Wk 28: Dividends from SPH Reit was the Highlight!

Was extremely delighted to see that SPH Reit increasing its quarterly dividend distribution again! Below is the chart from SPH Reit that shows the profile of its dividend distribution in the last seven quarters. Understandably, COVID19 had hit it and its shareholders hard in 2020. We had to accept 1/4 of the typical quarterly dividend …

Wk 27 : Loading up on HK Stocks

It has been a while since my last blog in mid May. Looking back at the last few weeks, it is amazing to see the US market on an incredible climb to new records every few days. It has increased 4.0% since start of June and outperformed the local SG market and the HK market …

Wk20: Ahead of Schedule – Overseas Holding hits 28%

As the saying goes, change is the only constant. In the early part of this year, SG market has been outperforming the rest. But from my last blog to today, SG market is the worst performer among the 3 markets that I track closely. STI lost 4%, HK Hang Seng lost 3.5% and S&P was …

Wk16: When RE already hit home with FI only half done

Many of us blog here about our own FIRE journey (Financial Independence Retire Early) but deep down we know it is difficult to achieve. And perhaps that is precisely the reason why we aspire towards this seemingly "unreachable" goals, encourage others along this same journey and receive encouragement from others to continue to persevere on. …

Wk 14 & 15 : Taking Profit

S&P 500 rose 5.2% since the beginning of April and I took profit off the table more than I invested my capital. I sold US counters like Square, Peloton, VMWare and Pfizer whose share prices had increased quite spectacularly in the last 2 weeks. I still believe in the growth story of these companies but …

Surprise! STI is the Best Performer

Surprise! Surprise! Over the last two quarters, STI was the best performer compared to Hang Seng Index and even S&P500! It gained 28% over the last two quarters with 2/3 of that gain made in the Oct-Dec 2020 quarter. In comparison, Hang Seng gained 22% and S&P 500 18%. Wow, nice job STI! Like the …

Index Portfolio Sneaks In to Grab #2

Almost unnoticed and creeping up silently, my index portfolio has grown over the years to become my number 2 portfolio today. It has grown from 8% at end 2017 to become 28% of my total investment this weekend. Amazing growth! Even faster than my overseas portfolio, which has grown from 9% to 18% today on …

Top10 Dividends and Top10 Holding @ Q1 2021

TOP-10 Dividend Contributors at Q1 2021 Below is a table that shows the Top-10 dividend contributors to me at Q1 2021. To be more factual, the ranking is based on dividend declared and not dividend paid. I have also included the Top-10 at this same point last year and the year before (only managed to …

Wk11 : Wild Wild West

My overseas equities holding has dropped from 26.5% to 26.1% of my total value of equities. It may reduce even further by my time tomorrow morning when the US market closes as the futures are showing deep red now. Actually the S&P 500 and Nasdaq have been doing quite well this week, but so has …

Wk 10 – Still Interest Rate and Buy

The headline for this week investment community is still the interest rate and for me it is again to accumulate more shares at lower prices. Just when we thought that the risk from interest rate has subsided, Mr Fed Chief came on public media and shared that with economy reopening, we could expect some inflation. …