Portfolio Update (June 2015)

For the month of June, I have closed out all my positions in my US stock portfolio. Not because I foresee bad market movements but because I need the money I had invested for other purposes. It was a bit wasted as I will have to restart my plans for retirement via dividends. Remember to only invest in money that you know you may not need it in the near future.

Investor Monkey - Portfolio

My apologies for doing this update so much later than I had intend to. Have been busy with some major updates at TradingCommand. Now that I am free and of course since today is Hari Raya Puasa, a public holiday, I can spend a little time to do my updates of  this website.

In June, I have sold all my positions in my US portfolio. Do not worry, it is not because that I foresee the market is going to crash but mainly because I need the money for other purposes. It is very wasted because as a long term investor, I had wanted to build my portfolio so that it can help me to collect dividends using the DRIP technique for my retirement. The earlier I start, the earlier I can achieve my goals.

Morale of the story, only invest in the money that you know you will not need 10-20 yrs down the road.

Dividends

There was no dividends received during the month of June. Total YTD dividends remains $285.56 or 2.33% yield.

Stock Code YTD Dividends
Singapore Post Limited S80.SI $37.50 1.21%
Starhill Global REIT P40U.SI $51.00 2.65%
Suntec REIT T80U.SI $96.14 3.02%
GlaxoSmithKline GSK $32.96 1.48%
Mapletree GCC Tr RW0U.SI $67.96 3.72%
Total Dividends $285.56 2.33%

Profit & Loss

Profit and loss changes during the month of June was mixed but ended slightly lower by 10.38% compared to the end of June.

Stock Code Realised Profit/Loss Unrealised Profit/Loss
Singapore Post Limited S80.SI 83.19%
Starhill Global REIT P40U.SI 8.70%
Suntec REIT T80U.SI 8.21%
GlaxoSmithKline GSK 44.04%
Mapletree GCC Tr RW0U.SI 11.63%

As mentioned, I have closed all my positions for my US stocks in June. Total profits for all the closed positions since I started investing in US stocks is 5.78%

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%  
Celgene Corporation CELG  7.29%
Visa Inc V  5.97%
Avago Technologies Ltd AVGO 31.55% 
AmerisourceBergen Corp. ABC  17.21%
Sherwin-Williams Co SHW  3.29%

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