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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 …
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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