• jeffreyleezq

My Portfolio & Dividend Updates (End Mar 2021)

Monthly update on my Portfolio percentage breakdown and dividends received (if any).



It's the end of the month, so here's my March 2021 portfolio & dividend update. (:


My portfolio listed here consists purely of equities only, and excludes social security (CPF & SRS), debt instrument holdings (i.e. bonds & SSBs etc), emergency funds, as well as personal savings.


As such, any returns from the excluded items above (e.g. dividends from CPFIS/SRS, coupons from bonds and interest from saving accounts etc) will be excluded from the total amount in the 'Dividend Updates' section below as well.



Portfolio Breakdown by Securities


For the month of March, I sold the majority of my local equities, SPDR Straits Times Index ETF (ES3), Phillip SING Income ETF (OVQ), and Lion-Phillip S-REITS ETF (CLR).


Subsequently I added some new positions on Visa Inc. (V), Mastercard Inc. (MA), Tesla Inc. (TSLA), Home Deport Inc. (HD), Vanguard S&P500 Growth ETF (VOOG),Vanguard Russell 1000 Growth Index Fund ETF (VONG), as well as the sturdy Vanguard S&P500 UCITS ETF (VUSD).


Moving forward in the near future, I am likely fully exiting the local market, and go full exposure with overseas equities. Reason being I am still young, and I want to go for more growth. As mentioned in my february portfolio & dividend updates post, the risk would of course be higher, but I am comfortable with this risk exposure.


Again, as a result of this arrangement, my future annual dividends would likely suffer quite a big drop, since most of the overseas growth stocks don't pay dividends well (some doesn't even pay one). But it's fine for me since it's long term capital growth that I am aiming for. :)


Cheers to more growth man. :)



Dividend Updates


March is a good dividend month since its the end of the first quarter, and as a result I received quite a decent sum of dividend payouts for the month of March from my overseas stocks.


My total amount of dividends received since the start of 2021 thus now stands at S$1,329.23, giving me an average dividend amount of S$443.08 monthly from January till March 2021.


Note: Dividends are recognised after ex-dividend (EX) date.


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Disclaimer: All information contained herein this blog is solely the writer's personal opinion, and does not constitute an offer, recommendation or solicitation of an offer of any kind. Readers are also advised to do their own due diligence, and to consult a financial adviser for any financial advice.

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All information contained herein this blog is solely Jeffrey's personal opinion, and does not constitute an offer, recommendation or solicitation of an offer to enter into a transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements in rates or prices or any representation that any such future movements will not exceed those shown in any illustration. It also does not constitute an offer to buy or sell an insurance or financial product or service nor is it intended to provide insurance or financial advice. Readers are fully responsible for their investment decision, including whether the product or service described (if any) herein is suitable for them. Readers are also advised to do their own due diligence, and to consult a financial adviser for any financial advice. Jeffrey will not accept any responsibility or liability of any kind, with respect to the accuracy or completeness of the information herein, and makes no representation or warranty of any kind, express, implied or statutory regarding any information contained or referred to herein.

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