Portfolio Update December 2024

 Today is the last day of year 2024.

Time for a quick update of my investment portfolios before we march into 2025.

My SGX Income Portfolio value has declined to $377k from $380k.

My US/HK/Others Growth Portfolio has risen slightly to US$21.3k from US$19.6k.

My SRS Ultra Long-Term Portfolio value has increased to $192k from $189k.

Market Outlook 

The US stock market has remained in a healthy bull run subjected to 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. In the new year, I will continue to monitor the local banks and  US growth tech stocks for any sign of pullback.

Portfolio Actions

1. Subscribed to 3,000 preferential offer shares of Keppel DC Reit at $2.03 in SRS on 18 Dec.

2. Nibbled 100 shares of OCBC at $16.48, 500 shares of Kimly at $0.325 and 100 shares of Keppel Infra Trust at $0.45 in Tiger Broker by redeeming $30 cash vouchers using expiring reward points.

Portfolio Dividends

1. Received $489.22 of dividends from SSB on 2 Dec.

2. Received $396.00 of dividends from MPACT on 6 Dec.

3. Received $436.87 of scrip dividends from Mapletree Log Trust as 326 shares on 17 Dec.

4. Received $996 of dividends from Frasers L&C Trust on 25 Nov.

5. Received $514.12 of scrip dividends from Mapletree Industrial Trust as 220 shares on 18 Dec

6. Received $840 of dividends from Aims Apac Reit on 24 Dec.

SGX Income Portfolio

Portfolio Value = $377k

US/HK Growth Portfolio

Moomoo

US$5k

Tiger Broker

US$14.9k

Syfe Trade

US$1.4k

Portfolio Value = US$21.3k

SRS Ultra Long-Term Portfolio

Portfolio Value = S$192k

Disclaimer: This article is for informational purposes only and does not constitute financial advice. It's crucial to conduct your own research or consult with a qualified financial advisor before making any investment decisions.

Thanks for reading.

With love and peace, 

Qiongster