Tuesday 26 December 2023

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 PriceMortgage  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