Friday, March 31, 2023

Portfolio Update March 2023

Today is the last day of Mar 2023.

It is time for me provide a quick update of my investment portfolios.

My SGX Income Portfolio value increases to $300k from $296k last month.

My US/HK Growth Portfolio value inches up to US$15.4k from US$14.1k last month.

My SRS Ultra Long-Term Portfolio value rises to $133k from $124k.

The stock markets have more or less factored in just one last interest rate hike this year before global recession sets in and thereafter a tapering of interest rate next year. Despite being clouded by uncertainties, immense noises and fears, we must remain calm and clear-minded as long-term investors and make the best out of current situation by investing and deploying our financial resources into high quality assets tactfully.

Portfolio Actions

1. Bought 2 shares of Coca Cola, Inc. at US$59.37.

2. Bought 1,000 shares of OCBC at $11.93 and 71 odd shares at $12.01 for SRS portfolio.

Portfolio Dividends

1. Received $270.65 of dividends from Savings Bonds on 1 Mar.

2. Received $180.40 of dividends from Ascott Reit on 1 Mar.

3. Received $792.50 of dividends from Ascendas Reit on 7 Mar.

4. Received $222.70 of dividends from Mapletree Log Trust on 13 Mar.

5. Received $413.20 of dividends from Keppel DC Reit on 14 Mar.

6. Received $286.62 of dividends as 122 shares from Mapletree Industrial Trust on 14 Mar.

7. Received $363.00 of dividends from MPACT on 15 Mar.

8. Received $219.65 of dividends from IREIT on 23 Mar.

9. Received $828.80 of dividends from Aims Apac Reit on 24 Mar.

10. Received $181.42 of dividends as 148 shares from Capitaland China Trust on 30 Mar.

SGX Income Portfolio

Portfolio Value = $300k

US/HK Growth Portfolio


Tiger Broker

Syfe Trade

Portfolio Value = US$15.4k

SRS Ultra Long-Term Portfolio

Portfolio Value = S$133k

Thanks for reading. Stay focused and remain steadfast as always!

With love and peace, 

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