Wednesday, 9 September 2020

My Investment Portfolio - Foreign (End Aug 2020)

 

Above is from my portfolio tracker on StocksCafe

I bought 23 units of Intel Corporation 51.75 USD on 25 Jul. I bought it after the stock was oversold due to the news came out about their7-nanometer (7nm) production delays. AMD is in a league of its own for manufacturing of nanometer chips for now and its stock price has rose nearly 100%. 

Intel is not just about manufacturing of chips and computers. They are also in the business of the IOT (internet of things), data centres, cloud sloutions etc. Hence, I am banging on these aspects of its business to be its next growth sector. 

Meanwhile, Intel dividends came in on 1 Sep, while Coca Cola is in CD.

Stay calm and stay vested. 

Tuesday, 1 September 2020

My Investment Portfolio - SG (End Aug 2020)

 

Transactions made in Aug 2020:

- Bought 2,000 units of Keppel Corp at $4.82

Decided to average down Keppel Corp since it has been oversold after the Temasek dropped the $4 billion partial offer. 

I am looking to offload my SGX at $8.86 since I bought it with the intention to sell. With a month more to go before it XD, it is likely to reach this price. 

In the dividends received in Aug 20, I have excluded Raffles Med, DBS and OCBC since scrip dividends will be offered and I am likely to go for that instead of cash dividends. 

Dividends received* in Aug 20: $722.50 (ST Eng, Ireit, Lendlease, Wilmar, Keppel Corp, Ascott, Singtel)


Total dividends received in 2020: $5,494.58

Average dividends per month: $457.88

Total Portfolio Market Value: $237,089.03

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 and Foreign Stocks