$$$ KPO and CZM $$$: Portfolio - December 2019

Tuesday, January 7, 2020

Portfolio - December 2019

Yay, the year ended with our portfolio reaching another new high as it increases by 1.34% to $463,297 - $1,556.74 of capital injection and $4,569.67 of capital gain.


If you prefer to look at numbers, this is the raw data used to generate the above bar graph. These numbers are as of the last day of the month. On a side note, the numbers (cash flow and PnL) vary slightly as compared to the previous few months because I forgot to include CZM SRS investment when she rejoins the workforce.


"Cash Flow" is the amount of money being injected/withdrawn from the portfolio (buying stocks = +ve cash flow while selling stocks and collecting dividends = -ve cash flow)

SOLD
None

BOUGHT
None

We did not buy/sell any stocks as most of the money was spent on optimizing our taxes either through SRS or CPF SA/MA. I topped up another $3,500 to SRS and decided to invest that with Endowus. You can read this post to find out more - Endowus CPF/SRS Review.

Dividends
The total dividends collected this month is $2,348.00. The breakdown is as follows:

Company Symbol ExDate Shares Total
Ascendas Hospitality Trust - Stapled Units Q1P 31-Dec-19 15,000 $814.50
Singapore Telecommunications Limited Z74 18-Dec-19 4,000 $272.00
Sysma Holdings Limited 5UO 10-Dec-19 10,000 $100.00
Accordia Golf Trust - Units ADQU 3-Dec-19 15,000 $391.50
Pacific Century Regional Developments Limited P15 3-Dec-19 7,000 $770.00

Total dividends collected for 2019: $‭20,978.35
Average dividends per month for 2019: $‭1,748.20

StashAway

KPO

CZM

Capital: $27,000.00
Current: $‭‭‭‭30,802.85‬

Endowus


Capital: $3,500.00
Current: $‭‭‭3,516.00

You might be interested in previous months update too:
Portfolio Performance in 2018 - $354,145
Portfolio - January 2019 - $376,381
Portfolio - February 2019 - $379,814
Portfolio - March 2019 - $400,263
Portfolio - April 2019 - $400,263
Portfolio - May 2019 - $392,934
Portfolio - June 2019 - $415,611
Portfolio - July 2019 - $420,798
Portfolio - August 2019 - $421,644
Portfolio - September 2019 - $420,854
Portfolio - October 2019 - $438,957
Portfolio - November 2019 - $457,171
- Portfolio - December 2019 - $463,297

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