Saturday 30 December 2017

10 Years of Investing Result

Times really fly fast now we are going for year 2018 and I wish everyone the best luck in 2018 in your career, investing and life :)

I has been investing more than 10 years as a noob and start to track my return 10 years ago and i don't really track my real capital then.

There has been years where I am totally sleeping not bothering the stock investment and only in year 2014 I start more paying attention and dig deeper into stock.

For year 2017,
I have achieved the target profit of $26000 that I set last  years here (I don't differentiate trading and dividend income, just lump into one since profit is profit).

I have made few mistakes like RHT Trust where I added a few lots for quick return due to news and now I am sitting at lost for now. I sold KeppelDC Reit for quick profit and intend to buy back on lower price and the boats never come back.

All thanks for my adrenaline T.T and due to RHT case, I start to keep my financial diaries mistakes to remind me - I hope it will be useful for me.

There is nothing much change in term of the capital I invested as I sold some REIT and switch to another REIT

I am setting aside and start to increase my war-chest in the case Great Sale is coming as the market has been getting higher and higher.

For year 2018, 
My target will be $28000, I am not sure if i will achieve this as my current portfolio does not yield that amount in term of dividend and it will be pretty much on the market if I will have opportunity to add more in order to achieved it.

With the market is getting higher, I am in doubt I will achieve the target but we shall see in 1 year to come.

Even we set long term goal, how much we can achieve is also depend on the market and if we can see any opportunity in-front of us. I shouldn't buy stock just for the purpose to achieve my target. The stock should meet my criteria, otherwise I would rather fail to achieve my target rather than lose money.

For my brick and mortar investment, I have set sufficient enough money to pay the loan and I will be on the comfortable side to pay off the remaining loan.


The chart below show the profit I have for the last 10 years
My current portfolio as end of 2017


Stock Name Allocation
First REIT 48%
Frasers logistics and Industrial 18%
Religare Health Trust (RHT) 14%
IReit Global 5%
EC World 5%
AIMS AMP Capital Industrial REIT 3%
CapitaLand Retail China Trust 3%
Mapletree Greater China Trust 3%
Fortune REIT 2%


Thanks for reading, any input are welcome :)

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