Saturday, March 30, 2024

Portfolio Update Mar 2024

Time flies. The first quarter of 2024 has come to an end for me to update my investment portfolios.

My SGX Income Portfolio value rises to $347k from $340k. 

My US/HK Growth Portfolio value inches up to US$17.7k.

My SRS Ultra Long-Term Portfolio value increases to $159k from $147k mainly due to my contributions and capital appreciation of OCBC.

The US stock markets have attained fresh record highs amidst uncertainties over interest rates, ongoing wars and diminishing fears of global recession. US 10-year and 30-year government yields have rebounded slightly and the Federal Reserve is expected to hold interest rates high for the short-term before cutting up to 3 times this year.

Despite being clouded by uncertainties, immense noises and fears, it is crucial that long-term investors like us always remain calm, unwavered and focused on our investment objectives. Stick to our own plan and continue deploying our financial resources into high quality income-producing instruments such as government-backed risk-free bonds, property assets, or strong growth businesses tactfully according to our own risk appetite. 

This is a month when I am reaping fruits of my investment labour of planting and sowing seeds in the past as many Reits paid off their dividends.

Portfolio Actions

Nil

Portfolio Dividends

1. Received $138 of dividends from Savings Bonds on 1 Mar in SRS.

2. Received $429.55 of dividends from Savings Bonds on 1 Mar.

3. Received $744.10 of dividends from Capitaland Ascendas Reit on 6 Mar.

4. Received $504.84 of dividends from Mapletree Industrial Trust on 7 Mar.

5. Received $149.60 of dividends from Parkway Life Reit on 7 Mar in SRS.

6. Received $346.56 of dividends from Keppel DC Reit on 11 Mar in SRS.

7. Received $330 of dividends from MPACT on 14 Mar in SRS.

8. Received $300.17 of dividends from Keppel Reit on 15 Mar in SRS.

9. Received $463.26 of dividends as 303 shares from Mapletree Log Trust on 20 Mar.

10. Received $299.10 of dividends from IREIT on 21 Mar.

11 Received $819 of dividends from Aims Apac Reit on 22 Mar.

12. Received $164.52 of dividends from Capitaland China Trust as 203 shares on 28 Mar.

13. Received $981 of dividends from CICT as 506 shares on 28 Mar.


SGX Income Portfolio



Portfolio Value = $340k


US/HK Growth Portfolio

Moomoo


US$3.9k





Tiger Broker



US$12.9k


Syfe Trade


US$0.9k


Portfolio Value = US$17k

SRS Ultra Long-Term Portfolio

Portfolio Value = S$159k



Thanks for reading.

With love and peace, 
Qiongster

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