Friday, November 4, 2016

October 2016 Portfolio Update!

Apologies for the lack of updates! Life has been busy, and things have been relatively quiet on the personal finance side.

During this period, there have been a few occasions when prices for some stocks dipped enough to be tempting. Examples were Keppel Corp, M1 and even DBS. However, I held back as there were circumstantial reasons to avoid each of these stocks individually, and there is too much uncertainty with potential downsides outweighing potential upsides at this point in time. I've actually reduced my portfolio slightly by selling off CCT at 1.635 as it provided a 15% price increase over buy price, which should easily compensate for 2 years of estimated dividend income during which I may re-enter at a good price.

An update of my current portfolio:

Assets/$k

Stocks
81.7
Investment CasH
12.2
Emergency Funds
41

Liabilities/$K

Mortgage
513

monthly Income/$K

Combined salary (take home)
6.8
Side income
1
dividends collected
0

monthly Expenditure/$K

fixed expenses
2.6
Other expenses
???

Therefore, total portfolio size is -$378.1k, or $134.9k excluding mortgage, of which 9.04% is in cash.


Cashflow is $5.33k per month. We will need to keep better track of our other expenses.

As the holiday season approaches, we would like to wish everyone a happy year-end! We will be going to Japan for a short holiday trip for the coming week. This will be a breather from work, and good chance to relax and enjoy the good food and weather there.

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