Cash / SRS / Crypto Portfolio Performance Indicators / Dividends (TradFi Portfolio only) YTD Time weighted return: -12.22%XIRR since portfolio inception in 2013: 17.44%Dividends collected YTD: SGD 4,354.56 Note: I don't provide details or returns metrics on my crypto portfolio publicly. Boom goes the dynamite Simply put, August was insane. I didnt … [Read more...] about Portfolio @ August 2020
Portfolio Updates
Portfolio @ July 2020
Cash / SRS Portfolio Performance Indicators / Dividends YTD Time weighted return: -14.87%XIRR since portfolio inception in 2013: 17.07%Dividends collected: SGD 3,338.90Cum-Dividend: AIMS APAC REIT - $0.44Capitaland Retail China Trust - $199.65Ascendas India Trust - $464 Portfolio Review July was a month where I had a bit of an epiphany. It was the month … [Read more...] about Portfolio @ July 2020
Portfolio @ June 2020
Cash / SRS Portfolio Performance Indicators / Dividends YTD Time weighted return: -12.53%XIRR since portfolio inception in 2013: 17.63%Dividends collected: SGD 4,001.84Cum-Dividend: NIL Portfolio Review June was a roller coaster month as retail exuberance in early June gave way to renewed coronavirus and recession worries towards the end of the … [Read more...] about Portfolio @ June 2020
Portfolio @ May 2020
Cash / SRS Portfolio Performance Indicators / Dividends YTD Time weighted return: -12.69%XIRR since portfolio inception in 2013: 17.85%Dividends collected: SGD 2,801.13Cum-Dividend: Singtel - SGD 337.90 Portfolio Review May turned out to be a great month thanks to the REIT explosion that occurred yesterday. So much for sell in May and go away. Overall … [Read more...] about Portfolio @ May 2020
Portfolio @ April 2020
Cash / SRS Portfolio Performance Indicators / Dividends YTD Time weighted return: -17.86%XIRR since portfolio inception in 2013: 15.95%Dividends collected: SGD 2,142.34Cum-Dividend: Tencent - HKD 1.2OCBC - SGD 476Capitaland Mall Trust - SGD 32.30 Portfolio Review My portfolio staged a comeback in April as I deployed cash aggressively into the selloff on … [Read more...] about Portfolio @ April 2020
Portfolio @ March 2020
Cash / SRS Portfolio Performance Indicators / Dividends YTD Time weighted return: -25.69%XIRR since portfolio inception in 2013: 11.39%Dividends collected: SGD 1,368.14Cum-Dividend: Tencent - HKD 1.2OCBC - SGD 196 Portfolio Review My portfolio performance in March was pretty horrendous, but still acceptable. At the dead lows of the month, I was looking … [Read more...] about Portfolio @ March 2020
Portfolio @ Feb 2020
Cash / SRS Portfolio Performance Indicators / Dividends YTD Time weighted return: -4.95%XIRR since portfolio inception in 2013: 13.81%Dividends collected: SGD 3,154.70Cum-Dividend: DBS - SGD 33OCBC - SGD 196 Topsy-Turvy month My portfolio performance in February can only be characterised as a roller coaster. At one point in the month, I was looking at … [Read more...] about Portfolio @ Feb 2020
Portfolio @ Jan 2020
Cash / SRS Portfolio Performance Indicators / Dividends YTD Time weighted return: 0%XIRR since portfolio inception in 2013: 15.52%Dividends collected: SGD 255.53Cum-Dividend: Ascendas REIT - SGD 59.62Ascendas India Trust - SGD 19.20Hang Lung Properties - HKD 1,180 Commentary My portfolio performance in January surprised me. Overall portfolio value … [Read more...] about Portfolio @ Jan 2020
2019 Performance Scorecard
With 2 tradings days remaining in 2019, its once again time to review how 2019 went for me. 1. Career The hospitality trading environment was challenging this year. With political unrest in various countries and the US-China trade war, travel demand was dampened. Consequently, my employer should not have performed up to expectations this year. We'll see when the latest … [Read more...] about 2019 Performance Scorecard
Portfolio @ Nov 2019
Performance Indicators / Dividends YTD Time weighted return: 20.33%XIRR since portfolio inception in 2013: 14.70%Dividends collected: SGD 6,426.71Cum-Dividend: SingTel: SGD 421.60 Santa rally on the cards? November turned out to be a decent month for my portfolio. Overall portfolio value increased 3.4% to $176,102 mainly due to roughly $3.5k of capital gains and … [Read more...] about Portfolio @ Nov 2019
Portfolio @ October 2019
Performance Indicators / Dividends YTD Time weighted return: 18.57%XIRR since portfolio inception in 2013: 14.55%Dividends collected: SGD 5,707.40Cum-Dividend: Starhill Global REIT: SGD 56.50Yuexiu Transportation Infrastructure: HKD 1,080Visa Inc: USD 8.40 A new high October went by in another blur. This month was signified by restructuring my portfolio and … [Read more...] about Portfolio @ October 2019
Portfolio @ September 2019
Performance Indicators / Dividends YTD Time weighted return: 19.03%XIRR since portfolio inception in 2013: 15.08%Dividends collected: SGD 5,352.11Cum-Dividend: Yuexiu Transportation Infrastructure: HKD 1,080 The month that disappeared September kinda flew by for me. Between work, study and travel, I spent little time observing the markets. Good thing too as my … [Read more...] about Portfolio @ September 2019
Portfolio @ August 2019
Performance Indicators / Dividends YTD Time weighted return: 19.49%XIRR since portfolio inception in 2013: 15.53%Dividends collected: SGD 5,110.92Cum-Dividend: Hang Lung Properties: HKD 340Yuexiu Transportation Infrastructure: HKD 1,080 Currency Cushion August was a bloody month as Trump manipulation trade war escalation reared its ugly head again. Combine that … [Read more...] about Portfolio @ August 2019
Portfolio @ July 2019
Performance Indicators / Dividends YTD Time weighted return: 20.72%XIRR since portfolio inception in 2013: 16.22%Dividends collected: SGD 4,067.28Cum-Dividend: Capitaland Mall Trust: SGD 110.96Visa Inc: USD 7 Coasting higher July marks the start of earnings season again. Earnings season is always fun as most of my REITs declare distributions while you get to dive … [Read more...] about Portfolio @ July 2019
Portfolio @ Jun 2019
Performance Indicators / Dividends YTD Time weighted return: 18.20%XIRR since portfolio inception in 2013: 15.93%Dividends collected: SGD 3,021.11Cum-Dividend: SingTel: SGD 663.40 Best. June. Ever. The market did a massive 180 in June after the correction in May, with the US market posting the best June performance in 50 years. My personal portfolio would have … [Read more...] about Portfolio @ Jun 2019