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.

 

Miscellaneous

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.

 

Conclusion

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.

Disclaimer

The content on this post is for informational purposes only. It does not provide investment advice, nor is it an offer or solicitation of any kind to buy or sell any investment products. Rates and terms set on third-party websites are subject to change without notice. This is an independently-owned site and all opinions expressed are my own.