Equity Portfolio Cost: S$616, 070
Equity Portfolio Market Value: S$761, 930
Equity Portfolio Unrealised Profit: +S$145, 860 (+23.7%)
Portfolio XIRR (FY2024): -2.1% (inclusive of dividends)
Dividends Collected (FY2024): S$43, 280 (+7.8% yoy)
Total Cumulative Dividends (2010 - 2024): S$324, 925
Current Cash & Cash Equivalents (SSB/T-bills): S$46, 000
(*All figures are accurate as of 31 Dec 2024)
Portfolio Actions in 4Q 2024:
Accumulated DBS at S$42Accumulated OCBC at S$16.50 Accumulated Propnex at S$0.91 Accumulated Sheng Siong at S$1.63Accumulated MINT at S$2.19Accumulated Alphabet at US$188Accumulated Nvidia at US$137Partial divestment of KDC at S$2.23Partial divestment of FLCT at S$0.91
A Quarter of Heavy Rebalancing - Singapore for dividends & US for growth
In 2024, REITs had been a drag on my portfolio performance, Fortunately, my positions in banks and US tech helped to mitigate some of the damage. Higher dividends from the banks was much welcomed too. In fact, the banks have rallied so...