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

Tuesday, December 18, 2018

Portfolio - November 2018

I know that this is way overdue! We just came back from our honeymoon and CZM has been very hardworking, blogging about our wedding and suites experiences (to my surprise!) so I decided to take a step back and give her some air blog time.

Do take a look at these articles written by her if you have not. I think the way she writes is pretty entertaining! Well, I could just be biased. Hahahaha.

- An Honest and Brutal Wedding Vendors Review
- Singapore Airlines Suites Experience - The Private Room
- Singapore Airlines Suites Experience - SQ26 Singapore to New York

Our portfolio increase by 2.16% to $355,846 - $414.89 of capital withdraw and $7,929.23 of capital gain. The one in blue is the StashAway portfolio, green is SGX and the total is in black.


If you prefer to look at numbers, this is the raw data used to generate the above bar graph. These numbers are as of the last day of the month.


"Cash Flow" is the amount of money being injected/withdrawn from the portfolio (buying stocks = +ve cash flow while selling stocks and collecting dividends = -ve cash flow)

SOLD
None

BOUGHT
None

We were on our honeymoon and did not have the time to make any transaction for the month. However, we bought Geo Energy (after the huge drop?!) and Lion-Philip S-REIT ETF (for the month of November) on the first trading day after we returned. Shall elaborate more on next month update.

Dividends
The total dividends collected this month is $1,590.48. The breakdown is as follows:

Company Symbol ExDate Amount Total
Mapletree North Asia Commercial Trust RW0U 1-Nov-18 5,000 $96.30
CapitaLand Mall Trust C38U 2-Nov-18 7,000 $304.50
Starhill Global Real Estate Investment Trust P40U 5-Nov-18 12,000 $138.00
Far East Hospitality Trust Q5T 5-Nov-18 10,156 $106.64
Ascendas Hospitality Trust Q1P 7-Nov-18 15,000 $421.50
NetLink NBN Trust CJLU 12-Nov-18 6,000 $146.40
Frasers Logistics & Industrial Trust BUOU 12-Nov-18 10,200 $262.14
Singapore Post Ltd S08 15-Nov-18 7,000 $35.00
Sysma Holdings Ltd 5UO 26-Nov-18 10,000 $80.00

Total dividends collected for 2018: $13,622.06
Average dividends per month for 2018: $1,238.37

StashAway


Capital: $14,500
Current: $14,217.42 (IRR: -4.4%)

On a side note, one can invest in StashAway using SRS and I will be blogging about our new plan/strategy soon! Keep a lookout for it :)

You might be interested in previous months update too:
Portfolio - January 2018
Portfolio - February 2018
Portfolio - March 2018
Portfolio - April 2018 + What is Ezion W230416?
Portfolio - May 2018
Portfolio - June 2018
Portfolio - July 2018
Portfolio - August 2018
Portfolio - September 2018
Portfolio - October 2018

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4. Instagram - KPO_and_CZM (Did you see those delicious food photos to the right -->)

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