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

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

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

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