Dividends Contributors – Top 10

All the companies in my equity portfolio have released their latest results and declared their dividends. As of today, the dividends that I would receive amount to 2.0%. Proportionally, this is greater than 25% of my target yield of 4.5%. This is because it includes some dividends declared but only ex-div in Q2. Nonetheless, I …

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What a roller coaster ride with Tesla

I started a position with Tesla in late October last year. For a good two months before that, Tesla share price was hovering steadily at around US$300 per share. Then it dived suddenly in early October before regaining some support at around US$225. That's when I entered to buy some Tesla shares and hoping for …

Huat Huat January, please continue

Baring any major disruption to the stock markets early next week, January 2023 should be a good month for all of us, the stock investors For homeland loyalist, STI is up 4.4% since the start of the year. And for local S-Reit lovers, Lion-Phillip S-Reit ETF outperforms to climb 7.9%. Those who are brave enough …

Targets for This Year

Thought of doing a short post to record my target in my journey towards financial independence for this year. (Study has shown that by writing down your targets, you have a higher chance of achieving them) My targets are: Dividends To achieve 4.5% dividend yield on my equity portfolio (achieved last year) To achieve 2.5% …

Mid Year Review (5) – Tracking Well, 3.54% Dividend Yield YTD

I measured the success of investment by the dividends that I get. I am an income investor. My investment aim is to build a portfolio that would provide me with adequate passive income when I retire. As the title suggests, the dividend yield of my equity portfolio as at 12 Aug is 3.5%. The last …

Mid Year Review (4) – Growing my Index Portfolio Steadily

Followers of my blog would know that besides my equity portfolio, I have an index portfolio that I mentioned periodically. Started in 2017, it has since quadrupled in size. Different from my equity portfolio, my index fund portfolio is made up fully of ETFs. Furthermore, it goes beyond just equity ETFs to include Bond, Gold …

Mid Year Review (3) – SG saves the day

The returns of my US and HK stocks have been disappointing - see previous posts. My SG stocks are holding up much better. In fact, STI index is up 4% year to date. Like its US counterparts, it hit the lowest point in mid June this year but has since recovered strongly. Photo by Maxim …

Mid Year Review (2) – Reducing Exposure to China / Hong Kong Stocks

I used to aim for 50% US and 50% China / Hong Kong for my overseas equities exposure. However, since the beginning of this year, I have started to pare down my Hong Kong stocks as I lost my confidence in the Hong Kong and China economies. China is still sticking to its Zero Covid …

Mid Year Review (1) – Upping Quality of US Portfolio for Better Sleep

I took some time this morning to review my investment portfolio. I have been deferring this activity because I dreaded to see the sea of red in my US stocks and to calculate my absolute losses. I know my loss is significant. S&P500 is down 10% year to date. But it could have been worst …

Q1 Dividend Performs & A-Reit Tops the List

I am glad that dividend collected in Q1 is almost equal to that of same period last year. To be precise, 96% of Q1 2021. This is giving me a lot of confidence that I am building a portfolio that provides reliable and sustainable passive income. If I can continue to accumulate wealth by moderating …