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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 …
Satellite Portfolio Update - I FOMO-ed
Holdings SPDR Barclays Capital High Yield Bnd, JNKiShares Preferred and Income Securities, PFFVanguard Health Care, VHTInvesco QQQ, QQQ The focus this week fell on the announcement of Fed’s monetary policy review. The Fed has announced that the agency will be adopting the average inflation tar…
Sep 2020 Singapore Savings Bond and Weekly Updates
Average Interest Per Year (over 10 years): 0.88% Interest for First Year: 0.24% Application Closes: 9.00pm, 26 Aug 2020 Details on this month SSB can be found on SGS website
Singapore Savings Bonds remain unattractive at the moment due to the low interest rate environment. The 1-year interest rate for …
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…
Correction on Tiger Brokers Withholding Tax
I mentioned in one of my previous posts that I received the full dividend for one my US stock on Tiger Brokers which was incorrect. All US dividends received from the broker are subjected to the full 30% withholding tax, and Qualified Income Interest(QII) are not applicable.The dividends shown unde…
Dividend Collected (July 2020)
Dividend Collected to Date
Dividend Collected in 2020
Dividend by Month (Last 5 Years)
Top Dividend Contribution (Last 12 Months)
Dividend Breakdown by Sector
Dividend collected for the month of July 2020: $1.20K ISHARES USD ASIA BOND ETFISHARES USD ASIA HY BOND ETFSHENG SIONGCOLEXMAPLETREE IND TRDividen…
Portfolio Allocation (July 2020)
Stock Allocation Portfolio Allocation
Transaction Summary for July 2020 BOUGHT ISHARES PREFERRED AND INCOME SECURITIES ETFBOUGHT VANGUARD HEALTH CARE ETFSOLD XT CHINA50 US$For the month of July, I had not made any purchase for the Singapore market, and only added ETFs into my satellite portfolio menti…
Satellite Portfolio Update and Withholding Tax
Holdings SPDR Barclays Capital High Yield Bnd ETF, JNKiShares Preferred and Income Securities ETF, PFFVanguard Health Care ETF, VHT Finally completed the setup of my satellite portfolio with the first 3 ETFs. When I first conceived the idea of having a satellite portfolio, my plan was to…
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…
Dividend Collected (June 2020)
Dividend Collected to Date
Dividend Collected in 2020
Dividend by Month (Last 5 Years)
Top Dividend Contribution (Last 12 Months) Dividend Breakdown by Sector
Dividend collected for the month of June 2020: $3.21K NETLINK NBN TRMAPLETREE IND TRVICOMOCBC BANKMAPLETREE LOG TRSTARHUBTHAIBEVASTREAIVB280614F &…
Portfolio Allocation (June 2020)
Stock Allocation
Transaction Summary for June 2020 BOUGHT CAPITALANDBOUGHT SPDR BARCLAYS CAPITAL HIGH YIELD BOND ETFSOLD ISHARES SILVER TRUSTPortfolio Allocation
For the month for June, I have accumulated CapitaLand on retracement as I saw a post on InvestingNote mentioning there will be an upcoming d…