Friday, September 30, 2022

SGX Portfolio Update Aug-2022

Acquisitions:

- SGX, NetLink, ST Engineering, Nanofilm, UOB, MLT

Dividend / Profit Taking / Cut Loss:

- Received dividends from MIT, MLT, CDL, Venture and Genting Sing., total dividend received has crossed $2k mark for year 2022

- Take profit from selling CDL & UOB, all proceed reinvested into the market

Current Portfolio Capital Gain / Loss:

- Red @ -16%

Watch list:

- SG local banks, ST Eng., Wilmar, SGX, NetLink, Genting Singapore, MLT, MIT

Decided to start active again this month, taking the opportunity to rebalance my portfolio to focus on dividend generating counters. I am looking at dividend yield @ 4% and above for my entire portfolio.

I am also restarting my short to mid term trading aka itchy finger portfolio with the initial budget of $3k, I hope to make some coffee money from this fund.

I think the market will continue to stay low for the last quarter of 2022, I am prepared to add more on fundamentally strong companies and REITs when their share prices are near to their 52 weeks low.

Thursday, September 15, 2022

Annual Dividend Crossing $2k Mark

The total dividend received for 2022 has crossed $2k mark today, a good reason to celebrate!

Although is still long way to go but I know I am on the right path.

I will continue to accumulate dividend paying stocks and REITs in order to build income stream for my retirement in 10 years time!

Wednesday, August 31, 2022

SGX Portfolio Update Aug-2022

Acquisitions:

- Nil

Dividend / Profit Taking / Cut Loss:

- Received dividends from NikkoAM REIT ETF, Singtel, UOB, Wilmar, OCBC, CDG and CDLHT, total about $600, highest dividends received in a month so far.

Current Portfolio Capital Gain / Loss:

- Red @ -11%

Watch list:

- Nil

Again no action taken this month, still building up my emergency fund. 

Dividends received are parked in the war chest, waiting for the right time to deploy to the 3 local banks and REITs.

Friday, July 29, 2022

SGX Portfolio Update July-2022

 Acquisitions:

- Nil

Dividend / Profit Taking / Cut Loss:

- Sold Sheng Siong with negligible profit 

Current Portfolio Capital Gain / Loss:

- Red @ -10%

Watch list:

- Nil

No action taken this month except for letting go my last small cap counter Sheng Siong at breakeven. 

I am still building up my emergency fund after I spent it for car down payment.

So tempting to buy when 3 SG banks when their prices are staying low this month. Timing is always not in my favor, what can I say.

Next month will be results month, hope the companies I invested will announce some good news.

Thursday, June 30, 2022

SGX Portfolio Update Jun-2022

Acquisitions:

- Added TG to average down

Dividend / Profit Taking / Cut Loss:

- Received dividend from Netlink, MIT and MLT

Current Portfolio Capital Gain / Loss:

- Red @ -12%

Watch list:

- Nil

Dividends received in 1H22 has broken the $1k mark, looking forward to $2k-$2.5k by end of this year.

Shopping for replacement car done, slightly above my budget because the car has another 7.5 years COE remaining. The condition of the car is also quite new and to my surprise the head unit is supporting Apple Airplay, which I am not aware until I started using the car. The only down side of the car is I discovered some obvious scratches, which I miss-out during the car viewing. I am planning to send the car for polishing and hope that it can get rid of the scratches.

I am also getting an unexpected funds from surrendering my insurances in Malaysia. These funds are just in time to restore my emergency fund which had been depleted for the car down payment. I am also planning to temporary stop injecting capital to the market for the next 3-6 months to build back my emergency fund, unless there is a very attempting offer by Mr. Market.