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Portfolio 2020 Rewind
As we come to the last week of 2020, I would like to conclude my review of my
portfolio with this last post for 2020.
This year, things started off quite well with bullish sentiments in January.
Although the coronavirus was already reported in China, no one paid much
attention to it not kn…
Portfolio P/L Updates (November 2020)
Total Portfolio P/LSince Inception
Total Portfolio Unrealized Gain: $58.54K Total Portfolio Realized Gain (Including Dividends): $118.72K XIRR: 6.86% Portfolio Market Value
The November rally resulted in my total gain comprising of realized and unrealized to reach all-time high. Total portfolio value …
Dividend Collected (November 2020)
Dividend Collected to Date Dividend Collected in 2020 Dividend by Month (Last 5 Years) Top Dividend Contribution (Last 12 Months)
Dividend collected for the month of November 2020: $0.99K* MAPLETREE COM TRISHARES PREFERRED AND INCOME SECURITIES (MONTHLY)SPDR BARCLAYS CAPITAL HIGH YIELD BOND (MONTHLY) Div…
Portfolio Allocation Review (November 2020)
Core Stock Allocation Total Portfolio Allocation
Transaction Summary for November 2020SOLD SPDR GLD US$APPLIED ASCENDAS REIT PREFERENTIAL OFFERING
The month of November is probably one of the best months for anyone who is
invested in the local market. STI gained over 400 points from th…
Satellite Portfolio and Weekly Updates
HoldingsSPDR Barclays Capital High Yield Bnd ETF, JNKiShares Preferred and Income Securities ETF, PFFVanguard Health Care ETF, VHTInvesco QQQ Trust, QQQiShares China Large-Cap ETF, FXI
Despite the sector rotation in the US markets, the NASDAQ100 ETF was holding up quite well and the outflow of funds…
Portfolio P/L Updates - Sector Rotation
Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $50.47K
Total Portfolio Realized Gain (Including Dividends):
$$116.03K
XIRR: 6.56% Portfolio Market Value
Normally, I will take a snapshot of my portfolio performance at the end of the
month, but I am too excited to look at …
Dividend Collected (October 2020)
Dividend Collected to Date Dividend Collected in 2020 Dividend by Month (Last 5 Years) Top Dividend Contribution (Last 12 Months) Dividend collected for the month of October 2020: $1.08K ISHARES USD ASIA BOND ETFISHARES USD ASIA HY BOND ETFDBSOCBC BANKUOBTEMASEKB231025ISHARES PREFERRED AND INCOME SECURI…
Portfolio Allocation Updates (October 2020) - REITs and Property Crashed!
Core Stock Allocation Total Portfolio Allocation
Transaction Summary for October 2020APPLIED PARTIAL FRASERS CENTREPOINT TRUST PREFERENTIAL OFFERINGBOUGHT FRASERS CENTREPOINT TRUSTBOUGHT MAPLETREE LOGISTICS TRUSTBOUGHT ASCENDAS REIT
The month of October started off well, and markets are fluc…
US Market (Satellite) Portfolio Update
HoldingsSPDR Barclays Capital High Yield Bnd ETF, JNKiShares Preferred and Income Securities ETF, PFFVanguard Health Care ETF, VHTInvesco QQQ Trust, QQQiShares China Large-Cap ETF, FXI The US market is swinging up and down depending on the progress of the stimulus negotiations. If the headlines sugg…
Portfolio P/L Updates (September 2020)
Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $37.21K Total Portfolio Realized Gain (Including Dividends): $114.95K XIRR: 6.21% Portfolio Market Value
Saw my portfolio contracting after prices reached the peak at the beginning of the September. It has since rebounded slightly in Oc…
Dividend Collected (September 2020)
Dividend Collected to Date Dividend Collected in 2020 Dividend by Month (Last 5 Years) Top Dividend Contribution (Last 12 Months)
Dividend collected for the month of September 2020: $2.95K KEPPEL DC REITST ENGINEERINGSTARHUBMAPLETREE LOG TRCAPITAR CHINA TRISHARES PREFERRED AND INCOME SECURITIES (MONTHLY…
Portfolio Allocation Updates (September 2020)
Core Stock Allocation Total Portfolio Allocation
Transaction Summary for September 2020BOUGHT ISHARES CHINA LARGE-CAP ETF, FXIBOUGHT DBS
The US stock market reached the peak at the start of September and begin
to sell-off until towards the end of the month. The market ended the month
…
Satellite Portfolio Update
HoldingsSPDR Barclays Capital High Yield Bnd, JNKiShares Preferred and Income Securities, PFFVanguard Health Care, VHTInvesco QQQ, QQQiShares China Large-Cap, FXIThe sell-offs in the US markets continue through this week. The week started with multiple negative news such the possibility of Europe g…
Portfolio P/L Updates (August 2020)
Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $43.09K Total Portfolio Realized Gain (Including Dividends): $110.08K XIRR: 6.44% Portfolio Market Value
Total portfolio performance is now closed to pre-COVID levels and total portfolio value has reached all time high due to the capita…
Dividend Collected (August 2020)
Dividend Collected to Date Dividend Collected in 2020 Dividend by Month (Last 5 Years) Top Dividend Contribution (Last 12 Months)
Dividend collected for the month of August 2020: $2.95K SINGTELCAPITALANDASCENDAS REITSHENG SIONG Dividend (YTD): $12.87K
Average Monthly Dividend (YTD): $1.60K Total Dividend C…
Portfolio Allocation (August 2020)
Core Stock Allocation Total Portfolio Allocation
Transaction Summary for August 2020 SOLD COLEXBOUGHT INVESCO QQQBOUGHT SPDR GOLD SHARESREDEEMED ASPIALTREA200828 This week, the US indices were making new highs almost every day until Thursday when the sell off begins. Is it the start a crash that will …
Satellite Portfolio Update - I FOMO-ed
Holdings SPDR Barclays Capital High Yield Bnd, JNKiShares Preferred and Income Securities, PFFVanguard Health Care, VHTInvesco QQQ, QQQ The focus this week fell on the announcement of Fed’s monetary policy review. The Fed has announced that the agency will be adopting the average inflation tar…
Sep 2020 Singapore Savings Bond and Weekly Updates
Average Interest Per Year (over 10 years): 0.88% Interest for First Year: 0.24% Application Closes: 9.00pm, 26 Aug 2020 Details on this month SSB can be found on SGS website
Singapore Savings Bonds remain unattractive at the moment due to the low interest rate environment. The 1-year interest rate for …
GamePlan for A New Economy and Portfolio P/L Updates (July 2020)
Portfolio P/L
Since Inception (Including Dividends)
Total Portfolio Unrealized Gain: $43.09K Total Portfolio Realized Gain: $110.08K XIRR: 6.44% Portfolio Market Value
Portfolio Unrealized P/L Breakdown
MTI further downgrades Singapore’s GDP outlook to -5% to -7%, and it looks like the economy will not be…
Correction on Tiger Brokers Withholding Tax
I mentioned in one of my previous posts that I received the full dividend for one my US stock on Tiger Brokers which was incorrect. All US dividends received from the broker are subjected to the full 30% withholding tax, and Qualified Income Interest(QII) are not applicable.The dividends shown unde…
Dividend Collected (July 2020)
Dividend Collected to Date
Dividend Collected in 2020
Dividend by Month (Last 5 Years)
Top Dividend Contribution (Last 12 Months)
Dividend Breakdown by Sector
Dividend collected for the month of July 2020: $1.20K ISHARES USD ASIA BOND ETFISHARES USD ASIA HY BOND ETFSHENG SIONGCOLEXMAPLETREE IND TRDividen…