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Portfolio Allocation Review (January 2021) - Apes Together Strong!
Core Stock Allocation Total Portfolio Allocation
Transaction Summary for January 2021 Bought VanEck Vectors Semiconductor ETF, SMH
This week, we witnessed the best financial drama unfolding as
r/wallstreetbets took on the institutional hedge funds. For the first
time we are see…
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, FXI
This week STI is still struggling to hold above 3000 points but the US markets are d…
Portfolio Performance Review - ATH (Decemeber 2020)
Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $70.90K Total Portfolio Realized Gain (Including Dividends): $121.95K XIRR: 7.25% Portfolio Market Value
This week, STI has regained back above 3000 point levels and
portfolio continued to slowly inch up. The total market value was abl…
Dividend Collected (December 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 December 2020: $3.23K* *Dividends are realized on pay date MAPLETREE IND TRMAPLETREE LOG TRNETLINK NBN TRFRASERS CPT TRCAPITAR CHINA TRASCE…
Portfolio Allocation Review (December 2020)
Core Stock Allocation Total Portfolio Allocation
Transaction Summary for December 2020ALLOCATED ASCENDAS REIT PREFERENTIAL OFFERINGALLOCATED CAPITAR CHINA TR PREFERENTIAL OFFERINGA happy new year to all my readers and this will be my first short update for 2021!
The US market ended the year at all-tim…
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 …