Here is a portfolio update on the last day of Feb 2026.
My SGX Income Portfolio value decreases to $461k from $469k mainly due to weakening of S-Reits from stagnant interest rates and price correction of local banks.
My US Growth Portfolio rises to US$69.2k from US$50.8k due to capital injection for assignment of Amazon from cash secured put options and nibbling of Palo Alto.
My SRS Ultra Long-Term Portfolio value rises to $260k from $257k mainly due to the recovery of Wilmar and resilience of OCBC despite some weakness from DBS.
Portfolio Actions
1. Buy 10 shares of PANW at $165
2. Take assignment of 100 AMZN shares at $220
3. Add 10 shares of AMZN at $206
Portfolio Dividends
1. Received $378.30 of dividends from SSB on 2 Feb.
2. Received $357.60 of dividends from Ascott Reit on 27 Feb.
3. Received $105.10 of dividends from Suntec Reit on 27 Feb.
Investment Strategy for 2026
My strategy for the year remains the "Barbell" approach. While the portfolios have shown resilience, the focus for the coming year will shift toward optimization and balance.
1. Aggressive Growth in the US Portfolio My US Growth portfolio is still in its "building phase." In 2026, I intend to continue systematic capital injections into high-conviction names like NVIDIA, Amazon, and Microsoft. My goal is to let the "Magnificent" tech drivers provide the capital appreciation that complements my steady SGX dividends.
2. Defending the Income Fortress With the SGX Income portfolio sitting at over $450k, the focus here is less about aggressive buying and more about yield maintenance. I will be monitoring interest rate trends closely—as rates stabilize or dip further, I expect my heavy weighting in REITs (Mapletree, Frasers, Aims Apac) to see a healthy valuation recovery.
3. The SRS "Compounder" The local banks (DBS and OCBC) have been the MVPs of my SRS portfolio this year. For 2026, I will likely keep this portfolio on "autopilot," allowing the dividends to be reinvested back into the STI’s strongest blue chips.
Final Thoughts: Investing is a marathon, not a sprint. Whether the market is up or down in 2026, my plan remains the same: stay invested, collect dividends, and buy quality on the dips.
SGX Income Portfolio
Portfolio Value = $461k
Moomoo
Tiger Broker
Syfe Trade
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.
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