In a continuation of how individual investment return looks like for dividend investors, I think Bubble Chart is best to depicts the absolute P/L against the yield of the stock at current price. For people who is new to the chart, the size of the bubble is the investment value at current price.
Do note the vertical axis P/L is Realized/Unrealized combine. Most of it is unrealised profit as I hold them for long term dividends.
As you can see Ascendas "Sun" continues to be high up there (higher since last blogged) amid slightly smaller investment size for Kiasi me. The other Ascendas-h Tr did well and has left the pack firmly. So did STI ETF.
Most of the counters show increase profits with market uptrend continuing. The only counter that is slightly negative is ShengSiong which I view it as future black-horse which I accumulate recently. Total dividends so far this year is $11,020 with few more yet included ex-div coming soon. Portfolio Xirr hits 11% using 31 Dec'19 as end date annualized. What this mean is that if the market freeze at this current level till year end, my returns will be about 11%.
If we are to back track to my earlier post, STI continues to move ahead 2 weeks after I last blog about Equity Performance on the link here. https://corylogics.blogspot.com/2019/04/cory-diary-equity-performance-2019-0414.html
Done a calculated risk on my thinking from the link and links within since last year Dec'18, and it paid off handsomely with 6 digits reward for this year 4 month returns alone. This should be the best return within such a short period I have even though most are unrealised gains as I hope to have them for retirement cash-flow needs.
Cheers
Cory
2019-0502
Good performance compared to STI index(~11%)! With your preference shares and bonds in the portfolio, you can still be on par with the index!
ReplyDeleteBasically the Index today is mainly due to bank stock. I would say DBS Bank in recent years since Singtel has flattered. Yes, is done on purpose to have bonds and ps. I go for less risk mentally.
DeleteYour performance is almost on par with STI index(ex dividends), but you are doing well - as your portfolio includes preferrence shares and bonds! Keep it up!
ReplyDeletethank you. Wish you the same.
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