Portfolio information as of 24/3/2016 2.30pm
| Portfolio | % Gain/loss | LOSS =4.46% |
| Name | Amt of shares | Current price |
| Starhub (CC3) | 100 | 3.37 |
| SPDR STI ETF (ES3) | 1200 | 2.85 |
| Fraser Commercial Trust (ND8U) | 2000 | 1.32 |
| Cache Logistic Trust (K2LU) | 500 | 0.85 |
| ST Engineering (S63) | 100 | 3.19 |
| Total Value | 7141 |
- So far, No new changes to the equities so far. Still waiting for a good chance to get more STI ETFs.
As for Starhub, have been thinking awhile if I should just sell it and convert it to 200 shares of STI ETF by topping up abit more.
-Biggest holding, Fraser Commercial Trust. I'm having a lot of faith in them, despite the slowing market and office rates, they seem to prevail due to less volatile Grade B office rental rates. Expecting an upside for this.
UPDATES:
I've placed additional $5000 into the Bank Of China's SmartSaver Plan, This is done through my mum. Where they provide monthly payouts of interest (3.55% P.A.(Compounded = approx 3.6% P.A
). This is good because of its risk-free nature, and when you need the money, you are able to take it out as it is not earmarked like fixed deposits. And also there is already $10000 inside where my mum saved for me since young, but I'm not taking into account the $10000 for my total portfolio worth.
Approximately : 15000 x (0.036) = $540 expected interest to be received. RISK FREE!
My goal for this year is to save up to $25000. I started this year at around $11000. 3 Months in, I'm around 15000 now. $10000 to go! Last year managed to save $11000 with the help of scholarship which provided $3000.
Thank you for reading.
Total Net Value of Me : 7141+5000+Approx3000 warchest = $15141.
Goal of 2015: $10000 ->Achieved $11000
Goal of 2016: $25000 -> As of March ($15000)
Goal by 2022: $100000 -> Aiming to reach this amount by 26 years old.
