Saturday, June 01, 2024

Portfolio Update May 2024

Here is an update of my investment portfolios for May 2024.

My SGX Income Portfolio value dips slightly to $365k from $366k.

My US/HK Growth Portfolio value inches up to US$18.5k from US$17.9k.

My SRS Ultra Long-Term Portfolio value increases to $168k from $163k mainly due to dividends collected.

The US stock markets have challenged to sustain its highs amidst uncertainties over interest rates, ongoing wars and fears of economic recession. US 10-year and 30-year government yields have rebounded and the Federal Reserve is expected to hold interest rates high with a possibility of no rate cut for the year.

Despite being clouded by uncertainties, immense noises and fears, it is crucial that long-term investors like us always remain calm, unwavered and focused on our investment objectives. Stick to our own plan and continue deploying our financial resources into high quality income-producing instruments such as government-backed risk-free bonds, property assets, or strong growth businesses tactfully according to our own risk appetite. 

Portfolio Actions

Nil

Portfolio Dividends

1. Received $463.50 of dividends from Savings Bonds on 2 May.

2. Received $850 of dividends from UOB on 9 May.

3. Received $188 of dividends from ST Engineering on 14 May.

4. Received $165 of dividends from Wilmar on 14 May in SRS.

5. Received $540.54 of dividends from DBS on 20 May.

6. Received $2,100 of dividends from OCBC on 20 May in SRS.

7. Received $126 of dividends from OUE on 24 May.

8. Received $185.12 of dividends from Astrea 7 A-1 PE Bond on 27 May.

9. Received $212.64 of dividends from Frasers Centrepoint Trust on 30 May.

10. Received $75.55. of dividends from Suntec Reit on 30 May.


SGX Income Portfolio

Portfolio Value = $365k


US/HK Growth Portfolio

Moomoo

US$4.1k





Tiger Broker

US$13.4k


Syfe Trade

US$1k


Portfolio Value = US$18.5k

SRS Ultra Long-Term Portfolio

Portfolio Value = S$168k

Thanks for reading.

With love and peace, 
Qiongster




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