It is the end of Sep 2020, bringing 3rd quarter of 2020 to a close.
See:
Link to Main Portfolio page
Contents:
- Portfolio (30 September 2020)
- Transactions and Dividends
- Closing Thoughts
Portfolio (30 September 2020)
Performance
From this month onward, I have added Capital Injection (CI) into the graph, so as to show any increase or decrease not owing to stock movement. The Portfolio Value is inclusive of CI by itself.
Some commentary on my portfolio
- Wilmar dropped to 4.1x range for a bit before climbing back to 4.3x - 4.4x.
- Took action on my portfolio this month - I drew down remaining amount from war chest, topped up a little bit from my wallet and added more Lendlease Global Commercial REIT (SGX:JYEU), or LREIT for short. This brings down my average price to ~0.73 SGD per unit.
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Transactions and Dividends
(a) Transaction Summary
- Bought 4500 units of LREIT on 4 September 2020 at SGD 0.645 each.
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