Friday, March 27, 2020

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):



Saturday, March 21, 2020

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.





Friday, March 13, 2020

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):


Monday, March 9, 2020

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.


Saturday, February 15, 2020

Net Worth milestone

Did a calculation on my net worth recently as I was calculating my years to retirement.


Based on my net worth of 1.3m (including property), I am now a millionaire!




Monday, January 20, 2020

Retirement Calculator Snapshot - Jan 2020


Did a recalculation of my retirement calculator:


0.63 years till retirement! That's in 8 months' time! Wow!

Tuesday, December 31, 2019

Financial Snapshot - Dec 2019

This is a snapshot of my finances at the end of 2019.

Naturally, I do not want to disclose too many details or my net worth, the amount I have in banks, etc. so I will just share the following:

Year endingStocksBonds
201552451.7120872
2016105461.9220905
2017189466.7625502.18
2018229823.2527387.34
2019496512.6328663.17

Not included in the above are bank savings, insurance policies, CPF, SRS, etc. The above is just the amount of stocks and cash in my 2 stock brokerage accounts, the stocks in my BCIP and SRS account, and the bonds I am holding at the moment. Since starting work in the US from Oct 2017 onwards, I also added my 401K and Wealthfront investments to the above.