A Path to Forever Financial Freedom
"Jul 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 | 6.20 | 167,400.00 | 25.0% |
2. | Frasers Logistic Trust | 126,000 | 1.06 | 133,560.00 | 20.0% |
3. | M1 | 75,000 | 1.61 | 120,750.00 | 18.0% |
4. | Singtel | 37,000 | 3.24 | 119,880.00 | 18.0% |
5. | Far East Hospitality Trust | 100,000 | 0.66 | 66,000.00 | 10.0% |
6. | Starhill Reit | 100,000 | 0.65 | 65,000.00 | 10.0% |
7. | Warchest | - | - | 1,000.00 | 1.0% |
Total | 673,590.00 | 100% |
It's time for another month of updates.
Investors Exchange 2018
First up, I wanted to update quickly on how the investors exchange talk went yesterday.
I thought it was heartening to see so many people turned up and very serious about taking charge of their finances so I think the event is moving into the right direction.
I received some development feedback on the talk myself so big thanks for that too.
There were very little time to mingle around especially that it was only during the 30 min break (which includes light bites) so I can understand if folks have further questions pondering.
I'm more happy to clarify and answer if I have the answer to them. Sometimes I may not have them myself. So keep the questions coming.
One question which I received quite often is on my "so little warchest" as compared to others in the allocation section. I think I've answered it pretty extensively but if you are still unsure you can read my latest position and take on cash here.
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| Great Turn Out Event @ Investors Exchange 2018 |
Project Cost-Saving
This is something which myself and my wife are undertaking for the moment.
We are currently challenging ourselves for a project cost saving and the first thing we wanted to cut down is on transportation and restaurant costs.
Sometimes, with 2 kids, it is too easy and tempting to sell ourselves to the idea of "it is so inconvenient" and hence many times we ended up taking taxi or grab even to near places.
This project aims to cut that sort of mindset and we hope to take more public transportation soon and so far the project has been going excellent. In fact, our recent example of going to Science Center by bus is a good exemplary of that.
While COE has reportedly come down, I don't think the household would need a car given our mobility and high challenges adaptation.
We should see some good reduction in our monthly expenses.
Another way we are doing more saving is to get through every buy that we can associate with "Shopback".
I'm a big fan of Shopback and their cashback are amazing, given that we buy groceries and daily needs on a daily basis without them anyway.
Extra money does indeed helps.
If you are interested you can sign up via my link below. You'll get $5 upon signing in and I'll get a referral of $5 as well.
Click Here
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| These cashback is not bad at all!!! |
Portfolio Updates
There are not much update on this except that I have moved around my portfolio a little bit by divesting some in favor of Singtel.
The recent flush down in Singtel is a no-brainer to me.
They are obviously an action of institutional sell-off rather than further fundamental impact and so I went to take big chances when they dived down and I added a lot of positions at $3.11, $3.09 and $3.08. Too bad my warchest are exhausted, otherwise I would have galloped much more closer to $3.02.
I ended my position for Ho Bee Land just right the week before the news surrounding the ABSD kicks in so my selling position was relatively unscathed hence I could switch to Singtel. Ho bee is very much still in my radar given their fundamental position and I think they'll still continue to do well over the next few years but with blue chip like Singtel offering close to 6% when they dived down, it was simply a case of too good to miss.
Net Worth Portfolio
The portfolio has increased from the previous month of $671,320 to $673,590 this month (+0.3% month on month; +10.7% year on year).
This is also the sixth time in the seven month this year that the portfolio has broken a new all time record high.
Given how the STI market is doing in general (I think down about -2.47% inclusive dividend), I am pretty satisfied with the return of my portfolio so far this year.
I think we'll see a much improved second half performance in the year.
Family Portfolio
This is to update the part of family's portfolio which I managed together with mine.
The goal is to ensure the portfolio grow at a steady rate especially the children's portfolio until they turned semi-adults, which I will then have it transferred to their own account.
1.) Wife's Portfolio
No changes to the previous month update on this.
No. | Counters | No. of Shares | Market Price (SGD) | Total Value (SGD) based on market price | Allocation % |
1. | FLT | 13,500 | 1.06 | 14,310.00 | 70.0% |
2. | Sasseur Reit | 8,000 | 0.71 | 5,680.00 | 30.0% |
Total SGD | 19,990.00 | 100.00% |
2.) Baby B1.0 Portfolio (Age: 4 years and 3 months)
No changes as well to the previous month updates after I reinvested the dividends.
No. | Counters | No. of Shares | Market Price (SGD) | Total Value (SGD) based on market price | Allocation % |
1. | FLT | 13,500 | 1.06 | 14,310.00 | 86.0% |
2. | Singtel | 700 | 3.24 | 2,268.00 | 14.0% |
Total SGD | 16,578.00 | 100.00% |
3.) Baby B2.0 Portfolio (Age: 1 year and 6 months)
No changes as well to the previous month updates after I reinvested the dividends.
No. | Counters | No. of Shares | Market Price (SGD) | Total Value (SGD) based on market price | Allocation % |
1. | FLT | 3,200 | 1.06 | 3,392.00 | 52.0% |
2. | Singtel | 1,000 | 3.24 | 3,240.00 | 48.0% |
Total SGD | 6,632.00 | 100.00% |
4.) Mum's Portfolio
No change to the portfolio.
Still owe my mum $220 dividend cash payment for month of Jun dividends for FLT.
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
It's earnings season starting this month so I'll be putting more focus on watching potential development on some of the companies in my portfolio and in my radar.
Between this time and next month, it is also interesting time as many companies are announcing interim dividends which means another bumper months next month.
Meanwhile, I'll stay with my strategy for now since it's working pretty fine.
Thanks for reading.
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CS Tan
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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....
