Yay, the year ended with our portfolio reaching another new high as it increases by 1.34% to $463,297 - $1,556.74 of capital injection and $4,569.67 of capital gain.
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. On a side note, the numbers (cash flow and PnL) vary slightly as compared to the previous few months because I forgot to include CZM SRS investment when she rejoins the workforce.
"Cash Flow" is the amount of money being injected/withdrawn from the portfolio (buying stocks = +ve cash flow while selling stocks and collecting dividends = -ve cash flow)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/sell any stocks as most of the money was spent on optimizing our taxes either through SRS or CPF SA/MA. I topped up another $3,500 to SRS and decided to invest that with Endowus. You can read this post to find out more - Endowus CPF/SRS Review.
Dividends
The total dividends collected this month is $2,348.00. The breakdown is as follows:
Total dividends collected for 2019: $20,978.35
Average dividends per month for 2019: $1,748.20
StashAway
Capital: $27,000.00
Current: $30,802.85
Endowus
Capital: $3,500.00
Current: $3,516.00
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
- Portfolio - July 2019 - $420,798
- Portfolio - August 2019 - $421,644
- Portfolio - September 2019 - $420,854
- Portfolio - October 2019 - $438,957
- Portfolio - November 2019 - $457,171
- Portfolio - December 2019 - $463,297
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.)
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. On a side note, the numbers (cash flow and PnL) vary slightly as compared to the previous few months because I forgot to include CZM SRS investment when she rejoins the workforce.
"Cash Flow" is the amount of money being injected/withdrawn from the portfolio (buying stocks = +ve cash flow while selling stocks and collecting dividends = -ve cash flow)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/sell any stocks as most of the money was spent on optimizing our taxes either through SRS or CPF SA/MA. I topped up another $3,500 to SRS and decided to invest that with Endowus. You can read this post to find out more - Endowus CPF/SRS Review.
Dividends
The total dividends collected this month is $2,348.00. The breakdown is as follows:
| Company | Symbol | ExDate | Shares | Total |
| Ascendas Hospitality Trust - Stapled Units | Q1P | 31-Dec-19 | 15,000 | $814.50 |
| Singapore Telecommunications Limited | Z74 | 18-Dec-19 | 4,000 | $272.00 |
| Sysma Holdings Limited | 5UO | 10-Dec-19 | 10,000 | $100.00 |
| Accordia Golf Trust - Units | ADQU | 3-Dec-19 | 15,000 | $391.50 |
| Pacific Century Regional Developments Limited | P15 | 3-Dec-19 | 7,000 | $770.00 |
Total dividends collected for 2019: $20,978.35
Average dividends per month for 2019: $1,748.20
StashAway
 |
| KPO |
 |
| CZM |
Capital: $27,000.00
Current: $30,802.85
Endowus
Capital: $3,500.00
Current: $3,516.00
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
- Portfolio - July 2019 - $420,798
- Portfolio - August 2019 - $421,644
- Portfolio - September 2019 - $420,854
- Portfolio - October 2019 - $438,957
- Portfolio - November 2019 - $457,171
- Portfolio - December 2019 - $463,297
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.)
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