Thursday, July 2, 2015

Let's get rich together Report Card - June 2015




Name
Portfolio %
Average price ($)
1
SATS
20.92%
3.11
2
M1
18.33%
3.63
3
Parkway Life
7.87%
2.34
4
Sembcorp Industries
7.67%
4.56
5
Singtel
5.92%
3.52
6
StarHub
6.81%
4.05
7
CapitaMall Trust
6.54%
1.95

8
Raffles Medical
6.47%
3.85
9
Vicom
5.08%
6.04
10
Sheng Siong
4.35%
0.68
11
UOB
3.88%
23.05
12
Old Chang Kee
2.92%
0.87
13
SIIC Environment
1.69%
0.20
14
Thai Beverage
1.55%
0.46

Expected Annual Dividends: 
$2,537 ($211/month)
Dividend Yield: 4.27%
Unrealised gain: $3,139, 5.28%

STI Index (ES3):
Dividend Yield: 2.74%
Unrealised gain: flat (2 Jan $3.41, 2 Jul $3.38)

Star of the portfolio:
Thai Beverage    - 68% capital gain
Sheng Siong      - 31% capital gain
Singtel                - 21% capital gain (Dividend stocks can grow too! =D )
Raffles Medical  - 20% capital gain
SATS                  - 16% capital gain (Slow and steady)

First US Stock
I also just made my first purchase in the NYSE. Guess who?


Berkshire Hathaway. Yes, the mega stock. I saw the stock price coming down and thought it's a good price to adopt a position in Berkshire. This is one stock where I would have no trouble sleeping peacefully at night.

A sneeze
The financial market had a minor sneeze due to the Greece contagion fear. However, the sneeze was so small that it didn't rattle the markets enough for me to accumulate any of my target stocks.

It's alright for me because my balances in OCBC are still earning a decent interest.

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