Portfolio Update Apr 2021 - Hitting greater highs

I have not been blogging actively lately due to being busy in new job. I also did not check the stock market at all and was surprised to see the share price of Sembcorp Industries surge above $2 and share price of Sembcorp Marine above 20 cents. 

My portfolio value went up by $6.8k to $262.8k in Apr 2021. It has been a quiet month as there was no capital injection nor any dividend received in this month.

Portfolio Actions

Nil

Portfolio Dividends

Nil

My Ultra Long-Term SRS portfolio inches up $1.6k from $93k last month. I am adopting a passive approach to these 5 counters in the ultra long-term portfolio and will rely on them to achieve compounding growth in my supplementary retirement funds.

Thanks for reading. Stay strong and be safe!

With love & peace,

Qiongster

Net Worth Update Apr 2021

My net worth increases $10k from Mar 2021 to $1.072m.

This is despite not receiving a single cent of salary in Apr 2021 as I have just changed job and the payroll system in the new organization has not been updated on time to pay me. I still received the last CPF contributions from previous organization for the month of Mar 2021 though.

The increase in net worth is mainly due to strengthening of share prices of stocks in my portfolio. Battered property developers such as OUE, Guocoland, Far East Orchard as well as marine and energy players such as Sembcorp Marine and Sembcorp Industries have seen their share prices creeping up steadily. My largest REIT holdings, Aims Apac Reit and Ascendas Reit have also demonstrated their true powers and repaid my faith and loyalty to them.

As I did not receive any cash from salary income this month, cashflow is tight as most of my cash and war chest are stuck in fixed deposits and trading accounts, leaving barely a few hundred bucks in my savings account for daily expenses. A millionaire is living a beggar lifestyle now.

I look forward to receiving my next month's salary from the new organization, as well as encashment of leave from previous organization, and the upcoming streams of dividends from stocks and Reits to be announced soon. Then my cash levels and war chest can be boosted for my daily expenditures and new investments.

While being tempted to take some profits off the table, I am still convinced of being patient and long in the stock market by doing nothing. In recent weeks, I have not really monitored the financial markets as I am putting my attention and focus on my new work, dealing with an overload of new information, processes, people and technology. I am also trying to find some time to exercise more. A three-pronged approach in managing financial, intellectual and physical health is key to sustaining a rich life!

Life is beginning to slowly return back to normality with more measures for more staff to return back to office, relaxed regulations for travelling and more people getting vaccinated against the virus. In time to come, we will gradually revert back to pre-Covid lifestyles and by then, the economy will recover and we shall see better days ahead!

$1.072m

Thanks for reading.

With love & peace, 

Qiongster

Portfolio Update Mar 2021 - Hitting new highs

 

I have seen my portfolio value swing wildly this month and on the first day of Apr 2021 (for late Mar 2021 update), it has increased $16k to $256k compared to Feb 2021. This includes a capital injection of $5.3k for adding Mapletree Logistics Trust. $256k is the highest ever portfolio value achieved and is a stark contrast in fortune compared to the onslaught one year ago.

It has been a roller coaster ride in the stock markets but in overall, there were more green days than red days. I believe the stock market is still at the beginning of a bull run given the humongous amount of stimulus funds injected into the system, interest rates kept at ultra low levels and the global economic recoveries have not fully kickstart yet.

Portfolio Actions

1. Bought 3,000 shares of Mapletree Logistics Trust at $1.78

Portfolio Dividends

1. Received $143.85 from Keppel DC Reit on 8 Mar in SRS account

2. Received $164 from Mapletree Industrial Trust on 8 Mar

3. Received $167.80 from Ascendas Reit on 9 Mar

4. Received $278.40 from Capitaland Integrated Com Trust on 9 Mar

5. Received $72.10 from Mapletree Logistics Trust on 15 Mar

6. Received $656 from Aims Apac Reit on 19 Mar

7. Received $97.30 from Keppel Reit on 31 Mar in SRS account

My Ultra Long-Term SRS portfolio increases to $93k from $84k last month and this includes a top up of $4.5k to my SRS account. OCBC is the top performer after announcing its latest Q4 earnings which beat expectations and a dividend of 15.9 cents. ST Engineering expectedly will be paying a 10 cent dividend and Comfortdelgro which is heavily impacted by the health pandemic also managed to announce a payment of 1.43 cents which is better than nothing. Generally I am happy with these 5 counters in the portfolio and confident to rely on them for consistent passive income for the next few decades.

Thanks for reading. Stay strong and be safe!

With love & peace,

Qiongster