Monday, January 2, 2023

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*

No comments: