Wednesday, January 6, 2021

Performance appraisal of my 2020 portfolio

 My KPI for 2020 is to achieve minimally $6,985 of dividends (See post). 


Actual amount for 2020: $12,299.71









Aside from hitting my dividend target amount, my portfolio market value also crossed $200,000 in April & $300,000 in Nov this year.

Double HAPPINESS!!!





Since my portfolio had crossed $300,000, I should revised my yearly dividend KPI.
5% dividend per year seem to be a good & fair %.

For my 2021 KPI, it will be change from $7985 (Target amount set in 2016) to $15,000.


 

Portfolio as of 31 Dec 2020

No.CountersNo. of Shares
1First REIT75,300
2HongKongLand USD21,200
3Frasers Centrepoint Trust30,000
4ComfortDelGro27,000
5AIMS APAC REIT9,000
6Keppel Corp6,000
7NikkoAM-StraitsTrading Asia Ex Japan Reit via POSB Invest Saver893





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4 comments:

  1. hi noticed you have high % share in First Reit. Mind to share your thoughts on the prospects of this counter? TIA.

    ReplyDelete
    Replies
    1. Hi

      You might wish to read:
      1) https://compoundingdividendxdividend.blogspot.com/2020/12/increased-my-first-reit-from-48000.html
      2) https://compoundingdividendxdividend.blogspot.com/2021/01/first-reit-75300-0-shares-part-2.html
      3) https://compoundingdividendxdividend.blogspot.com/2021/01/sias-first-reit-virtual-dialogue.html

      Delete
  2. Hi we share common aspirations.

    Can you check out my blog:

    https://financeopti.blogspot.com/

    Thanks!

    ReplyDelete