Saturday, November 30, 2024

Portfolio Update November 2024

Today is the last day of November 2024 for a review of my investment portfolios.

My SGX Income Portfolio value has declined to $380k from $386k.

My US/HK Growth Portfolio has risen slightly to US$19.6k from US$19k.

My SRS Ultra Long-Term Portfolio value has increased to $189k from $183k.

Market Outlook 

The US stock market has continued its upward trajectory in a healthy bull run fueled by Donald Trump winning the presidential election. There will still be immense volatility from the occasional noises and fears attributable to ongoing geopolitical conflicts, and concerns about a potential economic recession. Despite these challenges, I believe that long-term investors should remain calm and focused on our investment objectives.

Investment Strategy 

My investment strategy prioritises on owning high-quality income-producing instruments, such as local bank stocks, S-Reits, government-backed risk-free bonds and other strong profitable growth businesses including the likes of US growth tech stocks. By carefully diversifying my portfolio and remaining disciplined, I aim to weather any market storms and achieve my long-term financial goals.

Portfolio Actions

Nil

Portfolio Dividends

1. Received $612.19 of dividends from Savings Bonds on 1 Nov.

2. Received $270.00 of dividends from Guocoland on 19 Nov.

3. Received $540.54 of dividends from DBS on 25 Nov.

4. Received $162 of dividends from DBS in SRS on 25 Nov.

5. Received $187.15 of dividends from Astrea 7 A-1 PE Bond on 27 Nov.

6. Received $79 of dividends from Suntec Reit on 28 Nov.

7. Received $722.40 of dividends from Frasers Centrepoint Trust on 29 Nov.

8. Received $134 of dividends from Netlink Trust on 29 Nov.


SGX Income Portfolio

Portfolio Value = $380k


US/HK Growth Portfolio

Moomoo

US$4.9k


Tiger Broker


US$13.5k


Syfe Trade

US$1.2k


Portfolio Value = US$19.6k

SRS Ultra Long-Term Portfolio



Portfolio Value = S$189k



Thanks for reading.

With love and peace, 
Qiongster

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