Saturday, January 7, 2023

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.

Monday, January 2, 2023

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*

Saturday, December 31, 2022

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


Saturday, December 3, 2022

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



Saturday, November 5, 2022

Monthly Summary of October 2022

For past 4 weeks, these are the transactions:

  • Added ComfortDelgro @ $1.28.
  • Added CapitaLand China Tr @ $0.985.
  • Added SGX @ $8.86.
  • Added ST Engr @ $3.35.
  • Added Ascott Tr @ $0.95.

Local Portfolio (S$)

Investing: $251357
Market Value: $264849
Accumulated Dividend: $22772 (YTD: $10736)


Oversea Portfolio (US$)
Investing: US$98701
Market Value: US$51699



Sunday, October 2, 2022

Monthly Summary of September 2022

For past 4 weeks, these are the transactions:

  • Added SGX @ $9.64.
  • Added ST Engr @ $3.65.
  • Added Mapletree Ind Tr @ $2.35.
  • Added Mapletree Log Tr @ $1.53.
  • Added Ascott Tr @ $1.07.
  • Added CDL H Tr @ $1.12.

Local Portfolio (S$)

Investing: $246155
Market Value: $269740
Accumulated Dividend: $22578 (YTD: $10542)


Oversea Portfolio (US$)
Investing: US$95673
Market Value: US$60831


Saturday, September 3, 2022

Monthly Summary of August 2022

For past 4 weeks, these are the transactions:

  • Added ComfortdDelgro @ $1.44.
  • Added CapitaLandInvest @ $3.69.
  • Reduced Sembcorp Ind @ $3.31.
  • Reduced Jardine C&C @ $32.38.
  • Added CapitaLand China Tr @ $1.15.
  • Added CapLand Int C Tr @ $2.10.
  • Added ST Engr @ $3.94.
  • Added IReit Global @ $0.565.
  • Added Ascendas Reit @ $2.87.
  • Added Ascott Trust @ $1.12.
  • Start new position in CDL H Tr @ $1.295.

Local Portfolio (S$)

Investing: $235097
Market Value: $272234
Accumulated Dividend: $20055(YTD: $8019)


Oversea Portfolio (US$)
Investing: US$80144
Market Value: US$51135