Tuesday, 30 December 2014
2014 Ends With a Positive!
Today is the last day of 2014 the 1/2 day stock market has ceased operation, my portfolio ends with a positive of $44.14 rather than -$100+. This is the first time i see that i am actually breaking even and gaining a paper value of $44.14. Of course after deducting the broker fees, tax and stuff.
4414 i wonder whether this number will appear on today's 4D or not :P
Monday, 29 December 2014
Rich Dad, Poor Dad
Hello here's a quick update, I bought the book because my friend say its a must to read this. Well i think i got to do some book review soon after i complete this on the Book I've Read page.
Friday, 26 December 2014
Motivated after Reading Fellow Blogger Posts (Regarding Frugality)
After reading the post on Singapore Young Investor post on chit-chat with susurrate saving 19000 he quoted “The rich man isn’t the one who has the most, but rather the one who needs the least.” which left me very impressed and A Singapore Stockmarket Investor post on AK Birthday Wish which he had demonstrated the spirit of frugality by showing contend after celebrating his birthday with his family inside a 'hawker center' which reminds me back of the post: Something About Life which I had experienced before. And I truly take my hat off and show respect to these people.
The sudden fire of passion further lighted up, Along my investment journey of just a mere 4 months, I am constantly learning from so many people around here. I am glad that I started blogging and had link of so many different brilliant people that allows me to follow and learn from.
I have decided to track my expenses and had downloaded an app for myself to start tracking all of my expenses from 1 January 2015 onwards. And see what did I really spend on, whether that is a need or just a want. I know it would be harder since I've just gotten a girlfriend now and there will sure be extra spendings.
This app (by far the top expenses tracking app) that I've found you could go to Googleplay for Android users and search for Expense Manager.
Signing off,
Jeffrey
Tuesday, 23 December 2014
End of Year Portfolio Review 2014
Getting to receive my last dividend of 2014 amounting to $277 from AIMSAMPS, it sums up my 2014 investments of $50,000 worth capital introduced on August 2014 and subsequently another $10,000 on December 2014. This is a good start as i 'got the ball rolling in the snow mountain' however henceforth, it will be a gradual run from now onwards as most of my savings are already invested to the stocks equity. Although there are paper losses mainly from Ascendas Hospitality Trust and Croesus Retail Trust, the dividends collected had almost make up for it.
2015 will be a fresh year for me to really see how my stock holdings run thoroughly. I hope to inject as much as I can save to the extend that im still feeling comfortable with the living standards. I will do my best to reach my Goals as soon as I can.
Thank you everyone for the kind feedbacks and encouragements since I started blogging.
I'm happy that I've found a new motive in life, and will work hard to achieve it.
US Stocks
POSB Regular Saving Plan
*Dividends will be reinvested.
Endowment Plan
Basic Principals 4 Years x $509 = $24432.00
11 Years to mature with 2.75% compound interest.
Total Capital Worth = $83082.00
Total USD Capital = US$553.25
2015 will be a fresh year for me to really see how my stock holdings run thoroughly. I hope to inject as much as I can save to the extend that im still feeling comfortable with the living standards. I will do my best to reach my Goals as soon as I can.
Thank you everyone for the kind feedbacks and encouragements since I started blogging.
I'm happy that I've found a new motive in life, and will work hard to achieve it.
| Stocks | ||||||
| No. | Counters | No. of Lots | Market Price (SGD) | Total Value (SGD) based on market price | ||
| 1 | Aims Amp Industrial REIT | 10 | 1.430 | 14300.00 | ||
| 2 | Croesus Retail Trust | 10 | 0.910 | 9100.00 | ||
| 3 | Capitamall Trust | 4 | 2.020 | 8080.00 | ||
| 4 | Frasers Centerpoint Trust | 4 | 1.910 | 7640.00 | ||
| 5 | Ascendas Hospitality Trust | 10 | 0.675 | 6750.00 | ||
| 6 | Cache Logistics Trust | 5 | 1.140 | 5700.00 | ||
| 7 | Sembcorp Industries | 1 | 4.430 | 4430.00 | ||
| 8 | Starhill Global REIT | 2 | 0.800 | 1600.00 | ||
| 9 | Mapletree Greater China Commercial Trust | 1 | 0.950 | 950.00 | ||
| Total SGD | 58550.00 | |||||
| Total Dividends Collected | $1,668.10 | |||||
| Total Capital Invested | $60,196.43 | |||||
| Unrealised Paper Gain/Loss | -$145.86 | |||||
US Stocks
| No. | Counters | No. of Share | Market Price (USD) | Total Value (USD) based on market price | ||
| 1 | Alibaba Group | 5 | 110.650 | 553.25 | ||
| Total USD | 553.25 | |||||
caa: 19 Dec 2014
POSB Regular Saving Plan
| Month | Name of Fund | Monthly Investment | Units | ||
| Dec 14 | NIKKO STI ETF | S$100.00 | 29.49 | ||
Endowment Plan
Basic Principals 4 Years x $509 = $24432.00
11 Years to mature with 2.75% compound interest.
Total Capital Worth = $83082.00
Total USD Capital = US$553.25
Sunday, 21 December 2014
Building Wealth Though REITS
Hello!
Good to have tricked you people to click on my blog with that title 'Building Wealth Through REITS' and find out that it's only me saying that this book is the 2nd book that I'm reading currently. The first book was Show Me The Money.
I used to hate reading but because I am investing now, I have pick up reading because I am eager to know more. It shows a good sign, Grow money and knowledge at the same time.
I will not be making anymore transaction this year so it sums up my Portfolio for the year 2014 of mostly REITS. I will be doing a year end review of 2014 in the subsequent post.
Merry Christmas!
Jfree
Saturday, 20 December 2014
Alibaba Group
Good day to ALL!!! Having to go to the last Live Range yesterday is a telltale sign that... MY LONG WEEKEND IS COMING!! Finally I have my long break time until 5 January 2015.
Back to main topic, I've initial 5 positions of Alibaba Group Holding just because I feel that this web product will eventually be on par with Google in the near future. I like this stock as I will keep it for long and watch it grow. Just because i like it.
Happy Weekend Friends!
Thursday, 18 December 2014
Addition to Portfolio
I just added a lot of SCI which is my first ever growth stock into my portfolio family at $4.35. Although yesterday i could be getting better $4.20. But it does not matter because this stock is still a xmas steal!
I will be keeping it for a long long time.
Im so happy i got this!
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