Personal Finance Blog
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Satellite Portfolio Update and Withholding Tax
Holdings SPDR Barclays Capital High Yield Bnd ETF, JNKiShares Preferred and Income Securities ETF, PFFVanguard Health Care ETF, VHT Finally completed the setup of my satellite portfolio with the first 3 ETFs. When I first conceived the idea of having a satellite portfolio, my plan was to…
Portfolio Profit and Lost Updates (June 2020)
Portfolio P/L
Since Inception (Including Dividends)
Total Portfolio Unrealized Gain: $35.17K Total Portfolio Realized Gain: $108.59K XIRR: 6.21%
Portfolio Market Value
Portfolio P/L Breakdown
Singapore is now officially in a recession, but this was expected and market has already priced in the impact of a…
Dividend Collected (June 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 June 2020: $3.21K NETLINK NBN TRMAPLETREE IND TRVICOMOCBC BANKMAPLETREE LOG TRSTARHUBTHAIBEVASTREAIVB280614F &…
Portfolio Allocation (June 2020)
Stock Allocation
Transaction Summary for June 2020 BOUGHT CAPITALANDBOUGHT SPDR BARCLAYS CAPITAL HIGH YIELD BOND ETFSOLD ISHARES SILVER TRUSTPortfolio Allocation
For the month for June, I have accumulated CapitaLand on retracement as I saw a post on InvestingNote mentioning there will be an upcoming d…