Cory Diary : Performance Q1'2022

Performance Q1 2022 ( +1.9% YTD )

In Q1 2022 we see significant run up in STI index due to Banking sector which is similar to what happen in Q2 2021. However Year 2021 performance manages to catch up significantly which ended the year in good positive notes. ( see link ).  As we move near to end of Q1'2022, the portfolio managed to end in positive territory with a smaller gap against STI Index. And end up with Positive 1.9% YTD.

Cory XIRR 1.9% vs STI 9.1% YTD

Dividends ( Equity )

Dividends for Q1'2022, $ 16,282 which implied monthly average of $ 5427. The current annual target is $64k. There is no surprise so far and is per expectation. Continuously looking for way to further increase the dividends by making idle cash more efficient from other pockets of the net worth.

Tesla

If we do comparison below between STI (Pink), Tesla (Blue), DJIA(Green) and Nasdaq (Red) on YTD, Tesla has a good run up in the last 2 weeks after falling behind for months. This shown again ability to hold through volatility is critical to profit in US market for stock that we have conviction in and shown to show strong business fundamental.

Tesla currently has 13% allocation in the equity portfolio after reducing the position 3 times and because the volatility still too high. Tesla still occupies top position in stock allocation despite that.

Reits

Have a nice recovery across a number of Reits in the portfolio. Even MCT registered a small loss after averaging down and hitting 5 digits negative when they first announced the merger. At 5% plus yield across many of the branded Reits they are still quite attractive for long term planning. FCT also stage a strong rebound with reducing Covid measures.

Wilmar

Just initiated a small stake in this commodity company. Hopefully not a painful lesson fee.

Cory

2022-0401

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Articles in this Blog is personal take and sharing purposes only. Reader should seek their own professional help when making financial decision and be responsible for their decision.