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 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)

Roller coaster ride in stock markets

for past 3 weeks, especially for Chinese stocks. Most of Chinese stocks shown a bullish reversal candle this week.

For past 3 weeks:

Reduced UOB @ $31.65.
Added ComfortDelgro @ $1.36.
Added STIETF @ $3.178.
Reduced Sembcorp @ $2.70.
Reduced ST Engr @ $3.95.
Added IReit Global @ $0.60.
Added Ascendas Reit @ $2.81.

Good news for small Interaction Brokers account holders

like me. From 1st July 2021 onwards, Interactive Brokers have eliminated the monthly account inactivity fees. Extracted from the email:

Effective July 1, 2021, you will no longer be charged USD 10 for not maintaining a minimum balance or transaction activity for account U****8095. This change will be reflected in your August 2021 account statement.

This is a significant change for most of the retail investors and traders. Officially, Interactive Brokers are now even cheaper than Tiger Brokers and Moomoo for trading US shares and options. In addition, I am also using the Fractional Trading feature in Interactive Brokers to buy US shares. If you are interested to sign up a Interactive Brokers account, and do not have a referral link from your friends, please use mine here.

Divested some DBS @ $30.85.
Added Capitaland China Tr @ $1.37.
Added IReit Global @ $0.635.
Added Alibaba @ US$205.

Bought Palantir @ US$24 (via short put options).

IReit Global starts its Preferential Offering

on 2 July with each share @ $0.595. Under the preferential offering at an allotment ratio of 214 new units for every 1000 existing units, I would be allocated 856 shares. However, I would definitely want to apply for excess shares :)

Moving forward, I would be using my Interactive Brokers account for US shares and options trading due to its low fee and fractional trading feature, I would be transferring my USD fund from Tiger Brokers to Interactive Brokers progressively. This can be done by withdrawing of USD from Tiger Brokers to my DBS multi currency account, then deposit them into Interactive Brokers.

Added OCBC @ $11.76.
Added KWEB @ US$70.
Added Alibaba @ US$223.
Divested some AIMS @ $1.52.
Divested all Palantir @ US$24.88.

Alibaba break above 50dMA

yesterday. Technically, it has formed a double bottom, and I would continue my purchase of Alibaba shares.

As mentioned in https://ainvestor.blogspot.com/2021/06/my-oversea-portfolio-has-reached.html, I have subscribed to Mapletree Industrial Trust rights via Tiger Brokers and Moomoo, and was allocated a total of 400 shares. FYI, Tiger Brokers does not allow application of excess shares, whereas, Moomoo has given me some excess shares :)

IReit Global has announced another rights issue, and would be doing an advance distribution of $0.0223. Some important dates:

Record Date for entitlement to the Advanced Distribution
and eligibility to participate in the Preferential Offering                      29 June 2021 at 5.00 p.m.

Listing of New Units pursuant to the Placement                                 30 June 2021 at 9.00 a.m.

Opening date and time for the Preferential Offering                           2 July 2021 at 9.00 a.m. (9.00 a.m. for Electronic Applications)

Payment of Advanced Distribution On or around                                27 August 2021

Last date and time for acceptance, application
(if applicable) and payment for provisional allotments
of New Units and Excess New Units pursuant to the
Preferential Offering                                                                        12 July 2021 at 5.00 p.m. (9.30 p.m. for Electronic Applications)

Listing of New Units pursuant to the Preferential Offering                   21 July 2021 at 9.00 a.m..

For past week:

Added STI ETF @ $3.153.
Added Ascendas Reit @ $2.96.

By end of this month, my oversea portfolio would be 12 months old. I would publish a post to show its stocks and how they have performed. 

Registered with Interactive Brokers

although I already have Tiger Brokers and Moomoo accounts. Since there are many online articles and videos doing comparison between these brokers, I would not repeat the details here. The main reasons why I decided to sign up Interactive Brokers is because it supports covered call options, and its low commission fee for options trading.

Currently, there is sign up promotion for both Tiger Brokers and Moomoo:

Tiger Brokers: Free Amazon, Apple, Xiaomi shares, and more. If you are interested to sign up a Tiger Brokers account, and do not have a referral link from your friends, please use mine: https://www.tigersecurities.com/accounts?invite=O4JB19

Moomoo: Free Apple, Nio, Twitter shares, and more. If you are interested to sign up a Moomoo account, and do not have a referral link from your friends, please use mine: https://j.moomoo.com/004Sla

If you are interested to sign up a Interactive Brokers account, and do not have a referral link from your friends, please use mine here.

These are my transactions for the past week:

Added IReit Global @ $0.655.
Added HSTECH @ $1.305.
Divested some SGX @ $10.69.

Monthly Summary of April 2021

This week's purchases:

Added CapitaLand China Tr @ $1.39.
Added ST Engineering @ $3.89.
Added Mapletree Industrial Tr @ $2.79.
First Purchase of IReit Global @ $0.64.
Added Alibaba @ US$232.15.

Local Portfolio (S$)

Investing: $183912
Market Value: $223380
Accumulated Dividend: $5886

Oversea Portfolio (US$)

Investing: US$22369
Market Value: US$21960