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

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 … Continue reading Wk11 : Wild Wild West

Jan 2021 – Hope & Exuberance

S&P 500 might have shed 1.9%, erasing its gains for January and 2021 to date and the last one week being its worst since October 2020. However, January 2021 has on a whole started with lots of hope in all markets (with vaccination started in many countries) and ended with plenty of exuberance in the … Continue reading Jan 2021 – Hope & Exuberance

2021 Target: Increase net worth by 5%

Trained by years of corporate life, making personal Tasks and Targets (T&T) for the year has become an annual affair. For my investment journey this year, I have set the following T&T for 2021: 1. Increase my net worth by 5% is the key overriding one. After failing to deliver on this target last year, … Continue reading 2021 Target: Increase net worth by 5%

4.7% Dividend Yield on Equity Portfolio

4.7% dividend yield is the final outcome after all the hardwork this year. Total dividend received in 2020 was 85% of 2019 amount - which is expected given this COVID year. This is actually better than the 4.5% yield that I was expecting back in July when I wrote about it. This outcome was helped … Continue reading 4.7% Dividend Yield on Equity Portfolio