Financial Goals March 2021

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Long Term Financial Goal Progress for March 2021

Above is the progress of me reaching my targeted financial goals for March 2021. As you can see from the chart, the total value of my financial assets have increased by 1.8% from February.

The total value of my financial assets comprised of the following

  • Insurance savings (NTUC RevoSave, Singlife, Dash EasyEarn, Dash PET)
  • Savings accounts (POSB, OCBC, CIMB)
  • Singapore Savings Bonds
  • Current value of my stocks
  • Forex
  • Supplementary Retirement Scheme

I have withdrawn my interest returns from my Singlife account and used it to top up my Dash PET account. This is because any amount above S$10,000 only earns 1.0% p.a. return while Dash PET earns me 1.7% p.a. for the first S$10,000.

Singapore Savings Bonds

In March, I have collected the following interest payout from the Singapore Savings Bonds I have bought every month over the years. The payout is sufficient for a daily cup of coffee throughout the month.

  • March 2020 (GX20030Z)
  • September 2019 (GX19090H)
  • March 2019 (GX19030Z)
  • September 2018 (GX18090T)
  • September 2017 (GX17090X)

Dividends

I have collected the dividends payout from OUE Commercial REIT and Capitaland Integrated Commercial Trust. The payout goes into my CIMB Bank Savings Account.

Forex

Returns from Forex jumps back in March after a lousy February. Return On Investment was 14.6%.

SamTrade Monthly ROI March 2021

Stock Portfolio Updates March 2021

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Portfolio_202103_March

Here is my stock portfolio updates for March 2021. The last time I updated my stock portfolio was in November 2020. So what have I been buying these few months?

If you compare the differences, you would have noticed that I have added more of US Manulife REIT. The manager has managed to keep its occupancy high despite the US economy suffering from the impact of COVID-19.

As mentioned previously, my opinion is that the catalyst for Manulife REIT will be the recovery of the US economy as vaccines get delivered to the US citizens. On 1st March, US Manulife REIT fell to a low of US$0.65 which was a good opportunity for investors to jump onto the boat. Since then, US Manulife REIT has recovered to the current share price of US$0.72.

Another stock that I have added recently is Delfi Limited. I have initiated only a small position given that this company has been constantly paying good dividends over the years. Taking opportunity of the current stock market weakness, I decided to nibbled a little bit of Delfi Limited.

That is all I have to update. What have you been buying?