Skip to main content

Posts

Featured

Consolidated Portfolio Updates - September 2021

Core Stock Allocation Total Portfolio Allocation  Satellite Portfolio Allocation Dividend Collected to Date Dividend Collected in 2021 Dividend by Month (Last 5 Years) Top Dividend Contribution (Last 12 Months) Total Portfolio P&L As of 30 Sep 2021 Portfolio Market Value Portfolio Market Value (excluding Cash and SSBs) Transaction Summary for September2021 BOUGHT S&P500, SPY Dividend Summary for September2021 Dividend collected for the month of September 2021: $2.13K* *Dividends are realized on pay date ASCENDAS REIT MAPLETREE IND TR KEPPEL DC REIT MAPLETREE LOG TR ASTREAVIB310318 CAPITA CHINA TR Dividend (YTD): $18.02K

Latest Posts

Portfolio Performance Review (August 2021)

Total Portfolio P&LSince Inception
Total Portfolio Unrealized Gain: $69.77K Total Portfolio Realized Gain (Including Dividends): $154.72K  XIRR: 7.31% Portfolio Market Value
The sentiment in the market has started to turn bearish as lesser people are buying the dip. The tapering will start soon in t…

Dividend Collected (August 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 August 2021: $2.73K* *Dividends are realized on pay date SINGTELFRASERS L&C TROCBC BANKUOBSHENG SIONGST ENGINEERINGSTARHUBVICOM LTD Divi…

Portfolio Allocation Review (August 2021)

Core Stock Allocation Total Portfolio Allocation  Satellite Portfolio Allocation
Transaction Summary for August 2021 BOUGHT NIKKOAM STC ASIA REIT ETF (SRS)BOUGHT ISHARES USD ASIA HY BOND ETF (SRS)BOUGHT AMDBOUGHT VANGUARD HEALTH CARE ETFBOUGHT MICRON TECHNOLOGYBOUGHT TESLAThe China’s economy shake up i…

Satellite Portfolio Allocation

Satellite Portfolio Allocation
Holdings Vanguard Health Care ETF, VHTInvesco QQQ Trust, QQQiShares China Large-Cap ETF, FXIASML Holding NV, ASMLMicron Technology, MUTaiwan Semiconductor Manufacturing Company, TSMCTesla Motor, TSLANvidia Corp, NVDA Advanced Mirco Device, AMDThe clampdown of China com…

Portfolio Performance Review (July 2021)

Total Portfolio P&L
Since Inception
Total Portfolio Unrealized Gain: $77.87K Total Portfolio Realized Gain (Including Dividends): $151.98K  XIRR: 7.58% Portfolio Market ValueIt’s a pretty uneventful week so I won't be doing an update for this week. Tiger Broker Referral Futu MooMoo Referral Investi…

Dividend Collected (July 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 July 2021: $0.95K* *Dividends are realized on pay date ISHARES USD ASIA HY BOND ETFISHARES USD ASIA BOND ETFNIKKOAM SGBD ETF Dividend (YTD):…

Portfolio Allocation Review (July 2021)

Core Stock Allocation Total Portfolio Allocation
 Satellite Portfolio Allocation Transaction Summary for July 2021 BOUGHT TESLABOUGHT ASML HOLDING NVBOUGHT NVIDIA CORPSOLD CAPITALAND MAS has finally lifted the dividend cap for banks, but the news probably has already been priced in and the prices barely…

Satellite Portfolio Allocation

Satellite Portfolio Allocation HoldingsVanguard Health Care ETF, VHTInvesco QQQ Trust, QQQiShares China Large-Cap ETF, FXIASML Holding NV, ASMLMicron Technology, MUTaiwan Semiconductor Manufacturing Company, TSMCTesla Motor, TSLANvidia Corp, NVDA  There are quite abit of changes for the growth (sate…

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…