Saturday, April 8, 2017

Mar 2017 Trading

This month was quite a roll coaster ride and at one time I was getting quite a big DD but preserver  because my trading rule say so. The end result was quite good and I managed to get a decent profit out of this month. A whopping 4 digit profit.
Period$ Profit/Loss% profit/lossCapitalVerdict
Jan 2017$1,355.389.04%$15,000
Feb 2017-$63.27-0.0042%$15,000
Mar 2017$1,106.277.78%$15,000











Saturday, April 1, 2017

Mar 2017 Portfolio

This month is a good month. STI ended with a big bang, upwards of course. I took advantage of this bull run and liquidated some of my small caps like Lee Metal and UMS. This is to be in line with my long term strategy to accumulate more large or medium caps stocks. For Lee Metal, the price is pretty stable and dividends collected were good. For UMS, I decided to sell now as there was a very good run up of the stock price. I managed to close it at a very good price.

STI vs my portfolio

My portfolio is FINALLY positive after so many months :)

PeriodSTIMy Portfolio (Realised)Verdict
Jan 2017-11.56%-2.01% I win
Feb 2017-6.63%1.70% I win
Mar 2017-3.92%3.93% I win

Total 23 stocks in portfolio



This month got some dividends from a few companies only.



Checkout my Dividend history

Dividend Stock Tracker
I keep track of good SGX dividend stocks such as 10 years consistent SGX dividend stocks, REITs, Business Trusts, etc with real time information update. Checkout the link below:
Checkout my Dividend Tracker

Monday, March 6, 2017

Feb 2017 Trading

Well, this month, I was not able to get a profitable month. Earlier of the month, I actually lost more than $63. But was happy to recover some of it before month end. Its considered a consolation prize for me already. Ok enough say, lets see if I can get some profit in the next month :)
Period$ Profit/Loss% profit/lossCapitalVerdict
Jan 2017$1,355.389.04%$15,000
Feb 2017-$63.27-0.0042%$15,000











Tuesday, February 28, 2017

Feb 2017 Portfolio

This month, I managed to get some OCBC after there was a dip in its price. Overall, Feb has been a good month will a lot of runup and my portfolio was finally in the positive zone of 1.7% after so many months. Lets hope that market will continue to run up for the month of Mar too.

STI vs my portfolio

My portfolio is FINALLY positive after so many months :)

PeriodSTIMy Portfolio (Realised)Verdict
Jan 2017-11.56%-2.01% I win
Feb 2017-6.63%1.70% I win

Total 25 stocks in portfolio



This month got some dividends



Checkout my Dividend history

Dividend Stock Tracker
I keep track of good SGX dividend stocks such as 10 years consistent SGX dividend stocks, REITs, Business Trusts, etc with real time information update. Checkout the link below:
Checkout my Dividend Tracker

Saturday, February 11, 2017

Jan 2017 Trading

This month is quite a good and profitable month. I managed to chalk up a handsome profit which is almost the same as my total profit in 2016. This is definitely a good start in 2017! If this continues for the rest of the year, I will definitely be a happy man. Especially for this kind of return per month, of course it out performed my dividend stock portfolio. However, in trading, we cannot expect everyday to be Sunday. Some day or month, I will have to return some of my profits to Mr Market. I hope to see more of such winning trades in future :)
Period$ Profit/Loss% profit/lossCapitalVerdict
Jan 2017$1,355.389.04%$15,000











Tuesday, January 31, 2017

Jan 2017 Portfolio

This month, thanks to Trump effect, the market ran up alot and we have witnessed history that DOW broke 20,000 and STI also shot through 3000. My portfolio also enjoyed the run up. This month I also didnt buy any stocks because of the run up. I will probably buy up some when there's a correction in Feb.

STI vs my portfolio

My portfolio is still hovering in the negative region :( but good news is that I beat STI at least a consolation prize :)

PeriodSTIMy Portfolio (Realised)Verdict
Jan 2017-6.33%-2.01% I win

Total 24 stocks in portfolio



This month got no dividend at all :(



Checkout my Dividend history

Dividend Stock Tracker
I keep track of good SGX dividend stocks such as 10 years consistent SGX dividend stocks, REITs, Business Trusts, etc with real time information update. Checkout the link below:
Checkout my Dividend Tracker

Saturday, January 14, 2017

2016 Year End Portfolio Review

Its the end of 2016, let's just do a little checkpoint to see how much am I closer to my target :) I started building my portfolio in Oct 2014. So close to 3 years of results.

STI vs my portfolio:
My portfolio already beat STI for many months with the cumulative amount of dividends collected, but if you count only capital gain, I still beat the market.

Portfolio by stocks:
I am currently still in the process of diversifying my portfolio such that they should not exceed more than 5% of my total portfolio. I am always looking out for more high dividend stocks to buy so that I will be more diversified. The recent bear market has allowed me many opportunities to pickup blue chips and mid cap chips with high dividends I have 23 stocks with me now and will be targeting to reach more than 30 of them.

Portfolio by sector:
In the sector diversification, my Capital Markets sector has come down due to my buying up of other sectors. I also bought in quite a number of shares in the Industrial conglomerates which consists of Keppel Corp and Sembcorp Ind, telco companies and REITs, it is now about 11.5%, 18.8% and 12% respectively. I am targeting probably not more than 20% for each sector of the other stocks.

Checkout my portfolio → portfolio

Target:
TargetTargeted Portfolio sizeTargeted Monthly dividendsPeriodYearly CONDividends Reinvested
1st target$85,000$495 2015$30,000$5,900
2nd target$120,000$700 2016$30,000$8,400
3rd target$161,000$920 2017$30,000$11,000
My 3rd target is to invest up to $161,000 and receive monthly dividend up to $920 per month. I think I already met my 3rd target in 2016!
I have invested $174k and expected to receive monthly dividend of about $905 :)

Checkout my target → target

Dividend:
Total dividend is $10k+
Dividend per month is $905

Checkout my dividend → Dividends

Portfolio Analysis:
My worst performer is Noble Group (-55%) Grrr. I was trying to catch the bottom at 69c but it went down even further. Now, it is offering rights issue at 11c. Super big discount to its trading price :( Noble has gone through worst time during 2008 crisis but the lowest it went there was 42c I think. Let's hope Noble can pull through and recover *pray* haha

My best performer so far is UMS(36%). This one was bought during my early days and was collecting dividends and some capital gains :)

Overall, my portfolio still ends negative in mid 2016. Some credits for the diversification of stocks. My risks are spread out throughout my list of stocks. Cant imagine if I have a big share in Noble then my portfolio will look really bad. But things are turning around and I can see my portfolio recovering near to breakeven already. Just a few months more ...

At end of 2016, I already invested close to $174,000 and receive monthly dividend of $905. Based on the projection of my expected annual dividend of this current portfolio, I should be getting around $12000 which is about $1000 per month. So I should have met my 3rd year target. We will confirm this when we do a full review of 2017 at mid year. I will continue to follow my strategy of allocating $5000 each month to buy high dividend stocks and march towards my 3rd target which is ...

TargetTargetted Portfolio sizeTargetted Monthly dividendsPeriodYearly CONDividends Reinvested
1st target$85,000$495 2015$30,000$5,900
2nd target$120,000$700 2016$30,000$8,400
3rd target$161,000$920 2017$30,000$11,000
4th target$213,000$1200 2018$30,000$14,900
5th target$257,000$1500 2019$30,000$18,000
6th target$320,000$1800 2020$30,000$22,400
7th target$372,000$2100 2021$30,000$26,000
8th target$428,000$2490 2022$30,000$29,900
9th target$487,000$2800 2023$30,000$34,100
Final target$551,000$3200 2024$30,000$38,500

Checkout my strategy → Strategy

Dividend Stock Tracker
I keep track of good SGX dividend stocks such as 10 years consistent SGX dividend stocks, REITs, Business Trusts, etc with real time information update. Checkout the link below:
Checkout my Dividend Tracker