Monday, July 31, 2023

Portfolio Update July 2023

Let me provide an update of my investment portfolios on the last day of July 2023.

My SGX Income Portfolio value increases to $333k from $318k mainly due to capital injection for preferential offering of Aims Apac Reit, IREIT and rebound of Reits after more certainty in interest rate hikes and diminishing recession fears stabilising the stock markets.

My US/HK Growth Portfolio value inches up to US$15.4k from US$15k.

My SRS Ultra Long-Term Portfolio value increases to $141.8k from $135k mainly due to resurgence of OCBC.

The US stock markets have hit new highs on a strong bullish run despite lingering fears of global recession setting and more potential interest rate hikes by end of this year. 

While 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 income-producing assets or growth businesses 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 3,000 shares of Aims Apac Reit at $1.189 via preferential offering.

2. Bought 10,000 shares of IREIT Global at $0.408 via preferential offering.

3. $2k T-bill BS23101S in SRS account matures on 25 Jul.

Portfolio Dividends

1. Received $122.50 of dividends from Savings Bonds on 1 Jul.

2. Received $145.87 of dividends from Savings Bonds in SRS on 1 Jul.

3. Received $372.62 of dividends from Mapletree Industrial Trust on 6 Jul.

4. Received $576 of dividends from Aims Apac Reit on 20 Jul.


SGX Income Portfolio

Portfolio Value = $333k


US/HK Growth Portfolio

Moomoo


US$3.7k





Tiger Broker


US$10.8k







Syfe Trade


US$0.9k


Portfolio Value = US$15.4k

SRS Ultra Long-Term Portfolio


Portfolio Value = S$141.8k


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

With love and peace, 
Qiongster

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