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Saturday, October 02, 2021

Portfolio Update Sep 2021

September 2021 has come to an end and I almost forgot to review my investment portfolios due to this hectic week at work. Great to be enjoying a weekend holiday in early Oct and reviewing my investments on a chilly day.

Generally the global stock markets took a hit due to China's combo of Evergrande crisis, clampdown on technology firms, energy crisis and noises of US debt ceiling news. Stocks move like waves in the oceans and I believe this is a timely healthy correction after 1.5 year of a bull run since the crash in Mar 2021.

My SGX Income Portfolio value inches up slightly to $266k compared to $264k in end Aug 2021 despite the correction in the market as I have injected capital for subscribing Sembcorp Marine rights and nibbling of CICT.

My US Growth Portfolio value decreases slightly to US$3.3k from US$3.5k.

My SRS Ultra Long-Term Portfolio value remains stagnant at $90.4k despite the correction as the dividends I have collected coincidentally make up for the losses in paper value.

Portfolio Actions

1. Subscribed to 18,000 of Sembcorp Marine rights shares at $0.08.

2. Bought 1,089 shares of Capitaland Integrated Commercial Trust at average price of $2.05.

3. Sold 1 unit of Bank of America Corp, BAC210924 put option with $37.50 strike price at US$0.17.

4. Sold 1 unit of Intel Corp, INTC211008 put option with $52.50 strike price at US$0.33.


Portfolio Dividends

1. Received $105 of dividends from Comfortdelgro in SRS on 2 Sep.


2. Received $203 of dividends from Ascendas Reit on 3 Sep.


3. Received $74.10 of dividends from Mapletree Industrial Trust on 3 Sep.

4. Received $393.92 of dividends from Keppel DC Reit in SRS on 6 Sep.

5. Received $828.80 of dividends from Capitaland Integrated Commercial Trust on 9 Sep.

6. Received $720 of dividends from Aims Apac Reit on 22 Sep.

7. Received $42 of dividends from OUE Limited  on 23 Sep.

8. Received $211.50 of dividends from Capitaland China Trust as 154 shares@$1.366 on 27 Sep.




         SGX Income Portfolio
                      S$266k

US Growth Portfolio
US$3.3k

SRS Ultra Long-Term Portfolio
S$90.4k


Thank you for reading. Stay safe and be strong as always. 

With love & peace, 
Qiongster





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