Friday, 31 January 2020

My Investment Portfolio (End Jan 2020)


Transactions made in Jan 2020:
- Bought 199 units of Ascott Trust at between $1.28 to $1.34.
- Added 5,401 units Ascott Trust due to the merger of Ascendas-hTrust and Ascott Reit. This also resulted in the removal of my holdings in Ascendas-hTrust.

Although the Wuhan coronavirus outbreak caused a dent on the market, STI is still above the 3,000 level. In long run, the market will still be on an uptrend, as what history has shown during other outbreaks such as SARS and Ebola. Hence, do not sell your stocks too fast. It may be better to hold on to them. The MSCI World Index (appended below) shows the market returns during outbreaks. You can find out more detail in this article.


The short term direction of the market depends on the how fast the outbreak can be controlled and the development of the vaccination. The reproduction number is the figure to watch. Currently, the reproduction figure of Wuhan coronavirus is 2.2 which means that every case will create at least 2 new cases. Once the figure is controlled and brought down to 1.0 and below, the market is likely to start to recover as it means that the outbreak can be controlled and the number of new cases will decrease.

Dividends received* in Jan 2020: $386.15 (Keppel DC Reit, Suntec, Mapletree North Asia Commercial Trust, Mapletree Commercial Trust, Jumbo)

Total dividends received in 2019: $7,677.27

Average dividends per month: $32.12

Total Portfolio Market Value: $197,666.55

Notes:
Dividends are recognised after ex-dividend (xd) date.
Average dividends per month is calculated by dividing the dividends received by 12 months regardless of the month.
Portfolio excludes Singapore Savings Bonds.


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