Acquisitions:
- Bought MLT at near 52 weeks low
Dividend / Profit Taking / Cut Loss:
- Received dividend from MPACT, MINT & MLT
Current Portfolio Capital Gain / Loss:
- Red @ -3%
Watch list:
- SG local banks, Wilmar
Top 3 winners by value:
- OCBC, UOB, MPACT
Top 3 losers by value:
- TG, HSTEch ETF, MLT
2024 dividends summary:
Total cash dividend received in 2024: $3,797, 11% increment from last year.
Average dividends per month: $316
Total Portfolio Market Value: $81,774
* Dividends are recognized after payment
Realized profit from trading: $1,314
Total "passive income" in 2024 = $5,110
Total gain / loss (to-date) = 18.11%
Compared to target set during beginning of the year
1. At the beginning of the year, I expect to increase my portfolio size to $77k, my current portfolio is $82k, achieved.
2. At the beginning of the year, I expect my dividend income this year will increase to $4k. I managed to get $3.8k this year, slightly below target.
3. At the beginning of the year, I expect my portfolio to breakeven with the current market value. In reality I am still sitting on paper loss of 3%, position has improved but not up to my expectation.
4. At the beginning of the year, I hope my overall gain will achieve 9%. In reality, I am making a 18.99% gain.
Again, 2 out of 4 targets achieved, same with last year.
My expectations for next year are:
1. Increase my portfolio size to $90k
2. Increase dividend to $4.2k
3. Turn the portfolio to green position
4. Overall 24% gain
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