My Stock Report Card for Jan – May 2018

My Stock Report Card for Jan – May 2018

US Stocks

US Stock - 4 Jun 2018

SG Stocks

SG Stock - 4 Jun 2018

Total Dividend Collected between Jan – May 2018 : SGD $ 12,686.14

Income distribution in Apr and May came from Nikko Asia Ex Japan Reit ETF, M1, ST Engineering, SGX, Keppel Corp, Starhub, DBS, Sabana, Capitalmall, Suntec, Keppel Reit, Mapletree, Apple, Citibank, Bank of America, 

Total Profit/Loss from Sales of Stock between Jan – May 2018: SGD 5414.10 (Structured Note Knock-Out, Lion Philip S-Reit ETF) .

In the past months, I added Ping An Insurance, Tencent, Alibaba during the market dip and sold away Lion Philip S-Reit ETF.  There’s alot of volatility in the market and I am definitely not a fan of using tweets as the art of the deal.  I learnt that the biggest challenge with a growth portfolio is managing noise in the market and keeping zen. 

What better way to keep zen than listening to Hyukoh’s new album launched just 2 days ago :-). The Singapore reits is undergoing a downtrend, let’s see whether I can pick up some bargains to rebuild my passive portfolio. In the meantime, safe investing everyone !

https://www.youtube.com/watch?v=okgrjAgSCzM

  1. Two Cats

    Thanks for sharing! We are a recently married couple and your blog is an inspiration to our wealth building journey.

    • Lady, You Can Be Free

      Hi Two Cats,
      So sweet ! I am sure if the two of you share common goals, both will easily find success and joy in the wealth building journey. Keep me posted on your progress and wish you two a happy marriage.

  2. Mrs Spoon

    Well done! Thank you for sharing as usual. Would you prefer Ping An or Alibaba if you are buying for hte first time?

    • Lady, You Can Be Free

      Hi Mrs Spoon, What a tricky question ;-). All I can say is that Baba at this price level is a no buy for me. My % allocation would give you a hint on my preference. However, be warned that china stocks have a much higher risk considering their interesting political, relationship and accounting practices e.g. The recent anbang saga.

  3. Damien

    Hi LYCBF,
    If convenient to share, you used to have a portfolio of $1m but down to $0.5m now, is the balance in cash ready for your next warchest?šŸ˜Š

    • Lady, You Can Be Free

      Hi Damien,

      You meant my SG portfolio?
      Since last year, I have been divesting my investment more to growth countries (US & China) as well as keeping a warchest.

  4. JennyY

    Hi dear, may I know which trade platform you using for the US trade.
    Iā€™m want to start invest as well šŸ™‚

    • Lady, You Can Be Free

      Hi Jenny Dear šŸ™‚
      Be careful of the US market, it’s quite expensive now. I use DBS as my trade platform. it’s not the most ideal for US trade as the commission is really high esp if you were to trade actively. I don’t buy-sell my stocks very often so it doesn’t impact me as much. I used it because I started with this platform and didn’t have time or was too lazy to shop around. Also, as I am putting a huge amount of money into the platform, I needed an institution that could survive a financial crisis (peace of mind) coz even banks could go bankrupt in 2008. You may want to check out some of the US based brokers which charges only less than 10 bucks in commissions but do ask them whether you are subject to capital gains tax which could be hefty. See linked here that has done a good comparison https://financialhorse.com/scb-saxo/

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