$$$ KPO and CZM $$$: Portfolio - June 2019

Friday, July 5, 2019

Portfolio - June 2019

We are back to the $400k portfolio and it is at an all-time high now. Thanks to G20 submit, no Trump drama/tweet, Fed lowering interest and many other unknown factors. lol. With half the year past, let's take a look at our progress so far...


The projected capital injection is $53,865 but we have only invested ~$6k+ so far. Nope, not for the fear of economic downturn/recession but for our house renovation. The projected portfolio should be at $431k and we are at $415k now. Not too bad :)

Our portfolio increase by 5.77% to $415,611 - $3,395.99 of capital withdrawal and $26,072.13 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"Cash Flow" is the amount of money being injected/withdrawn from the portfolio (buying stocks = +ve cash flow while selling stocks and collecting dividends = -ve cash flow)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

Nothing really exciting except for the combination of Ascott REIT and Ascendas Hospitality Trust.

Dividends
The total dividends collected this month is $319.50. The breakdown is as follows:

Company Symbol ExDate Shares Total
Accordia Golf Trust ADQU 11-Jun-19 15,000 $319.50

Total dividends collected for 2019: $11,354.28
Average dividends per month for 2019: $1,892.38

StashAway

KPO

CZM
Capital: $20,500.00
Current: $22,031.43

You might be interested in previous months update too:
Portfolio Performance in 2018 - $354,145
Portfolio - January 2019 - $376,381
Portfolio - February 2019 - $379,814
Portfolio - March 2019 - $400,263
Portfolio - April 2019 - $400,263
Portfolio - May 2019 - $392,934
- Portfolio - June 2019 - $415,611

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