Wednesday 3 March 2021

Foreign Portfolio Update - Bought Alibaba(HK)


         Image from stockcafe 

After much procrastination, I bought 100 units of Alibaba (HK) at HKD 232.80. It became my biggest holding for my foreign stock portfolio. I hope Jack Ma shows himself more often now and talk less. Just his appearance will suffice =) 

Coca Cola price continues to go down lower, I may purchase more of the shares if it reaches a price that it lower than my purchase price.

Tuesday 2 March 2021

My Investment Portfolio - SG (End Feb 2021)


Transactions made in the month:
- Bought 3,000 units of Mapletree Log Tr at $1.93

As news of more new vaccines and their effectives get published, it caused a rotation of stocks being bought and sold. In the global market, social media and tech firms are sold while aviation stocks are bought in anticipation of recovery. 

In our local STI market, Business Trusts and Reits such as Keppel DC Reit, Mapletree Logistic Trust, Mapletree Industrial Trust, Frasers Logistics & Commercial Trust and Ascendas Reit have been seen a net funds outflow. On the other hand aviation stocks such SIA and SAT has seen a net funds inflow resulting in the prices increasing. 

I am watching the Business Trusts and Reits that are being sold down. If they drop further, I will accumulate them and add on to my holdings. 

As for the aviation stocks, I doubt I will chase them as they are overvalued with the current financial and fundamental context

Dividends received* during the month: $236.43 (Ascott, Suntec Reit, STI ETF)

Total dividends received in 2021: $414.93

Average dividends per month: $34.58

Total Portfolio Market Value: $279,360.66

*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 and Foreign Stocks