- Received $507 of dividends from SSB on 2 Jun.
- Received $816.14 of dividends from CICT on 8 Jun
- Received $135.50 of dividends from Netlink Trust on 10 Jun
Half the year has passed for a portfolio update for June 2026.
My SGX Income Portfolio value inches up to $464k from $463k as S-REITs remain sluggish while local banks are still displaying continued resilience.
My US Growth Portfolio decreases to US$91.2k from US$101.3k, a correction driven by escalating Middle East tensions reigniting energy price fears, stubborn inflation data pushing back rate-cut hopes, and broad profit-taking across AI-linked tech names after their strong run-up earlier in the year. NVIDIA and Amazon bore the brunt of the pullback, though I see this as healthy repricing rather than a trend reversal. The long-term thesis on quality tech remains intact.
My SRS Ultra Long-Term Portfolio value rises to $300k from $287k mainly due to SRS contributions and resurgence of local banks.
Portfolio Actions
Nil
Portfolio Dividends
