Saturday, September 30, 2023

Portfolio Update September 2023

This is a quick update of my investment portfolios to conclude the end of Sep 2023.

My SGX Income Portfolio value drops to $320.8k from $327k.

My US/HK Growth Portfolio value falls to US$15 from US$15.4k.

My SRS Ultra Long-Term Portfolio value inches up to $142.2k from $140.2k.

The US stock markets have corrected recently amidst increasing certainty of prolonged high interest rates and lingering fears of global recession. As a result, local S-Reits also tanked. Such storylines just keep repeating, causing chaos and fear amongst investors and traders.

Despite being immersed by uncertainties, immense noises and fears, it is crucial that long-term investors like us stay calm, unwavered and make the best out of current situation by investing and deploying our financial resources into stable, high quality income-producing assets or growth businesses tactfully.

I plan to continue adding high quality S-Reits or local bank stocks to my SGX income portfolio in the next few months while also growing my cash in cash funds and risk-free Singapore Savings Bonds.

Portfolio Actions

1. Bought 2,000 shares of Parkway Life Reit at $3.60 in SRS.

Portfolio Dividends

1. Received $270.65 of dividends from Savings Bonds on 4 Sep.

2. Received $138.00 of dividends from Savings Bonds in SRS on 4 Sep.

3. Received $136.74 of dividends from Mapletree Ind Trust on 5 Sep.

4. Received $300.18 of dividends from Keppel Reit in SRS on 8 Sep.

5. Received $404.08 of dividends from Keppel DC Reit in SRS on 14 Sep.

6. Received $327.00 of dividends from MPACT on 14 Sep.

7. Received $954.00 of dividends from CICT on 15 Sep.

8. Received $407.40 of dividends as 244 shares under DRP from Mapletree Log Trust on 19 Sep.

9. Received $178,50 of dividends from Aims Apac Reit on 22 Sep.

10. Received $205.10 of dividends from Capitaland China Trust on 25 Sep.

11. Received $42 of dividends from OUE Limited on 28 Sep.


SGX Income Portfolio

Portfolio Value = $320.8k


US/HK Growth Portfolio

Moomoo

US$3.3k





Tiger Broker

US$10.8k







Syfe Trade

US$0.9k


Portfolio Value = US$15k

SRS Ultra Long-Term Portfolio

Portfolio Value = S$142.2k


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

With love and peace, 
Qiongster

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