Portfolio Update (January 2015)

Investor Monkey - Portfolio

One month had past silently since the start of the new year. With the start of this new year, I had set my new targets and plans for my investment strategies. Have already started to use investment to increase my capital since mid-2014 since to create a passive income via investment requires much more dollars invested.

As mentioned in my December 2014 update that I have done, I was holding on to three US stocks including Jetblue Airways (JBLU), Skyworks Solutions Inc (SWKS) and Twitter (TWTR). However, when the Swiss National Bank announced that they will unpeg the Swiss Franc from the Euro, the stock market fell on the news.

Expecting a long-due market correction, I went ahead and closed all my positions and hope to catch them again when they are priced lower, catching a discount. That was really the wrong move to do. Today, I did not buy back the stocks and they have already surpass the price where I sold and moved even higher.

Dividends

Received my dividends from GalxoSmithKline paid on 8th of January 2015. After all the charges deducted, I received a total of $14.67. This works out to a total of 0.12% of my dividend portfolio. With another 11 months to the end of the year, I am confident that my portfolio will be able to achieve my target of 5% in dividends received.

Stock Code YTD Dividends
Singapore Post Limited S80.SI $0.00 0.00%
Starhill Global REIT P40U.SI $0.00 0.00%
Suntec REIT T80U.SI $0.00 0.00%
GalxoSmithKline GSK $14.67 0.80%
Mapletree GCC Tr RW0U.SI $0.00 0.00%
Total Dividends $14.67 0.12%

Profit and Loss

There was a major breakthrough in my dividend portfolio. The stock price of SingPost (S08.SI) managed to break through the 100% profit mark, closing at 106.88% on the last trading day in January.

Stock Code Profit/Loss
Singapore Post Limited S80.SI 106.88%
Starhill Global REIT P40U.SI 13.89%
Suntec REIT T80U.SI 17.61%
GalxoSmithKline GSK 40.88%
Mapletree GCC Tr RW0U.SI 11.63%

Closed all my positions on the 6th of January and bought four other shares, namely:

Stock Code Realised Profit/Loss Unrealised Profit/Loss
Kroger Co KR 0.34%
Hyatt Hotels Corporation H 5.82%
Saia Inc SAIA 7.90%
Apple Inc. AAPL 3.74%
Xerox Corp XRX 2.50%
Jetblue Airways JBLU 25.92%
Skyworks Solutions Inc SWKS 29.50%
Twitter TWTR 20.97%
Visa Inc V 0.79%
AmerisourceBergen Corp. ABC 0.21%
Avago Technologies Ltd AVGO 3.61%
Celgene Corporation CELG 3.55%

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