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Dividend Warrior’s 1H 2022 Portfolio Update – End of Easy Money Era
By Dividend Warrior  •  July 3, 2022
Portfolio Cost: S$552, 309 Portfolio Market Value: S$717, 725 Portfolio Overall Unrealized Profit: +S$165, 416 (+29.9%) Portfolio XIRR (Q2 2022): -11.43% Portfolio Year-to-date Returns: -5.9% Dividends Collected (Q2 2022): S$10, 980 Total Cumulative Dividends (2010-2022): S$223, 208 Current Cash Warchest: S$33, 700 (*All figures are accurate as of 30 Jun 2022) Portfolio Actions in Q2 2022:
  • Accumulated more Ascendas REIT at S$2.73

  • Accumulated more CapitaLand China Trust at S$1.15

  • Accumulated more Mapletree Logistics Trust at S$1.61

  • Accumulated more TSMC at US$88

  • Initiated position on Nvidia at US$187

Taming The Inflation Monster Global markets have been brutal in Q2 2022. Oil price shot above US$100. Countries started banning exports of resources like wheat, palm oil and chickens. Inflation rates in developed nations hit record highs in decades! According to the experts, we should expect an extended period of high inflation. This is bad. Inflation 'robs' everyone except maybe the uber rich. Oh, and to make matters worse, here in Singapore, we are set to raise GST next year. In Q2, the...

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By Dividend Warrior
A mid-30s dividend growth investor living in Singapore. I am a simple man with simple needs.
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