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Saturday, June 29, 2024

Portfolio Update June 2024

This is a quick update of my investment portfolios for June 2024 before I fly off for a China trip funded by dividends.

My SGX Income Portfolio value decreases to $359k from $365k.

My US/HK Growth Portfolio value inches up to US$18.6k from US$18.5k.

My SRS Ultra Long-Term Portfolio value stagnates at $168k.

The US stock markets have challenged new highs amidst uncertainties over interest rates, ongoing wars and fears of economic recession. US 10-year and 30-year government yields have declined and the Federal Reserve is expected to hold interest rates high with a possibility of no rate cut for the 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.

Besides subscribing to Singapore Savings Bonds and rolling over Alphabet call option, I did not make any other moves in the stock markets. I also collected some dividends towards the end of 2024 mid-year.

Portfolio Actions

Nil

Portfolio Dividends

1. Received $530.91 of dividends from Savings Bonds on 1 Jun.

2. Received $188 of dividends from ST Eng on 5 Jun.

3. Received $458 of dividends from MPACT on 6 Jun.

4. Received $504.84 of dividends from Mapletree Ind Trust on 10 Jun.

5. Received $132.50 of dividends from Netlink Trust on 12 Jun.

6. Received $1,044 of dividends from Frasers L&C Trust on 18 Jun.

7. Received $829.50 of dividends from Aims Apac Reit on 24 Jun.

8. Received $461.32 of scrip dividends from Mapletree Log Trust as 347 shares  on 26 Jun.


SGX Income Portfolio

Portfolio Value = $359k


US/HK Growth Portfolio

Moomoo



US$4.5k


Tiger Broker


US$13k


Syfe Trade

US$1.1k


Portfolio Value = US$18.6k

SRS Ultra Long-Term Portfolio

Portfolio Value = S$168k



Thanks for reading.

With love and peace, 
Qiongster

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