Equities Portfolio Cost: S$667, 635
Equities Portfolio Market Value: S$875, 420
Equities Portfolio Unrealised Profit: +S$207, 785 (+31.1%)
Portfolio XIRR (1H2025): +4.8% (inclusive of dividends)
Dividends Collected (1H2025): S$24, 830 (+14.1% yoy)
Total Cumulative Dividends (2010 - 1H2025): S$349, 755
Current Cash & Cash Equivalents: S$3, 000
(*All figures are accurate as of 30 Jun 2025)
- Accumulated UOB at S$30.70
- Accumulated Sheng Siong at S$1.70 and S$1.83
- Accumulated PropNex at S$1.03
- Accumulated NetLink Trust at S$0.875
- Accumulated ParkwayLife REIT at S$4.02
- Subscribed to FCT's preferential offering at S$2.05
- Accumulated batches of Amazon between US$170 and US$180
- Accumulated batches of Alphabet between US$150 and US$160
- Accumulated batches of Microsoft between US$360 and US$370
- Accumulated batches of Nvidia between US$100 and US$120
TACO Man Is My God of Fortune
In April, Trump's Liberation Day tariffs threw the global markets into chaos. Doom and gloom headlines dominated the media. Youtubers were churning out daily videos with their mouth wide-opened and hands-on-forehead thumbnail images. As a battle-hardened investor, I knew this was the moment to unleash my cash warchest and dividends. My strategy of 'Sheng Siong + US tech' went into overdrive. More than S$50k deployed into the markets in Q2. I am so glad to have bought the dip aggressively because it is starting to pay off by the end of June as the US market made an incredible V-shaped recovery! My Microsoft and Nvidia positions hit all-time-high. Not even the short-lived conflict between Israel and Iran could derail the market rally despite the media touting the possibility of World War 3.
Some of my better quality REITs like AREIT, FCT, KDC and PLife have also risen YTD. Share prices of the 3 local banks remain elevated. PropNex is also riding high due to its special dividend payout and more new private property launches this year. Homebuyers have been snapping up Executive Condos (EC) like hotcakes in Q1- Q2. Sheng Siong opened 8 new outlets in 1H2025 as its share price hits an all-time-high of $1.90. More importantly in Singapore's context, the results of GE 2025 gave the incumbent party a clear and strong mandate to guide Singapore through uncertain times. Over the years, I have realised that complaining about the government policies is a waste of time. Instead, we should think of ways to gain from the system. I believe Sheng Siong, PropNex and the local banks would stand to benefit from government policies. This is a system that 65% of voters agreed upon. Let's face it, $1m resale flats is the new norm now. And judging from the URA Masterplan 2025 (Property agents already posting videos on how to become Huat Kueh), I won't be surprised to witness the first S$2m resale flat transaction in my lifetime. So just position ourselves accordingly and let the government work hard to boost our property values.
All of the above-mentioned factors combined to push my portfolio value to a new record-high of S$875k. Hefty special dividend payouts from DBS, UOB, OCBC and PropNex is set to lift my projected 2025 total dividends above S$45k. Unfortunately, on the flip side, I am expecting to run out of targets to accumulate in 2H2025 unless a new major crisis emerges. Hopefully, President Trump can cook up some crazy executive orders again. Or perhaps China can conduct some military exercises in the Taiwan Strait.
Spending My Dividends In Thailand
Visited Bangkok back in February. Enjoy good food and relaxing massage :)
My next trip would be Osaka in November!
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