Saturday, May 30, 2020

May 2020 Portfolio

Well market kinda surprised me with the ongoing V shaped recovery. I was expecting some correction but each day I watched the US market rally like no tomorrow even with the high unemployment report. STI didnt perform as well as the wall street and was pretty conservative. Now is the tricky part are we going to chase the market or wait for a correction?

PeriodSTIMy Portfolio (Realised)Verdict
Jan 2020-3.46%7.18% I win
Feb 2020-5.78%3.23% I win
Mar 2020-25.15%-15.38% I win
Apr 2020-20.63%-6.57% I win
May 2020-23.10%-9.99% I win

Total 25 stocks in portfolio



This month got some dividends from quite 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

Friday, May 1, 2020

Apr 2020 Portfolio

I think we all witnessed some sort of V shaped recovery. The bottom should be around 23 Mar 2020 with STI hovering around 2300 points. So the bottom had happened and if you are waiting for the bottom, guessed it happened and you had missed the boat to buy at the low. My portfolio also recovered about 7% from this relief rally. Please dont let this once in a decade correction go into waste. Even if you buy now you would still be getting some bargain from the covid19 market rout. Actually its easier said then done. I still recall that when the market was falling swiftly I was also getting more fearful and afraid to buy more. My last buy was only on the 2nd Apr 2020. After that when I see the market recover, I was still waiting for the big dip to add in more dividend stocks into my portfolio. But it didnt happened yet. So far, I had only used up 50% of my warchest and would be looking forward to add more if there are any big dips or retest of STI 2300 again.

PeriodSTIMy Portfolio (Realised)Verdict
Jan 2020-3.46%7.18% I win
Feb 2020-5.78%3.23% I win
Mar 2020-25.15%-15.38% I win
Apr 2020-20.63%-6.57% I win

Total 25 stocks in portfolio



This month got some dividends from quite 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