(Total cumulative dividends of S$180, 518)
Top 12 Holdings (31 Mar 2021)
Portfolio Cost: S$510, 412
Portfolio Market Value: S$710, 451
Portfolio Overall Unrealized Profit: +S$200, 039 (+39.2%)
Portfolio XIRR (FY2021): +14.93%
Dividends Collected (FY2021): S$3, 451
Current Warchest: S$26, 300
(*All figures are accurate as of 31 Mar 2021)
Portfolio Actions in 1Q2021:
Initiated positions in Alibaba and Hang Sang Tech ETF Accumulated more Apple shares2021 Strategy - Discount Shopping For Quality Tech The yield of 10-year US treasury bills kept rising in the first quarter. When long-term rates trend up, investors start to discount future earnings potential of companies more heavily. Those high-flying tech companies with stretched valuations had come under selling pressure after outperforming the market in 2020. Another market force in play was the sector-rotation out of tech and into 'post-pandemic reopening' sectors such as hotels, airlines, cruise, transport, oil and F&B. Global...
