Showing posts with label unit trust. Show all posts
Showing posts with label unit trust. Show all posts

Saturday, 22 April 2017

Monthly Review of my Passive Income [March 2017]

Last year, i made a goal to see how much Passive Income i can generate from Stock Market and Unit Trust, be it from Dividend Income or Capital Growth. 

i had then shared the data collected in the earlier post.
below is the link if you had missed it earlier.

this year, i thought i can made full use of the data i collected last year as a baseline to do a comparison for me to improve further. i always believe by comparing, makes you a better person.  

the post came abit late for March 2017 due to my work commitment and house shifting lately.
nevertheless, i present to you my kid's play.


Please click on the Picture to enlarge.
phew....
glad that i m still on the right path.

with this, i would like to end off the post with the picture below.



Continue to believe,
Eric Khoo

Sunday, 12 June 2016

A Day at FSM Invest Expo 2016

it was a fruitful day for my gf and i.
earlier yesterday morning along with her bff, we went to the "biggest" event hosted by Fundsupermart which they call it as "FSM Invest Expo 2016" hosted at Suntec Convention Hall 404.


well.. as compare to last year, it was indeed consider "big".
saw big names like Schroders, Aberdeeen, UOB, Nikko, Legg Mason and more.
visited most of their booths, but if u ask me what is the aim of visiting their booth. i couldn't answer it.

i went over one of the booth and asked the personnel, "any particularly reason(s) why u guys are prompting only this/these funds?"

he/she replied "oh, basically we base on the theme of this event and we came out with this/these." and then there was a awful silent, so i went off but back in my mind i was thinking, what is the aim of their sharing? i mean i can read these stuff online, all they have is just factsheet in their booth where these factsheet is readily available online. moreover they dont share alot on their fund. end result, they passed me their factsheet and i have to read myself. well...

crowds was consider ok for event like this.
there are basically 2 seminar halls. one was rather small (if u were there, u will know which one i referring to). because of the small seminar size, people was seen standing outside of the seminar hall. me? i skipped most of the seminars.

nevertheless there are alot of freebies to be grab. UOB Asset Management actually hired llao llao for free frozen yogurt to be given away. from the moment i reached the hall till the time i left the hall, the q is everlasting. another highlight is the free coffee booth by OWL Cafe. free coffee with every coupon exchange (found inside the goodie bag). not much q for the coffee. =)


overall, i collected alot of goodies from the event (see below) haha. and basically the only knowledge i took away is that FSM is offering 0% sale charge promotion from 11th June to 17th June 2016. with this, i declare a fruitful trip ! haha.


Saturday, 28 May 2016

Update for April 2016 *Late Post*

Hi all,

sorry for the late post.
actually I wanted to skip this month update as this month is the month of dryness,
nothing much to update
i.e. no dividends was collected from my Stock Portfolio. ;(

however my Unit Trust Portfolio continue to provide some small rain drops during dry period like April, June, July etc. =)

and so for the month of April 2016
Dividend collected from Unit Trust: S$310.21

stay tune for May 2016
one of the month where "Golden Flowers, 金花" bloom
haha.

Determine to success,
Eric Khoo

Thursday, 3 March 2016

General Finanical Update for Jan and Feb 2016

I have a habit of visiting my Facebook, Instagram, Caurosell and more every night before I sleep. Not sure if many does that too. And so i was scrolling through my FB and saw this.


Wording might be a little small but basically it says Noble was replace by Capitaland Commercial Trust as the 30 stocks representing STI. Not sure how many people are as happy as me. (Cos I m Capita Comm's shareholder.) Haha.

And so for some updates before I turned busy again. Nevertheless, please do visit my blog, I promise I will be more active. Haha

For Jan 2016, it was a quiet month for me. No Dividend was collected from my stock portfolio. If you had follow me for the past one year, you might have know I do have a Unit Trust portfolio which provides me a constant stream of Dividend every month. So for Jan 2016, I collected $284.70 from my Unit Trust. Also, I sold away my Jumbo and Capitaland Mall Trust for some profit taking.

As for Feb 2016, it was a little bit more interesting. Total Dividend collected from my stock portfolio adds up to be $871.91 and Unit Trust portfolio is $196.21. I also sold away 3 counters namely Mapletree Commercial Trust, SMRT and Lippo Mall. *regretted*

For ending, I would like to post this picture for closing. Hopefully after reading the post and with this picture, helps you to achieve some thinking within you.


To our success,
Eric

Sunday, 10 January 2016

Dividend Update (Unit Trust) ended 31 Dec 2015


JAN $242.04
FEB $202.26
MAR $194.82
APR $284.02
MAY $220.50
JUN $185.40
JUL $267.46
AUG $196.02
SEP $192.03
OCT $270.52
NOV $206.13
DEC $204.59
TOTAL $2665.79

For the entire year 2015, my unit trust portfolio generated a total dividend of $2665.79.
On average, my Unit Trust portfolio manages to generate $222.15 passive income per month.

Continue to work hard for 2016!