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% … Continue reading Targets for This Year
Author: Warriortan
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 (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 … Continue reading Mid Year Review (3) – SG saves the day
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
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 … Continue reading Q1 Dividend Performs & A-Reit Tops the List
1.6% Dividend Yield (YTD)
HongKong Land reported its full year results and the dividends to be distributed last week. While it kept the same dividend amount, i.e. 22 cents/share, it actually suffered a net cash OUTflow of S$533 Mln (vs INflow of +US$508 Mln in 2020). It can afford to do so only because it has a lot of … Continue reading 1.6% Dividend Yield (YTD)
Still Staying Invested
Fear is common and understandable I know of a few people who got so terrified by the recent sharp decline in the US stock market that they decided to sell off all their stock investments (apparently) at a loss and keep the capital as cash. But who can blame them when we saw the value … Continue reading Still Staying Invested
Focus on Reits Yielding 5%
Many of you are aware that my long term target yield for my portfolio is 5%. I believe it is a sustainable yield and it has been a target that I have been working on for sometime for my passive income post retirement. Just to put some numbers in ... assuming my family need $80k … Continue reading Focus on Reits Yielding 5%