A review of 2016’s investment

Investment as of December 2016
2016 Performance (Singapore Dollars)
Total dividends collected (Current year) $2,213.58
Total dividends collected to date (Nov 2013 – Now) $6,240.11
Total Invested Capital $68,016.42
Projected Annual Yield $2,190.03
Average Monthly Dividends $184.46
Unrealised Gains / Loss -$6,896.74

Another year of investment has ended. The total invested capital increased from $59,634.82 to $68,016.42. This year, I was not actively investing and the increase is largely due to dollar cost averaging in Singapore Stocks and Bonds ETF.

All in all for Singapore market, I bought 1000 units of SPDR STI ETF (SGX:ES3), 265 units of Nikko AM STI ETF (SGX:G3B) and 3302 units of ABF SG Bond ETF (SGX:A35). The reason for the odd number units is because they were bought via POSB InvestSaver platform.

From London Stock Exchange, I picked up 4 units of iShares Core MSCI World UCITS ETF (LSE:IWDA) via Standard Chartered Bank’s Trading Platform. Stopped doing so after August as Standard Chartered Bank started charging a minimum fee for trading.

There is quite a bit of a market shake up from the recent BREXIT, US’s Presidential Election, interest rates changes, turmoils from the Oil & Gas industry, etc. Currently, my portfolio has an unrealised loss of $6,896.74.

The dividends increased slightly and as a result, the actual monthly dividends increased from $178.87 to $184.46.



I decided to start doing some donation with the dividends. Starting small with a target of $10 per month. Did some catch up for 2016 by donating to Metta Welfare Association in December 2016.



This sums up my investments in 2016. With the market going downwards,  I shall buck up and pick up more ETF along the way and hope to see some capital gain in years to come.


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