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Satellite Portfolio Allocation
Satellite Portfolio Allocation HoldingsVanguard Health Care ETF, VHTInvesco QQQ Trust, QQQiShares China Large-Cap ETF, FXIVanEck Vectors Semiconductor ETF, SMHASML Holding NV, ASMLMicron Technology, MUTaiwan Semiconductor Manufacturing Company, TSMCTesla Motor, TSLA Satellite Portfolio Performance
M…
Portfolio Performance Review (May 2021)
Total Portfolio PnLSince Inception
Total Portfolio Unrealized Gain: $71.61K Total Portfolio Realized Gain (Including Dividends): $142.12K XIRR: 7.33% Portfolio Market Value
There was a jump in the realized gain for the month of May as I exited my position for DBS. I am waiting for a retracement before …
Dividend Collected (May 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 May 2021: $3.90K* *Dividends are realized on pay date ST ENGINEERINGCAPITALANDVICOM LTDSHENG SIONGSTARHUBSPHDBSFRASERS CPT TR Dividend (YTD)…
Portfolio Allocation Review (May 2021)
Core Stock Allocation Total Portfolio Allocation Satellite Portfolio Allocation Transaction Summary for May 2021 BOUGHT ISHARES CHINA LARGE-CAP ETFBOUGHT ASML HOLDING NVBOUGHT TESLA MOTORSOLD DBSFinally, the month of May has passed and hopefully, the selling will pass too. The month started off with …