For the month of June, the SRS portfolio received a dividend of $255 from China Merchant and an interest of $4.07
The position in UMS was divested in July. The divestment post is here.
As of 14 July, I am holding a record $111,484 in cash waiting to deploy in bigger quantum into new positions. As i have shared with you previously, this SRS portfolio is going to focus on more concentrated positions with a stronger focus on growing the net worth than generating passive income.
I will deploy the passive income strategy on my wife's SRS account which i have been contributing on her behalf.
What is my performance so far? According to my post on 1 July 2013, the MOIC (Mulitple over Invested Capital) or ROI (Return on Investment) was standing at 1.22x. This year, i did the same analysis and added a new ...
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