Personal Finance Blog
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Satellite Portfolio Updates
Satellite Portfolio Allocation 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, FXIVanEck Vectors Semiconductor ETF, SMHNew Transactions Accumulate VanEck Vectors Semic…
Portfolio Performance Review (Feb 2021)
Total Portfolio P/L Since Inception
Total Portfolio Unrealized Gain: $66.25K Total Portfolio Realized Gain (Including Dividends): $123.87K XIRR: 6.96% Portfolio Market Value
In Feb, the performance of my portfolio took a turn and has started to come down due to the rising treasury yield. The REITs and N…
Dividend Collected (Feb 2021)
Dividend Collected to Date Dividend Collected in 2021 Dividend by Month (Last 5 Years) Top Dividend Contribution (Last 12 Months) Dividend collected for the month of February 2021: $0.71K* *Dividends are realized on pay date F & NFRASERS PROPERTYTHAIBEVISHARES PREFERRED AND INCOME SECURITIES (MONTHLY…