Portfolio Review (June 2025)

Review of my Portfolio (30/06/2025)

Total unrealized profit: + 24.9%

YTD performance: - 0.4%

Added in June

Goal 1: ( $ 52,005.69 / $ 80,464) ⚔️

Growth Portfolio: XLV, GOOGL

Dividend Portfolio: O39, YLD, United Global Durable Equities

Portfolio Weightage

Dividend Recieved

Goal 2: ($ 8,464.05 / $ 17,117) ❤️

Dividend recieved in June = $ 1249,89

Opinons (27/06)

• The market seem to have overextended, the index may have a pull-back in July to ~$550 range.
• The Healthcare Sector had shown a clear reversal in trend. I will just do the normal monthly DCA until $140 then stop, as mention in the previous review.
• While the general market and most of the Mag 7 are overextended, Apple stock is moving in consolidation. Looking to add some Apple in July.
• The SG Reits index trend have also starting to change very slowly, nothing spectacular, just continue to collect the dividend.
• I have also added a new APAC banks ETF, $YLD, to gain more exposure to the banking sectors, is easier to DCA due to lower quantum comparing to individual banks.

General Market

Healthcare Sector

Apple

SG Reits index