Here is a quick portfolio update on 31 Mar 2026.
My SGX Income Portfolio value falls to $438k from $461k mainly due to weakening of S-Reits from stagnant interest rates and price correction of local banks.
My US Growth Portfolio decreases to US$66.6k from US$69.2k due to market correction from the middle east war and stagflation fears and noises.
My SRS Ultra Long-Term Portfolio value rises to $260k from $265k mainly due to SRS contribution.
Portfolio Actions
1. Buy 10 shares of NVDA at $170
Portfolio Dividends
1. Received $399.55 of dividends from SSB on 2 Mar.
2. Received $138.00 of dividends from SSB in SRS on 2 Mar.
2. Received $824.20 of dividends from Mapletree Log Trust on 12 Mar.
3. Received $752.80 of dividends from Ascendas Reit on 13 Mar.
4. Received $397.32 of dividends from Mapletree Log Trust on 18 Mar.
5. Received $410.00 of dividends from MPACT on 18 Mar.
6. Received $629.76 of dividends from Keppel DC Reit in SRS on 19 Mar.
7. Received $945.32 of dividends from CICT on 24 Mar.
8. Received $164.12 of dividends from Keppel Reit in SRS on 25 Mar.
9. Received $885.50 of dividends from Aims Apac Reit on 26 Mar.
10. Received €83.6/$122.67 of dividends from IREIT Global on 26 Mar.
11. Received $249.01 of dividends from CapLand China Trust on 27 Mar.
The 2026 investment landscape is currently defined by a polycrisis of geopolitical instability and sticky inflation, as the escalating Middle East conflict sends ripples through global energy markets and disrupts traditional recovery timelines. This environment of heightened VIX levels and "higher-for-longer" interest rate narratives can tempt even the most disciplined investors to retreat to cash; however, the strategy for the year is to view this turbulence not as a signal to exit, but as a repositioning phase.
By maintaining a Barbell approach - anchoring the portfolio in the high-yield, defensive stability of SGX banks and REITs while systematically accumulating "Magnificent" US tech leaders during periods of emotional selling, we effectively turn market volatility into a long-term compounding tool. The goal is to remain "unshakeable" by focusing on the underlying cash flows of quality assets rather than the fluctuating headlines, ensuring that when the geopolitical dust eventually settles, our capital is already positioned for the inevitable recovery.
SGX Income Portfolio
Portfolio Value = $438k
Moomoo
Tiger Broker
Syfe Trade
SRS Ultra Long-Term Portfolio
Disclaimer: This article is for informational purposes only and does not constitute financial advice. It's crucial to conduct your own research or consult with a qualified financial advisor before making any investment decisions.
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