Personal Finance Blog
Posts
Portfolio Performance Review (August 2021)
Total Portfolio P&LSince Inception
Total Portfolio Unrealized Gain: $69.77K Total Portfolio Realized Gain (Including Dividends): $154.72K XIRR: 7.31% Portfolio Market Value
The sentiment in the market has started to turn bearish as lesser people are buying the dip. The tapering will start soon in t…
Portfolio Performance Review (July 2021)
Total Portfolio P&L
Since Inception
Total Portfolio Unrealized Gain: $77.87K Total Portfolio Realized Gain (Including Dividends): $151.98K XIRR: 7.58% Portfolio Market ValueIt’s a pretty uneventful week so I won't be doing an update for this
week. Tiger Broker Referral Futu MooMoo Referral Investi…
Portfolio Performance Review (June 2021)
Total Portfolio PnL
Since Inception
Total Portfolio Unrealized Gain: $72.52K Total Portfolio Realized Gain (Including Dividends): $147.79K XIRR: 7.42% Portfolio Market Value Total profit reached all-time high in June as I took profit and exited my Semi-Con ETF and switched to holding individual stocks i…
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 …
Portfolio Performance Review (Apr 2021)
Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $85.55K Total Portfolio Realized Gain (Including Dividends): $132.06K XIRR: 7.51% Portfolio Market Value Looking back at my performance back in April which reached
all-time high, and I will be missing all the unrealized gains as I will…
Portfolio Performance Review (Mar 2021) - ATH
Total Portfolio P/LSince Inception
Total Portfolio Unrealized Gain: $78.58K Total Portfolio Realized Gain (Including Dividends): $130.44K XIRR: 7.41% Portfolio Market Value
Portfolio performance reached all-time high in March again. The main contributions are from the gains locked in after realizing th…
Portfolio Performance Review (Feb 2021)
Total Portfolio P/L Since Inception
Total Portfolio Unrealized Gain: $66.25K Total Portfolio Realized Gain (Including Dividends): $123.87K XIRR: 6.96% Portfolio Market Value
In Feb, the performance of my portfolio took a turn and has started to come down due to the rising treasury yield. The REITs and N…
Portfolio Performance Review - ATH (January 2021)
Total Portfolio P/LSince Inception
Total Portfolio Unrealized Gain: $77.38K Total Portfolio Realized Gain (Including Dividends): $123.16K XIRR: 7.36% Portfolio Market Value
STI has been consolidating for the past few weeks while the US markets are making daily highs. Portfolio gain reached all-time hig…
Portfolio Performance Review - ATH (Decemeber 2020)
Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $70.90K Total Portfolio Realized Gain (Including Dividends): $121.95K XIRR: 7.25% Portfolio Market Value
This week, STI has regained back above 3000 point levels and
portfolio continued to slowly inch up. The total market value was abl…
Portfolio P/L Updates (November 2020)
Total Portfolio P/LSince Inception
Total Portfolio Unrealized Gain: $58.54K Total Portfolio Realized Gain (Including Dividends): $118.72K XIRR: 6.86% Portfolio Market Value
The November rally resulted in my total gain comprising of realized and unrealized to reach all-time high. Total portfolio value …
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 …
Portfolio P/L Updates (September 2020)
Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $37.21K Total Portfolio Realized Gain (Including Dividends): $114.95K XIRR: 6.21% Portfolio Market Value
Saw my portfolio contracting after prices reached the peak at the beginning of the September. It has since rebounded slightly in Oc…
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…
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…
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…
Portfolio Profit and Lost Updates (May 2020)
Portfolio P/L Breakdown Portfolio P/L
Since Inception (Including Dividends)
Total Portfolio Unrealized Gain: $28.15K Total Portfolio Realized Gain: $107.19K XIRR: 5.99% Portfolio Market Value
After a month of consolidation, we are finally seeing a breakout in prices, especially the retail REITs and bank…
Portfolio Performance (April 2020)
Portfolio ReturnsSince Inception (Including Dividends)
Total Portfolio Unrealized Gain: $21,522.33
Total Portfolio Realized Gain: $105,648.48
XIRR: 5.75%
Portfolio Value
In April, my portfolio had staged a rebound back into the positive territory after crashing into unrealized lost back in March. M…
Portfolio Performance (March 2020)
Portfolio ReturnsSince Inception (Including Dividends)
Total Portfolio Unrealized Gain: -$17,336.68
Total Portfolio Realized Gain: $105,567.26
XIRR: 4.14%
Portfolio Value
As of 31 March 2020, my portfolio clocked the worst performance since inception with an unrealized lost of $17k. I was mentally…
Expecting the Worst and First Transaction for the Year
Portfolio Returns Since Inception (Including Dividends)
Total Portfolio Unrealized Gain (As of 29 Feb 2020): $52,139.77
Total Portfolio Unrealized Gain (As of 13 Mar 2020): $6,586.50
Total Portfolio Realized Gain(As of 29 Feb 2020): $104,366.58
Portfolio Value
Friday the 13th was not a good day for t…
Portfolio Performance (January 2020)
Portfolio Returns
Since Inception (Including Dividends)
Total Portfolio Unrealized Gain: $62,914.95
Total Portfolio Realized Gain: $$102,861.94
XIRR: 7.66%
Portfolio Value
There is still no sign of containment on the spread of COVID-19 virus in Singapore. I recalled that many predicted that 2020 co…