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Friday, March 29, 2019

Q1 2019 Portfolio and FIRE progress

Market has been buoyant and has helped to lift the value of my portfolio.

Current portfolio:
March 2019


Value
AIMSAMP Cap Reit
121400
1.43
$173,602.00
Ascendas-hTrust
235000
0.88
$206,800.00
Cache Log Trust
13600
0.73
$9,928.00
CapitaR China Trust
35000
1.57
$54,950.00
DBS
1000
25.28
$25,280.00
Ezion
19500
0.044
$858.00
First Reit
40000
0.99
$39,600.00
FCOT
234000
1.48
$346,320.00




Keppel Corp
5000
6.21
$31,050.00
OCBC
5000
11.02
$55,100.00




SingTel
48000
3.01
$144,480.00
StarhillGbl Reit
90000
0.735
$66,150.00
(unnamed)
7611
7.04
$51,438.18




Warchest


$23,272.50
Total Portfolio Size


$1,228,828.68
 

How does it compare to the previous quarter or the previous year?



Q1 19
Q4 19
Q1 18
QoQ change
YoY change
$1,228,828.00
$1,102,967.00
$958,014.00
11.41%
28.27%


Always a happy event to note that my FUM is growing at a 28.27% YoY. If this keeps up (and hopefully it does), it should not be before long when i can finally join the hallowed ranks of the FIRE pioneers, like AK and Brian Halim.

In a previous post, I briefly calculated that an entry level FAT FIRE lifestyle would demand at least 2.27M to finance. Alas I was not one of the two TOTO winners last night, whom each bagged 4.7M.  Naise.

1 buck down. 1 more buck to go.


Summary of changes to portfolio:

Sold off all my FLT shares at 1.16, booking a capital gain of 42k, and with total dividends received at around 23k.

Added 191000 shares of FCOT at 1.46. Got to put my money where my mouth is I suppose.

I am happy to see that Starhill appears to be showing signs of recovery. The main drags on my portfolio now remain Singtel and First REIT.

Ezion has been suspended pending discussions with strategic investors, ala, Hyflux. I am prepared to write off the total investment from this ill-fated venture. The consolation I guess is impairing this investment would reduce the portfolio size by less than 0.06%. Immaterial in the grand scheme of things but nonetheless a painful 20k lesson.

Quality over yield.

Onwards to FI my brethren!