Sunday, January 20, 2019

Dividend Warrior 2018 Portfolio Performance Quick Review

Happy New Year everybody! 2018 has been a strenuous year, fraught with problems in the global arena and heightened market volatility. Trade tensions between US and China, Fed rate hikes every quarter, a breakdown in Brexit negotiations, trouble in the Big Tech world (I'm looking at you, Facebook!), slowdown in semi-con industry, US government partial shut-down, Elon Musk tweeting 'funding secured' to take Tesla private and the oh-so-frequent Trump tweets to spice things up. There is a reason why this particular post of mine received the highest views in 2018. Apparently, investors out there need some reassuring words (-__-")


Now, time to get into the nitty-gritty stuff. Below is a snapshot of my Singapore dividend portfolio's year-on-year performance.
  • Market value of portfolio decreased 2.25% from S$436.5k to S$426.7k. 
  • Total annual dividends increased 15% from S$20.7k to S$23.8k (Almost $2k per month)
  • Time-weighted Returns (including dividends): -1.79%
  • Time-weighted Returns (excluding dividends): -7.02%

Current top 3 holdings




A $124k cushion against future market volatility

Most investors expected REITs to crash and burn spectacularly as the US Fed hiked rates in 2018. With a good understanding of their fundamentals, I held onto my REIT positions and even accumulated a little more during the market correction in October 2018. As per usual, I stayed calm and collected CD throughout 2018. Since the start of 2019, my conviction was rewarded as REITs appear to be staging a come-back. Time in market is better than timing the market. It's all about consistency. I guess this can no longer be considered a 'lesson' for me since I have become numb zen more confident in dealing with such volatility after 9 years in the market. Anyway, 2018 was a walk in the park compared to the horrors of 2016.



Consistent Actions Creates Consistent Results
Dividend Warrior

Monday, December 17, 2018

DW Portfolio Bubble Chart (Dec 2018)

I created my very first portfolio Bubble Chart! :) 
*X-axis: Yield-on-price 
*Y-axis: Unrealised paper gain 
*Size of bubble is based on market value of the counter 
*Propnex is excluded as it has not given a full-year dividend yet
Overall patterns: 
- All counters have above 4% yield-on-price except RMG 
- All counters are in the green except NetLink Trust (as of 14 Dec) 
- Most counters are concentrated in the middle-right part of the chart
Outliers: 
- DBS, Suntec & MNACT are the ones closer to the desirable top-right quadrant of the chart



Thursday, November 8, 2018

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