Posts

Showing posts from September, 2020

Satellite Portfolio Update

HoldingsSPDR Barclays Capital High Yield Bnd, JNKiShares Preferred and Income Securities, PFFVanguard Health Care, VHTInvesco QQQ, QQQiShares China Large-Cap, FXIThe sell-offs in the US markets continue through this week. The week started with multiple negative news such the possibility of Europe g…

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 capita…

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 …