Portfolio Update (July 2015)

In June, I closed all my positions for my US portfolio as I would need the money for some other use. After selling all the positions and transferred the money back to my bank, I realised I made a huge mistake. I have already had some savings and was ready to transfer them to invest in US stocks.

In June, I closed all my positions for my US portfolio as I would need the money for some other use. After selling all the positions and transferred the money back to my bank, I realised I made a huge mistake. I have already had some savings and was ready to transfer them to invest in US stocks.

I have also closed all my positions for my Singapore portfolio in July after the Ex-Date for SingPost special dividends. Find that it is kind of wasted as the dividend yield that I will be enjoying is actually quite high.

From August onwards, I will be doing some adjustments to my investing strategies to include growth stocks on top of dividend stocks into my portfolio which I will name them as Dividend Portfolio and Growth Portfolio. More of how I intend to execute my new strategy can be found here.

Dividends

SingPost announced a special dividend of 0.75 Singapore cents per share to be paid to its shareholders, bringing the total annual dividend from 6.25 Singapore cents to 7 Singapore cents per share. With the announcement, it will bring my yield for SingPost to 6.77% from 6.04%.

Receiving dividends from GSK and SingPost, my total YTD dividends was up by $136.30 to $396.66 or 3.23% yield.

Stock Code YTD Dividends
Singapore Post Limited S80.SI $135.00 4.35%
Starhill Global REIT P40U.SI $51.00 2.65%
Suntec REIT T80U.SI $96.14 3.02%
GlaxoSmithKline GSK $46.56 2.09%
Mapletree GCC Tr RW0U.SI $67.96 3.72%
Total Dividends $396.66 3.23%

Profit & Loss

Overall, although my dividend portfolio did pretty well, the stock prices slide a little as compared to the start of the year, losing an overall of approximately 15% year-to-date.

Stock Code Profit/Loss
Open Positions
Closed Positions
Singapore Post Limited S80.SI 83.70%
Starhill Global REIT P40U.SI 12.72%
Suntec REIT T80U.SI 4.15%
GlaxoSmithKline GSK 27.87%
Mapletree GCC Tr RW0U.SI 5.74%

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.

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%

Portfolio Update (May 2015)

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.