Review of my portfolio (March 2022)

Review of Portfolio (08/03/2022)

• Total portfolio -1.9% paper loss (Excluding dividend recieved)
• China stock continue to slide. Current approx - 58% paper loss
• US stock down approx -30% from all time high. +9% paper gain.
• Seem like the war had some effect on SG stock? Started to dip abit +6% paper gain

Added since (Jan 22 to March 22)

US- MSFT, XLC, KWEB, AAPL

SG/UT- Allianz income & growth, CLR, AJBU, C2PU, T82U, CMOU, AU8U, A17U, OXMU, O39

Portfolio weightage

• Currently, i am focusing on increase my passive income ASAP because i want to escape the rat race.
• Thus i am not buying much into the US stocks, but there are alot of buying opportunities if you have a longer runway.
• My target is to increase the SG exposure to 60% in 6 to 7 years time.

Dividend Received

• Total dividend received from Jan to 11 March = SGD$ 1030.50

Opinons

• From all the crisis, it seem MSFT, AAPL and GOOGL are the most resilient amount the MAGAF stocks

• i will continue to nibble into KWEB as china remain cheap.

• Another interesting pattern observed on a portfolio value (perhaps may help some to structure a portfolio?), when you DCA into a stagnent market (SG) VS a volatile market (US+CH).
• The portfolio value of a stagnent market is correlated to how much you DCA per month; while the portfolio value of a volatile market is depend on the mood of the market.

Previous Portfolio Review

https://seedly.sg/opinions/review-of-my-portfolio-december-2021