A rising tide lifts all boats indeed. My net investment portfolio jumped by almost +S$100K within 2 months (from S$813K to S$910K) mainly due to the rise of Alibaba AI and Cloud play as well as the revival in Singapore REITs. Gross investment is now at another record high of S$1.179Mil.
1. Portfolio 1- Stocks Held in SGX Central Depository
Not much changes here except for the higher market valuation. Unfortunately, there is very little changes in the amount of projected dividends.
2. Portfolio 2- Margin Purchased Securities
(Note: My margin purchased securities has grown to a sufficient scale to sustain itself and can pay off annual financing charges as well as to gradually pay down the margin loan through the dividends generated.)
Keppel Ltd has been delivering a super impressive profit growth of 25% (if we normalise and exclude the one-off recorded loss for sales of M1) for the 9mth ending 2025. In addition,
2. Portfolio 2- Margin Purchased Securities
(Note: My margin purchased securities has grown to a sufficient scale to sustain itself and can pay off annual financing charges as well as to gradually pay down the margin loan through the dividends generated.)
Keppel Ltd has been delivering a super impressive profit growth of 25% (if we normalise and exclude the one-off recorded loss for sales of M1) for the 9mth ending 2025. In addition,