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Portfolio P/L Updates (August 2020)

Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $43.09K Total Portfolio Realized Gain (Including Dividends): $110.08K XIRR: 6.44% Portfolio Market Value
Total portfolio performance is now closed to pre-COVID levels and total portfolio value has reached all time high due to the capital injections done regularly over the pandemic period. Capital injections will continue throughout the remaining of the year into both the Singapore and US markets. 
The lacklustre performance of STI will be expected for quite some time as there is no catalyst or any positive news ahead. The local banks’ dividends are capped and interest rates are expected to remain low. For retail REITs, domestic demands itself are not sufficient to recover to post-COVID levels. Hospitality REITs are required to transform or face extinction. Only industrial and logistic REITs are holding up at the moment. STI does not have any high growth constituents like technology stocks so there is little room for STI to …

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Dividend Collected (August 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 August 2020: $2.95K SINGTELCAPITALANDASCENDAS REITSHENG SIONG Dividend (YTD): $12.87K
Average Monthly Dividend (YTD): $1.60K Total Dividend C…

Portfolio Allocation (August 2020)

Core Stock Allocation Total Portfolio Allocation

Transaction Summary for August 2020 SOLD COLEXBOUGHT INVESCO QQQBOUGHT SPDR GOLD SHARESREDEEMED ASPIALTREA200828 This week, the US indices were making new highs almost every day until Thursday when the sell off begins. Is it the start a crash that will …

Satellite Portfolio Update - I FOMO-ed

Holdings SPDR Barclays Capital High Yield Bnd, JNKiShares Preferred and Income Securities, PFFVanguard Health Care, VHTInvesco QQQ, QQQ The focus this week fell on the announcement of Fed’s monetary policy review. The Fed has announced that the agency will be adopting the average inflation tar…

Sep 2020 Singapore Savings Bond and Weekly Updates

Average Interest Per Year (over 10 years): 0.88% Interest for First Year: 0.24% Application Closes: 9.00pm, 26 Aug 2020 Details on this month SSB can be found on SGS website
Singapore Savings Bonds remain unattractive at the moment due to the low interest rate environment. The 1-year interest rate for …

GamePlan for A New Economy and Portfolio P/L Updates (July 2020)

Portfolio P/L
Since Inception (Including Dividends)
Total Portfolio Unrealized Gain: $43.09K Total Portfolio Realized Gain: $110.08K XIRR: 6.44% Portfolio Market Value
Portfolio Unrealized P/L Breakdown
MTI further downgrades Singapore’s GDP outlook to -5% to -7%, and it looks like the economy will not be…

Correction on Tiger Brokers Withholding Tax

I mentioned in one of my previous posts that I received the full dividend for one my US stock on Tiger Brokers which was incorrect. All US dividends received from the broker are subjected to the full 30% withholding tax, and Qualified Income Interest(QII) are not applicable.The dividends shown unde…

Dividend Collected (July 2020)

Dividend Collected to Date
Dividend Collected in 2020
Dividend by Month (Last 5 Years)
Top Dividend Contribution (Last 12 Months)
Dividend Breakdown by Sector
Dividend collected for the month of July 2020: $1.20K ISHARES USD ASIA BOND ETFISHARES USD ASIA HY BOND ETFSHENG SIONGCOLEXMAPLETREE IND TRDividen…

Portfolio Allocation (July 2020)

Stock Allocation Portfolio Allocation
Transaction Summary for July 2020 BOUGHT ISHARES PREFERRED AND INCOME SECURITIES ETFBOUGHT VANGUARD HEALTH CARE ETFSOLD XT CHINA50 US$For the month of July, I had not made any purchase for the Singapore market, and only added ETFs into my satellite portfolio menti…

Satellite Portfolio Update and Withholding Tax

Holdings SPDR Barclays Capital High Yield Bnd ETF, JNKiShares Preferred and Income Securities ETF, PFFVanguard Health Care ETF, VHT Finally completed the setup of my satellite portfolio with the first 3 ETFs. When I first conceived the idea of having a satellite portfolio, my plan was to…

Portfolio Profit and Lost Updates (June 2020)

Portfolio P/L
Since Inception (Including Dividends)
Total Portfolio Unrealized Gain: $35.17K Total Portfolio Realized Gain: $108.59K XIRR: 6.21%
Portfolio Market Value
Portfolio P/L Breakdown
Singapore is now officially in a recession, but this was expected and market has already priced in the impact of a…