This is a blog to track my progress towards building a comfortable retirement nest egg. Here is a look at my stocks and savings portfolio so far (as of 28 Oct 2018):
Cash Portfolio
Equity (Stock / # Shares)
AIMS AMP Capital Industrial REIT / 2,150
Fixed Income (Security / Amount)
S'pore Savings Bond GX18070N / $12,500
S'pore Savings Bond GX18080F / $15,500
S'pore Savings Bond GX18090T / $20,000
S'pore Savings Bond GX18100V / $16,000
Hyflux 6% Perpetual Security / $5,000 (defaulted)
Maybank fixed deposit / $54,000
Etiqa eEASY Save / $45,000
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SRS Portfolio
Equity (Stock / # Shares)
Capitaland Commerical Trust / 3,000
Fixed Income (Security / Amount)
Great Eastern GREAT220 / $50,000
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Remarks:
I made a mistake investing in the Hyflux perpetual security. I was quite concerned with the company's high debt amount during the IPO, but my greed got the better of me. Now the security is in default. *sigh*
I am in the midst of redeeming S'pore Savings Bond GX18040W, which I did not include in the above table. The amount invested was $20,000. If my calculation is correct, the average yield for next month's SSB should be high (approx. 2.57%). I intend to subscribe for that SSB.
I did not include my rainy day savings in OCBC 360 account ($70,000). I also did not include those bank accounts that I use for my day to day transactions.
I did not include the monies in my alternative investments, such as my Funding Societies account. But the amounts are small and not worth mention.
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In summary, I give myself a C grade when it comes to building my retirement nest egg so far. Haha. I hope with blogging, I can stay focused and build it up.
Cash Portfolio
Equity (Stock / # Shares)
AIMS AMP Capital Industrial REIT / 2,150
Fixed Income (Security / Amount)
S'pore Savings Bond GX18070N / $12,500
S'pore Savings Bond GX18080F / $15,500
S'pore Savings Bond GX18090T / $20,000
S'pore Savings Bond GX18100V / $16,000
Hyflux 6% Perpetual Security / $5,000 (defaulted)
Maybank fixed deposit / $54,000
Etiqa eEASY Save / $45,000
=====
SRS Portfolio
Equity (Stock / # Shares)
Capitaland Commerical Trust / 3,000
Frasers Centrepoint Trust / 3,000
Frasers Commercial Trust / 2,369
SembCorp / 2,000
Singtel / 2,000
Keppel Corp / 1000
Frasers Commercial Trust / 2,369
SembCorp / 2,000
Singtel / 2,000
Keppel Corp / 1000
Fixed Income (Security / Amount)
Great Eastern GREAT220 / $50,000
======
Remarks:
I made a mistake investing in the Hyflux perpetual security. I was quite concerned with the company's high debt amount during the IPO, but my greed got the better of me. Now the security is in default. *sigh*
I am in the midst of redeeming S'pore Savings Bond GX18040W, which I did not include in the above table. The amount invested was $20,000. If my calculation is correct, the average yield for next month's SSB should be high (approx. 2.57%). I intend to subscribe for that SSB.
I did not include my rainy day savings in OCBC 360 account ($70,000). I also did not include those bank accounts that I use for my day to day transactions.
I did not include the monies in my alternative investments, such as my Funding Societies account. But the amounts are small and not worth mention.
=====
In summary, I give myself a C grade when it comes to building my retirement nest egg so far. Haha. I hope with blogging, I can stay focused and build it up.
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