Personal Finance Blog
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A Boomer's Adventure in the Crypto World
How I Perceive CryptocurrencyI first wrote my views on cryptocurrency 3 years ago in this post and some of my views still hold. E.g. there are people who still can't differentiate between blockchain and cryptocurrency, assuming the adoption of blockchain drives crypto prices up. I still believe…
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…
Dividend Collected (Mar 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 March 2021: $1.04K* *Dividends are realized on pay date CAPITA CHINA TRKEPPEL DC REITMAPLETREE IND TRASCENDAS REITMAPLETREE LOG TRINVESCO Q…
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 …
Satellite Portfolio Updates
Satellite Portfolio Allocation 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, FXIVanEck Vectors Semiconductor ETF, SMHNew Transactions Accumulate VanEck Vectors Semic…
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…
Dividend Collected (Feb 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 February 2021: $0.71K* *Dividends are realized on pay date F & NFRASERS PROPERTYTHAIBEVISHARES PREFERRED AND INCOME SECURITIES (MONTHLY…
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…
Satellite Portfolio Updates
Satellite Portfolio Allocation 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, FXIVanEck Vectors Semiconductor ETF, SMH The markets have started to show some retraceme…
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…
Dividend Collected (January 2021) - Apes Together Strong Part 2
Dividend Collected to Date Dividend by Month (Last 5 Years) Top Dividend Contribution (Last 12 Months)
Dividend collected for the month of January 2021: $1.16K* *Dividends are realized on pay date SINGTELNIKKOAM SGBD ETF Dividend (YTD): $1.16K
Average Monthly Dividend (YTD): $1.16K Total Dividend Collected…