Saturday, December 31, 2016

Summary of my portfolio - Dec 2016


No.CountersNo. of Shares
1CapitaMall Trust16,500
2CapitaRetail China Trust11,000
3Keppel Corp2,600
4Vicom2,000
5Warchest$10,076


Quick summary:
  • No transaction was made in the month of Dec



Total dividend received in 2016 is $2985.45
That work out to be $248.79/month of dividend.

My target is to achieve $2,000/month of dividend from 2037 onward (I will be 50 years old by then).
That work out to be additional $1,000 of dividend I need to add per year to achieve $24,000 by 2037.
Assuming 4% dividend rate, that mean I need to add $4,000 fresh cash per year to my portfolio.
                                                    
Dividend to achieve                                                                                                         
2016
2985
2017
3985
2018
4985
2019
5985
2020
6985
2021
7985
2022
8985
2023
9985
2024
10985
2025
11985
2026
12985
2027
13985
2028
14985
2029
15985
2030
16985
2031
17985
2032
18985
2033
19985
2034
20985
2035
21985
2036
22985
2037
24000

Thursday, December 1, 2016

Summary of my portfolio - Nov 2016

No. Counters No. of Shares
1 CapitaMall Trust 16,500
2 CapitaRetail China Trust 11,000
3 Keppel Corp 2600
4 Vicom 2000
5 Warchest $10,076


Quick summary:
  • Sold 1,000 shares of DBS at $15.25 on 9th Nov
  • Profit of $256.80 for 1000 shares of DBS for FIFO in 22 days - 1.7% Profit (Read here

  • Sold 20,000 shares of Frasers Centrepoint Ltd on 25th Nov at $1.535 & 28th Nov at $1.53
  • Profit of $835.23 for 20,000 shares of FCL in 47 days - 2.81% Profit (Read here)

  • Bought 11,000 shares of CapitaRetail China Trust @ $1.42 on 10th Nov (Read here)

  • Bought 16,500 shares of CapitaMall Trust @ $1.90 on 28th Nov (Read here)