Monthly Summary of March 2023

 For past 4 weeks, these are the transactions:

• Added UOB @ $27.92.
• Added CapitaLand Invest @ $3.65.
• Added IReit Global @ US$0.485.
• Added QQQM @ US$128.00.
• Added Tesla @ US$186, 182, 166.

Local Portfolio (S$)

Investing: $241140

Market Value: $305746
Accumulated Dividend: $27695 (YTD: $3551)

Oversea Portfolio (US$)

Investing: US$106659
Market Value: US$82448

Accumulated Option Premium: US$25625 (YTD: US$5938)

Monthly Summary of February 2023

For past 4 weeks, these are the transactions:

• Added Ascott Trust @ $1.06.
• Added CDL H Trust @ $1.26.
• Added QQQM @ US$125.00.

Local Portfolio (S$)

Investing: $238635

Market Value: $297764
Accumulated Dividend: $24802 (YTD: $658)

Oversea Portfolio (US$)

Investing: US$110245
Market Value: US$78064

Accumulated Option Premium: US$23936 (YTD: US$4249)

Monthly Summary of January 2023

For past 4 weeks, these are the transactions:

• Added UOB @ $29.40.
• Added ComfortDelgro @ $1.21.
• Added Jardine C&C @ $29.04.
• Added SGX @ $8.81.
• Added Parkway Life Reit @ $3.75.
• Added QQQM @ US$116.50.

Local Portfolio (S$)

Investing: $237219

Market Value: $308341
Accumulated Dividend: $24145 (YTD: $0)

Oversea Portfolio (US$)

Investing: US$84477
Market Value: US$57087

Accumulated Option Premium: US$21652 (YTD: US$2265)

Game plan for 2023

would be to achieve the following by end of year 2023.

Local Portfolio (S$)

• Raise total investing amount to $267k.
• Raise total investing market value to $325k.
• Receive $13k via dividend.

Oversea Portfolio (US$)

• Raise total investing amount to US$123k (~S$164k)
• Raise total investing market value to meet US$123k.
• Collect US$14k premium via options trading.

Oversea Portfolio (HK$)

• Raise total investing amount to HK$300k (~S$51k).
• Raise total investing market value to meet HK$300k.
• Collect HK$35k premium via options trading.

How my portfolio looks like at end of 2022?

Local Portfolio (S$)

Oversea Portfolio (US$)

Oversea Portfolio (HK$)

End-year review of game plan for 2022

 Local Portfolio (S$)

• Raise total investing amount to $240k.
• Current total investing amount is $227k.
• Raise target to $244k. *Failed, invested $228k only*
• Raise total investing market value to $280k.
• Current total investing market value is $265k.
• Raise target to $285k. *Failed, market value reached $280k only*
• Receive $10k via dividend. *Passed, collected $12k*
• Current dividend collected is $5830.

Oversea Portfolio (US$)

• Raise total investing amount to US$70k (~S$94k).
• Current total investing amount is US$62k.
• Raise target to US$80k. *Passed, invested US$96k*
• Raise total investing market value to exceed US$70k. *Failed, market value reached US$58k only*
• Current total investing market value is US$39k.
• Receive $12k via options trading. *Passed, collected US$14k*
• Current options premium collected is US$5420.

Oversea Portfolio (HK$)

• Raise total investing amount to HK$200k (~S$35k). *Failed, invested HK$90 only*
• Current total investing amount is HK$142k.
• Raise total investing market value to exceed HK$200k. *Failed, market value reached HK$60k*
• Current total investing market value is HK$137k.
• No game plan to receive option premium.
• Current options premium collected is HK$9357. *Passed, collected HK$33k*

Monthly Summary of December 2022

For past 4 weeks, added multiple position in QQQM and start a new position in TSLA.

Local Portfolio (S$)

Investing: $228388

Market Value: $280848
Accumulated Dividend: $24145 (YTD: $12109)

Oversea Portfolio (US$)

Investing: US$96642
Market Value: US$58496

Monthly Summary of November 2022

For past 4 weeks, only started a new position:

• Parkway Life Reit @ $3.86.

Local Portfolio (S$)

Note: I have made some changes in my portfolio calculation to deduct Accumulated Dividend from Investing.

Investing: $229471

Market Value: $284485
Accumulated Dividend: $23062 (YTD: $11026)

Oversea Portfolio (US$)

Investing: US$101820
Market Value: US$69360