(Total cumulative dividends of S$199, 900)
Top 12 Holdings (30 Sep 2021)
Portfolio Cost: S$530, 295
Portfolio Market Value: S$748, 868
Portfolio Overall Unrealized Profit: +S$218, 573 (+41.2%)
Portfolio XIRR (FY2021): +12.01%
Dividends Collected (9M 2021): S$22, 833
Current Warchest: S$23, 700
(*All figures are accurate as of 30 Sep 2021)
Portfolio Actions in Q3 2021:
Accumulated more Alibaba shares at HK$150 - HK$160 rangeAccumulated more Tesla shares at US$725 Initiated new position on Sea Ltd at US$326DCA On Alibaba & Tesla Never Stops When the going gets tough, go shopping. To me, shopping for stocks is a special type of happiness. Especially when you know you are buying at lower levels than guys like Charlie Munger, Ray Dalio and Monish Pabrai. These are titans with diamond hands.
'Common prosperity' policies and potential property sector collapse from China. Inflation and rate hike fears from the US....