Sunday, January 21, 2018

2017 Year End Portfolio Review

Its the end of 2017, 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 22 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 banking and telco companies, it is now about 12% and 15.4%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
4th target$213,000$1200 2018$30,000 $14,900
My 4th target is to invest up to $213,000 and receive monthly dividend up to $1200 per month.
I have invested $185k and have to catchup abit this year.

Checkout my target → target

Dividend:
Total dividend is $9134+
Dividend per month is $761.44

Checkout my dividend → Dividends

Portfolio Analysis:
My worst performer is Noble Group (-94%) Grrr. I was trying to catch the bottom at 69c but it went down even further. Now, it is getting worst haha

My best performer so far is DBS(80.54%). This one I managed to get it at a low price of $14.

Overall, my portfolio still ends positive in 2017. 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.

At end of 2017, I already invested close to $185,000 and receive monthly dividend of $761.44. We will confirm this when we do a full review of 2018 at mid year. I will continue to follow my strategy of allocating $5000 each month to buy high dividend stocks and march towards my 4th target which is ...

But judging by the bull market I think stocks are not getting any cheaper. I may have to sit on the sideline. Let's see how it goes :)

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

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