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 …

Doses of Optimism

It just came alive when I was giving up on the lethargic STI at end Oct, after 4 consecutive months of decline. Within a week, it gained 7%. STI heavy weight like DBS gained 10%; even Singtel gained 8%. Many SReits also joined in. As my portfolio was heavy weighted in STI, it benefited quite …

I Took Profit

In the last one week, STI ETF rose by 10% and my portfolio gained about 5%. I rode the climb with STI and took profit on some of my holdings along the way. I sold across the board - STI component stocks, S-Reits and some HK and US stocks. I was not so sure whether …

Speechless

(edited with typos) The recent volatility and drastic fall in equity prices had left me speechless. On some days, I was shocked into inaction while on others, I took irrational decisions. I guessed I was frightened. I knew I should be more "steady" than that but I just couldn't. Sleep got affected and that was …

2019 Dividends Round-Up

I managed to meet my target of 5% dividend yield for 2019 by delivering 5.25% for my equity portfolios (growth and income). But this is a drop from 2018 when I got 6.0%. The absolute amount of dividends that I received is slightly lower than last year. I managed to grow my equity portfolio slightly …

Revealing More of My Q1

I received a few questions following my last blog which sparked the inspiration to do another blog tonight. Some of you were interested in the size of my portfolios but sorry folks, I am not comfortable to reveal. It is not big enough - I am just a normal employee in a company that has …

Not a profitable 2018 but I have made progress.

Not withstanding 2018 has not been a profitable year for me, I have made several forward strides in my investment journey. Some of them are: I am fully invested now. Thus, cash is limited for any major change in investment strategy. I have built a portfolio that I am confident it will deliver 5% dividend …

I think my plans are working out okay

After a hectic week of non-stop 5 consecutive nights of conference calls with my US and European colleagues, I finally found some respite now to contribute my thoughts to our blog. In between, 8 new readers have subscribed to our blog and I thank you for your support. In the last one week, our STI …

Alas, a Depressing 1H 2018 But some Food for Thoughts on what we can do for 2H

The first half of 2018 has come and gone. All of a sudden, the market looks gloomier now than at the start of the year. It has been hit from many fronts including the rise in US interest rate, rise in crude oil price (aka inflation), rise in protectionism with trade war looming between US …

Glad that Net Worth is Holding On

Many things happened in the investment world in the last 3 months. I am just glad that my dividend yield target stays on track to deliver 5% return by end 2018 and my net "worth" has managed to hold on. I started tracking my net worth quarterly since Q4 last year because I came to believe that …