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My Portfolio & Dividend Updates (End July 2020)
By Jeffrey Lee's Personal Finance Blog  •  October 15, 2020
Monthly update on my Portfolio percentage breakdown and dividends received (if any). It’s near the end of the month, so it’s about time again to do my monthly portfolio update. (: My portfolio listed here consists purely of equities only, and excludes social security (CPF & SRS), debt instrument holdings (i.e. bonds & SSBs etc), emergency funds, as well as personal savings. As such, any returns from the excluded items above (e.g. dividends, coupons and interests etc) will be excluded in the total amount in the 'Dividend Updates' section below as well. Portfolio Breakdown by Securities For the month of July, I added shares of Phillip SING Income ETF (OVQ) into my portfolio. With this addition, local counters now account for approximately 15% of my equity portfolio. OVQ is an ETF that tracks the Morningstar Singapore Yield Focus Index, which comprises of 30 SGX listed high-yielding companies screened for...
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By Jeffrey Lee's Personal Finance Blog
Hello there! I am Jeffrey and thanks for dropping by! This blog is a special project of mine and it is a place for me to pen down my thoughts and to share it with everyone, with a particular focus on documenting down my journey to attain financial independence before reaching the age of 40.
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