It's the year-end holiday season so its time to round off the year with my annual Performance Scorecard Investments Let's begin with my bread and butter - Investments. Portfolio @ December 2020 Number go up December turned out to be a less dramatic month than previous months, with my portfolio increasing $10,395. This was driven largely by crypto and … [Read more...] about 2020 Performance Scorecard
Portfolio Update
Portfolio @ Nov 2020
Cash / SRS / Crypto Portfolio Performance Indicators / Dividends (TradFi Portfolio only) YTD Time weighted return: -9.76%XIRR since portfolio inception in 2013: 17.11%Dividends collected YTD: SGD 6,455.51 Note: I don't provide details or returns metrics on my crypto portfolio publicly. Crypto bulls in charge The last 2 weeks of November (since my last … [Read more...] about Portfolio @ Nov 2020
Portfolio @ Oct Mid Nov 2020
Cash / SRS / Crypto Portfolio Performance Indicators / Dividends (TradFi Portfolio only) YTD Time weighted return: -11.97%XIRR since portfolio inception in 2013: 16.82%Dividends collected YTD: SGD 6,584.53 Note: I don't provide details or returns metrics on my crypto portfolio publicly. The crypto rollercoaster continues October was another wild month … [Read more...] about Portfolio @ Oct Mid Nov 2020
Portfolio @ Sept 2020
Cash / SRS / Crypto Portfolio Performance Indicators / Dividends (TradFi Portfolio only) YTD Time weighted return: -9.86%XIRR since portfolio inception in 2013: 17.59%Dividends collected YTD: SGD 5,400.49 Note: I don't provide details or returns metrics on my crypto portfolio publicly. Strong stomach needed September was a pretty wild month for stocks … [Read more...] about Portfolio @ Sept 2020
Portfolio @ August 2020
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 @ 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