Tuesday, January 11, 2022

NikkoAM-StraitsTrading MSCI China Electric Vehicles And Future Mobility ETF

The NikkoAM-StraitsTrading MSCI China Electric Vehicles And Future Mobility ETF is the first SGX listed ETF to offer investors access to Chinese companies that are expected to derive significant revenues from energy storage technologies (including electric vehicles), autonomous vehicles, shared mobility and new transportation methods. The Fund aims to achieve long term capital growth by replicating the returns of the MSCI China All Shares IMI Future Mobility Top 50 Index.

Info from NikkoAM

The ETF is now available for purchase during the initial offer period from 3 – 14 January 2022.

Not much hype in the blogsphere about this IPO. Maybe due to the China tech stock crack down?

For me I will skip this IPO for 2 reasons:

1. I am not a fan of EV

2. I am not confident with China government after the recent tech stock crack down

However, I will still keep an eye on it performance when the ETF get listed.

Friday, December 31, 2021

SGX Portfolio Update Dec-2021 and Year End Dividend Summary


- Nil

Dividend / Profit Taking / Cut Loss:

- Received dividend from Netlink & MIT

Current Portfolio Capital Gain / Loss:

- Red @ -10%

Watch list:

- SPDR S&P 500 ETF Trust, MIT, MCT

2020 dividends summary:

Total cash dividend received in 2020: $1,306.90, 30% increment from last year.

Average dividends per month: $108.90, enough for electric bill, lol.

Total Portfolio Market Value: $51,760

* Dividends are recognized after payment

Realized profit from trading: $1,254.51

DBS Vicker rebate: $49.76

Total "passive income" in 2021 = $2,611

Total gain / loss (to-date) = 0.42%, very far from the 5% I expected at the beginning of the year

As mentioned last month, I decided to stop injecting fund to the market this month as I have achieved my target of portfolio size of $50k this year.

Let's review what is the reality VS my expectation at the beginning of the year.

1. At the beginning of the year, I expect to increase my portfolio size to $40k (includes funding by SRS), currently my portfolio size is over $50k, excluding SRS. Above expectation!

2. At the beginning of the year, I expect my dividend income this year will increase to $2k. This is not achieved as many counter I owned has suffered and cut dividends. I hope their business will get better next year so that they will pay nominal dividend in 2022.

3. At the beginning of the year, I expect my portfolio will breakeven with market price. I reality I am sitting on paper loss of 9%. My mistake is go in to HS Tech ETF and TG in the wrong timing! These 2 counters are the major contributors to the paper loss.

4. At the beginning of the year, I hope my overall gain will achieve 5%. In reality, my profit for the last 3.5 years are almost wiped out by the paper loss.

Year 2021 has not treated me better, but I am still consider myself lucky to have a job and keep the ball rolling.

My expectation for next year are:

1. Increase my portfolio size to $65k

2. Increase dividend to $2k

3. Breakeven with the market

4. Overall 3% gain

I will focus on building my portfolio in REITs and ETF next year in order to increase my dividend income.

I hope the market will recover next year and we all can huat big big.

Happy new year.

Monday, December 27, 2021

Top 10 ETFs Held by SRS Investors


Another good reference published by SGX.

I personally is holding G3B, HST and CFA, not by using SRS but by using RSP and cash. These are my long term plays. G3B and CFA are giving me positive returns so far but HST is sitting on negative due to current China Tech stocks crack down.

I will continue to build my ETF portfolio for my retirement.

Sunday, December 19, 2021

Spider-man: No Way Home







Monday, December 06, 2021

Won This via SAFRA Singapore Online Contest


Didn't expect to win.

Didn't expect is a wireless mouse.

Didn't expect the mouse to perform so good.

It's a shame that I am not a PC gamer, can't make 100% out of this.

But still a nice daily driver for my office work.

Thank you SAFRA SG!