Saturday, July 30, 2016

THREE YEAR ANNIVERSARY and I think I'm doing well

July marks my third year of investing
And I think I've done not too bad. Looking at the chart below, I can see that my dividends are slowly but surely growing exponentially.
Also, I've not panicked and sold my positions when I fell into unrealised losses.



3 year CAGR of 3.95%
Could be higher, but that's fine given that it has only been 3 years and my CAGR is also dependent on equity price movements despite my dividend income being my main focus.

Outperformed the index
Also, STI's 3 year CAGR is -0.47% and their 10 year CAGR is 4.71%. Given that, I'm glad I've beaten the index, if not I should have just bought the index right?

Thursday, July 28, 2016

Relook at my portfolio after a 6 months hiatus!


What changed?
  • Monthly dividend increased 19% to $328 (from $284 back in Jan 2016)
    • Dividend yield maintained steady at 4.40%
    • SOLD: SIIC and Old Chang Kee (previously small holdings)
    • BOUGHT more DBS, Raffles Medical and Sheng Siong
    • BOUGHT Accordia Golf Trust and Advancer Global 
    What was my goal back then?
    The goal was to increase my monthly dividend to $300. Seems like I've met it! Next goal, $500!


    Basically, there was not much trading done
    I managed to get Advancer Global during IPO as the fundamentals were good and valuations were cheap. 

    Sold off for 70% profit during the first day and bought them again when prices started to fall. I'm now holding it for long term.

    RMG was accumulated as the market wasn't loving it after the "lacklustre" results stemming from Holland Village's pre-startup costs.

    My star performers in percentage terms
    • SATS @ +42.43%
    • Sheng Siong @+37.89%
    • Colex @+34.04%
    Colex earnings should be released in a few weeks time, and I'm looking to further accumulate before the earnings announcement if the price is right!