has been hitting ATH after ATH too. And OCBC can attack to score goals (i.e. capital gains of >200%), yet can also defend (i.e. earn stable long-term dividends of 11%);


MIDFIELD:- 4 Midfielders to aid the attack (gains) or stabilise the rear (growing dividend yield)

Only 1 change to my Midfield, where UOB has dropped out and been replaced by Parkway Life REIT.

  • Hong Kong Land (Attacking Midfield) - Its recent strategic review to go asset light and become a huge asset manager, increasing dividend has steroid-boosted its share price (+132% gains and 8.1% yield).


  • DBS Bank (Attacking Midfield) - Largest Cap company in Singapore, Largest bank in SEA, rising dividends, rocketing stock price. The only reason for DBS' "paltry" 68% gains in my portfolio resulting it being in my Midfield (instead of my strike force) is because I averaged up my Buy price for DBS in end 2025😅.


  • Parkway Life REIT (Defensive Midfield) - Decided to use Parkway Life REIT to replace UOB ("only' 60% gain + 5.5% yield) in midefield as Parkway's 90% capital gains + 7% yield was too wasted to be Goalkeeper.


  • Keppel DC REIT (Defensive Midfield) - With a growing 6.6% yield and an asset play in the valuable data centre arena, KDC can attack (46%) and defend (6.6% yield) interchangeably.


DEFENCE: 4 Defenders for a solid back line (steady and growing dividend yield)

A total change to my defence, as Tai Sin, AIMS Apac Reit and CapLand Ascott were promoted from the Reserves, while Stoneweg was a new purchase. They knocked off CICT, FCT, HRNet off the First 11.


GOALKEEPER:- Trusty Goalie as last line of defence

  • NetLink Trust - With it's monopoly of broadband infra for residential sector providing a steady bedrock of boring dividends, Netlink sas been the safest pair of hands with stable dividend of 6.7% since forever and slowly but steadily rising share price (20%) over the years


RESERVES:- Super-substitutes to replace any temporary injured First 11 players

  • Frasers Centrepoint Trust (FCT) - If a Retail REIT giant like FCT that give rising dividends has to be relegated to the Reserves bench, I guess that speaks volume for my First 11 team 😁


  • HRNet Group - The regional HR recruitment powerhouse I mentioned previously here: (https://ckcbiz40.wixsite.com/moneyandhealth/post/a-happy-shareholder-full-year-2025-results-for-hrnet-group-and-comfort-delgro)


  • UI Boustead REIT - 1 of the latest addition since its IPO that I scooped at its low due to the REIT's high specs assets portfolio and its Sponsor's Built-to-suit capability. While its yield is only projected since its recent IPO, I am willing to take a gamble on this "young" player.

Stock

Position

Capital Gains (on cost)

Dividend Yield

(TTM)

ST Engineering

Striker

219%

5.4%

OCBC

Striker

205%

11.0%

Hong Kong Land

Midfielder

132%

8.1%

Parkway Life REIT

Midfielder

89%

7.0%

DBS

Midfielder

68%

7.3%

Keppel DC REIT

Midfielder

46%

6.6%

Tai Sin Electric

Defender

54%

6.7%

Aims Apac REIT

Defender

30%

7.8%

Capland Ascott Trust

Defender

5%

7.1%

Stoneweg Europe Trust

Defender

3%

8.9%

Netlink Trust

Goalkeeper

20%

6.7%

HR Net

Reserve

14%

6.5%

Frasers Centrepoint Trust

Reserve

11%

6.1%

UI Boustead

Reserve

3%

8.1%

A few interesting observations: 1) Minimum Yield for my First 11 portfolio is more than 6.5%, which reflects my Overall Portfolio yield of 6.5% which I wrote here (https://ckcbiz40.wixsite.com/moneyandhealth/post/report-card-for-2025-and-onwards-to-2026). Hence, for any new additions in future, 1 of my requirements is at least 6.5% yield.


2) CICT (Gain = 25%, Yield = 6%) dropped out of my First 11 - While I mentioned that CICT is THE REIT we should have inside our portfolio (https://www.dividendtitan.com/the-one-singapore-reit-you-need-to-own-as-a-dividend-investor/), that doesn't guarantee it a place in the starting team! Investing is like canoeing in the water, 不进则退 （loosely translated as - If you don't progress, you lag behind)


3) UOB did not even make it into my Reserves! The 3rd biggest bank in Singapore, with a gain of 60%, and Yield of 5.5%, could not even squeeze into my reserves.


4) Aims Apac REIT, Tai Sin and Ascott promoted to First 11 - So long as our stocks keep doing well, there's chance of it being promoted to our First team. Similarly, those who lagged behind (CICT, FCT, HR Net) will be relegated.


Have you taken this opportunity to review your own Winning Team? Are you going to BUY any up-and-coming high potential players (Stocks/REITs) or ADD more of your outstanding players? Or find reserve players to substitute the First 11 in times of need? Or SELL any of your underperforming players from your portfolio?


Lastly, unlike the football World Cup, in Investing we do not need to use our Winning team to compete with others' portfolio. Remember - we are competing with ourselves, weeding out under-performing stocks/REITs and adding new stocks/REITs or buying more of great existing stocks. We just need to constantly improve our portfolio to achieve the investing goals (pun intended 😂 ), e.g. hit our target dividend yield, achieve X% capital gains etc. that we want to achieve!


To your money and health;

Mr MoneyandHealth (Mr MH) 🥰


Disclaimer: The author is NOT endorsed by any companies mentioned above to write this post. The author may have been, is still vested, will be investing into several of the companies mentioned above. The above article is purely the author expressing his layman views and babbling nonsense, please forgive if it doesn't make sense. The above article is NOT financial advice, and NOT a recommendation to buy or sell any stocks or REITs. Pls do your own due diligence and/or consult a qualified financial advisor before making any moves or taking any actions. Pls note that past performance or track records is not an indicator or guarantee of future performance or potential.


 
 
 

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