A Path to Forever Financial Freedom
"May 18" - SG Transactions & Portfolio Update"
| No. | Counters | No. of Shares | Market Price (SGD) | Total Value (SGD) based on market price | Allocation % |
| 1. | Vicom | 27,000 | 6.05 | 163,350.00 | 25.0% |
| 2. | M1 | 75,000 | 1.80 | 135,000.00 | 20.0% |
| 3. | Fraser Logistic Trust | 100,000 | 1.05 | 105,000.00 | 17.0% |
| 4. | Far East Hospitality Trust | 125,000 | 0.68 | 84,375.00 | 12.0% |
| 5. | Ho Bee Land | 30,000 | 2.55 | 76,500.00 | 12.0% |
| 6. | Starhill Reit | 100,000 | 0.70 | 70,000.00 | 11.0% |
| 7. | Tuan Sing | 40,000 | 0.42 | 17,000.00 | 3.0% |
| 8. | Warchest | - | - | 6,000.00 | 1.0% |
| Total | 657,225.00 | 100% |
We are just a month away from finishing the first half of this year.
This has been an incredibly fast year as we move month after month with a simple blink like that.
From the traveling front, we've also completed a family trip to Taiwan earlier this year in March and we just had a long weekend staycation at JB during the labor day holiday.
I will also have my another trip next week to Phuket hence the early updates again :)
On the same front, I have also finally reached the milestone of accumulating 300,000 krisflyer miles this month which we will be using for our longer trip in the future. It'll be enough for a return plane ticket for the 4 for us to LA.
Anyway, for this month updates, I have divested my Comfortdelgro and allocate them mostly to Vicom which I blogged over here. Vicom went higher but Comfortdelgro went even much higher so I guess that's how life is treating me. Nevertheless, it's a decision that is made so life goes on from there :)
I have also added my position in Far East Hospitality Trust (FEHT) which I blogged over here. I think hospitality is bottoming and based on the recent result I cover it appears that the thesis is running, so I am happy with the decision here.
The number of companies in my portfolio is getting smaller and smaller. They are shrinking to levels that I don't have to monitor them very often but it's a level I am comfortable with all of the holdings.
Net Worth Portfolio
The portfolio has increased from the previous month of $653,910 to $657,225 this month (+0.5% month on month; +9.5% year on year).
This is also the fourth time in the five months that the portfolio managed to once again break the all time record high.
A quick check on the return from the sgxcafe shows that this year return is at 2.9%, lagging the STI index. But I am not really worrying too much on this aspect.
Family's Portfolio
From last month onward, I have decided to also include the family's portfolio portion in order for easier reconciliation on the cdp statement.
1.) Wife's Portfolio
I have sold CDG at a higher price than my share at $2.19 and have allocated them to FLT.
| No. | Counters | No. of Shares | Market Price (SGD) | Total Value (SGD) based on market price | Allocation % |
| 1. | FLT | 13,000 | 1.05 | 13,650.00 | 67.0% |
| 2. | Sasseur Reit | 8,000 | 0.79 | 6,320.00 | 33.0% |
| Total SGD | 19,970.00 | 100.00% |
2.) Baby B1.0 Portfolio (Age: 4 years and 1 month)
| No. | Counters | No. of Shares | Market Price (SGD) | Total Value (SGD) based on market price | Allocation % |
| 1. | FLT | 13,000 | 1.05 | 13,650.00 | 67.0% |
| 2. | Singtel | 700 | 3.50 | 2,450.00 | 33.0% |
| Total SGD | 16,100.00 | 100.00% |
3.) Baby B2.0 Portfolio (Age: 1 years and 4 month)
I added a bit of funds into buying more FLT share for this month.
| No. | Counters | No. of Shares | Market Price (SGD) | Total Value (SGD) based on market price | Allocation % |
| 1. | FLT | 3,000 | 1.05 | 3,150.00 | 48.0% |
| 2. | Singtel | 1,000 | 3.50 | 3,500.00 | 52.0% |
| Total SGD | 6,650.00 | 100.00% |
4.) Mum's Portfolio
| No. | Counters | No. of Shares | Market Price (SGD) | Total Value (SGD) based on market price | Allocation % |
| 1. | FLT | 6,000 | 1.05 | 6,300.00 | 100.0% |
| Total SGD | 6,300.00 | 100.00% |
Final Thoughts
Most of the companies will be paying out dividends so it'll be raining cashflow this month and it's the best time to save up in time for rainy days.
I'll be using most of the proceeds for the FLT rights which will be the main focus this month. I will write more on that once it is more conclusive.
Thanks for reading.
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
