Monday, December 13, 2021

Performance appraisal of my 2021 portfolio

 My KPI for 2021 is to achieve minimally $15,000 of dividends (Link).

Actual amount for 2021: $9,654.95

2020 was the best year for me (SURPRISE despite COVID outbreak globally) where I collected $12k+ of dividends & achieved new milestone of $300,000 stock portfolio

Note: In case you are wondering why my 2021 dividend target amount is double of 2020, I mention the below in last year Performance appraisal post:
"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." 

2021 was the worst year for me so far due to "Lesson learnt on paper loss SGD100k++ in US stock market".

To be honest, the KPI for 2022 and 2023 to achieve minimally $16,000 and $17,000 of dividends respectively likely to be impossible due to the effect of more than SGD100k++ paper loss unless my Tiger Brokers share price recovered back to my buy price.

Related post: 

1) Performance appraisal of my 2020 portfolio

2) 34 financial tips for my 34th Birthday

3) New milestone - $300,000 portfolio

4) Performance appraisal of my 2019 portfolio

5) Performance appraisal of my 2017 portfolio

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