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. 

2 comments:

  1. I find it encouraging that you use dips in your portfolio as an opportunity to buy.

    ReplyDelete
    Replies
    1. It is one of my signals to purchase. The key caveat is that the stock must be fundamentally sound.

      Delete