Thursday, March 31, 2022

Portfolio Update Mar 2022

The first quarter of 2022 has come to an end. It is time for me to review my investment portfolios.

The stock markets have rebounded strongly after undergoing several weeks of turbulence with the ongoing war in addition to immense noises engulfing Fed tapering, interest rates hikes, inflation fears, Omicron variant fears, rise of US Treasury yields and so on.

Whether it is the resumption of a bull market or a fake breakout is uncertain. Nevertheless, time in the market always beats timing the market.

I remain invested and plan to slowly and steadily increase my investments in income-producing assets and growth businesses in the coming few weeks, for the long-term.

My SGX Income Portfolio value recovers to $282k from $268k last month mainly due to recovery of Reits.

My US Growth Portfolio value inches up to US$14.3k from US$13.8k last month.

My SRS Ultra Long-Term Portfolio value increases to $122.4k from $100.2k mainly due to contribution of $14.3k to SRS this month and rebound of Wilmar and OCBC.

Portfolio Actions

1. Added 1,000 shares of OCBC at $11.56.

Portfolio Dividends

1. Received $119.50 of dividends from Savings Bonds on 1 Mar.

2. Received $138.08 of dividends from Ascott Reit on 1 Mar.

3. Received $298.14 of dividends from Keppel Reit on 1 Mar in SRS account.

4. Received $92.77 of dividends from Capitaland China Trust on 7 Mar.

5. Received $280.48 of dividends from Keppel DC Reit on 10 Mar in SRS account.

6. Received $759.80 of dividends from Ascendas Reit on 11 Mar.

7. Received $66.60 of dividends from Capitaland Integrated Commercial Trust on 15 Mar.

8. Received $279.20 of scrip dividend as 109 shares from Mapletree Industrial Trust on 15 Mar.

9. Received $72.40 of dividends from Mapletree Logistics Trust on 22 Mar.

10. Received $752 of dividends from Aims Apac Reit on 25 Mar.


SGX Income Portfolio

Portfolio Value = $282k

US/HK Growth Portfolio

Moomoo


Tiger Broker



Total Portfolio Value : US$14.3K

SRS Ultra Long-Term Portfolio

As always, stay safe and remain strong.

With love & peace, 
Qiongster


No comments: