.png)
Equities Portfolio Market Value: S$1, 027, 493
Equities Portfolio Unrealised Profit: +S$352, 558 (+52.2%)
Portfolio XIRR (9M2025): +13.7% (inclusive of dividends)
Dividends Collected (9M2025): S$39, 300 (+13.5% yoy)
Total Cumulative Dividends (2010 - 9M2025): S$364, 225
Current Cash & Cash Equivalents: S$17, 000
(*All figures are accurate as of 30 Sep 2025)
Portfolio Actions in 3Q 2025:
- Accumulated batches of Alphabet at US$200 & US$246
- Accumulated batches of Amazon at US$219 & US$222
- Accumulated Microsoft at US$505
Markets Were Cooking Hard In Q3!
All of my heavy aggressive dip-buying back in the previous quarter continued to bear fruits in Q3. My 2-year strategy of accumulating positions in non-REITs counters like the banks, Sheng Siong, PropNex and US big tech has worked out pretty well so far. Even some quality S-REITs had slowly recovered as the US Fed cut rates. Just when I thought the markets could not possibly rally further, it continues to blow my mind. People who took profits earlier could not get back into the rally.
...
