Total Net Worth = $1,541,195 (Excluding CPF and Cash Savings)
Family Portfolio
Company
| Shares | Price | Value | Dividend |
AIMS (O5RU) | 54,400 | $1.300 | $70,720 | $4,842 |
CICT (C38U) | 100,000 | $2.000 | $200,000 | $10,500 |
FCT (J69U) | 95,000 | $2.230 | $211,850 | $11,590 |
FHT (ACV) | 75,000 | $0.485 | $36,375 | $1,200 |
FLCT (BUOU) | 40,000 | $1.130 | $45,200 | $3,040 |
Paragon (SK6U) | 55,000 | $0.860 | $47,300 | $3,960 |
PNE (BDA) | 200,00 | $0.075 | $115,000 | $10,000 |
Starhill (P40U) | 280,000 | $0.525 | $147,000 | $10,640 |
Tiong Seng (BFI) | 80,000 | $0.065 | $5,200 | $0 |
Portfolio Cash | - | - | $56,905 | - |
XIRR = 10.2% | Current Profit = $302,360
| $935,550 | $55,772 |
Personal Reserve Portfolio
Company | Shares | Price | Value | Dividend |
FCT (J69U) | 12,000 | $2.210 | $26,520 | $720 |
PNE (BDA) | 32,500 | $0.650 | $21,125 | $1,625 |
XIRR = 16.3% | Current Profit = $25,200 | $47,645 | $2,345 |
Family Property
Dividend Hermit has paid off all mortgage loan at 32 years old :)
Property
| Cost Price | Mortgage | Market Value |
HDB (4-Room) | $276,000 (Jan 2016) | Fully Paid (Jul 2020) | $370,000 |
Personal Alternative Investments
Item |
Market Value |
Jewellery | $18,600 |
Trading Cards | $169,400 |