$$$ KPO and CZM $$$: Portfolio - June 2018

Monday, July 2, 2018

Portfolio - June 2018

It has been a while since I blogged. My time has been taken up by wedding preparation + mostly the World Cup (I have been watching almost every 8/10pm matches). Nope, I did not bet on any of the matches, just enjoying the game and drama every 4 years. Hahahaha. On a side note, it will be < 100 days to our wedding! Like those days when the students would countdown to PSLE/O-level.

Our portfolio decrease by -0.19% to $333,410 - $11,544.89 of capital injection and $12,190.54 of capital loss.


SOLD
- None

BOUGHT
- Frasers L&I Trust (2,200 units) @ $0.967
- Capitaland (1,000 units) @ $3.480
- Capitaland (1,000 units) @ $3.330
- STI ETF (1,000 units) @ $3.380
- Lion-Philip S-REIT ETF (1,000 units) @ $0.975

We bought 1,000 units of STI ETF when the market was down and bought 1,000 units of Lion-Philip S-REIT ETF as part of our new strategy - New Singapore Budget, New REIT Strategy!

I blogged about Frasers Logistics & Industrial Trust Preferential Offering previously. I had 800 rights, oversubscribed for it and was given 1,400 more.


Capitaland was doing share buy-back since 4 June at $3.5X and we thought we managed to undercut them at $3.33 until we got undercut by the market. lol. Technically, the fundamentals are still the same and only the market price has changed/declined.

On a side note, the STI has fallen more than 10% since the high of 3,600+ on 2nd May 2018 for whatever reasons - Trump's tweet, trade war, flattening yield curve, etc. No idea what is going to happen in the near-term but there will always be opportunities if you dare. Hahahaha.

Dividends
The total dividends collected this month is $220. The breakdown is as follows:

CompanySymbolExDateSharesTotal
Accordia Golf TrustADQU08-Jun-1810,000$220.00

Total dividends collected for 2018: $6,985.11
Average dividends per month for 2018: $1,164.18

StashAway


Capital: $9,000.00
Current: $9,203.59 (IRR: 5.3%)

Health KPO Needs to Lose Weight
I will not be updating this going forward as I have achieved my goal!


I have lost > 15kg in ~9 months and am now in the healthy BMI range :)

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2 comments:

  1. Good job on the weight loss!

    Very tempted to buy C31. Should I or should I not? Later KPOUN you further how?!?!?!? XD

    ReplyDelete
    Replies
    1. Thanks! Hahaha. That's your decision to make! No problem la, KPOUN only short term down, long term all huat one :)

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