Skip to main content

Posts

Featured

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 TR KEPPEL DC REIT MAPLETREE IND TR ASCENDAS REIT MAPLETREE LOG TR INVESCO QQQ VANGARD HEALTH CARE ETF ISHARES PREFERRED AND INCOME SECURITIES (MONTHLY) SPDR BARCLAYS CAPITAL HIGH YIELD BOND (MONTHLY) Dividend (YTD): $2.94K Average Monthly Dividend (YTD): $0.98K Total Dividend Collected to Date: $114.70K STI failed to hold above 3200 points and had retraced back below it and the 3000 level will become a strong resistance level. Unlike the local market, the US markets are still propelling higher and making new highs daily. Without any significant retracement, my core portfolio is pretty much on auto-pilot, just collecting dividends. I have not done any accumulation this month for my core portfolio yet. As most of the REITs have switched to semi-annual payou

Latest Posts

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…

Portfolio Allocation Review (Feb 2021) - Bought the Dip

Core Stock Allocation Total Portfolio Allocation

Transaction Summary for February 2021 BOUGHT ISHARES USD ASIA HY BOND ETF (SRS)BOUGHT INVESCO QQQ TRUSTBOUGHT ISHARES CHINA LARGE-CAP ETFBOUGHT MAPLETREE IND TRThe market correction has begun and there was heavy selling, especially in US tech stocks and…

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, SMH The markets have started to show some retraceme…

Portfolio Performance Review - ATH (January 2021)

Total Portfolio P/LSince Inception
Total Portfolio Unrealized Gain: $77.38K Total Portfolio Realized Gain (Including Dividends): $123.16K  XIRR: 7.36% Portfolio Market Value
STI has been consolidating for the past few weeks while the US markets are making daily highs. Portfolio gain reached all-time hig…

Dividend Collected (January 2021) - Apes Together Strong Part 2

Dividend Collected to Date Dividend by Month (Last 5 Years) Top Dividend Contribution (Last 12 Months)
Dividend collected for the month of January 2021: $1.16K* *Dividends are realized on pay date SINGTELNIKKOAM SGBD ETF Dividend (YTD): $1.16K
Average Monthly Dividend (YTD): $1.16K Total Dividend Collected…

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…