Showing posts with label Oversea Portfolio. Show all posts
Showing posts with label Oversea Portfolio. Show all posts

Saturday, January 7, 2023

Game plan for 2023

would be to achieve the following by end of year 2023.

Local Portfolio (S$)

  • Raise total investing amount to $267k.
  • Raise total investing market value to $325k.
  • Receive $13k via dividend.
Oversea Portfolio (US$)
  • Raise total investing amount to US$123k (~S$164k)
  • Raise total investing market value to meet US$123k.
  • Collect US$14k premium via options trading.
Oversea Portfolio (HK$)
  • Raise total investing amount to HK$300k (~S$51k).
  • Raise total investing market value to meet HK$300k.
  • Collect HK$35k premium via options trading.

Monday, January 2, 2023

How my portfolio looks like at end of 2022?

Local Portfolio (S$)


Oversea Portfolio (US$)


Oversea Portfolio (HK$)



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*