Thursday 31 December 2020

nothing great but cannot complain.

 







We ended the year with 71k lower on absolute return ( minus new capital poured in ).


Net worth increased due to the increase in other asset prices condo hdb and watches. 


the projection for next year's dividend about 130-150k due to rebalancing into tech sectors which gives me zero dividend.... 

The main reason for the drag is due to a small allocation into the US market, while a bigger allocation into the HK, Singapore, and the UK market all three markets does not perform well this year. 


However, we have done well if we consider our performance against the market that we are tracking against. 

Let's see what we can do next year..

observation market is chasing growth and has seen a lot of investors achieving 50% return within 3-4 months. 

WOW....


 




Friday 18 December 2020

Inflation is crazy !!!!..... In Dividend i trust.

Total net worth increases by a bit from the previous year high of 3.08 

Net worth increase by 120k thru saving and capital appreciation on assets. 

What is interesting is that going forward the dividend should hit 140-160k for 2021 and about 200k for 2022.


The portfolio I am managing is grossly undervalued based on the DDM method. 


Let's see if we can end the year on a high note.