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

Awful Sep but good days ahead likely in Oct, Nov, Dec and Jan

Sep has been an awful month. Major stock markets around the world declined significantly. Even the US markets which have been on a phenomenal and relentless upward climb also crumbled. S&P dropped almost 5% in Sep alone. In the other two markets that I am vested in - HK and SG, they were no exceptions. … Continue reading Awful Sep but good days ahead likely in Oct, Nov, Dec and Jan

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 … Continue reading Surprise! STI is the Best Performer

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 … Continue reading Top10 Dividends and Top10 Holding @ Q1 2021

Equity Portfolio Dividend Yield is 2.9% Year-to-Date, > 5% Full Year Target Intact

A few of you have asked me to share more details about my portfolio since my last post yesterday. So, here it goes. Just on Equity Portfolio - Income & Growth CombinedI don't have shares of all 63 companies in my watchlist. Currently, I own shares of 50 of them. Still a lot, I know. … Continue reading Equity Portfolio Dividend Yield is 2.9% Year-to-Date, > 5% Full Year Target Intact

Great to have Passive Income coming in regularly in 1H of the Year

As SATS released its full results on Friday, it also concluded the Q2 reporting season of all the 63 companies on my watchlist. About 60% of them declared dividends and the total amount of dividend declared is 10% more than that of Q1. Out of these 60%, 10% was disappointments, 20% brought upside surprises while … Continue reading Great to have Passive Income coming in regularly in 1H of the Year