Saturday, May 21, 2016

My Share portfolio - The Simplified Tracking

Vesak Day 2016
First, Happy Vesak Day to you and your loved ones! 

It has been a while since I last updated My Portfolio page. With some recent activities on Accordia Golf Trust and Soilbuild Business Trust (latest small inclusion, will write about this at a later date), thought of revamping my portfolio tracking to make it simpler to track. 

Going forward, I am looking at making a quarterly update of my portfolio to track the performance. As at now, it is sitting at a double-digit loss (26% if exclude Dividend or 20% if include Dividend) ;-) 

Investopenly Share portfolio

Cheers!

8 comments:

  1. Is this portfolio built up after yr CNAV course?

    Which counters are bought before the course?

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    Replies
    1. CW88888 : Happy Vesak Day to you. Always good to see your comment.

      In fact, my portfolio are not strictly CNAV portfolio. In sort, it doesn't means that I only buy those fall under the CNAV criteria, I am more focus on dividend/income play lol ;-)

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    2. Good sharing here for newbies!

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    3. Any good reason why you exclude brokerage commission?

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    4. Cw8888 : mainly for the ease of my tracking, as I don't foresee myself trade a lot so thought they are negligible :-)

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  2. I mentioned this before in some blogs reply when I sensed the euphoria about passive incom.e. But some will still not listen. Lesson learnt: Don't anyhow buy just because of dividend, especially for Reits. I learnt my lesson during 2005 to 2009 period. Buy for dividends. And then dividind received less than rights issues and capital losses. Wake up! Let's see who else is next.

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    Replies
    1. Hi Henry,

      Thanks for sharing your view and experience! Are you still holding any of these stocks now?

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