2025 Full Year Recap| Which Dividend Monsters Anchored Your Portfolio This Year?

This year has been a testament to the resilience of the Singapore market, where the $Straits Times Index(STI.SI)$   has functioned as a haven of stability amid global macroeconomic shifts. For income-focused investors, the "Dividend Monster" stocks have been the primary architects of portfolio outperformance.

In 2025, these ten stocks below have not only delivered strong year-to-date performancesbut also offer dividend yields well above the market average, making them pillars of stability and reward for income-focused portfolios.

Sectoral Deep-Dive: Beyond the Numbers

The Banking Trio: The Bedrock of Total Return

The banking sector has evolved beyond its defensive label, showcasing substantial capital growth in tandem with reliable dividend distributions. Consequently, these financial institutions present a balanced investment case, offering sustained yield profiles that enhance portfolio resilience even when measured against volatile broader market performance.

$DBS Group Holdings(D05.SI)$  : As a major index heavyweight, the stock recorded a 36.62% year-to-date gain. This performance was underpinned by a robust balance sheet and the ability to maintain a 4.69% dividend yield, reflecting the group's consistent capital management.

$ocbc bank(O39.SI)$  : Following a similar trajectory, the bank posted a 25.76% gain, offering the highest yield TTM among the "Big Three" at 4.15%, reflecting disciplined cost management and a strong regional footprint. 

S-REITs: A Flight to Quality and Resilience

The 2025 recap highlights a significant dispersion in REIT performance, with a clear market preference for high-quality, well-managed assets.

– $CapLand IntCom T(C38U.SI)$   achieved a 28.27% price appreciation, underscoring the recovery of prime retail and office spaces in Singapore's core districts.

– $CapLand Ascendas REIT(A17U.SI)$   remains a yield powerhouse with a 7.78% dividend yield, effectively balancing its heavy industrial and logistics exposure with attractive shareholder distributions.

– Specialized trusts like $Frasers L&C Tr (BUOU.SG)$ and $Mapletree Log Tr (M44U.SG)$ have maintained yields between 6.00% and 6.33%, benefiting from the structural tailwinds of regional supply chain diversification.

Aviation & Industrials: The Alternative Yield Engines

– $SIA (C6L.SG)$: The national carrier reported a 6.25% yield alongside a more tempered 5.25% YTD gain. While SIA has contended with a more complex operational environment this year, the company's current distribution profile remains a focal point for yield-oriented investors. 

– $Venture (V03.SG)$: As a representative of the technology and manufacturing sector, its 23.92% gain and 4.92% yield demonstrate that high-quality manufacturing can still offer a compelling "Growth + Income" proposition.

2026 Outlook: Positioning for the Next Cycle

As we enter 2026, the strategy for dividend seekers should pivot toward yield sustainability. The November CPI, at 1.2%, came in below the 1.3% market expectation, suggesting a relatively stabilizing environment for domestic operating costs.

– S-REITs & Rates: Controlled inflation provides a more constructive backdrop for the REIT sector. If this trend supports a stable interest rate environment, it may help alleviate financing costs and maintain distribution spreads for high-quality trusts.

– Banking Sector Fundamentals: While a potential shift in the rate cycle could influence net interest margins (NIM), the banks' robust capital positions and disciplined payout policies remain key factors in their ability to sustain dividends.

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