Investment Portfolio valuation on 31st Dec: $1.023 million (gain 0.8%, +6.36% inclusive of dividend)
Dec 2020 Monthly Investment Portfolio Dividend/Interest received: $4.78K
FY2020 Investment Portfolio Dividend/Interest collected in 2020: $56K
FY2020 Total Realized and Unrealized gain/loss:-$43K (-2.88%, +1% inclusive of dividend)
FY2020 Total Realized gain/loss: -$52K
My dividend/interest received in 2020 help to cover my portfolio realized loss. Overall, I am sort of break even based on total Realized and Unrealized gain/loss. As an old economy investor , my portfolio consist mainly of dividend seeking Property(reit), O&G, and Finance(Euro) counters which did not fare too well in 2020. In the last few month, I have been doing a lot of portfolio rebalancing by selling almost all my high risk O&G MLP and low grade Reits counters which resulted in huge realized loss of 52k. In replacement, I have bought mostly large cap index stock from LSE and HKSE and some ETF from SGX...