|
No.
|
Counters
|
No. of
Shares |
Market
Price (SGD) |
Total
Value (SGD) based on market price |
Allocation
% |
|
1.
|
Vicom
|
31,300
|
6.78
|
212,214.00
|
22.0%
|
|
2.
|
Far East Hospitality Trust
|
3,000
|
0.65
|
1,950.00
|
1.0%
|
|
3.
|
Ho Bee Land
|
300
|
2.37
|
720.00
|
0.1%
|
|
4.
|
Warchest
|
|
722,990.00
|
77.0%
|
|
|
Total
|
|
|
|
937,874.00
|
100%
|
I thought I’ll do a quick update on the portfolio while I am still out of town and travelling and had a bit of time to sit down to do some quick calculation.
Jun was mostly a muted month of transactions, mainly because I was busy having a holiday and did not had time to monitor the market as much as I usually did.
I did a quick trade for in and out of Suntec Reit nevertheless, buying them at $1.85 and then selling them at $1.89 a couple of days later for 100,000 shares. Not exactly the ideal scenario I was hoping for but I was initially hoping it will catch up with the other retail Reits like FCT and CMT who went up a lot in this month. Still, it was a decent couple of thousands profit after commissions on contra afterwards.
I had also took the opportunity to divest my Netlink Trust at 88 cents after it went up quite a bit in recent couple of days. There has been a lot of targeted focus on defensive stocks recently which pushed up the price which I wanted to take the opportunity to divest and see if there are any other opportunities elsewhere with the banks or other blue chips. At this rate my best situation is to wait for the second half to unravel itself with some opportunities.
The networth portfolio took a slight dip in month of May before rebounding back strongly in the month of Jun with a new record high.
The overall networth of the portfolio increased from the previous month of $918,285 to $937,874 this month (+2.13% month on month; +39.7% year on year).
Warchest has now increased to a staggering 77% of the overall portfolio, so I’ll continue to look for opportunities on the go.
In terms of performance this year, things are still holding up relatively well against the benchmark index of the STI, which is barely sideways after a strong performance in the first few months before going sideways thereafter.
I am still waiting to see if there are good opportunities in the STI blue chips in particular the banks and HK Land so will be keeping a close lookout to utilize my warchest if I found one.
Thanks for reading.
If you like our articles, you may follow our Facebook Page here
Does your time weighted return includes capital injection?
Hi Anonymous, you may want to refer to the stockscafe methodology of computing the time-weighted returns.
Hi, your returns are incredible and as someone who just started working, I would like to know more about your investments and what I can expect.
May I know how much of your $937,874.00 comes from capital injection, and how much comes from investment returns?
Thanks so much in advance!
Hi Stefan
Based on Stockscafe, P&L profits and dividends amounted to $491,371.34, which means the rest came from capital injection, thanks.
If "P&L profits and dividends amounted to $491,371.34", and capital injection is then $446,503 or so, how does the overall time weighted returns add up to 306%??
Hi Stefan
That's because precisely its called the time weighted returns.
You can read up the methodology on stocks.cafe to understand more. They have a full article on it.
hi, care to share why you sold first reit and starhill?
may I know how long have u invested? for such returns.
hi, care to share why you sold first reit and starhill? same question
Couponcodes
I also took profits on AHT and Netlink. But not sure what to buy now.
May an old friend express his pride in you accomplishment and extend to you a wish for your continued success and happiness.
This type of post is so good .please visit my website for best coupons.
Fast cash offer for you today at just 2% interest rate,
both long and short term cash of all amounts
and currencies, no collateral required.
We give out from a minimum range of $2000 to a maximum of $20million.
We are certified and your privacy is 100% safe with us
Apply now for your instant approval and
transfer approval process takes just 24 hours. contact us now
Contact Us At : [email protected]
whatspp Number +918929490461
Mr Abdullah Ibrahim
Do you need Personal Loan?
Business Cash Loan?
Unsecured Loan
Fast and Simple Loan?
Quick Application Process?
Approvals within 4 Hours?
No Hidden Fees Loan?
Funding in less than 72hrs
Get unsecured working capital?
Email us: [email protected]
Whats-app us on +918929509036
uncle168,
if u held netlink until now, u would had made S$18,880 more excluding dpu
keekeekee
CouponRax is the best source to find coupon codes, promo codes, deals & discount offers and to help people save money on their online purchases.
Coupon Code
��ARE YOU ABSOLUTELY IN NEED OF THE SERVICES OF A PROFESSIONAL HACKER?(CATCHING A CHEATING SPOUSE[Phone Hack], RECOVERY OF LOST FUNDS, CREDIT SCORE UPGRADE, WEBSITE HACK…)
When you wonder “which hacking company should I hire, the first aspect that should concern you is quality. Clearly, you want to embark for services that povides swift response, Thanks to our talented and Astonish Hackers , you are rest assured that your expectations will always be met. You’ll be glad to find out that our services Implies precisions and actions.
High prolific information and Priviledges comes rare as i would be sharing with you magnificent insight you wish you heard years before now. As it's been understood that what people don't see, they will never know. This post is definitely for those who are willing to turn their lives around for the better, either financial-wise, relationship-wise or businesses.
Welcome to the Global KOS hacking agency where every request on hacking related issues are met within a short period of time.
If your shoe fits in any of the required services below, you will be assigned to a designated professional hacker who is systematically known for operating on a dark web V-link protocol.
The manual Operation of this hackers is to potentially deploy a distinguished hacking techniques to penetrating computers and various type of database system to meet your request.
Penetration of computing systems are achieved using core software tools like Ransomeware, SQL/Keylogger injection. botnet, trojan and DDOS attacks.
Providing value added services to clients as a hacker has been our sustaining goal.
Are you faced with cyber challenges like
��Recovery of lost funds:✅It saddens our mind when client expresses annoyance or dissatisfaction of unethical behaviours of scammers. We have striven to make tenacious efforts to help those who are victims of this flees get off their traumatic feeling of loss. The cyber security technique used to retrieving back the victims stolen funds is the application of a diverse intercall XX breacher software enables you track the data location of a scammer. Extracting every informations on the con database, every requested information required by the Global KOS would be used to tracking every transaction, time and location of the scammer using this systematic courier tracking base method.
�� Hacking into the mobile phone of a cheating spouse.✅ This type of hack helps you track every movement of your cheater as we are bent on helping you gain full remote access into the cheater's mobile phone using a Trojan breach cracking system to penetrate their social media platforms like Facebook, whatsapp, snapchat etc. This spy processing is used via an HDSI folder which synchronizes the target mobile operating system into a clone S-Drive unit.
��Credit Score Upgrade:✅Due to our transformed changes on Equifax tracking , upgrading of credit score are backed by our cyber tech breaching licence, This hacking process drastically generates you an undestructive higher credit score which correlates to a higher level of creditworthiness. The time frame for upgrading a credit score requires eighteen(18) hours
��️ BITCOIN GENERATOR:✅ (Higher job profile). This involves using the ANTPOOL Sysytem drifting a specialized hardware and software implementing tool in slot even-algorithms to incentivize more coins into your wallet which in turn generates more coins exponentially like a dream at specified intervals.
The company is large enough to provide comprehensive range of services such as.
• Email hacks��
• Hacking of websites.��
• Uber free payment hacks.��
• website hack.��
Our strength is based on the ability to help you fix cyber problems by bringing together active cyber hacking professionals in the GlobalkOS to work with.
Contact:
✉️Email: clarksoncoleman(at)gmail • com.
Theglobalkos(at)gmail •com.
©Global KOS™
2030.•√