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 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)

Monthly Summary of January 2023

For past 4 weeks, these are the transactions:

• Added UOB @ $29.40.
• Added ComfortDelgro @ $1.21.
• Added Jardine C&C @ $29.04.
• Added SGX @ $8.81.
• Added Parkway Life Reit @ $3.75.
• Added QQQM @ US$116.50.

Local Portfolio (S$)

Investing: $237219

Market Value: $308341
Accumulated Dividend: $24145 (YTD: $0)

Oversea Portfolio (US$)

Investing: US$84477
Market Value: US$57087

Accumulated Option Premium: US$21652 (YTD: US$2265)

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

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.

Changes to 2021 plan

mentioned in https://ainvestor.blogspot.com/2020/12/summary-for-2020.html. Due to a better bonus from company, I am planning to increase my total investment capital such that my local portfolio and oversea portfolio would reach $200k and US$29k respectively by end of this year.

Sold some UOB @ $25.99.
Added Capitaland @ $2.78.
Added Alibaba @ US$225.25.

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.

STI surged 11%

from 2423 for the past 2 weeks. It broke a few resistance levels, and may take a break before testing 2800 (the high during June 2020). There are some weakness in technology stocks, and if it continues, I may want broaden my stock portfolio.

This week, I have divested some UOB @ $21.36, and continue to add on SGX @ $9.00 and KWEB @ US$73.65.

STI ranged between 2600 and 2725.

10 more days to US Presidential election

and we are at the beginning of 2020 Q3 company result release. What is your investment plan?

For me, I would try to ''pause'' my investment for the next week, unless there is any plunge in stock market.

Added:

• UOB @ $19.79
• KWEB @ US$71.88 

STI ranged between 2513 and 2549.

Didn't follow my plan

due to a plunge in STI on the last trading day of July 2020; very near support level at 2500.

I have forgotten to apply medical oil on my itchy fingers. LOL.

Nibbled on the following shares:

• DBS @ $19.62
• OCBC @ $8.67
• UOB @ $19.65
• ASHR @ US$33.78

Broaden my portfolio with these purchases:

• SGX @ $8.13
• ST Eng @ $3.26

STI ranged between 2511 and 2603.

Moving into Circuit Breaker Phase 2

and noticed more people taking public transport such as bus, mrt and taxi which may explain why ComfortDelgro shows more strength this week when other shares in my portfolio are sold down.

Added Capitaland @ $2.93 and UOB @ $20.84.

STI ranged between 2606 to 2688.

Sell hiGH, Buy LOw

Did I manage to follow my plan mentioned in dow-jones-jumped-829-points?

Let's see:

• Jardine C&C did not reach $22.62 on Monday, but added some @ $22.37 on Thursday.
• Added Singtel @ $2.64.
• UOB filled the big gap @ $23.20 on Tuesday; sold some @ $23.30. Later on Thursday, bought them back @ $22.46 for upcoming dividend.

In addition:

• Sold some DBS @ $23.40 since it filled a gap on Monday, and bought them back @ $22.39 on Thursday.
• Added STI ETF @ $2.746.
• Added OCBC @ $9.03.
• Bought CapitaMall Trust @ $1.99.

There are lots of actions happening on Thursday and Friday as STI plunged 96 and 19 points respectively. This week, STI ranged between 2609 to 2839.

Dow Jones jumped 829 points

on Friday due to a surprise job surge.

Many blue chips in STI would expect to see a gap up in price on this coming Monday.
What is my plan?

• Jardine C&C - it would go XD on Monday. Based on Friday closing price @ $23.58 and dividend of about $0.96, opening price may be around $22.62.
• Singtel - its chance to play catch up due to this rumor Amazon in talks to buy US$2b stake in Singtel associate Bharti Airtel. May purchase more on weak selling.
• UOB - its price may take this chance to fill gaps on 8 and 9 Mar 2020 ($23.68, $23.20). I may want to do a re-invest similar to Jardine C&C mentioned in STI playing catch-up on lifting of circuit breaker.

The above plan would depend on how the prices move on Monday.

4th round of purchases in May 2020

Didn't expect to make some purchases on last day of the week.
An unexpected plunge of 5% in Hang Seng triggered by Beijing plans to impose new national security laws. STI went below 2500 too.

Stick to my plan, and these are my purchases:

• UOB @ $19.73; average price @ $19.662.
• OCBC @ $8.53; average price @ $8.702.
• Capitaland @ $2.87; average price @ $2.89.
• Jardine C&C @ $19.77; average price @ $19.765.
• STI ETF @ $2.541.

STI ranged between 2490 to 2596.

3rd round of purchases in May 2020

Sell in May and go away.
It is happening even in bear market.

When there is fear in market, I would continue my purchase.
This week's purchase:

• DBS @ $19.17; with this purchase, average price @ $19.02.
• UOB @ $19.69; with this purchase, average price @ 19.65.
• OCBC @ $8.82; with this purchase, average price @ $8.75.
• ComfortDelgro @ $1.57.
• Capitaland @ $2.91.
• Jardine C&C @ $19.76.
• CapitaR China Tr @ $1.29.

STI ranged between 2516 to 2611.

Nibbled UOB again

For the past week, I have nibbled on UOB again @ $19.73. With this purchase, my average price for UOB is $19.65. STI ranged between 2525 to 2633.

Last night, Dow Jones opened high and closed low. If it plunges again tonight, Singapore market may gap down on next Monday.

If opportunity arise next week, I am looking to add on to DBS, OCBC and Singtel.

Always have a plan, and follows it.

Started my share purchase

I have nibbled some of the following shares to begin my journey to passive income:

DBS @ $18.81

UOB @ $19.62

OCBC @ $8.57

Singtel @ $2.71

where STI ranged between 2501 to 2627.