Monday, 1 November 2021

My Investment Portfolio - SG (End Oct 2021)

 


Transactions made this month:
- Bought 1,000 units of Wilmar at $4.36

Other than occasions where I added shares due to scrip dividends, the last time I bought something was in June. This was partly because I did not find anything that I felt was compelling in terms of value for purchase and that I put in more of my warchest into crypto during the last few months. 

I had also been more busy at work. My aim is to setup a portfolio where I do not need to actively monitor it. I believe that I am reaching that goal progressively.

I am looking forward to the financial results over the past week and this week. Hopefully, the dividends over the next 2 months can help me hit the 10k dividends milestone..fingers crossed.

Dividends received* during the month: $217.41 (Keppel DC Reit)

Total dividends received in 2021: $8,484.57

Average dividends per month: $707.05

Total Portfolio Market Value: $304,104.65

*Dividends are recognised after payment date. Average dividends per month is calculated by dividing the dividends received by 12 months regardless of the month. 
Portfolio excludes Singapore Savings Bonds, Foreign Stocks, Crypto and Stashaway

Saturday, 2 October 2021

My Investment Portfolio - SG (End Sep 2021)


No transactions were made in the month of September in my portfolio. I purchased for my spouse's portfolio instead. 

Have been quite busy with work recently that I have neglected the portfolio. Fortunately, the portfolio has been set up in such a way where daily monitoring is not required unless there are price alert or corporate actions.

Year-to-date, I have received more than $8k dividends. This is a new milestone for me and I should be able to hit $9k dividends or even $10k by end Dec if the reits do not cut dividends and Banks (DBS, OCBC) does not allow scrip dividends.

Dividends received* during the month: $1,499.82 (Keppel DC Reit, Lendlease, Mapletree Logistic Trust, ASTREA VI 3% B310318, Comfortdelgro, Ascendas Reit, Mapletree Industrial Trust)

Total dividends received in 2021: $8,267.16

Average dividends per month: $688.93

Total Portfolio Market Value: $297,453.40

*Dividends are recognised after payment date. Average dividends per month is calculated by dividing the dividends received by 12 months regardless of the month. 
Portfolio excludes Singapore Savings Bonds, Foreign Stocks, Crypto and Stashaway