• jeffreyleezq

My Portfolio & Dividend Updates (End Oct 2020)

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



It’s almost the end of the month, so it’s about time to do a portfolio 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, bond coupons and interests from CPF/savings accounts etc) will be excluded in the total amount in the 'Dividend Updates' section below as well.



Portfolio Breakdown by Securities


For the month of October, I added on just a tiny position of Apple Inc. (AAPL), Vanguard S&P 500 UCITS ETF (VUSD) and iShares Edge MSCI USA Momentum Factor UCITS ETF (IUMD) in my portfolio.


The reason that I acquired these tiny positions of AAPL, VUSD and IUMD was because I had some accumulated dividends in my US dollar trading account from my previous distributions. I didn't want to convert these US dollars back into Singapore Dollars, and especially not so given the low exchange rate from the US Dollar to the Singapore Dollar now. So might as well.


Local shares wise I didn't do anything for the month. I did contemplate on selling some of my DBS Group Holdings Ltd (D05) shares, albeit didn't in the end.



Dividend Updates


October is a quiet month as I did not receive any dividend payout(s) for the month of October.


My total amount of dividends received since the start of 2020 thus still stands at $3,681.95 (i.e. same as last month), giving me an average dividend amount of $368.20 monthly from January till October 2020.


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.