Personal Finance Blog
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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…
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…
US Market (Satellite) Portfolio Update
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 The US market is swinging up and down depending on the progress of the stimulus negotiations. If the headlines sugg…
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…
Dividend Collected (September 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 September 2020: $2.95K KEPPEL DC REITST ENGINEERINGSTARHUBMAPLETREE LOG TRCAPITAR CHINA TRISHARES PREFERRED AND INCOME SECURITIES (MONTHLY…
Portfolio Allocation Updates (September 2020)
Core Stock Allocation Total Portfolio Allocation
Transaction Summary for September 2020BOUGHT ISHARES CHINA LARGE-CAP ETF, FXIBOUGHT DBS
The US stock market reached the peak at the start of September and begin
to sell-off until towards the end of the month. The market ended the month
…
Satellite Portfolio Update
HoldingsSPDR Barclays Capital High Yield Bnd, JNKiShares Preferred and Income Securities, PFFVanguard Health Care, VHTInvesco QQQ, QQQiShares China Large-Cap, FXIThe sell-offs in the US markets continue through this week. The week started with multiple negative news such the possibility of Europe g…
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…
Dividend Collected (August 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 August 2020: $2.95K SINGTELCAPITALANDASCENDAS REITSHENG SIONG Dividend (YTD): $12.87K
Average Monthly Dividend (YTD): $1.60K Total Dividend C…
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 …