Portfolio Update June 2023

Half the year of 2023 has whizzed by.

Let me provide an update of my investment portfolios for June.

My SGX Income Portfolio value increases to $318k mainly due to capital injection for increasing investment in Mapletree Logistics Trust.

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

My SRS Ultra Long-Term Portfolio value stagnates at $135k.

The US stock markets has undergone retracement while remaining on a bullish uptrend while local Reits remain weak due to hawkish possibility of further interest rate hikes by end of this year. There are also lingering fears of global recession setting in despite fading hopes interest rate tapering next year. 

While being clouded by uncertainties, immense noises and fears, we must becalm 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. Sold 2,400 shares of Sembcorp Industries at $5.38.

2. Bought 400 shares of DBS at $30.80.

3. Bought 10,000 shares of Mapletree Logistics Trust at $1.63.

4. Rollup 1 unit of Alphabet, GOOGL230616 call option with $100 strike price by buying back at US$23.30 and selling 1 unit of GOOGL231117 call option with $105 strike price at US$23.60.

Portfolio Dividends

1. Received $296 of dividends from Savings Bonds on 1 Jun.

2. Received $188 of dividends from ST Engineering in SRS on 6 Jun.

3. Received $285.61 of dividends from Mapletree Industrial Trust on 7 Jun.

4. Received $131 of dividends from Netlink Trust on 13 Jun.

5. Received $337.50 of dividends from MPACT in SRS on 15 Jun.

6. Received $880 of dividends from Frasers L&C Trust on 15 Jun.

7. Received $614.10 of dividends from Ascendas Reit on 26 Jun.

8. Received $849.28 of dividends from Aims Apac Reit on 28 Jun.

9. Received $230.92 of dividends as 224 shares from Far East Orchard on 28 Jun.

SGX Income Portfolio

Portfolio Value = $318k

US/HK Growth Portfolio

Moomoo

US$3.7k

Tiger Broker

US$10.5k

Syfe Trade

US$0.8k

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