Wednesday 1 November 2023

My Investment Portfolio - SG (End Oct 2023)

 


Transactions made:

- Added 2,500 units of CapitaLand Integrated Commercial Trust at $1.77
- Added 2,000 units of CapLand Ascendas Reit at $2.53

My portfolio turned red on 19 Oct 2023 and it was the signal for me to purchase something, especially if the stock is fundamentally sounded. Hence, I nibbled on Ascendas Reit on 20 Oct. I am so grateful that I am using stockcafe as it allowed me to easily track my portfolio on a daily basis (e.g. when my portfolio turn red or green, how red or green it is, track dividends, payout of dividends). 

I had also added CapitaLand Integrated Commercial Trust (CICT) on 6 Oct. Ironically, last month, I had also purchased CICT on the 6th of the month too. I am now on a buying spree, having made three transactions since September. I have so many stocks that I want to nibble on. But I must maintain discipline to pace myself out since I do not know how low the Reits will go. Even if Reits start going up and I have not further nibble on it, it is fine. There will always be opportunities. I am quite clear that I will never be able to time the market (i.e. sell at the highest and buy at the lowest).

A shout-out for Singapore Savings Bond, this month's batch is the 2nd highest in terms of overall yield in SSB history. I am definitely going to apply for it using my wife's warchest. I may even apply for it using 2 CDP accounts. As usual, I will decide only on the last couple of days before the deadline so that I can have a rough sensing on whether the next batch of SSB's yield would be higher. 

What do you do when your portfolio turns red?

Dividends received* during the month: $39.25 (CapitaLand Ascott Trust)

Total dividends received in 2023: $15,377.32

Average dividends per month^: $1,281.44

Total Portfolio Market Value: $340,003.68


* 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, T-bills and Foreign Stocks
Divided by 12 months regardless of month of the year.