Happy Chinese New Year everyone! This is our first CNY and we are no longer on the receiving end. From additional small "income" to huge expense that we got to incur yearly :( We were also debating who should be the one giving out (based on my observation, it is always the "mother/aunt" giving out). lol. On the bright side, the market has recovered so much that we would have met our target based on this month portfolio - Portfolio Performance in 2018.
Our portfolio increase by 6.70% to $376,381 - $728.00 of capital injection and (surprise, surprise!) $22,908.40 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"Cash Flow" is the amount of money being injected/withdrawn from the portfolio (buying stocks = +ve cash flow while selling stocks and collecting dividends = -ve cash flow)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 did not buy or sell anything last month because the "recovery" makes all the stocks look relatively more "expensive". As a result, I did not buy Lion-Philip S-REIT ETF too. CZM is asking why am I trying to time the market >.<" The $728 capital injection is from our $1,000 monthly investment into StashAway - $272 dividends received from Singtel.
Dividends
The total dividends collected this month is $936.60. The breakdown is as follows:
Total dividends collected for 2019: $936.60
Average dividends per month for 2019: $936.60
StashAway
Capital: $16,000.00
Current: $16,051.10
On a side note, one can invest in StashAway using SRS and I have already blogged about our plan - New Strategy: StashAway + Supplementary Retirement Scheme (SRS)
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 --> Unfortunately, you can't see it on mobile.)
Our portfolio increase by 6.70% to $376,381 - $728.00 of capital injection and (surprise, surprise!) $22,908.40 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"Cash Flow" is the amount of money being injected/withdrawn from the portfolio (buying stocks = +ve cash flow while selling stocks and collecting dividends = -ve cash flow)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 did not buy or sell anything last month because the "recovery" makes all the stocks look relatively more "expensive". As a result, I did not buy Lion-Philip S-REIT ETF too. CZM is asking why am I trying to time the market >.<" The $728 capital injection is from our $1,000 monthly investment into StashAway - $272 dividends received from Singtel.
Dividends
The total dividends collected this month is $936.60. The breakdown is as follows:
| Company | Symbol | ExDate | Shares | Total |
| CapitaLand Commercial Trust | C61U | 31-Jan-19 | 2,000 | $88.40 |
| Lion-Phi S-REIT Shs | CLR | 30-Jan-19 | 12,000 | $253.20 |
| CapitaLand Mall Trust | C38U | 30-Jan-19 | 7,000 | $109.20 |
| Keppel DC REIT | AJBU | 29-Jan-19 | 3,000 | $111.00 |
| Soilbuild Business Space REIT | SV3U | 28-Jan-19 | 15,000 | $217.65 |
| First Real Estate Investment Trust | AW9U | 23-Jan-19 | 7,109 | $152.85 |
| SSB Jul 2018 | GX18070N | 1-Jan-19 | 500 | $4.30 |
Total dividends collected for 2019: $936.60
Average dividends per month for 2019: $936.60
StashAway
 |
| KPO's StashAway Jan 2019 Account Summary |
 |
| CZM's StashAway Jan 2019 Account Summary |
Capital: $16,000.00
Current: $16,051.10
On a side note, one can invest in StashAway using SRS and I have already blogged about our plan - New Strategy: StashAway + Supplementary Retirement Scheme (SRS)
You might be interested in previous months update too:
- Portfolio Performance in 2018Do 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 --> Unfortunately, you can't see it on mobile.)
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