STI vs my portfolio:
Portfolio by stocks:
Portfolio by sector:
Checkout my portfolio → portfolio
Target:
| Target | Targeted Portfolio size | Targeted Monthly dividends | Period | Yearly CON | Dividends 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 |
I have invested $174k and expected to receive monthly dividend of about $905 :)
Checkout my target → target
Dividend:
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 ...
| Target | Targetted Portfolio size | Targetted Monthly dividends | Period | Yearly CON | Dividends 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
Hi Jimmy,
ReplyDeleteCongrats on meeting your 3rd target one year early. Your portfolio has very high yield or very productive!
Cheers,
Farmer.
thanks bro
Deletemade some mistakes on buying some small caps i shd have just stick to the big and mid caps ...
Jimmy,
ReplyDeleteWhat a great earn more and savings strategy!
Even if we strip out capital gains and dividends, $5K a month will grow to $60K per year.
And in 10 years you'll have $600K, and in 20 years $1.2 million :)
Just need to avoid heavy capital losses like in 2008 or 1997 where its more than a 50% hair-cut...
And keep your day job!
It's the biggest source of growth for your portfolio - not capital gains nor dividends ;)
It's nice to be a professional or be a corporate high flyer!
Impressed.
yea my active income is now my biggest source but it will not stay like this forever, i am in my mid 40s and seems like my career has reached a plateau. its a cruel world. of cos i am not sitting and waiting for that day to happen :)
Delete