Portfolio Update (May 2015)

Investor Monkey - Portfolio

The month of May was a pretty exciting one for me as my US portfolio made a new high, closing at 13.53% YTD gain on the last day of the month. This is a good news, and also a bad one, as I might have to sell all the shares on hand as I will need the money for something else soon.

Good news is that overall both portfolios have positive gains since I first started. Bad news? Well, the US portfolio is making good progress and I will have to close all positions, even when I foresee that there is potential for it to move higher.

Well, I will just have to save up quickly and hopefully have enough cash to start my investment by the end of the year. Looking forward, I will likely be concentrating on just the US portfolio and working on building a portfolio of income stocks.

While I work hard on my savings, my investment journey will not stop here. I have been tasked to help build an income portfolio over at TradingCommand. We have hand-picked some stocks to build two portfolios, Growth Stocks and Income Stocks. Do hop over at times and see what stocks we have picked for the two portfolios.

Dividends

Received dividends totalling $137.76 from Starhill Global (P40U.SI), Suntec (T82U.SI) and Mapletree GCC (RW0U.SI). Total YTD dividends received is $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 May was mixed but ended slightly lower compared to the end of April.

Stock Code Realised Profit/Loss Unrealised Profit/Loss
Singapore Post Limited S80.SI 81.74%
Starhill Global REIT P40U.SI 9.22%
Suntec REIT T80U.SI 12.91%
GlaxoSmithKline GSK 24.11%
Mapletree GCC Tr RW0U.SI 17.10%

My US stocks did relatively better as compared to my Singapore ones with Avago Technologies (AVGO) punching through the high of $136.28 in March.

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 6.68%
Avago Technologies Ltd AVGO 38.31%
AmerisourceBergen Corp. ABC 18.36%
Sherwin-Williams Co SHW 1.38%

Dividends was received for Sherwin-Williams (SHW) as I had forgotten to activate the DRIP for the stock. Timely reminder for all of us to request for DRIP when new stock counters are purchased.

Leave a Reply

Your email address will not be published. Required fields are marked *