August updates

wow, just realised what i long time i haven’t actually blogged.  past few months have been quite trying; job wise not so smooth sailing due to the current weakness in oil price, hence  jobs have been far and few. (in fact, only once to the Middle East, but that didn’t turn out too well either) Hope things get better in the 4Q. Otherwise, income will be taking a pretty big hit for 2016

So let me see, what have i been doing for the past few months?

  1. tidied up up excel portfolio, currently trying to streamline. excel sheet is getting too messy.
  2. still contemplating if I should move my shares from CDP to SCB? (basically, to take advantage of the 0.18% comms. but the sucky thing is there is a 10.70 per counter for transferring in. still in discussion if can get SCB to waive that bloody charge)
  3.  divestment on my counters that ran up
  4. divested some CPFIS UT that i bought during my early working years
  5. took up rights issue
  6. bought some bonds
  7. due to restricted cashflow, could not invest in more counters than i wanted
  8. read up on couple of  books while at work/travel/nua-ing
  9. renewed my term life policy
  10. set up a tiny family portfolio, with contributions from interested family member
  11. identified a few potential 3 or 4-rm HDB resale

 

since it was my birthday month;

  1. treated myself to a Synology NAS.
  2. transferred $24,000 from OA to SA (in anticipation for my 55th birthday when i retire)

 

Dividends YTD: $18,088( cash+SRS)                                                                                                    not too shabby, but also nothing to shout about either. unlikely to have much improvement from last year, since most of the companies i am vested in have cut their dividend payout. still a long way from my immediate target of $36,000 p.a.

Total (stocks): $423,599.38
portfolio is in the red due to the O&G counters i am vested in

Total (CPF+SRS): $253,846.53
growing slowly but surely.

 

last but not least, thanks for Rolf  for your kind advice =)

 

 

 

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2 thoughts on “August updates

  1. Hi FC

    Wow seems like you had a very busy Aug month.

    Happy bday to you too, and light finally at the tunnel awaiting for you to enjoy 🙂

    Like

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