$$$ KPO and CZM $$$: Portfolio Update - November 2017

Monday, December 4, 2017

Portfolio Update - November 2017

Our portfolio shrank by -1.86% to $281,122 - $3,434.19 of capital injection and -$8,761.19 of  capital growth/reduction. We enjoyed a $9,925.66 of capital growth in October 2017 and that has disappeared faster than expected. In short, the decrease is due to the property stocks retracing back to the previous level.


SOLD
- MindChamps (5,000 units) @ $0.9


I blogged about MindChamps in the previous article - What's Harder than BTO? IPO. Our initial plan was to hold it for the long term but due to a change in government policy, we decided to put a stop loss and the stop loss was eventually triggered. It was still a decent profit for about 5 days - $104.11 (+2.4%) and an annualized return of +454.5%!

BOUGHT
- MindChamps (5,000 units) @ $0.875
- Capitaland (1,000 units) @ $3.53


We decided to buy more Capitaland when the majority of the property stock price decreases last month. Capitaland is the largest local developer in terms of market capitalization  (GLP will be delisted soon) and it is well positioned for more growth by expanding into other countries instead of bidding aggressively/en bloc for land in Singapore.

Dividends
The total dividends collected this month is $598.01. The breakdown is as follows:

Company Symbol ExDate Shares Total
Geo Energy Resources Limited RE4 24-Nov-17 18,000 $180.00
Singapore Post Ltd S08 23-Nov-17 7,000 $35.00
Frasers Logistics & Industrial Trust BUOU 08-Nov-17 8,000 $134.40
Far East Hospitality Trust Q5T 08-Nov-17 10,156 $104.61
Starhill Global Real Estate Investment Trust P40U 02-Nov-17 12,000 $144.00

Total dividends collected for 2017: $10,697.23
Average dividends per month for 2017: $891.43

StashAway


Capital: $2,500
Current: $2,536.26 (IRR: 2.8%)

Do take a look at this article if you missed it - StashAway Clarifications - Reward-to-Risk Ratio where Freddy Lim (Co-Founder & Chief Investment Officer of StashAway) clarify how StashAway is optimising return by taking on lesser risk.

StashAway Referral Link for Our Readers
Here you go: KPO and CZM Referral Link

Health KPO Needs to Lose Weight
Date: 2017-12-04
Weight: 74.4 kg (Lost close to 9kg already!)

BMI: 24.8

2 comments:

  1. Wow, I'm really amazed by your progress. Everytime I see the "health segment", you're losing more and more weight!

    Similarly, my gains in October has evaporated in the month of November! Nice average dividend/mth you've got there.. and I see many fillet-o-fish!

    ReplyDelete
    Replies
    1. Hahaha. I am quite surprised at how efficient it is too. Thanks! I am sure you will do better than me when you reach my age :)

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