Ironically in the year of the water rabbit and the wet weather, I had a dry harvest for the month of January. No transactions made and no dividends. For the first time, no dividends was received in the first month of the year since 2016. I am expecting dividends to start coming in from February and this year's dividends should exceed last year's one (fingers crossed).
I am expecting myself to make transactions soon, as the laddered T bills structure that I started since August 2022 would mature from February 2023.
I doubt my top 5 holdings will changes drastically.I had been constantly nibbling and adding on Reits last year despite the sell down. Now that the tide seems to have turned. I am debating whether I should sit back or still add on. I have a big portion of my portfolio, nearly 50% in Reits.
...