Week 2 Highlights: CityDev, ARA LOGOS Rights & SPH Reit Dividends

STI finally broke through the 3000 points barrier yesterday. However, it did not make as much progress as previous week. The banks were subdued after a spectacular run last week. The winners this week were surprisingly the mid and small cap stocks. They gained almost 3x more compared to their bigger and bluer brothers. They …

Week 1 Highlights : DBS, Oil & Beyond Meat

Delighted that STI rose 5% this week and my portfolio value was also buoyed by it. No prize for guessing what I did ... “SELL” - to take some profit off. My biggest trade this week was around DBS. The rally on its share price was phenomenal, it gained almost 10% in a week. The …

2021 Target: Increase net worth by 5%

Trained by years of corporate life, making personal Tasks and Targets (T&T) for the year has become an annual affair. For my investment journey this year, I have set the following T&T for 2021: 1. Increase my net worth by 5% is the key overriding one. After failing to deliver on this target last year, …

Net Worth, Yield and Diversification – Gain and Losses

I started this year with the ambitions to achieve the following: Increase Net WorthMaintain Passive Income YieldReduce DebtImprove Diversification of PortfolioReduce Trading and Focus on InvestMore Self Learning and ImprovementDo More ExerciseReduce Weight Reflecting on what I have done and achieved this year, I realised the results was a mixed bag - I succeeded on …

Diversify to US and HK

In my first reflection post, I shared about my key learning this year. In second, its about strengthening my portfolio for passive income. This third one is about diversification beyond our local shores to reduce exposure risk. US & HK Markets Besides Singapore, the two key markets that I have sizeable positions are US and …

4.7% Dividend Yield on Equity Portfolio

4.7% dividend yield is the final outcome after all the hardwork this year. Total dividend received in 2020 was 85% of 2019 amount - which is expected given this COVID year. This is actually better than the 4.5% yield that I was expecting back in July when I wrote about it. This outcome was helped …

COVID year, A Tough Investment year, A Learning year

With 2 weeks to go, I guess it is natural for many of us to go into some reflection moments. I got some unforgettable hard knocks in my investment journey this year that I thought I would share. This is my first post and when I have more inspiration, I may pen a few more …

Trading around the core

I hope you have caught the rally train with STI in the last few weeks. A fortnight ago, I wrote that I was holding out the optimism that the rally in STI would continue, after it rose 7% from the trough clocked on 30th Oct. I wasn't sure that the rally could sustain especially with …

Doses of Optimism

It just came alive when I was giving up on the lethargic STI at end Oct, after 4 consecutive months of decline. Within a week, it gained 7%. STI heavy weight like DBS gained 10%; even Singtel gained 8%. Many SReits also joined in. As my portfolio was heavy weighted in STI, it benefited quite …

Dull Sep Performance … Look forward to corporate activities in Oct

Sep has been a lacklustre month in terms of stock performance. All 3 indices (STI, Hang Seng Index and S&P 500) that I have been tracking closely are down for the month. The only silver lining was the SReit. Overall, I suffered more paper losses. Sign, what to do but to hang on ... Photo …