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 … [Read more...] about Portfolio @ Feb 2020
Portfolio Updates
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
Portfolio @ May 2019
Performance Indicators / Dividends YTD Time weighted return: 12.66%Dividends collected: SGD 3,131.11Cum-Dividend: SingTel: SGD 770.40 Sell in May and go away The great start to the year finally came to a screeching halt with my portfolio declining about $1k to $162k . Performance May was a great month for dividends as quite a few counters in my portfolio … [Read more...] about Portfolio @ May 2019
Portfolio @ April 2019
Performance Indicators / Dividends YTD Time weighted return: 14.15%Dividends collected: SGD 929.91Cum-Dividend: Keppel Corp: SGD 195DBS: SGD 60Capitaland Mall Trust: SGD 109.44AIMS APAC REIT: SGD 170.50Frasers Logistics and Industrial Trust: SGD 495.60Hang Lung Properties: HKD 1,160Yuexiu Transport Infrastructure: HKD 1,440 Grinding Higher The positive start to … [Read more...] about Portfolio @ April 2019
Portfolio @ March 2019
Performance Indicators / Dividends YTD Time weighted return: 11.05%Dividends collected: SGD 929.91Cum-Dividend: Keppel Corp: SGD 195DBS: SGD 60Hang Lung Properties: HKD 1,160Yuexiu Transport Infrastructure: HKD 1,440 A Strong Quarter My portfolio continued its strong start to the year, setting another record high of $160k in the process. Performance It … [Read more...] about Portfolio @ March 2019
Portfolio @ February 2019
Performance Indicators / Dividends YTD Time weighted return: 7.37% Dividends collected: SGD 1,065.56 Cum-Dividend: Keppel Corp: SGD 195 DBS: SGD 60 Hang Lung Properties: HKD 1,160 Yuexiu Transport Infrastructure: HKD 1,440 V-shape recovery continues For the first time, my portfolio crossed the 150k value mark, which is awesome. Broadly speaking, the market continued … [Read more...] about Portfolio @ February 2019
Portfolio @ January 2019
Performance Indicators / Dividends YTD Time weighted return: 5.17%Dividends collected: -Cum-Dividend:Keppel Corp: SGD 195Capitaland Mall Trust: SGD 59.28Frasers Property: SGD 186 Getting back to even January has been kind to investors, myself included. A broad-based recovery of most stocks in my portfolio, led by gains in my biggest holdings Fraser L&I Trust, SingTel, Visa … [Read more...] about Portfolio @ January 2019
2018 Performance Scorecard
With only 1 trading day remaining in 2018, its time to review how 2018 went for me. Career 2018 has been a busy and transitional year for me. My company went through a restructuring exercise which resulted in my team in Singapore going down from 2 to 1 (Yup I'm the only person in my global team based here LOL) so I had to try to pick up the slack where ever I can. I … [Read more...] about 2018 Performance Scorecard