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Consolidated Portfolio Updates - September 2021
Core Stock Allocation Total Portfolio Allocation
Satellite Portfolio Allocation Dividend Collected to Date Dividend Collected in 2021 Dividend by Month (Last 5 Years) Top Dividend Contribution (Last 12 Months) Total Portfolio P&LPortfolio Market Value
Transaction Summary for September2021BOUGHT S&…
Portfolio Allocation Review (August 2021)
Core Stock Allocation Total Portfolio Allocation Satellite Portfolio Allocation
Transaction Summary for August 2021 BOUGHT NIKKOAM STC ASIA REIT ETF (SRS)BOUGHT ISHARES USD ASIA HY BOND ETF (SRS)BOUGHT AMDBOUGHT VANGUARD HEALTH CARE ETFBOUGHT MICRON TECHNOLOGYBOUGHT TESLAThe China’s economy shake up i…
Portfolio Allocation Review (July 2021)
Core Stock Allocation Total Portfolio Allocation
Satellite Portfolio Allocation Transaction Summary for July 2021 BOUGHT TESLABOUGHT ASML HOLDING NVBOUGHT NVIDIA CORPSOLD CAPITALAND MAS has finally lifted the dividend cap for banks, but the news probably has already been priced in and the prices barely…
Portfolio Allocation Review (June 2021)
Core Stock Allocation Total Portfolio Allocation Satellite Portfolio Allocation
Transaction Summary for June 2021 MAPLETREE IND TR POSOLD VANECK VECTORS SEMICONDUCTOR ETF The first half of the year had passed and STI remains range bounded for the month of June. As a result, I did not do any purchase fo…
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 …
Portfolio Allocation Review (Apr 2021)
Core Stock Allocation Total Portfolio Allocation
Satellite Portfolio Allocation Transaction Summary for April 2021 SOLD ISHARES PREFERRED AND INCOME SECURITIESSOLD SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFBOUGHT TSMCBOUGHT MICRON TECHNOLOGYBOUGHT ASML HOLDING NV For the month of April, STI was range-…
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 …
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…
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…
Portfolio Allocation Review (December 2020)
Core Stock Allocation Total Portfolio Allocation
Transaction Summary for December 2020ALLOCATED ASCENDAS REIT PREFERENTIAL OFFERINGALLOCATED CAPITAR CHINA TR PREFERENTIAL OFFERINGA happy new year to all my readers and this will be my first short update for 2021!
The US market ended the year at all-tim…
Portfolio Allocation Review (November 2020)
Core Stock Allocation Total Portfolio Allocation
Transaction Summary for November 2020SOLD SPDR GLD US$APPLIED ASCENDAS REIT PREFERENTIAL OFFERING
The month of November is probably one of the best months for anyone who is
invested in the local market. STI gained over 400 points from th…
Portfolio Allocation Updates (October 2020) - REITs and Property Crashed!
Core Stock Allocation Total Portfolio Allocation
Transaction Summary for October 2020APPLIED PARTIAL FRASERS CENTREPOINT TRUST PREFERENTIAL OFFERINGBOUGHT FRASERS CENTREPOINT TRUSTBOUGHT MAPLETREE LOGISTICS TRUSTBOUGHT ASCENDAS REIT
The month of October started off well, and markets are fluc…