Monthly Summary of May 2023

 For past 4 weeks, these are the transactions:

• Added DBS @ $32.26.
• Added UOB @ $28.01.
• Added CapitaLandInvest @ $3.52.
• Added AIMS @ $1.33.
• Added SGX @ $9.25.
• Added Mapletree Industrial Trust @ $2.36.
• Added Mapletree Logistic Trust @ $1.65.
• Added Ascendas Reit @ $2.72.
• Added QQQM @ US$138.40.
• Added Tesla @ US$180.10.

Local Portfolio (S$)

Investing: $251127

Market Value: $311434
Accumulated Dividend: $31227 (YTD: $7082)

Oversea Portfolio (US$)

Investing: US$102269
Market Value: US$78536

Accumulated Option Premium: US$28297 (YTD: US$8610)

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 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

Both my US and HK portfolio are still in

RED, as I have been focusing more on China tech stocks. However, they have recovered quite a bit for past 1 to 2 weeks. For US portfolio, from -25% to -14%, and for HK portfolio, from -16% to -5%. I am practicing *** diamond hands *** as I believe in the companies that I am holding.

At the same time, I am using options to collect premium to help in the recovery. From the past 5 months since I started learning options trading, I have collected US$2200.

Reduced Jardine C&C @ $23.02.
Reduced CICT @ $2.11.
Added SGX @ $10.69.
Reduced ST Engineering @ $3.92.
Added Mapletree Ind Tr @ $2.74.

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).

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. 

My oversea portfolio has reached

a total investment of US$34k even exceeding my revised target of US$29k mentioned http://ainvestor.blogspot.com/2021/04/changes-to-2021-plan.html. One reason is that I see more opportunities in oversea market during the pullbacks in Mar and May 2021. Another reason is there is a one lump sum investment in Palantir. My oversea portfolio has been sideway for the past 3 months as it consists of technology and growth stocks.

I have subscribed to Mapletree Industrial Trust shares via its rights allocation; hopefully I can get some excess shares.

Added Alibaba @ US$218.80.
Added Mapletree Industrial Trust @ $2.76.

Mapletree Industrial Tr's CR

is at $2.65; representing about 5% discount from the current price. Under the preferential offering at an allotment ratio of 5 new units for every 100 existing units, I would be allocated 225 shares. However, I would try to apply for more shares :)

Divested all ComfortDelgro @ $1.57.
Added ST Engineering @ $3.76.
Added Mapletree Log Tr @ $1.90.
Added Alibaba @ US$212.60.

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

Cyclical stocks are going up

while technology stocks and REITs are coming down. So what I have been doing recently, and would continue to do so is to rebalance my local stock portfolio. STI has hit 3100 target this week as mentioned in https://ainvestor.blogspot.com/2021/01/what-is-next-target-for-sti.html.

For my oversea portfolio, it has weaken further; at one time it even dip into negative region before rebounding. I would simply continue with my DCA strategy.

Sold some OCBC @ $11.79.
Sold some SGX @ $10.100.
Added Mapletree Industrial Tr @ $2.57.
Added Keppel DC Reit @ $2.55.
Added AIMS @ $1.29.
Added ASHR @ US$38.84.
Added Alibaba @ US$229.83.

Give STI a Tiger

beer as it outperformed US indices past week. My oversea portfolio continues to weaken, and I have made 2 purchases based on my plan stated in http://ainvestor.blogspot.com/2021/02/monthly-summary-of-february-2021.html, and I also strengthen my local portfolio for dividend yield.

Added Alibaba @ US$231.
Added KWEB @ US$82.

Added Mapletree Industrial Tr @ $2.62.
Added Mapletree Log Tr @ $1.82.

Divested some UOB @ $25.45.

Based on my current investment of $170k in my local portfolio and lower dividend yield of 4% due to pandemic, I am expecting this year dividend to be about $7k.

Jack Ma 1st public appearance

since October 2020 causes Alibaba share price jumped on Wednesday, followed by a retracement for the next 2 days. However, it still break the resistance at ~US$252 easily. Currently, my average buy price is ~US$240. My plan for Alibaba is to add more:

• If it goes below US$240.
• If it goes above recent high at ~US$269.
• If it break above the 100MA

For the past week: 

Sold some Jardine C&C @ $22.81.
Added Mapletree Industrial Trust @ $2.89.
Added Keppel DC Reit @ $2.82.
Added Alibaba @ US$257.20.
Added ASHR @ US$42.40.

STI ranged between 2981 and 3017.

9 more trading days

to Christmas! Will we have a Santa Claus Rally this year? Don't hope, just stick to my plan.

I have added Mapletree Industrial Trust @ $2.81, ASHR @ US$39.20 and KWEB @ US$76.65. With this, I have achieved my extended target of $160k in local investment this year.

STI ranged between 2818 and 2848.

Broaden my portfolio

by adding 2 new reits. They are Mapletree Industrial Trust @ $2.90 and Keppel DC Reit @ $2.75. I am very close to my extended target for this year to make a $160k investment. Currently, I have 16 stocks in this portfolio.

STI has back tested 2800, and then resume its upward movement; thus creating a higher low. Potentially, it would move toward 2960 to close the gap created at the beginning of March 2020.

STI ranged between 2792 and 2869.