Portfolio snapshot - March of the Covid-19 28-Mar-2020

Saw some minor recoveries this week. As of today, there are 27,365 deaths. And Singapore launches a second stimulus package bringing total package this year to SGD 55 billion. This week I bought Capitaland Retail China Trust, Guocoland, CDL Hospitality Trust, Suntec Reit, Abiomed, Leggett and Platt, Franklin Resources.

My Singapore portfolio (total profits -1400):

My one-fourth portfolio (total profits -3403.58):

My USA portfolio (total profits 1963):

Portfolio Snapshot - March of the Covid 19

Recent market routs due to Covid-19 had a very negative effect on my portfolio. As of today, there are 11885 deaths in the world, and Singapore reported its first 2 deaths from Covid-19.


My Singapore portfolio (profits with dividends included dropped to -6k):

My Singapore one-fourth portfolio (profits with div included dropped to -5k):

My USA portfolio (profits with div included dropped to -2.6k):

Bracing myself for worse to come. In the meantime, I am looking for opportunities. Have already bought Berkshire Hathaway, Google, Ascendas India Trust, and CDL Hospitality Trust this week. Will be buying more in the coming weeks.

Portfolio snapshot - March of the covid-19

Recent market routs due to covid-19 had a very negative effect on my portfolio. As of today, there are 5116 deaths in the world, europe has just become the new epicenter of the outbreak.

My Singapore portfolio (profits with div included dropped from 28k to 7k):

My Singapore one-fourth portfolio (profits with div included dropped from 2.4k to -2.9k):

My USA portfolio (profits with div included dropped from 20.4k to 4.7k):

Mark to Market Returns turn negative

Due to covid-19 fears, the STI dropped -6% today.

And my mark to market returns fall below 0. Fortunately when my dividends are included, total returns are still positive.

Note weighted CAGR is negative because I recently bought OUE and CAGR is negative for OUE.