Tuesday, 1 January 2019

Portfolio Jan 2019

December has been one of the worse months of 2018. The markets broke below the support of $2,632 and continued to drop 16% from $2,800 to $2,346. Overall, the market dropped 20% from the highest point of $2,940 in September. As 2018 ends, I realized I made quite a few big purchases, many of these are my wants not my needs and I made a huge loss from the drop of S&P and crude oil. I’ve also moved a large part of our CPF into SA while utilizing some money to invest using CPF-IS. Overall, still managed to increase my net worth by 20%. 2018 was also the year where we started planning many things for our future.

Moving forward to 2019, we still have tons of things to plan for our wedding (Mrs has been compiling a list of vendors and we’ll look through them when we have almost all of their replies) and renovation (we’ve started looking at designs and quotations, mainly from our friend who is in the business to use as a baseline to compare with other companies).

In my SG account: Nothing has changed in this month as the market continues its downtrend.
Dividends from AIMS and Accordia came in Dec.
My current SG Cash holdings include:
1) ACCORDIA GOLF TRUST 
2) LIPPO MALLS INDO RETAIL TRUST 
3) AIMS AMP CAP INDUSTRIAL REIT
4) SBS TRANSIT
5) ASCENDAS INDIA TRUST

Overall capital gain:               -8.13%
Overall P&L with dividend:   +3.17%

In my US account: So far, the drop in S&P has continued to make a huge impact in the account balance. I’ve had to resort to using debit spreads to earn some money back from the rebound of the lows. Crude oil is holding after a drop to $44. It is also holding quite a huge margin and preventing many other trades.  I will continue to manage as best as I can and hopefully, regain the account balance it once was. This year, I would have to be more cautious and monitor closely as the account cannot take another huge hit like 2018.
So far, I’m holding positions in crude oil and S&P.


Investing Wolf 
Disclaimer: This is not a recommendation to buy or sell any mentioned stocks or securities in this blog. 


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