|
| (Total cumulative dividends of S$191, 948) |
Top 12 Holdings (30 Jun 2021)
Portfolio Cost: S$520, 015
Portfolio Market Value: S$745, 963
Portfolio Overall Unrealized Profit: +S$225, 948 (
+43.5%)
Portfolio XIRR (FY2021): +18.92%
Dividends Collected (1H 2021): S$14, 881
Current Warchest: S$26, 300
(*All figures are accurate as of 30 Jun 2021)
Portfolio Actions in 2Q 2021:
- Partial divestment of PropNex. Took profit at $1.53
- Accumulated more Alibaba on the Hang Seng exchange
- Initiated positions in AMD and TSMC
- Initiated position in CapitaLand China Trust
- Applied for the Mapletree Industrial Trust preferential offering with excess
Unwavering Focus On Quality Big Tech
It was a hectic quarter for sure! There was a short period of inflation scare back in May when some investors panic sold their tech counters. Covid infection rates have been falling in the US and Europe. More countries are ramping up their nation-wide vaccination campaigns. The jobs recovery in the US has been gaining steam....
