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

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.

Singapore Banks continue to surge

pass their recent highs in anticipate a few interest rate hikes in 2022. Err.. maybe OCBC still lagging a bit.

After http://ainvestor.blogspot.com/2021/11/continue-to-show-signs-of-bottoming-for.html, could I say this may be reversal of China tech stocks after Alibaba shows a double bottom in its chart. Remind myself that time in market is more important than timing the market :)

I would continue to sell options (in both US and HK markets) to reduce the average prices of my stocks.

Reduced DBS @ $33.42.
Added SGX @ $9.35.
Added Mapletree Log Tr @ $1.75.
Added Ascendas Reit @ $2.88. 

No post for past 4 weeks

because I'm busy moving into a new house. Below is just a quick catch up on what are the stock transaction during this period.

Added CICT @ $1.97.

Added Mapletree Log Tr @ $1.84 via rights.

Added 3067 @ HK$11.41.

Added NIO @ US$33 via options.

Black Friday's sale everywhere

even in stock market. A sea of red for SG, HK and US stocks in my portfolio on Friday. Both my HK and US portfolio go to its recent low at -19% and -24% respectively while my SG portfolio is still good.

Mapletree Log Tr has announced another rights issue, and would be doing an advanced distribution of $0.0145. I would need to prepare some cash for this :)

Added SGX @ $9.33.
Added 3067 @ UK$12.88.

About 50 more trading days till

year end, and $6k more to invest into my local stock portfolio to reach $200k investment :)

Both my oversea portfolio in US and HK continue to improve, and may have chance to go into GREEN at the end of this year.

Added Mapletree Log Tr @ $1.99.

A big divergence between US and

China stock markets. I believe some convergence would take place sooner or later; what goes up would come down and vice versa. 

As mentioned in https://ainvestor.blogspot.com/2021/04/rebalance-local-portfolio.html, some of my fund has been reallocated to REITs and trusts for past few months, and they are currently sitting on about 41% of my local portfolio.

Divested some Capitaland @ $4.08.

Added SGX @ $10.08.

Added Keppel DC Reit @ $2.51.

Added Mapletree Log Tr @ $2.03.

Sold all ARKX @ US$20.82.

Divested most of ASHR @ US$37.90.

Divested some Palantir @ US$25 (via options).

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.

STI continues to show strength

while US and China markets are showing volatility. STI has managed to stay above 3000 which has turned support. However, do note that there is a gap created above 3000 which may need to be filled up.

I continue to strengthen both my local and oversea portfolio:

Mapletree Log Tr @ $1.88.
ST Engineering @ $3.85. 
ASHR @ US$38.43 (corrected ~17% from peak).
KWEB @ US$83.50 (corrected ~21% from peak).

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.

Alibaba's result beat analysts' expectation

but its US share price dropped ~4%; exposed a big price difference between its US and HK share prices. Initially, I thought I could execute my plan mentioned in http://ainvestor.blogspot.com/2021/01/jack-ma-1st-public-appearance.html to add more when it goes above its recent high at US$269. To my surprise, its US share price plunged after its good result announcement. I was unable to hold back my itchy finger, and decided to add more Alibaba during this pull back.

For this week:

Added Mapletree Log Tr @ $1.92.
Added ASHR @ US$41.73.
Added Alibaba @ US$258.66.

STI ranged between 2873 and 2939. 

Market correction in progress

with both S&P 500 and STI down ~4% from recent peak. I would monitor the 50MA and 100MA of S&P 500.

I have taken the chance to broaden my portfolio by including Mapletree Logistics Trust @ $1.99. Currently, I have a total of 17 stocks in my local portfolio.

Also added:

ST Engineering @ $3.77.
Capitaland Int Com Tr @ $2.20.
KWEB @ US$91.33.

Local Portfolio (S$)

Investing: $171192

Market Value: $192794

Accumulated Dividend: $4415

Oversea Portfolio (US$)

Investing: $14808

Market Value: $16727

Accumulated Dividend: $39.71