Sunday, April 30, 2023

Monthly Summary of April 2023

 For past 4 weeks, these are the transactions:

  • Reduced Jardine C&C @ $32.80.
  • Added Parkway Life Reit @ $3.915.
  • Added Tesla @ US$194, 166.

Local Portfolio (S$)

Investing: $239850
Market Value: $308117
Accumulated Dividend: $28063 (YTD: $3919)


Oversea Portfolio (US$)
Investing: US$119260
Market Value: US$85149
Accumulated Option Premium: US$26855 (YTD: US$7168)


Saturday, April 1, 2023

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)




Wednesday, March 1, 2023

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)



Saturday, February 4, 2023

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)


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