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

Friday, January 6, 2017

2016 Trading Review

I started trading in Jan 2016 and like I said before, this should be my 3rd attempt. Every time when I have a new try, I would always regard as money being thrown away. There's no difference for this time too.

As you can see from the chart above, my trading got a good start when I got a few wins, beginner luck maybe. However, all that it became like an exciting roller coaster ride in USS. My P&L started soaring up and crashing down, as you can see the consistency is not there. Its too exciting for me. The worst scenario came in Jul 2017 when I got a losing streak and lost quite alot. This caused a big dent in my trading capital. I still remember myself being very nervous when I put on a new trade and expecting it to turn into a loss. There was no confidence in me at all. Then, I managed to gain some ground and almost recover everything and it stay there for a while before dipping down again.

It was only in Oct 2016 onwards which I finally build up the trading confidence in me as I made 2 consecutive profitable months. But Mr Market always want to remind us again when we were cocky. He managed to plough back some of my profits back and its a big chunk too. I have learn from this mistake and it will not happen again.

The full year result for 2016 is a good return of 9.5% :)
Not bad right for a 1st year noobie? :)

Moving forward I am sure I can get a better result in 2017. Stay in touch!

Period$ Profit/Loss% profit/lossCapitalVerdict
Oct 2016$956.769.56%$10,000
Nov 2016$846.405.62%$15,000
Dec 2016-$468.21-3.12%$15,000









Tuesday, January 3, 2017

Dec 2016 Trading

Made a big mistake at the beginning of Dec and it has already confirmed that I would end the month will a negative return. As you can see from the ugly steep dip in my trading equity. Indeed it was because the loss was quite huge. However, did managed to gain back some and narrow down the loss but nevertheless still end up as a negative month.
Period$ Profit/Loss% profit/lossCapitalVerdict
Oct 2016$956.769.56%$10,000
Nov 2016$846.405.62%$15,000
Dec 2016-$468.21-3.12%$15,000









Saturday, December 31, 2016

Dec 2016 Portfolio

Last month of 2016 usually will have a good runup during Christmas. I was quite surprised to see Singtel dipped down to $3.6x for another time for me to grab some. So this time, I am not letting it go and grabbed some for my keep. This is a very diversified blue chip telco company which I am going to keep for a long time.

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 2016-20.78%-15.15% I win
Feb 2016-18.98%-12.11% I win
Mar 2016-13%-8.28% I win
Apr 2016-13.55%-6.50% I win
May 2016-14.46%-6.27% I win
Jun 2016-12.95%-5.18% I win
Jul 2016-13.25%-4.07% I win
Aug 2016-13.86%-4.27% I win
Sep 2016-12.35%-4.17% I win
Oct 2016-14.89%-5.12% I win
Nov 2016-15.31%-5.50% I win
Dec 2016-15.31%-5.73% I win

Total 24 stocks in portfolio



This month got some decent dividends from a few companies



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

Wednesday, December 7, 2016

Nov 2016 Trading

Thanks to Donald Trump, I got a very big profit in the beginning of Nov. In fact, its my biggest gain for my trading so far. So in Nov, I was very confident that it would close in profit. This month, I also increased my trading capital by $5,000. So here it is ...
Period$ Profit/Loss% profit/lossCapitalVerdict
Oct 2016$956.769.56%$10,000
Nov 2016$846.405.62%$15,000