Monthly Summary of October 2023

  For past 4 weeks, these are the transactions:

• Added CapitaLandInvest @ $3.03.
• Added CapLand Int C Tr @ $1.75.
• Added IReit Global @ $0.36.
• Added Ascott Trust @ $0.91.
• Added QQQM @ US$144.5.
• Added TSLA @ US$231.

Local Portfolio (S$)

Investing: $257719

Market Value: $304907
Accumulated Dividend: $38737 (YTD: $14593)

Oversea Portfolio (US$)

Investing: US$117919
Market Value: US$101470

Accumulated Option Premium: US$36470 (YTD: US$16783)

Monthly Summary of August 2023

 For past 4 weeks, these are the transactions:

• Added CapitaLandInvest @ $3.21.
• Added CapLand Int C Tr @ $1.99.
• Added IReit Global @ $0.395.
• Added Ascott Tr @ $1.02.
• Reduced ST Engr @ $3.85.

Local Portfolio (S$)

Investing: $253485

Market Value: $321414
Accumulated Dividend: $36113 (YTD: $11969)

Oversea Portfolio (US$)

Investing: US$113942
Market Value: US$111962

Accumulated Option Premium: US$33195 (YTD: US$13508)

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 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

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

Monthly Summary of June 2022

For past 4 weeks:

• Added UOB @ $26.39.
• Added ComfortDelgro @ $1.39.
• Added CapitaLandInvest @ $3.85.
• Added STI ETF @ $3.14.
• Added CapLand Int C Tr @ $2.13.
• Added Ascott Trust @ $1.11.
• First purchase of QQQM @ US$113.99.

Local Portfolio (S$)

Investing: $226540

Market Value: $262748
Accumulated Dividend: $17774 (YTD: $5738)

Oversea Portfolio (US$)

Investing: US$66556
Market Value: US$43702

When everyone is fearful

what should you do?

I would continue to DCA and tap on some capital from my war chest.

For past 2 weeks:

• Reduced Singtel @ $2.85.
• Added SGX @ $9.34.
• Added Mapletree Log Tr @ $1.73.
• Added Ascendas Reit @ $2.69.
• Added Ascott Trust @ $1.13.

Monthly Summary of April 2022

For past 4 weeks:

• Added ComfortDelgro @ $1.47.
• Added Keppel DC Reit @ $2.19.
• Added Ascott Trust @ $1.09.

Local Portfolio (S$)

Investing: $213219

Market Value: $263018
Accumulated Dividend: $14479 (YTD: $2443)

Oversea Portfolio (US$)

Investing: US$75516
Market Value: US$44038

Monthly Summary of January 2022

Happy Chinese New Year 2022!!

For past 2 week:

Reduced STI ETF @ $3.321.
Added SGX @ $9.40.
Added ST Engineering @ $3.69.
Added Mapletree Ind Tr @ $2.53.
Added Ascott Trust @ $1.02.

Local Portfolio (S$)

Investing: $206022

Market Value: $239054
Accumulated Dividend: $12536

Oversea Portfolio (US$)

Investing: US$69801
Market Value: US$52124

Monthly Summary of October 2021

For past 1 week:
Added Ascott Trust @ $1.02.

Local Portfolio (S$)
Investing: $195057

Market Value: $232839
Accumulated Dividend: $10955

Oversea Portfolio (US$)

Investing: US$42769
Market Value: US$36588

Temasek, GIC, MAS and SGX

appear in the same piece of news - to aid in the boosting of Singapore's local stock market. https://www.businesstimes.com.sg/government-economy/temasek-gic-urged-to-juice-up-singapore-bourse-via-spacs-sources.

So which stocks would benefit from the above news? My guess it would at least provide some support to the recent weakness of STI ETF and SGX.

Added Ascott Trust @ $0.975.
Added 3067 @ HK$13.28.
Added KWEB @ US$50 (via options).

Are we now moving into stage 4

of China tech market cycles as mentioned in https://www.dsij.in/DSIJArticleDetail/ArtMID/10163/ArticleID/12212/Market-cycles-and-emotions? Only time could tell.

I have started a new position in Ascott Trust when its price plunged below $1 since I always want to invest in a hospitality reit.

Divested some Jardine C&C @ $19.65.

Bought Ascott Trust @ $0.985.
Added AIMS @ $1.47.
Added SembCorp @ $1.89.
Added Mapletree Industrial Trust @ $2.90.
Added Ascendas Reit @ $3.06.
Added 3067 @ HK$13.93.
Divested Palantir @ US$26 (via options).