Personal Finance Blog
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Satellite Portfolio Updates
Satellite Portfolio Allocation HoldingsVanguard Health Care ETF, VHTInvesco QQQ Trust, QQQiShares China Large-Cap ETF, FXIVanEck Vectors Semiconductor ETF, SMHASML Holding NV, ASMLMicron Technology, MUTaiwan Semiconductor Manufacturing Company, TSMCTesla Motor, TSLA New Transactions Accumulate iShare…
Portfolio Performance Review (Apr 2021)
Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $85.55K Total Portfolio Realized Gain (Including Dividends): $132.06K XIRR: 7.51% Portfolio Market Value Looking back at my performance back in April which reached
all-time high, and I will be missing all the unrealized gains as I will…
Dividend Collected (Apr 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 April 2021: $0.71K* *Dividends are realized on pay date ISHARES USD ASIA HY BOND ETFISHARES USD ASIA BOND ETFTEMASEKB231025 Dividend (YTD): …
Portfolio Allocation Review (Apr 2021)
Core Stock Allocation Total Portfolio Allocation
Satellite Portfolio Allocation Transaction Summary for April 2021 SOLD ISHARES PREFERRED AND INCOME SECURITIESSOLD SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFBOUGHT TSMCBOUGHT MICRON TECHNOLOGYBOUGHT ASML HOLDING NV For the month of April, STI was range-…
A Boomer's Adventure in the Crypto World
How I Perceive CryptocurrencyI first wrote my views on cryptocurrency 3 years ago in this post and some of my views still hold. E.g. there are people who still can't differentiate between blockchain and cryptocurrency, assuming the adoption of blockchain drives crypto prices up. I still believe…
Portfolio Performance Review (Mar 2021) - ATH
Total Portfolio P/LSince Inception
Total Portfolio Unrealized Gain: $78.58K Total Portfolio Realized Gain (Including Dividends): $130.44K XIRR: 7.41% Portfolio Market Value
Portfolio performance reached all-time high in March again. The main contributions are from the gains locked in after realizing th…
Dividend Collected (Mar 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 March 2021: $1.04K* *Dividends are realized on pay date CAPITA CHINA TRKEPPEL DC REITMAPLETREE IND TRASCENDAS REITMAPLETREE LOG TRINVESCO Q…
Portfolio Allocation Review (Mar 2021) - Recovery Phase
Core Stock Allocation Total Portfolio Allocation Satellite Portfolio Allocation
Transaction Summary for March 2021 BOUGHT VANGUARD HEALTH CARE ETFBOUGHT VANECK VECTOR SEMICON ETFALLOCATED ASTREA VI3%B310318SOLD PARTIAL CAPITALANDBOUGHT TSMCThe month of March was pretty bullish as recovery is underway …
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…