Shares & Derivatives
Wife’s Tiny Portfolio Update – December 2017
By Turtle Investor  •  December 16, 2017
I thought it’ll be fun to do a quick post on the tiny portfolio that I’ve created for my wife since a reader asked. (Hi Jaslyn!) For the year 2017, the time-weighted returns (including dividends) as of today is 19.42% when compared to STI at 20.99%. The current portfolio value is $4,320 with profit & dividends of +$724.4 (+18.93%). For the year, I was able to give my wife dividends for all four quarters. Both CapitaLand Mall Trust and Frasers Centrepoint Trust go with a standard four-quarter distribution schedule with payout dates falling in Feb, May, Aug and Nov. Feb 2017 : $57.70 May 2017 : $57.70 Aug 2017 : $57.50 Nov 2017 : $57.50 Remember what I blogged in the previous post?
The imagery of being handed a crisp, blue $50 dollar bill every 3 months is a vivid and tangible ...
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By Turtle Investor
Hello there! I am Kevin and the author behind the Turtle Investor blog. At age 37, I hit CPF Full Retirement Sum (FRS) of $176,000 on the last day of 2019, twelve years after graduating from university. I am married and owns a 4-room apartment. I continue to be gainfully employed to build up my portfolio and provide my loved ones with better lives. Leaving everything behind and transitioning to a digital nomad life in Bali remains an option but not something that I’m actively pursuing now 🙂
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