Busy busy, it should be evident from the frequency I am blogging and it has been months since I played Monster Hunter! We are currently preparing for Guo Da Li (过大礼) which means more expenses! We have about 2 more months to our big day! So near yet so far! CZM has been asking if I am excited and, to be honest, the excitement has yet to kick in (probably only the day/week before?). I am more worried/concerned that things will not turn out smoothly.
After doing a 2018 Mid Year Review, I decided to make some changes to my spreadsheet to track/include investment into StashAway too. The one in blue is the StashAway portfolio, green is SGX and the total is in black.
Our portfolio increase by 2.26% to $350,354 - $685.20 of capital injection and $7,054.65 of capital gain.
If you prefer to look at numbers, this is the raw data used to generate the above bar graph.
SOLD
- None
BOUGHT
- None
Surprise surprise! There were no transactions for the month of July! It was the month when the sudden cooling measure was announced and all the property related stocks tanked and our portfolio was not spared. Unfortunately, we were frightened by the huge drop and decided to stay on the sideline despite knowing that the stocks were trading at a larger discount (in terms of PB). Easier said than done!
In addition, we paid our taxes in lump sum (to accumulate miles) and we need to save up for the 聘金 pin jin (betrothal red packet). CZM's parents said they will return her the majority of the money so we have decided to "give" $8,888. If their definition of majority is different from ours then GG. lol.
Dividends
The total dividends collected this month is $1,391.04. The breakdown is as follows:
Total dividends collected for 2018: $8,376.15
Average dividends per month for 2018: $1,196.59
StashAway
Capital: $10,000
Current: $10,289.54 (IRR: 6.6%)
Do like any of the following for the latest update/post!
1. FB Page - KPO and CZM
2. Twitter - KPO and CZM
3. Click here to subscribe using email :)
4. Instagram - KPO_and_CZM (Did you see those delicious food photos to the right -->)
After doing a 2018 Mid Year Review, I decided to make some changes to my spreadsheet to track/include investment into StashAway too. The one in blue is the StashAway portfolio, green is SGX and the total is in black.
Our portfolio increase by 2.26% to $350,354 - $685.20 of capital injection and $7,054.65 of capital gain.
If you prefer to look at numbers, this is the raw data used to generate the above bar graph.
SOLD
- None
BOUGHT
- None
Surprise surprise! There were no transactions for the month of July! It was the month when the sudden cooling measure was announced and all the property related stocks tanked and our portfolio was not spared. Unfortunately, we were frightened by the huge drop and decided to stay on the sideline despite knowing that the stocks were trading at a larger discount (in terms of PB). Easier said than done!
In addition, we paid our taxes in lump sum (to accumulate miles) and we need to save up for the 聘金 pin jin (betrothal red packet). CZM's parents said they will return her the majority of the money so we have decided to "give" $8,888. If their definition of majority is different from ours then GG. lol.
Dividends
The total dividends collected this month is $1,391.04. The breakdown is as follows:
| Company | Symbol | ExDate | Shares | Total |
| Ascott Residence Trust | A68U | 30-Jul-18 | 7,600 | $242.59 |
| CapitaLand Mall Trust | C38U | 26-Jul-18 | 7,000 | $196.70 |
| Singapore Telecommunications Ltd | Z74 | 26-Jul-18 | 4,000 | $428.00 |
| CapitaLand Commercial Trust | C61U | 25-Jul-18 | 2,000 | $15.80 |
| Keppel DC REIT | AJBU | 23-Jul-18 | 3,000 | $25.50 |
| First Real Estate Investment Trust | AW9U | 23-Jul-18 | 7,109 | $152.85 |
| Soilbuild Business Space REIT | SV3U | 20-Jul-18 | 15,000 | $189.60 |
| Singapore Post Ltd | S08 | 16-Jul-18 | 7,000 | $140.00 |
Total dividends collected for 2018: $8,376.15
Average dividends per month for 2018: $1,196.59
StashAway
Capital: $10,000
Current: $10,289.54 (IRR: 6.6%)
Do like any of the following for the latest update/post!
1. FB Page - KPO and CZM
2. Twitter - KPO and CZM
3. Click here to subscribe using email :)
4. Instagram - KPO_and_CZM (Did you see those delicious food photos to the right -->)
No comments:
Post a Comment