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Satellite Portfolio Allocation

 Satellite Portfolio Allocation Holdings Vanguard Health Care ETF, VHT Invesco QQQ Trust, QQQ iShares China Large-Cap ETF, FXI ASML Holding NV, ASML Micron Technology, MU Taiwan Semiconductor Manufacturing Company, TSMC Tesla Motor, TSLA Nvidia Corp, NVDA  There are quite abit of changes for the growth (satellite) portfolio due the recent retracement in tech stocks. The noticeable changes from the last update are that I have sold SMH ETF, and added a new stock, Nvidia Corp. I have also accumulated more Tesla Motors and ASML Holding. Overall, the performance of the US market is still looking good with healthy corrections. The warning of a crash has been around for more than a year when I just started investing in US stocks and I don’t know when it will come. This makes investing more challenging as I have to constantly decide whether to take profit or continue to hold.  The best performing stocks are QQQ, VHT and ASML. The reason for QQQ and VHT being the best performing is probably jus

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Portfolio Performance Review (June 2021)

Total Portfolio PnL
Since Inception
Total Portfolio Unrealized Gain: $72.52K Total Portfolio Realized Gain (Including Dividends): $147.79K  XIRR: 7.42% Portfolio Market Value Total profit reached all-time high in June as I took profit and exited my Semi-Con ETF and switched to holding individual stocks i…

Dividend Collected (June 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 June 2021: $4.65K* *Dividends are realized on pay date MAPLETREE COM TRMAPLETREE IND TRNETLINK NBN TRASCENDAS REITMAPLETREE LOG TRTHAIBEVAS…

Crypto Updates - Down the rabbit hole

I probably got burnt in my crypto speculation as my holdings are down around 30% at the moment. When the crypto prices came down from the peak, I though it would be a good time to start entering, but I did not expect it to be a drop of 50% kind of crash. I have already split my capital into multipl…

Portfolio Allocation Review (June 2021)

Core Stock Allocation Total Portfolio Allocation  Satellite Portfolio Allocation
Transaction Summary for June 2021 MAPLETREE IND TR POSOLD VANECK VECTORS SEMICONDUCTOR ETF The first half of the year had passed and STI remains range bounded for the month of June. As a result, I did not do any purchase fo…

Satellite Portfolio Allocation

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  Satellite Portfolio Performance
M…

Portfolio Performance Review (May 2021)

Total Portfolio PnLSince Inception
Total Portfolio Unrealized Gain: $71.61K Total Portfolio Realized Gain (Including Dividends): $142.12K  XIRR: 7.33% Portfolio Market Value
There was a jump in the realized gain for the month of May as I exited my position for DBS. I am waiting for a retracement before …

Dividend Collected (May 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 May 2021: $3.90K* *Dividends are realized on pay date ST ENGINEERINGCAPITALANDVICOM LTDSHENG SIONGSTARHUBSPHDBSFRASERS CPT TR Dividend (YTD)…

Portfolio Allocation Review (May 2021)

Core Stock Allocation Total Portfolio Allocation  Satellite Portfolio Allocation Transaction Summary for May 2021 BOUGHT  ISHARES CHINA LARGE-CAP ETFBOUGHT ASML HOLDING NVBOUGHT TESLA MOTORSOLD DBSFinally, the month of May has passed and hopefully, the selling will pass too. The month started off with …

Did I Jinxed The Crypto Market?

As what the title says, I am wondering if I have jinxed the crypto market by starting to buy cryptos about a month ago. Right after entering, cryptos crashed and my initial purchase was down closed to 50%. Luckily, my sizing was small and I have split my initial capital into many smaller purchases …

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…