Saturday, May 31, 2025

Portfolio Update May 2025

Welcome to my latest portfolio update as May 2025 has wrapped up!

My SGX Income Portfolio value increases to $392k from $382k mainly due to capital injection into Mapletree Industrial Trust. S-Reits have remained sluggish despite more positive market sentiments that believe interest rates may be cut at least 2 times in 2025. Immense fears from global trade war and potential recession have subsided but future uncertainties are still causing the US and Asian stock markets to remain volatile.

My US Growth Portfolio recovers to US$13.2k from US$8.7k due to rebound of NVIDIA and GOOGL share prices. I am unwavered in their long term growth potential and plan to keep rolling over the cash secured put options to delay the expiry date or take assignment of the NVIDIA and GOOGL shares.

My SRS Ultra Long-Term Portfolio value rises to $212k from $206k mainly due to recovery of OCBC share price.


Portfolio Actions

1. Bought 5,275 shares of Mapletree Industrial Trust at $2.02.

Portfolio Dividends

1. Received $613 of dividends from SSB on 2 May.

2. Received $2,850 of dividends from OCBC in SRS on 9 May.

3. Received $1,170 of dividends from UOB on 13 May.

4. Received $212.50 of dividends from ComfortDelgro in SRS on 14 May.

5. Received $150.00 of dividends from Wilmar in SRS on 15 May.

6. Received $750.75 of dividends from DBS on 27 May.

7. Received $184.10 of dividends from Astrea 7 A-1 PE Bond on 27 May.

8. Received $600.00 of dividends from DBS in SRS on 27 May.

9. Received $42 of dividends from OUE on 29 May.

10. Received $738 of dividends from Frasers Centrepoint Trust on 30 May.

11. Received $78.15 of dividends from Suntec Reit on 30 May.


SGX Income Portfolio

Portfolio Value = $392k


US Growth Portfolio

Moomoo



Tiger Broker




Syfe Trade



Portfolio Value = US$13.2k

SRS Ultra Long-Term Portfolio





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

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