Personal Finance Blog
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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
…