Passive income projection of S$25.3K per annum @ 6.13% yield (Dividends only and exclude CPF and rental income) |
Total stock portfolio and deployable cash for investment is S$425K (excluding investment property and CPF) |
For the past few months, the stock market has been on a see-saw ride after the market correction. I am glad that my significant weightage on REIT component has withstood much of the market downside with vastly lesser volatility relative to other SGX counters.
Key highlights of the following main changes to the portfolio:
1. Sold off all my Netlink Trust holdings at a loss. The stability that I craved for seems to be facing an upcoming technological disruption from the 5G mobile network. The risk of downside has increased significantly relative to the upsides. Decided to re-deploy the proceeds into other oversold listed business on SGX ...
...