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Portfolio Allocation (May 2020)
Stock Allocation
Transaction Summary for May 2020 BOUGHT UOBBOUGHT CAPITAR CHINA TRUSTREDEEMED OXLEYMTNB200518 Portfolio Allocation
Sell in May did not occur and STI was generally in consolidation mode for the month. Despite this, I went in and made two purchases. One of which was UOB and the other was…
June 2020 Singapore Savings Bond and Weekly Updates
Average Interest Per Year (over 10 years): 1.05%
Interest for First Year: 0.57%
Application Closes: 9.00pm, 26 May 2020 Details on this month SSB can be found on SGS website
Both the short (1-year) and long (10-years) term interest rates for next month has fallen off the cliff to the lowest since t…
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…
Dividend Collected (April 2020)
Top Dividend Contribution (Last 12 Months)
Dividend Collected to Date
Dividend Collected in 2020
Dividend by Month (Last 5 Years)
Dividend collected for the month of April 2020: $0.08K
TEMASEKB231025
Dividend (YTD): $3.56K
Average Monthly Dividend (YTD): $0.89K Total Dividend Collected to Date: $95.3…
Portfolio Allocation (April 2020)
Stock Allocation
Transaction Summary for April 2020 Nil
Portfolio Allocation
There was no transaction done for the month of April. One noticeable change in my portfolio is that Sheng Siong has overtook Mapletree Comm Trust to become the largest holding. This is due to the accumulation in March, rall…
May 2020 Singapore Savings Bond and Weekly Updates
Average Interest Per Year (over 10 years): 1.39%
Application Closes: 9.00pm, 27 April 2020 Details on this month SSB can be found on SGS website
As the Fed reduces the interest rate to close to zero, the SSB interest rate also collapsed to a new low of 1.39% if you held the bond for 10 years. The 1…
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…
Dividend Collected (March 2020)
Top Dividend Contribution (Last 12 Months)
Dividend Collected to Date
Dividend Collected in 2020
Dividend by Month (Since Inception)
Dividend collected for the month of March 2020: $1.20K
KEPPEL DC REITASCENDAS REITMAPLETREE LOG TRCAPITAR CHINA TR
Dividend (YTD): $3.47K
Average Monthly Dividend (YTD…
Portfolio Allocation (March 2020) - Not Selling, Continue Buying
Stock Allocation Transaction Summary for March 2020 Bought Sheng SiongBought Mapletree Industrial Trust
Portfolio Allocation
Singapore will be going into 'lockdown', to a certain extend next week, and I agreed with the minister that the term 'lockdown' is loosely used. All the essent…
April 2020 Singapore Savings Bond and Weekly Updates
Average Interest Per Year (over 10 years): 1.63%
Application Closes: 9.00pm, 26 Mar 2020 Details on this month SSB can be found on SGS website
The Fed has cut interest rates to near zero and it will be interesting to see how low the Singapore Savings Bond can go next month. I subscribed to last mon…
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…