Portfolio Update Dec 2021

Year 2021 has come to a finale and it is time to review my investment portfolios.

Technically, the stock markets have corrected and rebounded under immense noises engulfing Fed tapering, interest rates hikes, Omicron variant fears, rise of US Treasury yields, looming market crash and so on.

My stance and plan are clear. To stay invested, slowly and steadily increasing investments in income-producing assets or growth businesses regardless of economic nor financial conditions.

My SGX Income Portfolio value increases to $272k from $264.9k last month.

My US Growth Portfolio value increases to US$6.9k from US$3.5k. I started another small portfolio on Tiger Brokers and injected capital of $2k or US$1.4k in order to redeem discounted Disney shares awarded by Shopee and to receive a free Apple share upon depositing $2k. I also injected around US$2k into Moomoo trading account to beef up its cash levels for selling puts.

My SRS Ultra Long-Term Portfolio value increases to $102k from $88.3k. The increase is mainly due to my contribution of $10.5k this month to my SRS to max out the limit of $15.3k for 2021.

For the entire year of 2021, I have received dividends totalling $15,807.02. See Passive Income in 4Q and entire 2021. 

Portfolio Actions

1. Subscribed 2,000 shares of Mapletree Logistics Trust from Preferential Offering at price of $1.84.

2. Rolled over 2 units of Palantir, PLTR211210 put option to PLTR220123 put option with $22 strike price at US$3.50.

3. Redeemed 1 share of Walt Disney 20% discount at price of US$116.60 on Tiger Broker.

4. Received 1 share of Apple Inc. free from Tiger Broker.

5. Redeemed 1 odd share of Alibaba (HKG.9988) at HK$68.10.

6. Bought 100 shares of Alibaba (HKG.9988) at HK$111.

Portfolio Dividends

1. Received $119 from Savings Bonds on 1 Dec.

2. Received $128 of dividends from Netlink Trust on 1 Dec.

3. Received $225.55 of dividends from Mapletree Industrial Trust on 3 Dec.

4. Received $173.84 of dividends from Mapletree Logistics Trust on 14 Dec.

5. Received $462.60 of dividends from Frasers L&C Trust on 16 Dec.

6. Received $800 of dividends from Aims Apac Reit on 17 Dec.

SGX Income Portfolio

US/HK Growth Portfolio

SRS Ultra Long-Term Portfolio

Thanks for reading. Stay Strong, Play Safe and Happy New Year to all!

With love & peace,

Qiongster