Personal Finance Blog
Posts
Satellite Portfolio and Weekly Updates
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
Despite the sector rotation in the US markets, the NASDAQ100 ETF was holding up quite well and the outflow of funds…
Portfolio P/L Updates - Sector Rotation
Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $50.47K
Total Portfolio Realized Gain (Including Dividends):
$$116.03K
XIRR: 6.56% Portfolio Market Value
Normally, I will take a snapshot of my portfolio performance at the end of the
month, but I am too excited to look at …
Dividend Collected (October 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 October 2020: $1.08K ISHARES USD ASIA BOND ETFISHARES USD ASIA HY BOND ETFDBSOCBC BANKUOBTEMASEKB231025ISHARES PREFERRED AND INCOME SECURI…