Portfolio Update May 2023

It is time to provide a quick update of my investment portfolios for May 2023.

My SGX Income Portfolio value stagnates at $302k from $301k last month despite capital injection of $16k into Mapletree Industrial Trust.

My US/HK Growth Portfolio value remains fairly stagnant at US$15k from US$15.4k.

My SRS Ultra Long-Term Portfolio value increases to $135k from $133k.

The US stock markets remain on a bull run while local Reits remain weak after Ex Dividend season. There are still fears of global recession setting in and hopes interest rate tapering next year. Despite still being clouded by uncertainties, immense noises and fears, we must remain calm and clear-minded as long-term investors and make the best out of current situation by investing and deploying our financial resources into high quality assets tactfully.

I am monitoring and plan to add high quality S-Reits or local bank stocks to my SGX income portfolio when the opportunity arises. I have no intention to increase exposure to US or HK growth stocks but just dabble with options to collect premiums.

Portfolio Actions

1. Bought 6,448 shares of Mapletree Industrial Trust at $2.29.

Portfolio Dividends

1. Received $121 of dividends from Savings Bonds on 1 May.

2. Received $192 of dividends from Sembcorp Ind on 8 May.

3. Received $188 of dividends from ST Engineering on 9 May.

4. Received $462.75 of dividends from UOB on 12 May.

5. Received $165 of dividends from Wilmar in SRS on 12 May.

6. Received $211 of dividends from Comfortdelgro in SRS on 18 May.

7. Received $1,800 of dividends from OCBC in SRS on 19 May.

8. Received $250.20 of dividends from Mapletree Log Trust on 22 May.

9. Received $185.10 of dividends from Astrea 7 A-1 PE Bond on 29 May.

10. Received $490.40 of dividends from Frasers Centrepoint Trust on 30 May.

11. Received $86.85 of dividends from Suntec Reit on 30 May.

12. Received $63.00 of dividends from OUE Limited on 31 May.

SGX Income Portfolio

Portfolio Value = $288k

US/HK Growth Portfolio

Moomoo

Tiger Broker

Syfe Trade

Portfolio Value = US$15k

SRS Ultra Long-Term Portfolio

Portfolio Value = S$135k

Thanks for reading. Stay focused and remain steadfast as always!

With love and peace, 

Qiongster