Sunday 5 June 2016

小胖 shows his portfolio

So... 小胖 started his investing journey in August 2012. Throughout these years, he has grown from a more-trader to a more-investor.

In the past, he remembered the heydays of 10-20% monthly returns on trading oil & gas stocks, shell companies, etc... Only to lose all of them in another one or two trades. He is not a fan of cutting loss, even when trading. That adrenaline rush, and fast heartbeats along with shrinking balls were the reasons why he decided to move from a trader to more of an investor.

As he started transiting from a more-trader to a more-investor, he started picking up REITs, before amassing more savings to pick up blue-chips, bit by bit. Using SCB trading account, he is able to pick up blue-chips in lots of 100 shares, ever since the kickstart of smaller lots trading on Jan 2015.

The smaller trading lots have also allowed him to use Dollar Cost Averaging (DCA) if the share prices goes against his way.

Shown is his portfolio throughout these 3.5 years of investing (ranked according to % value in portfolio). Along the way, he had also done some trading on blue-chips, which are not listed here.


Share Name
No. of Shares
CapitaCommercial Trust
4200
Keppel REIT
5000
Hyflux 6% Perp. Securities
4000
HPH Trust
5000
Perennial n4.65% 181023
2000
Figtree
10000
AIMSAMP Capital REIT
1200
SPH
400
Starhill Global REIT
1000
SoilBuild Business REIT
1000
Lippo Malls Trust
2000
Global Logistics Trust
200
STI ETF
100
M1
100

As you can see, 小胖's portfolio is heavy on the property sector, which he feels is not a good sign. Thus, he is looking to diversify on other sectors, as well as building up his percentage of portfolio in bonds and other investments.

As of 2015, his dividend income stands at ~4%, he is hoping to increase it to reach ~5% in 2016 (conservative estimate).

Standby for updates on whether I can hit that target at the end of the year!

6 comments:

  1. A thumbsup to your portfolio. good dividends yield!

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  2. 小胖 has become matured. No more YOLO in trading.

    Welcome to the investing camp! :)

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    Replies
    1. Thanks DK! I am awed by your portfolio, and it's blogs like yours that spurred me to create a blog for my own!

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  3. Finally came to your money senses after encountered "Shrinking "Balls" effect ;)

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    Replies
    1. Yup! But it has made me learnt some valuable lessons. Am more prudent with my investing and savings now!

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